Our team of experienced money managers is dedicated to helping you enhance your asset allocation and present your clients with fresh new opportunities for investing.

Innovative Portfolios is a team of experienced money management professionals who provide investment strategies, research, and advisory to registered investment advisors and other strategic partners.

Working with us gives you the benefit of our decades of experience as investment advisors. We work to understand your needs, as well as your clients’ needs. Not just when you first come to us, but throughout our relationship. We take pride in doing all the little things that let you focus on the more important client-centric aspects of your business.

Executive Team

Dave Gilreath, CFP®

Managing Director
Chief Investment Officer
Portfolio Manager

Ron Brock

Managing Director
Chief Financial Officer
Portfolio Manager

Audrey Bruch, CPA

Chief Compliance Officer

Christy Jordan


Sales and Distribution Team

Peter Bjelopetrovich

vice president, business development

Paul T. Massie, CFA, CAIA

Head of Intermediary Distribution

David M. King

Vice President, Institutional Distribution

Portfolio Managers and Traders

Edward "JR" Humphreys II, CFA, CAIA

Senior Portfolio Manager

Seth Hickle

derivatives portfolio manager

James "Louie" Humphries

derivatives portfolio manager

Wally Taggart

Portfolio Manager

Tom Kaiser, CFA

Research analyst
Portfolio Manager


Angie Reecer

Chief Operations Officer

Eric McKenzie

Director of Operations

Kat Harper

Vice President, Operations

John Gruber

Operations Manager

Sheldon Hirst