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GET IN TOUCH

Your Retirement Advisory Team

Senior Leadership

Tony Roth

Chief Investment Officer

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Matt Glaser

Executive Vice President

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Joe Carew, CIMA®

Head of Retirement Advisory

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Business Strategy and Development

Monica Dawson
 

Product Management

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Mark Chua, ARPC, AIF,® C(k)P®

Northeast Region

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Mark Macpherson, CFA,® AIF®
 

Capital, Central & Western New York Regions, and Vermont

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Lonnie Russo


New York (Metro) and Florida

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Relationship Management

Andrea Rybczynski

Relationship Management Leader

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Deb Donlon, CRPP®

Relationship Manager

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Winifred Perley, AIF®

Relationship Manager

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Lauren Wilhelm

Relationship Manager

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Investment Oversight and Governance

Su Kim,  CFA® 

Head of Fiduciary Oversight

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Mark Nelson

Deputy General Counsel

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AIF® – Accredited Investment Fiduciary
ARPC – Accredited Retirement Plan Consultant
CFA® – Institute marks are trademarks owned by the Chartered Financial Analyst® Institute
CIMA® – Certified Investment Management
CRPP® – Certified Retirement Plan Professional
C(k)P® – Certified 401(k) Professional