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Our Team
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| INVESTMENT CONSULTANTS |
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Michael Welz, CFA®, CAIA®, CIMA® |
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President and CIO |
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Alba Tedone, CIMA®
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Senior Investment Consultant |
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Alex Cabe, CFA®, MBA
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Investment Consultant |
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Andrea McClure
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Investment Consultant |
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Austin Robinson
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Investment Consultant |
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Chris Ardizzone
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Investment Consultant |
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Derek Bailey, CRPS®, AIF®
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Vice President of Retirement Plan Services |
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Edward Bronkhorst
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Investment Consultant |
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Erik Gronvold, CFA®
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Director of Investment Advisory Services |
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Jacob Soinski |
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Investment Consultant |
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Jamie Frits, MBA
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Executive Vice President and Sales Executive
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Joseph DeRosa, CIMA®
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Senior Investment Consultant |
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Michael Habermann, ChFC®, CLU®, AIF®®
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Vice President and Retirement Plan Consultant |
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Nikolas Venuto®
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Vice President and Retirement Plan Consultant |
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Mike van der Velden, AIF®
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Senior Vice President and Sales Executive |
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Ralph Lehman, CFA®
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Investment Consultant |
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Richard Berry III CRPS®, CRPC®, AIF® AIFA®
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Senior Investment Consultant |
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Ryan Boutwell, AIF®, CEBS®
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Vice President and Retirement Plan Consultant |
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Scott Waskiewicz
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Investment Consultant |
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Shawn Heron, CIMA® |
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Vice President and Senior Investment Consultant |
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Stephen Yeung, AIF® |
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Vice President and Senior Investment Consultant |
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Susan Ferber |
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Vice President and Senior Investment Consultant |
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Teddie Grant, MBA, CLU®, CFP® |
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Investment Consultant |
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Troy Larsen, AIF®, CEBS® |
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Vice President and Retirement Plan Consultant |
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Truong Tang, AIF®
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Associate Vice President and Investment Consultant
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| RESEARCH TEAM |
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Bindu Patel |
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Director of Research |
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Anthony Veneziano |
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Investment Analyst |
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Justin Antoine |
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Investment Analyst |
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| OPERATIONS TEAM |
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Sarah Bruno, CFS®, QKA |
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Director of Operations & Chief Compliance Officer |
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Maria Fernandez |
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IAS Operations Manager |
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Bradley Parker |
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Investment & Data Specialist |
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Cassandra O'Neill |
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Operations Coordinator |
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Jaky Ray |
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Senior Operations Coordinator |
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Jason Donofrio |
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Operations Coordinator |
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Kendall Toineeta |
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Operations Coordinator |
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®2018 USI Advisors, Inc.
All rights reserved.
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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.
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