Wendy is the president and co-founder of Innovest Portfolio Solutions. She has more than 30 years of experience in the investment consulting profession. Her clients include some of the largest retirement plans in the United States, as well as many large nonprofits, and wealthy families. She is a member of Executive Leadership Team, which makes decisions on firm related issues. Additionally, she leads 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. Wendy has been named one of the 20 Most Influential Women in Benefit Advising in the n