Garry Albert Beaulieu

Principal & Consultant at Innovest Portfolio Solutions LLC

Garry Albert Beaulieu

Garry Albert Beaulieu

Principal & Consultant at Innovest Portfolio Solutions LLC

Biography

Mr. Garry A. Beaulieu is a Principal & Consultant at Innovest Portfolio Solutions LLC and Vice President at BNY Mellon NA. He has more than 20 years of experience in investment management, focusing on customized investment solutions and complex financial and estate planning issues for high net worth individuals and families.Prior to joining Innovest, he was a Vice President and Wealth Strategist for Northern Trust and a founding member and Vice President of the Denver office of Mellon Wealth Management.He is a graduate of Saint Anselm College in New Hampshire. He also graduated from the New England School of Banking at Williams College, Executive Program. He completed studies at the Darden School, at the University of Virginia and the National Graduate Trust School[

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197

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Co-Founder at Innovest Portfolio Solutions LLC

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Chief Compliance Officer, Principal at Innovest Portfolio Solutions LLC

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Principal & Director at Innovest Portfolio Solutions LLC

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Principal at Innovest Portfolio Solutions LLC

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Principal, Senior Consultant & Director at Innovest Portfolio Solutions LLC

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Chief Investment Officer at Innovest Portfolio Solutions LLC

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Vice President at Innovest Portfolio Solutions LLC

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Vice President at Innovest Portfolio Solutions LLC

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Consultant & Vice President at Innovest Portfolio Solutions LLC

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Vice President at Innovest Portfolio Solutions LLC

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Garry Albert Beaulieu
Principal & Consultant at Innovest Portfolio Solutions LLC
Education

The University of Virginia (often abbreviated as UVA, UVa, or Virginia) is a public research university in Charlottesville, Virginia, United States. It was conceived and designed by U.S. President Thomas Jefferson, and established in 1819. UVA's initial Board of Visitors included former Presidents of the United States Thomas Jefferson, James Madison, and James Monroe. Monroe owned the initial site of the University, which was mostly farmland. His law office and farmhouse are now the site of Brown College at Monroe Hill, a residential college at UVA. UVA is one of the eight original Public Ivy universities, and it is the only university campus in the United States that is designated a World Heritage Site by UNESCO. In the 2013 edition of U.S. News and World Report's National University Rankings, the school was listed as America's 2nd best public university; tied with UCLA and surpassed only by UC Berkeley.

Williams College is a private liberal arts college located in Williamstown, Massachusetts, United States. It was established in 1793 with funds from the estate of Ephraim Williams. Originally a men's college, Williams became co-educational in 1970. It is located in Williamstown, MA, USA.

Career History
Principal & Consultant
Current

Investment management services are too often entangled with conflicts of interest. We believe that in order to avoid these conflicts, a firm must have the independence to be an objective advocate. Innovest was founded with this purpose in mind. Our founders trace their investment management consulting roots to the mid-1980s, when they founded the institutional consulting department at the boutique investment bank, Rauscher Pierce Refsnes. This experience inspired a desire for even greater independence and accountability as investment consultants. As a result, Innovest was founded on July 1, 1996 with the mission to avoid all conflicts of interest and better serve clients Innovest is an independent registered investment advisor with a client-centered, risk-focused, and performance-driven culture. Over the years, we have built a team of talented professionals with expertise in a variety of disciplines that benefit our clients. Relying on a talented staff, we serve a cross-section of clients which include high-net-worth families, large municipalities, respected corporate organizations, and prominent foundations. Our clients are not hiring a name, they are hiring a team.

Vice President
Current

BNY Mellon, NA, a subsidiary of The Bank of New York Mellon Corp., is a company headquartered in Pittsburgh, PA, involved in national commercial banks. Charles William Scharf has been the CEO of the firm since 2017.

Other Affiliations

Garry Albert Beaulieu is affiliated with Innovest Portfolio Solutions LLC, BNY Mellon, NA

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