Institutional Retirement Team
Jon T. Upham, MA
President
Matt Anderson
Managing Director, Retirement Plan Consulting
TJ Arcuri, AIF®, CIMA®
Managing Director, Retirement Plan Consulting
Luka Arnerich, CAIA
Managing Director, Retirement Plan Consulting
Rodney Balbuena
Managing Director, Retirement Plan Consulting
Lucas Barton, CFP®
Managing Director, Retirement Plan Consulting
Barbara Best
Managing Director
Alison Bettonville, CFA
Managing Director
Ryan Biggs
Associate Vice President, Retirement Plan Consulting
Justin Bogart, QPFC, CIMA®
Vice President, Investment Consulting
Christi Bonaccorsi
Specialist, Administrative Services
Laura Brett
Associate Vice President, Investment Consulting
Cindy Brown
Associate, Retirement Plan Consulting
Benaiah J. Burnich, QPFC
Retirement Plan Consultant
Kristen Cardey
Vice President, Retirement Plan Consulting
Kerrie Casey, AIF®
Vice President, Retirement Plan Consulting
Jon Chambers, CPFA
Managing Director, Retirement Plan Consulting
Tina Alexander Chambers
Vice President, Retirement Plan Consulting
Ann Cheu
Vice President, Retirement Plan Consulting
Cathy Christ, CPFA
Vice President, Retirement Plan Consulting
Desiree Clary
Senior Associate, Retirement Plan Consulting
Kristen Cockroft
Associate Vice President, Retirement Plan Consulting
Michael Coelho, C(k)P®, AIF®
Managing Director, Retirement Plan Consulting
Panfilo (Phil) Costantini
Vice President, Retirement Plan Consulting
Margarita Cross
Associate Vice President, Retirement Plan Consulting
Matthew G. Daskivich, EA, ASA, MAAA
Vice President, Actuarial Pension Consultant
Kris Dearing
Director, Retirement Plan Consulting
Larry Deatherage
Managing Director, Retirement Plan Consulting
Tom Demko
Managing Director, Retirement Plan Consulting
Lisa Drake, AIF®, CPFA
Managing Director, Retirement Plan Consulting
Emily Drury
Director, Retirement Plan Consulting
Maressa Etzig-Marin, CFP®, QPFC
Vice President, Participant Education & Engagement
Jack Fletcher, CPFA
Director, Retirement Plan Consulting
Mark Foster
Managing Director, Retirement Plan Consulting
Anthony Franchimone
Managing Director, Retirement Plan Consulting
Jeff M. Gratton
Senior Vice President & Managing Director, Institutional Retirement
Bud Green, CIMA, AIF
Vice President, Retirement Plan Consulting
Stephanie Guldan
Specialist, Data Analytics
Matt Gulseth
Managing Director, Retirement Plan Consulting
Susan L. Hajek, MBA, QPFC
Vice President, Retirement Plan Consulting
Rachel Hall
Associate, Retirement Plan Consulting
Matt Hammonds, AIF®
Senior Vice President, Investment Consulting
Lora Hayes
Specialist, Client Services
Clinton Heine, AIF®
Managing Director, Retirement Plan Consulting
Lisa Hoxha
Director, Retirement Plan Consulting
Irving Isaacson, JD
Vice President, Retirement Plan Consulting
Nick Jahn, MBA, QPFC
Vice President, Retirement Plan Consulting
Heather Johnson, AIF®
Vice President, Retirement Plan Consulting
Rodney Kauffman, MBA, CFA
Vice President, Retirement Plan Consulting
Kyla Keck, ERPA, CPC, CEBS
Vice President, Retirement Plan Consulting
Jillian Kenny
Specialist, Trading
Julie Kim, CPFA, NQPC
Vice President, Retirement Plan Consulting
Mark H. Kordonsky
Managing Director, Retirement Plan Consulting
Lisa Koscielny, AIF®, CPFA
Associate Vice President, Retirement Plan Consulting
Chris Krall
Vice President, Institutional Practice Management
Nichole Labott, MBA, AIF®
Managing Director, Retirement Plan Consulting
Chris LoGiurato
Associate Vice President, Retirement Plan Consulting
David Lum, AIFA®, CIMA®
Managing Director, Retirement Plan Consulting
Alex Lynch
Director, Investment Research
Brian Mahoney, QPFC, AIF®
Vice President, Retirement Plan Consulting
Michael J. Malone, CPC, AIFA
Managing Director, Retirement Plan Consulting
Ryan Manaker
Managing Director, Wealth Management
Helen Mason
Senior Associate, Retirement Plan Consulting
Cory McCarthy
Director, Retirement Plan Consulting
Stephan Miskjian, CFA, CFP®, QKA
Vice President, Investment Consulting
James R. McCrary
Managing Director, Retirement Plan Consulting
Jim McDonald
Managing Director, Retirement Plan Consulting
Andrew Ness
Senior Associate, Retirement Plan Consulting
Scott Ondek, AIF®, CPFA™
Associate Vice President, Retirement Plan Consulting
Doug O’Rear, AIF®
Managing Director, Retirement Plan Consulting
Jake O'Shaughnessy, CFA
Managing Director, Retirement Plan Consulting
Daniel K. Palmer, CFP®, AIF®
Managing Director, Retirement Plan Consulting
Robert Patton
Executive Vice President & Managing Director, Institutional Retirement
Sarah Parker, AIF®
Director, Retirement Plan Consulting
Stuart Payment, CFA®
Vice President, Investment Consulting
Gretchen Pennington
Associate, Client Services
Jeffrey M. Petrone
Managing Director, Retirement Plan Consulting
Stephen Popper, AIFA®, CPFA®, NQPA™
Senior Vice President & Managing Director, Institutional Retirement
William Posch, AIF®
Vice President, Retirement Plan Consulting
Jennifer Purisima, QPFC
Vice President, Retirement Plan Consulting
Lisa Quinn
Vice President, Retirement Plan Consulting
Christina Quiroz
Specialist, Data Analytics
Heather Rarey
Vice President, Operations
Mike Rarey, CFA, CAIA
Managing Director
Chris Reagan, AIF®
Managing Director, Retirement Plan Consulting
Cullen Reif, C(k)P®, CPFA
Director, Retirement Plan Consulting
Nancy Rizzuto
Managing Director
Colin Rogers, CPFA®
Director, Retirement Plan Consulting
Steve Sansone, JD, AIF®
Managing Director, Retirement Plan Consulting
Shelly Schaefer, QPFC
Vice President, Retirement Plan Consulting
Mason Schlagenhaft
Associate, Investment Research
Marc Schmeeckle, MBA
Managing Director, Retirement Plan Consulting
Rebecca Searles
Vice President, Retirement Plan Consulting
David Shnapek
Senior Vice President, Retirement Plan Consulting
Robert Siciliano, CFA
Associate Vice President, Retirement Plan Consulting
Ben Sithens, CRPS
Director, Retirement Plan Consulting
Michelle Slovik
Senior Associate, Retirement Plan Consulting
Deanna Spivey, AIF®, CPFA
Vice President, Retirement Plan Consulting
Jonathan St. Clair, JD
Managing Director, Retirement Plan Consulting
Dan Stewart
Managing Director, Retirement Plan Consulting
Garrett Stinson, CPFA®
Managing Director, Retirement Plan Consulting
Amy Sullivan
Associate Vice President, Retirement Plan Consulting
Brenda Tarjan, QPFC
Vice President, Retirement Plan Consulting
Robert Trethewey
Managing Director, Retirement Plan Consulting
Adam Voeste
Director, Retirement Plan Consulting
Edward A. Wagner
Managing Director, Retirement Plan Consulting
Stacy Walters, AIF, QKA
Vice President, Retirement Plan Consulting
Larkin Walsh, AIF®
Vice President, Retirement Plan Consulting
Michael Warford, CFA
Managing Director
Erica Washburn, AIF®
Vice President, Retirement Plan Consulting
Douglas A. Webster, AIFA®
Managing Director, Retirement Plan Consulting
Kyla Wicks, QPFC, MA
Vice President, Retirement Plan Consulting
Steve Woodley
Managing Director, Retirement Plan Consulting
Spencer Yurkowitz
Director, Investment Research
Desiree Cruise
Associate Vice President, Retirement Plan Consulting