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

null
Dave Gilreath, CFP®
Managing Director
Chief Investment Officer
null
Ron Brock
Managing Director
Chief Financial Officer
null
Audrey Kurzawa, CPA
Chief Compliance Officer
null
Jim Murphy, CFP®, CAIA
Chief Distribution Officer

Regional Vice Presidents

null
Wendy Hales, CFP®, CWS®
Vice President
Pacific Northwest Region
null
Christy Jordan
Senior Vice President
Central Region
null
Paul Meinville
Vice President
Eastern Region
null
Brad Miksek
Vice President
Midwest Region
null
Ben Widders
Vice President
Southwest Region

Portfolio Managers and Traders

null
JR Humphreys, CFA, CAIA
Senior Portfolio Manager
null
Seth Hickle
Trader
null
James Humphries
Trader

Operations

null
Angie Reecer
Chief Operations Officer
null
Eric McKenzie
Director of Operations
null
Kat Harper
Manager of Operations
null
Sheldon Hirst
Controller