Mark Lamoriello, AIF®
President
Andrew S. Zito, AIF®, CPFA®
Senior Vice President, Retirement Plan Consulting Division
Christina Shaffer, CFA®
Vice President, Portfolio Management
Edward Lopusznick
Vice President, Client Acquisition
Teresa J. Leonard, ERPA, AIF®, QPA, QKA
Senior Director, Retirement Plan Consulting Division
William F. Hamer
Senior Director, Participant Education
Mayling Diaz
Director, Retirement Plan Consulting Division
Jeff Roberts, AIF®, CPFA®
Retirement Plan Consultant
Omar Guevera
Associate, Participant Education
Andrew Roberts
Analyst, Portfolio Management