Sign in

You're signed outSign in or to get full access.

AR

Andrew Renz

Chief Investment Officer at Invst, LLC

Indianapolis, IN , United States

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

OrganizationRoleDate RangeDetails
InvstChief Investment OfficerAug 2023 to Present
Indiana University HealthInvestment OfficerMar 2020 to Aug 2023
RSM US LLPValuation and Consulting ManagerFeb 2015 to Mar 2020
Franklin Templeton InvestmentsPortfolio Analyst - Templeton Global Equity GroupJan 2011 to Dec 2014

Education

University of Notre Dame

2010 Present

Skills & Expertise

Investments
Portfolio Management
Analysis
Financial Analysis
Equities
Financial Modeling
Investment Banking
Ethics
Economics
Quantitative Analytics
Analytics
Financial Reporting
Corporate Finance
Institutional Investments
High Net Worth Individuals
Asset Management
Investment Management
Manage Client Relationships
Client Presentation
Wealth Management

Others at Invst, LLC (2)

NameRoleLocation
Cepa McCarty
Cepa McCarty
PartnerZionsville, IN , United States
Parker Reiff
Parker Reiff
Private Equity AnalystIndianapolis, IN , United States

Similar Fund Managers

NameRoleFundLocation
D
Don Woodley
PrincipalWoodley Farra Manion Portfolio Management Inc.Indianapolis, IN , United States
George Farra
George Farra
PrincipalWoodley Farra Manion Portfolio Management Inc.Indianapolis, IN , United States
Anthony Harcourt
Anthony Harcourt
Portfolio ManagerBedel Financial Consulting, Inc.Indianapolis, IN , United States
Austin Stagman
Austin Stagman
Portfolio ManagerBedel Financial Consulting, Inc.Indianapolis, IN , United States