Our Team

Our Team

Our team is dedicated to providing innovative solutions for asset allocation.

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

Managing Director | Chief Investment Officer | Portfolio Manager

Ron Brock of Innovative Portfolios

Managing Director | Chief Financial Officer | Portfolio Manager

Compliance Team

Sales and Marketing Team

Audrey Bruch, CPA, of Innovative Portfolios

Chief Compliance Officer

Brad Stark, Compliance Manager of Innovative Portfolios

Compliance Manager

Christy Jordan of Innovative Portfolios

National Business Development Director

Portfolio Managers and Traders

Senior Portfolio Manager

Tom Kaiser, CFA, Research Analyst & Portfolio Manager, Innovative Portfolios

Research Analyst | Portfolio Manager

Portfolio Manager

Operations Team

Angie Reecer, Chief Operations Officer, Innovative Portfolios

Chief Operations Officer

Kat Harper, Manager of Operations, Innovative Portfolios

Vice President Operations

EricMcKenzie, Director of Operations, Innovative Portfolios

Director of Operations

Tiffany Kryder, Operations Manager

Operations Manager

Sheldon Hirst, Controller, Innovative Portfolios


Connect with us

phone: 317.689.6450