GRAND RAPIDS, Mich. — Innovia Wealth recently announced that Greg Bosch, CFA, CAIA has joined the independent registered investment advisor and wealth management firm as chief investment officer.
Bosch will assume the role of CIO from Aaron Veldheer, a Managing Director at Innovia Wealth. As CIO, Bosch will direct the Grand Rapids and Chicago-based firm’s investment activities and lead its team of investment professionals. The scope of Bosch’s work will also entail optimizing public stock and bond portfolios as well as collaborating with Innovia’s network of world-class private investment managers.
“There is no one like Greg in West Michigan — he is unique among the Midwest wealth management sphere and beyond,” said Veldheer. “He discerns investment opportunities with Wall Street acumen. More importantly, Greg has ample experience and excelled within both the wealth management and family office spaces. He perfectly complements our existing capabilities and will elevate our services to even greater heights.”
Prior to joining Innovia, Bosch acted as a Portfolio Manager for a West Michigan family office, sourcing and overseeing all assets including stocks, bonds, and private market investments. He previously served as a Senior Financial Analyst with a national financial institution, where he led research and made corresponding portfolio recommendations for an extensive variety of clients. In this role, Bosch managed multiple billions of wealth and directly oversaw 10 portfolios valued at more than $100 million for an array of clients with wide-ranging needs. This included family offices, endowments, pensions, and ultra-high-net-worth investors.
Bosch’s proven track record of successful investment strategies and deep ties to the Midwest make him a natural fit for Innovia’s leadership team.
“I am thrilled to be joining the accomplished, capable, and resourceful team at Innovia,” said Bosch. “My career has been dedicated to producing innovative investment solutions for institutional clients whose needs demand nothing short of excellence. As a boutique advisory firm, Innovia possesses the specialization, insights, and capabilities necessary for providing investors with a tailored wealth management experience. I’m looking forward to working with our team to deliver exceptional results for our clients.”
My career has been dedicated to producing innovative investment solutions for institutional clients whose needs demand nothing short of excellence.”
— Greg Bosch, Chief Investment Officer,
Innovia Wealth
Bosch was born and raised in West Michigan and initially began his professional career as an engineer overseeing design and production with a local automotive supplier. He graduated from Grand Valley State University with an engineering degree and later earned an MBA with an emphasis in finance from Western Michigan University. His varied background and expertise as a designated Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) align with Innovia’s mission of providing clients with holistic solutions addressing their specific investment needs.
As a registered investment advisory firm, Innovia Wealth is steadfastly focused on fulfilling its fiduciary duties and prioritizing clients’ best interests above all else. The firm specializes in providing business owners and institutional clients with sound wealth management practices as well as qualified input on intricate areas such as succession planning.
About Innovia Wealth
Innovia Wealth is an independent registered investment advisor and wealth management
firm based in Grand Rapids, Michigan, with an additional office in Chicago, Illinois. Founded as a boutique wealth management firm in 2007 and recognized by Citywire as the fastest-growing RIA in Michigan in 20221, Innovia’s mission is to provide expert advice and individualized recommendations built on deep personal relationships to deliver clients with a better wealth management experience. The firm offers a wide range of services, including financial planning, investment management, exit planning, tax and legal support, estate planning, and retirement advice. It aims to help clients achieve their financial goals with a thoroughly integrated approach that combines investment management and financial planning solutions. The team meets each client’s needs with specialized expertise for serving the families of business owners, athletes and institutional clients.
1. CityWire’s 2022 50 Growers Across America survey evaluated adviser growth based on 2021 Form ADV assets under management information compared to the adviser’s Form ADV data over the previous three years. Innovia did not request or pay to be included in the survey. CityWire’s ranking methodology included firms that manage over $100 million, are not affiliated with a broker-dealer or other institution, provide financial planning services, and primarily manage assets on a discretionary basis.