Kathy Lalone
Analyst-Equity at Innovest Portfolio Solutions LLC
Profile
Ms. Kathy Lalone is an Senior Manager at Innovest Portfolio Solutions LLC.
She is a member of the Client Service Team, responsible for the design and production of client performance reports, participant newsletters and other client reporting needs.
Ms. Lalone has worked in the photoreceptor industry for almost 15 years with experience in manufacturing, product development and finance.
Ms. Lalone graduated from the University of Missouri – Rolla with a Bachelor of Science in mechanical engineering, and from the University of Rochester with a Master of Business Administration.
Kathy Lalone active positions
| Companies | Position | Start |
|---|---|---|
Innovest Portfolio Solutions LLC
 Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | Analyst-Equity | - |
Training of Kathy Lalone
| University of Missouri | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | Finance |
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