Donna Patch Email & Phone Number

Denver, Colorado

Donna is a Principal and Director of Marketing with Innovest Portfolio Solutions LLC. She is a member of Innovest’s Marketing Group, responsible for developing new client and project business as well as developing and facilitating industry seminars and events. She is also a member of Innovest’s Investment Committee, which makes decisions on investment related research and due diligence. She has over 20 years experience in institutional marketing.Donna holds an Accredited Investment Fiduciary (AIF®) designation from the University of Pittsburgh, Joseph M. Katz Graduate School of Business. Having successfully completed this course of study, Donna is a Registered Fiduciary™. The designation is based on the 2010 Fiduciary Standards of the Foundation for Fiduciary Studies and validated by Dalbar, Inc., an independent expert. Donna is the President of the Denver Chapter of the Western Pension and Benefits Conference and serves on the Colorado Public Plan Coalition (CPPC) board of directors.