Christine Hudek, Innovest Portfolio Solutions, LLC
Christine is the marketing manager at Innovest Portfolio Solutions. Her primary responsibility is to provide support to both business development and marketing. Her other responsibilities include creating presentations, writing proposals and managing Innovest’s social media. Christine is also a member of Innovest’s Charitable Donations Committee.
Christine has more than 22 years of experience in the financial services industry. Her experience includes time with with an annuity wholesaling company. Christine was also the office manager and marketing director for a financial planner. Christine holds an Accredited Investment Fiduciary (AIF®) designation.
Christine graduated summa cum laude from Colorado State University where she earned a Bachelor of Science in Business Administration. In addition, she graduated top of her class in pastry from Culinary School of the Rockies.
Emily C. Knox, ICMA-RC
Emily is a Senior Retirement Plans Specialist at ICMA-RC. At ICMA-RC Emily is responsible for on-site services to public employer retirement plans, including participant enrollment, investment education and individual education meetings. She also provides educational assistance in the development of individual’s retirement plan savings plans.
Emily brings over 25 years of retirement plan experience to ICMA-RC, during which she produced a variety of educational programs on retirement plans, investments and quality customer services, as well as helped both individuals and groups obtain a better understanding of markets and investments. Before joining ICMA-RC in June, 2005, Emily was a Regional Client Services Manager for the Colorado Retirement Association (formerly CCOERA) in Denver where she presented the company’s mandatory 401(a) and 457 plans to Colorado entities. Prior to working at the Colorado Retirement Association, she was a Pension Consultant for Ceridian Retirement Services, where she led all phases of business development for retirement plans.
Emily earned a Bachelor of Arts degree in history from Rutgers University in New Brunswick, NJ. She is a registered representative and an insurance license holder. She also holds a Certified Retirement Counselor (CRC) designation.
Elizabeth Price, Colorado Retirement Association, (formerly CCOERA)
Elizabeth is the Executive Director at the Colorado Retirement Association. She is responsible for successful leadership and management of the organization as well as office administration, board administration, operations, finance, plan and asset management and member/client services.
Elizabeth has more than 18 years of nonprofit management experience in strategic planning, financial management, membership and business development, events, fundraising, sales, marketing, public relations and lobbying. Elizabeth has Master of Business Administration degree from the University of New Mexico.
Nancy Rimington, GW&K Investment Management
Nancy is a member of GW&K’s institutional team responsible for business development and relationship management for the West Coast region. Nancy began her investment career in 1996 as a Consultant Liaison at NWQ Investment Management. That exposure to the consultant community led her to roles focusing on business development and client service in the institutional space. Nancy spent over ten years at Hoover Investment Management Company in San Francisco, becoming a Partner and Director of Institutional Business Development and Client Services. Her responsibilities included building relationships with consultants and plan sponsors nationwide, new product development, and overseeing the firm’s marketing function.
Nancy has experience working with public and corporate pension plans, foundations, endowments, non-profit organizations and governmental entities. Nancy also served as a Vice President of Business Development and Client Service at NetAsset Management.com, a Principal and head of Institutional Business Development at Forward Investment Management Company, and Director, North American Business Development for Numeric Investors. Nancy received a BS in Marketing from Azusa Pacific University.
Brian Simms, Lincoln Financial Group
Brian Simms brings an innovative problem-solving perspective to retirement services by obtaining a deep understanding of the plan sponsor’s goals and priorities and providing technological and human resource solutions to achieve better retirement outcomes for their employees. He is an accomplished professional with a demonstrated history of working in the financial services industry and a proven sales leader in stable value investments and 457, 403(b), and 401(k) retirement plans.
He holds a BS from Arizona State University and a MA from the University of Colorado at Boulder. He lives with his wife and two children in Erie, CO and possesses the FINRA 6, 63, 26 and Colorado state insurance licenses.
Marissa Solomon, Charles Schwab Investment Management, Inc.
Marissa Solomon is the head of DCIO Business Development supporting Charles Schwab Investment Management, Inc. (CSIM). She is responsible for introducing the firm’s investment products to retirement platforms and consultants in the defined contribution and defined benefit arenas.
Prior to joining Schwab in March 2016, Ms. Solomon was Vice President of Platform Sales at Goldman Sachs Asset Management where she was responsible for supporting and enhancing the firm’s strategic defined contribution and sub-advisory partnerships. She was responsbile for relationship management and business development of defined contribution consultants and institutional recordkeeping platforms. Prior to Goldman Sachs, she spent nearly 12 years at Fidelity Investments in a variety of positions in Research and Product Management.
Ms. Solomon earned a Bachelor of Arts in Economics and Mathematics from Hamilton College and a Master of Business Administration from the F.W. Olin Graduate School of Business at Babson College. She holds the Series 7 and 63 licenses.
Jennifer Yellott, Nationwide
Jennifer is a Institutional Sales Executive at Nationwide Financial. She is responsible for the development and sales of tax-exempt, and Taft-Hartley defined contribution and defined benefit markets. Jennifer’s depth of experience and perspective on how other major recordkeepers approach retirement plans, and developing plans based on each client’s specific needs is what makes her uniquely qualified to do her job.
Jennifer entered the financial services industry in 2005, joining Prudential in 2016. In 2019 she left Prudential to work at Nationwide. She has a B.A. in publishing from The Pennsylvania State University. Additionally, she is a Series 6,7, 26 and 63 and holds life, health and variable insurance licenses.