Senior management executive, investment consultant and retirement plan fiduciary with broad experience in all phases of retirement fund and investment finance. I have served as named fiduciary for a public company’s retirement plans and a Trustee and fiduciary for a major state retirement system as ...more

Senior management executive, investment consultant and retirement plan fiduciary with broad experience in all phases of retirement fund and investment finance. I have served as named fiduciary for a public company’s retirement plans and a Trustee and fiduciary for a major state retirement system as well as consulting to more than 100 corporate and public fund plan sponsors and institutional asset managers. Specialties: Fiduciary services including trustee; general business management; development of business strategy; the development and evaluation of organizational governance processes; development of investment policies and plans; development of investment objectives and asset allocation policies; measurement and evaluation of investment performance and application of reporting and analytical systems.less