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Investment Consultant
Ralph Lehman is an Investment Consultant with USI Advisors, Inc. and is responsible for developing, implementing and monitoring investment strategies for defined contribution and defined benefit clients. Ralph is also actively involved with fund monitoring. In addition, Ralph conducts investment review meetings with clients.

Ralph’s experience includes asset allocation advising, portfolio construction, investment research, investment reporting, operations and governance. Prior to joining USI Consulting Group, Ralph served as a portfolio manager for a regional bank in trust and wealth management. Ralph has also authored a book on the development of the exchange traded fund (ETF), titled The Elusive Trade that is tentatively scheduled for publication in February of 2019.

Ralph earned his JD and an MBA in Finance from the University of Tennessee and his Bachelor of Business Administration from the University of Georgia. Industry designations include: Chartered Financial Analyst, Member of the CFA institute, Chartered Alternative Investment Analyst, Member of the CAIA Association, and member of the Tennessee Bar.
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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.