Innovia Wealth Employee Directory

Q: Who are Innovia Wealth key employees?

Some of Innovia Wealth key employees are Gregory Bosch , Stacy Spain

Innovia Wealth corporate office is located in 171 Monroe Ave NW Ste 800, Grand Rapids, Michigan, 49503, United States and has 11-50 employees.

Highly Engaged Employees

innovia wealth

Employees by Department

Departments

Number of employees

Finance

Operations

Legal

Marketing

Sales

Engineering & Technical

C-Suite

Key Employees of Innovia Wealth

GB
Gregory Bosch
Chief Investment Officer
PhoneEmail
SS
Stacy Spain
Chief Compliance Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Innovia Wealth Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Innovia Wealth

Hundreds of professionals searching for Innovia Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

TP
Tom Pantlind
Email Direct
Senior Wealth Advisor
United States , Michigan , Grand Rapids

AV
Aaron Veldheer
Email Direct
Managing Director
United States , Michigan , Grand Rapids

GB
Gregory Bosch
Email Direct
Chief Investment Officer
United States , Michigan , Grand Rapids

TB
Tom Bouwkamp
Email Direct
Manager, Trading & Technology
United States , Michigan , Grand Rapids

AB
Adisa Bajric
Email Direct
Manager, Marketing
United States , Michigan , Grand Rapids

RP
Reese Pustover
Email Direct
Financial Planner
United States , Michigan , Grand Rapids

MB
Michael Berkemeier
Email Direct
Managing Director - Founder
United States , Michigan , Grand Rapids

MP
Marleigh Plachecki
Email Direct
Director, Finance & Human Resources
United States , Michigan , Grand Rapids

TD
Tyler DeMoss
Email Direct
Financial Planner
United States , Michigan , Grand Rapids

EW
Elizabeth Wilkes
Email Direct
Client Service Advisor
United States , Michigan , Grand Rapids

AB
Andrew Boatright
Email Direct
Wealth Advisor
United States , Michigan , Grand Rapids

SS
Stacy Spain
Email Direct
Chief Compliance Officer
United States , Michigan , Grand Rapids

AT
Alex Timmer
Email Direct
Director, Client Services
United States , Michigan , Grand Rapids

JF
Jazmen Favreau
Email Direct
Compliance Associate
United States , Michigan , Grand Rapids

AS
Aaron Sygiel
Email Direct
Executive Assistant
United States , Michigan , Grand Rapids

MK
Micah Kinde
Email Direct
Financial Planner
United States , Michigan , Grand Rapids

JP
Jacob Petrick
Email Direct
Financial Planner
United States , Michigan , Grand Rapids

AB
Andrew Balk
Email Direct
Financial Planner
United States , Michigan , Grand Rapids

CW
Claudia Waske
Email Direct
Operations Associate
United States , Michigan , Grand Rapids

JS
Jamie Steiner-Ary
Email Direct
Wealth Management Client Service Associate
United States , Michigan , Grand Rapids

IB
Isaiah Bleiler
Email Direct
Wealth Advisor
United States , Michigan , Grand Rapids

OK
Olivia Kenrick
Email Direct
Financial Planner
United States , Michigan , Grand Rapids

JW
Jacob Watson
Email Direct
Senior Wealth Advisor
United States , Michigan , Grand Rapids

123

Former Employees at Innovia Wealth

Explore people who held key positions, contributed to Innovia Wealth's success, and advanced their careers.

Aidan Cote

Buy-Side Search Direct... at Calder Capital

Worked as Finance Intern

at Innovia Wealth (2021-2021)

Direct

Nathan Luke

Wealth Advisor at Mercer Advisors

Worked as Financial Planner

at Innovia Wealth (2023-2023)

Direct

Sam Doletzky

Manager, Retirement Pl... at Rockefeller Capital Ma...

Worked as Retirement Plan Associate

at Innovia Wealth

Direct

Mask Content

Retirement Plan Adviso... at Action Point Financial

Worked as Director, Retirement Plan Services

at Innovia Wealth (2022-2026)

Direct

Mask Content

Chief Operations Offic... at Rockefeller Capital Ma...

Worked as Chief Operations Officer

at Innovia Wealth (2022-2025)

Direct

Mask Content

Client Associate at Rockefeller Capital Ma...

Worked as Client Services Advisor

at Innovia Wealth (2021-2025)

Direct

Explore More

People from Similar Companies in the Finance Industry Located in Michigan, United States

Lake Michigan Credit Union

1K - 5K Employees

Northpointe Bank

201-500 Employees

Frankenmuth Credit Union

201-500 Employees

Michigan Legacy Credit Union

201-500 Employees

Sterling Bank & Trust

201-500 Employees

Imperium Lending

51-200 Employees

Frequently Asked Questions Regarding Innovia Wealth Employees

How many employees does Innovia Wealth have?

Innovia Wealth has 11-50 employees

Who are Innovia Wealth key employees?

Some of Innovia Wealth key employees are Gregory Bosch, Stacy Spain

Where is Innovia Wealth located?

Innovia Wealth’s headquarters are located at 171 Monroe Ave NW Ste 800, Grand Rapids, Michigan, 49503, United States

How do I contact Innovia Wealth?

Innovia Wealth Contact Info: Website: www.innoviawealth.com

What does Innovia Wealth do?

Innovia Wealth specializes in personalized wealth management, investment management, tax planning, estate planning, retirement strategies, and private investment guidance for high-net-worth individuals, families, and business owners. The firm aims to simplify the complexities of managing significant wealth by designing tax-aware strategies and supp... Read More

Is Innovia Wealth a public company?

Innovia Wealth is private company therefore does not currently have an official ticker symbol

See more information about Innovia Wealth Employees