Karen Winkelman, CEO, leads the Innovest Family Office team. She oversees all income and estate tax planning, financial planning, customized financial reporting, bookkeeping, bill pay and cash management services. She also provides insurance oversight, employee supervision, and family governance support for her clients. She is honored to serve as the personal CFO/COO for her clients.
Innovest Family Office was born out of uniting the success of Karen’s existing practice, Elevation Management Group, with Innovest Portfolio Solutions’ desire to better serve the broader needs of individual and family clients. Prior to founding Elevation Management Group, Karen was a tax partner in the wealth advisory group at EKS&H, where she established the firm’s family office practice. Karen has extensive experience assisting high net worth individuals, families and charities with their income and estate tax, family office and personal financial planning needs. The foundation of Karen’s accounting and family office knowledge stems from her time in the music industry, as the Treasurer/CFO of Red Light Management and Dave Matthews Band. From there she continued that experience at Gelfand, Rennert & Feldman, a well-respected entertainment business management firm.
Karen earned a B.S. in accounting from the University of Colorado. She is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants.
Karen is the past President of the Rocky Mountain Estate Planning Council. She is involved with a variety of charities, including prior service as the Board Chair of the Cherry Creek Schools Foundation and a member of the Rose Community Foundation Professional Advisors Council.