Lisa Deppey, MissionSquare Retirement
Lisa Deppey is a relationship manager for MissionSquare Retirement, and is responsible for the overall business relationship and retention of an assigned group of MissionSquare’s largest clients. She delivers proactive account management to clients, and provides understanding of their goals and objectives, and is the primary liaison between clients and MissionSquare. Her roles include creating and implementing customized education programs, updating plan sponsors on the legislative front, reviewing plan performance, ensuring client awareness of MissionSquare’s service capabilities, proposing new business solutions and assisting plan sponsors in managing plan risks and fiduciary responsibilities.
Ms. Deppey has more than 25 years of experience in the financial services industry and joined ICMA-RC in 2000. Prior to being promoted to a Relationship Manager, she was a Retirement Plan specialist, educating employees on all aspects of retirement plans.
Ms. Deppey received a bachelor’s degree in Business from Regis University. She is Registered Representative, and also holds an insurance license for the State of Colorado, and Series 6, 7 and 63. Additionally, she holds the designations of CRC (Certified Retirement Counselor) and BFA (Behavioral Financial Advisor).
Christine Hudek, Innovest Portfolio Solutions, LLC
Christine Hudek is the Senior Marketing Manager at Innovest Portfolio Solutions. Her primary responsibility is to provide support to both business development and marketing. Her other responsibilities include writing proposals, creating presentations, and supervising the marketing team. Christine is a member of Innovest’s Charitable Donations Committee, the Innovest Mentoring Committee, and was also selected to be an Innovest Culture Leader.
Christine holds an Accredited Investment Fiduciary (AIF®) designation. She graduated summa cum laude from Colorado State University where she earned a Bachelor of Science in Business Administration with a concentration in marketing. In addition, she graduated top of her class in pastry from the Culinary School of the Rockies and worked as a pastry chef at Frasca Food & Wine and The Kitchen. Christine is also a certified yoga instructor.
Vincent A. Ortega, Capital Group
Vincent A. Ortega is a client relationship manager at Capital Group. He has 31 years of investment industry experience, all with Capital Group. Earlier in his career at Capital, he was an accountant, a contracts/account administrator, and a marketing associate.
He holds a bachelor’s degree in business administration with an emphasis on finance from California State University, San Bernardino. Vince is based in Los Angeles.
Dave Hayes, City of Estes Park Police Department
Dave Hayes recently was appointed as the Chief of Police for the City of Estes Park. From 2014 - until the Fall of 2022, David Hayes served as the Chief of Police in Louisville. He previously served with the City of Boulder Police Department from 1978-2014, retiring as the Deputy Chief of Operations.
Since the mid-1980s to present, Dave is a Trustee of the City of Boulder “Old Hire” Defined Benefit Plan and joined the CPPC Board in 2010.
Dave has a degree in Criminal Justice and Political Science from Metropolitan State University in Denver, Colorado.
Nancy Rimington, Innovest Portfolio Solutions
Nancy is a Vice President and Consultant at Innovest. She provides consulting services to retirement plans, nonprofits, and families. Nancy is a member of the Innovest Investment Committee, which drives the firm’s investment related research and due diligence. She is a member of the Capital Markets Research Group, which is responsible for monitoring the global macro-environment, asset allocation modeling, and portfolio construction. Additionally, Nancy is also a member of Innovest’s Retirement Plan and Nonprofit Practice Groups.
Nancy’s prior roles have provided a unique combination of investment expertise and consultant, sales and client service experience. Prior to joining Innovest, Nancy worked in business development and relationship management for GW&K Investment Management. In this role, Nancy developed expertise in building strong partnerships with public and corporate retirement plans, foundations, endowments, nonprofits, and governmental entities. Before joining GW&K in 2014, Nancy served as a partner and director of institutional business development and client services for more than 10 years at Hoover Investment Management Company.
Nancy received a Bachelor of Science in Marketing from Azusa Pacific University. She also completed the Coaching for Leadership and Teamwork Program at Babson College.
Marissa Solomon, Fidelity Investments
Marissa Solomon is a senior vice president of business development within the Asset Management Solutions division at Fidelity Investments. Fidelity is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. The Fidelity Asset Management Solutions division is an integrated investment, distribution, and client service organization dedicated to meeting the unique needs of the institutional marketplace.
In this role, Ms. Solomon is responsible for new business development and relationship management activities, primarily focused on corporate and public plans sponsors in the mid- market. She primarily works with defined benefit and other institutional investors on various initiatives, such as managing pension risk, liability driven investing, and multi-asset class portfolios.
Prior to re-joining Fidelity in 2022, Marissa was the head of national accounts for the DCIO channel supporting Schwab Asset Management™. Ms. Solomon was responsible for introducing the organization’s investment products to retirement platforms and consultants in the defined contribution and defined benefit arenas. Prior to joining Schwab in 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 responsible for relationship management and business development of defined contribution consultants and institutional recordkeeping platforms. Prior to Goldman Sachs in 2011, she spent nearly 12 years at Fidelity Investments in a variety of positions in research and product management.
Ms. Solomon earned Bachelor of Arts degrees 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 Series 7 and 63 licenses.