INNOVATION PARTNERS LLC. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 146344). Regulatory assets under management: $21.7M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Robert Campbell | FINOP | Coral Gables, FL |
| Lei Jiao | FINOP | — |
| Lauren Arnett Uyesugi | COMPLIANCE PRINCIPAL | — |
| Gregory Earl Smith | CCO; PRESIDENT, RIA PRINCIPAL | — |
| John Anthony Polyviou | CO-CCO AND CO-PRESIDENT; CO-CCO, PRESIDENT AND RIA PRINCIPAL | — |
| SUTHERLAND PATRICK EMANUEL | FINOP/CCO; PRESIDENT/CFO/FINOP/CEO/CCO; SHARE HOLDER | — |
| LEE DONALD PAUL | CO-CHIEF COMPLIANCE OFFICER; CO-CHIEF COMPLIANCE OFICER/RIA PRINCIPAL; COMPLIANCE PRINCIPAL - CONSULTANT | — |
| LAWRENCE RHODA ELAINE | CHAIRWOMAN AND CEO; COO; COO/PRESIDENT (+7 more) | — |
| CAMPBELL ROBERT | FINOP | — |
| JIAO LEI | CHIEF FINANCIAL OFFICER/RIA CHIEF COMPLIANCE OFFICER; CO-PRESIDENT, CHIEF FINANCIAL PRINCIPAL AND RIA CHIEF COMPLIANCE OFFICER; FINOP (+3 more) | — |
| UYESUGI LAUREN A | COMPLIANCE OFFICER/PRINCIPAL | — |
| VORENBERG THOMAS JOSEPH | CO- CHIEF COMPLIANCE AND RIA PRINCIPAL; CO- CHIEF COMPLIANCE/PRINCIPAL; COMPLIANCE AND RIA PRINCIPAL (+1 more) | — |
| BROWN MARC PETER | SR. COMPLIANCE PRINCIPAL | — |
| PHILLIPS CHRISTOPHER ALAN | RIA COMPLIANCE PRINCIPAL | — |
| UYESUGI LAUREN ARNETT | COMPLIANCE OFFICER/PRINCIPAL; COMPLIANCE PRINCIPAL | — |
| SMITH GREGORY EARL | CCO; CCO AND MUNICIPAL SECURITIES PRINCIPAL; COO AND CO-PRESIDENT (+3 more) | — |
| MILLER LAURIE SIMON | PRINCIPAL/COMPLIANCE PRINCIPAL | — |
| SCUDDER-COTHERMAN JESSE MICHAEL | CO-CHIEF COMPLIANCE OFFICER AND QUALITY CONTROL PRINCIPAL; COMPLIANCE AND QUALITY CONTROL PRINCIPAL; COMPLIANCE OFFICER /VARIABLE PRODUCTS MUTUAL FUNDS /PRINCIPAL | — |
| STOKES WILLIE | COMPLIANCE AND MUNICIPAL SECURITIES PRINCIPAL; COMPLIANCE PRINCIPAL | — |
| SHIPPY LUCINDA GALE | COMPLIANCE PRINCIPAL | — |
| Matthew John Mcnabb | CO-CCO | — |