Brant Griffin QKA, AIFA®

Co-Founder and Partner at North Pier Fiduciary Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Redondo Beach, California, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Trina White, PHR, SHRM-CP

I first met Brant and his business partner at the Mid-Sized Retirement & Pension Conference and was instantly impressed with their depth of knowledge regarding retirement and pension plans. Over the past six years, I have been able to count on Brant for an unbiased perspective, knowing that I would always receive the facts and a fair representation of the marketplace. As a result, I receive independent advice with a product neutral stance from Brant - sadly, this is a rarity in this arena. Equally important is his ability to balance high-level expertise in qualified retirement plans with his skill at partnering on behalf of plan sponsors, working as their advocate in dealing with service providers and advisors. Without reservation, I would recommend Brant and have certainly done so on many occasions. If presented with the opportunity, I would definitely engage Brant without hesitation.

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Accredited Investment Fiduciary Analyst TM (AIFA®)
    Center for Fiduciary Studies/ Joseph M. Katz Graduate School of Business of the University of Pittsburg
  • Qualified 401(k) Administrator (QKA)
    American Society of Pension Professionals and Actuaries (ASPPA)

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Co-Founder and Partner
      • 2008 - Present

      North Pier Fiduciary Management, LLC is a firm dedicated to offering a full suite of advocacy services for fiduciaries and asset management to institutional clients. As a boutique practice, North Pier works closely with its select clientele to thoroughly comprehend their needs, and construct and execute customized solutions. North Pier takes pride in their dynamic investment analytics and fiduciary process management. North Pier is a fee-only, vendor neutral advisor with no conflicts of interest. Show less

    • Financial Services
    • 700 & Above Employee
    • Director, Corporate Services Group
      • 2004 - 2008

      Corporate Services Group (CSG) of Oppenheimer & Co. Inc. CSG was an industry pioneer in providing conflict free, fee-only investment consulting and fiduciary advocacy for institutional, participant-directed plan sponsors.

    • Western Regional Director of Retirement Services
      • 1999 - 2004

      As the Western Regional Director of Retirement Services, Brant managed and lead the consulting efforts of over $1.2 billion of qualified plans for the western region of Oppenheimer & Co., Inc.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Retirement Plan Specialist
      • 1995 - 1998

      Brant advised organizations in the evaluation of their qualified plans. Brant advised organizations in the evaluation of their qualified plans.

Education

  • Elon University
    BA
    1988 - 1992

Community

You need to have a working account to view this content. Click here to join now