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About
Andrew Renz, CFA, CAIA, serves as Chief Investment Officer at Invst in Indianapolis, IN, where he oversees investment strategy, portfolio management, and risk assessment. In this role, he focuses on providing institutional advisory services encompassing multiple asset classes, including equities, fixed income, alternatives, and private markets. His work directly supports Invst's mission of delivering comprehensive financial life management and tailored wealth solutions to clients.
With over twelve years of institutional advisory experience, Andrew previously held key investment roles at Indiana University Health, where he managed multi-asset portfolios for a large healthcare system, and at RSM US LLP, where he specialized in valuation and consulting for diverse asset types and sectors. These roles strengthened his expertise in healthcare sector investments, complex portfolio construction, and rigorous asset valuation processes.
Andrew is a charterholder of both the CFA Institute and CAIA Association, and an accredited member of the FDP Institute. He holds a degree from the University of Notre Dame and is recognized for his leadership as Director of Investments with CFA Society Indianapolis. His career is marked by a commitment to investment excellence, risk management across traditional and alternative asset classes, and advancing institutional best practices in the Midwest region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Invst | Chief Investment Officer | Aug 2023 to Present | — |
| Indiana University Health | Investment Officer | Mar 2020 to Aug 2023 | — |
| RSM US LLP | Valuation and Consulting Manager | Feb 2015 to Mar 2020 | — |
| Franklin Templeton Investments | Portfolio Analyst - Templeton Global Equity Group | Jan 2011 to Dec 2014 | — |
Education
University of Notre Dame
2010 Present
Skills & Expertise
Others at Invst, LLC (2)
| Name | Role | Location |
|---|---|---|
| Partner | Zionsville, IN , United States | |
| Private Equity Analyst | Indianapolis, IN , United States |
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