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@innovestinc.com
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5 phones found area 303 and 212
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Peter Mustian is listed as Principal, COO at Innovest Portfolio Solutions at Innovest Portfolio Solutions, a company with 60 employees, based in Louisville, Colorado, United States. AeroLeads shows a work email signal at innovestinc.com, phone signal with area code 303, 212, and a matched LinkedIn profile for Peter Mustian.
Peter Mustian previously worked as Principal, Consultant and Chief Operating Officer at Innovest Portfolio Solutions and Senior Research Analyst at Innovest Portfolio Solutions. Peter Mustian holds Bs, Finance from University Of Colorado Boulder - Leeds School Of Business.
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Peter is a Principal, Consultant and the Chief Operating Officer at Innovest. Peter provides institutional consulting services to committees and boards of various types of retirement plans, and foundation and endowment clients. He is also a member of the Capital Markets Research Group, responsible for asset allocation studies and portfolio construction and Innovest’s Investment Committee, which makes decisions on investment related research and due diligence. He is a member of Innovest’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. In addition, Peter leads Innovest's Mentoring Committee, responsible for the ongoing professional development of Innovest's team members.Specialties: Investment manager due diligence, capital markets research, portfolio analysis and construction.
Listed skills include Investment Research, Asset Managment, Asset Allocation, Investment Strategies, and 24 others.
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- Help oversee the research process and lead the ongoing quantitative and qualitative manager due diligence effort- Responsible for the management and training of research analysts- Lead client consultant delivering customized investment solutions- Assist in monitoring approximately $25 billion in client assets invested across hundreds of investment.
- Main contact for new traditional manager inquiries resulting in hundreds of investment manager due diligence meetings each year- Led the manager search process and participated in building customized client portfolios- Frequent author of monthly investment commentaries and newsletter articles
- Produced detailed performance reports, newsletters, attribution reports, and asset allocation studies for high net worth, foundation and endowment and retirement plan clients - Performed investment, market, asset class, and fiduciary analysis, on a wide range of money management firms and their investment strategies
- Completed an internship program that provided exposure to retirement planning, mutual fund investing, asset allocation, money management, and estate tax strategies - Assisted in the analysis of client portfolios and helped develop specific recommendations to maximize client goals
Other employees you can reach at innovestinc.com. View company contacts for 60 employees →
Teri Tomei
Colleague at Innovest Portfolio Solutions
Parker, Colorado, United States, United States
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Stephanie Dufano
Colleague at Innovest Portfolio Solutions
Denver, Colorado, United States, United States
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KG
Kristin Grayner
Colleague at Innovest Portfolio Solutions
Bradenton, Florida, United States, United States
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BC
Brian Curran
Colleague at Innovest Portfolio Solutions
Denver, Colorado, United States, United States
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JK
Julie Kennedy
Colleague at Innovest Portfolio Solutions
Littleton, Colorado, United States, United States
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Wendy Dominguez
Colleague at Innovest Portfolio Solutions
Denver, Colorado, United States, United States
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CV
Carol Van
Colleague at Innovest Portfolio Solutions
Denver, Colorado, United States, United States
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CW
Cheryl Wilks, Cpfa®
Colleague at Innovest Portfolio Solutions
Englewood, Colorado, United States, United States
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BF
Bill Fender
Colleague at Innovest Portfolio Solutions
Denver, Colorado, United States, United States
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SN
Sarah Newman
Colleague at Innovest Portfolio Solutions
Littleton, Colorado, United States, United States
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Activities and Societies: • Member of Beta Gamma Sigma honors fraternity • The Merrill Lefferdink Scholarship recipient for academic.
Peter graduated from Colorado State University with a Master’s Degree in Business Administration (MBA).
Quick answers generated from the profile data available on this page.
Peter Mustian works for Innovest Portfolio Solutions.
Peter Mustian is listed as Principal, COO at Innovest Portfolio Solutions at Innovest Portfolio Solutions.
AeroLeads has found 2 work email signals at @innovestinc.com for Peter Mustian at Innovest Portfolio Solutions.
AeroLeads has found 5 phone signal(s) with area code 303, 212 for Peter Mustian at Innovest Portfolio Solutions.
Peter Mustian is based in Louisville, Colorado, United States while working with Innovest Portfolio Solutions.
Peter Mustian has worked for Innovest Portfolio Solutions and Ubs Financial Services.
Peter Mustian's colleagues at Innovest Portfolio Solutions include Teri Tomei, Stephanie Dufano, Kristin Grayner, Brian Curran, and Julie Kennedy.
You can use AeroLeads to view verified contact signals for Peter Mustian at Innovest Portfolio Solutions, including work email, phone, and LinkedIn data when available.
Peter Mustian holds Bs, Finance from University Of Colorado Boulder - Leeds School Of Business.
Peter Mustian is listed with skills including Investment Research, Asset Managment, Asset Allocation, Investment Strategies, Alternative Investments, Investment Companies, Wealth Management, and Due Diligence.
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