Kyli Soto is a Principal and Consultant at Innovest Portfolio Solutions. At Innovest, Kyli provides consulting services to committees and boards of retirement plans. She also manages the relationships between service providers and plan sponsors and provides ongoing vendor management for Innovest’s clients. Kyli is a member of the Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to better serve our retirement plan clients.

In addition to serving her clients, Kyli’s responsibilities also include assisting with recordkeeper and service provider searches and reviewing client performance reports. Kyli is also a member of the NexGen Society. Members of the NexGen Society are dedicated to leadership and instilling the Innovest culture into future generations.

Kyli returned to the Innovest team in 2018 after working in Puerto Rico for seven years at Bluewater Defense, an apparel manufacturing company that specializes in Made-In-The-USA military apparel and equipage. While at Bluewater, Kyli was responsible for supply chain, business development, product development, program management, customer support, and quality assurance.