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