Deals & People September 4, 2014

Innovest Adds Investment Consultant

Robert Straus has joined Innovest Portfolio Solutions as a vice president, tasked with supporting due diligence efforts and providing investment consulting services to Innovest clients.
Reported by

Straus will also be called on to speak at industry conferences and events. He is a member of Innovest’s investment committee overseeing the firm’s investment research and due diligence process. He has more than 20 years of experience in the asset management industry.

Prior to joining Innovest, Straus was a senior vice president, portfolio manager, and director of trading at Icon Advisors Inc., a mutual fund investment management company in Greenwood Village, Colorado. He has managed mutual funds and separate account investments for institutions, advisers, and high-net-worth clients since 2003, and served on Icon’s investment committee.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

He began his career in finance at the American Stock Exchange and Salomon Brothers Inc., both in New York. Straus is a member of the CFA Institute and the CFA Society of Colorado.

Straus earned an M.B.A. from the University of Denver and holds a chartered financial analyst (CFA) designation.

Innovest Portfolio Solutions was named as a 2014 PLANSPONSOR Retirement Plan Adviser Team of the Year Finalist. 

Deals & People September 4, 2014

Segal Rogerscasey Adds Senior Consultant

William Mitchner joined the Cleveland office of Segal Rogerscasey as a vice president and senior consultant.
Reported by

He reports to Richard Ranallo, senior vice president and senior consultant.

Mitchner has nearly 20 years of experience in asset management and corporate investment management. Prior to Segal Rogerscasey, he was a director of client service and senior relationship manager for PNC Capital Advisors.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

Mitchner holds a B.S. in finance from the University of Akron, as well as an M.B.A. in finance and banking from the Weatherhead School of Management at Case Western Reserve University.

Segal Rogerscasey is a member of The Segal Group, which provides investment and asset management solutions to corporations, non-profit organizations, endowments, foundations, state and local governments and benefit plans operating under the Taft-Hartley Act.

«