Advises clients on all aspects of their investment programs, including development of the investment policy statement, analyzing the impact of spending policies, asset allocation, segment design, manager selection, rebalancing, and ongoing manager evaluation; provides pension risk management advice
Member of the firm’s retirement plans committees
Previous experience: Vice president/treasurer at Mpower Communications Corp. and assistant treasurer at RGS Energy Group; more than 15 years of experience as a plan sponsor responsible for management of defined benefit and defined contribution plans
M.B.A. from Northeastern University, B.B.A. from Niagara University
Past member/officer of the AFP Pensions and Benefits Task Force, Utility Pension Fund Study Group, Central NY Pension Group, and Stable Value Investment Association