Experience

Highland Consulting Associates, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Investment Consultant, Consulting Team Leader, Defined Benefit Team Leader

  • Apr 2020 - Present



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Senior Consultant, Principal

  • Apr 2014 - Mar 2020

  Focus on corporate defined benefit and defined contribution plans. Concentrating effort to promote Mercer products in key growth markets in their 20 state central region. Partnering with other Mercer professionals within other lines of business to identify new consulting business development opportunities among existing firm clients. Educating clients on asset liability modeling, liability driven investing, and pension de-risking. Focus on corporate defined benefit and defined contribution plans. Concentrating effort to promote Mercer products in key growth markets in their 20 state central region. Partnering with other Mercer professionals within other lines of business to identify new consulting business development opportunities among existing firm clients. Educating clients on asset liability modeling, liability driven investing, and pension de-risking.



Segal Rogerscasey

• United States
• Financial Services
• 1 - 100 Employee

• Senior Consultant

  • Apr 2010 - Apr 2014

  Managed the Chicago investment consulting practice including several direct reports. Lead consultant involved in 26 client relationships in the Midwest. Proven track record of new business development and client retention. Partnered with other lines of business on various asset and liability models tailored to individual client needs. Also analyzed the health and welfare liabilities of clients. Deep experience working with clients to develop investment policy statements and strategies to achieve investment goals. Active in the selection and monitoring of investment manager across all traditional and alternative asset classes. Strong work ethic requiring about 50% travel and over 100 meetings per year. Show less



RVK, Inc.

• United States
• Investment Management
• 100 - 200 Employee

• Consultant, Principal

  • Jan 2008 - Mar 2010

  Developed and executed the business plan to launch the firm’s first full service office in Chicago. Responsible for the growth of the firm through new business efforts. Successful in closing a majority of finals presentations. Secured and conducted numerous real estate consulting projects for the team as a focused effort. Developed a stable and loyal client base among all types of plan sponsors. Research responsibilities included due diligence for real estate and infrastructure searches. Developed and executed the business plan to launch the firm’s first full service office in Chicago. Responsible for the growth of the firm through new business efforts. Successful in closing a majority of finals presentations. Secured and conducted numerous real estate consulting projects for the team as a focused effort. Developed a stable and loyal client base among all types of plan sponsors. Research responsibilities included due diligence for real estate and infrastructure searches.



Courtland Partners

• Cleveland/Akron, Ohio Area

• Consultant

  • Dec 2006 - Dec 2007

  Conducted research on over $3 billion in real estate investments for client base. Worked with several of the firm’s largest public fund clients to build and maintain their real estate portfolios. Communicated and implemented recommendations to clients across the real estate risk spectrum, including the core, value-added, and opportunistic sub-asset classes. Maintained target asset allocation within real estate portfolios. Utilized publicly traded securities to preserve liquidity profile. Conducted research on over $3 billion in real estate investments for client base. Worked with several of the firm’s largest public fund clients to build and maintain their real estate portfolios. Communicated and implemented recommendations to clients across the real estate risk spectrum, including the core, value-added, and opportunistic sub-asset classes. Maintained target asset allocation within real estate portfolios. Utilized publicly traded securities to preserve liquidity profile.



D.A. Hudson & Associates

• Cleveland/Akron, Ohio Area

• Consultant

  • Oct 1998 - Dec 2006

  Conducted research and due diligence on investment managers. Promoted to consultant quickly based on merit. Conducted research and due diligence on investment managers. Promoted to consultant quickly based on merit.



Gelfand Partners Asset Management

• Cleveland/Akron, Ohio Area

• Internship

  • Jun 1996 - Oct 1998