Areas of Expertise
- Goals-based retirement strategy planning
- Retirement plan design best practices
- Asset/liability analysis of proprietary and custom target date funds
Mike serves as a Client Portfolio Manager for our defined contribution (DC) clients and is responsible for advising plan sponsors on goals-based retirement strategy through investment solution analysis, plan design best practices and market trends.
He is recognized as a DC expert, including institutional multi-manager investments, investment menu simplification, custom white label funds and asset/liability analysis of custom target date funds. He has presented at a variety of industry events and has been interviewed by media outlets, including Institutional Investor and PLANSPONSOR magazines.
Mike has been advising DC plan sponsors since 2000. Prior to his employment with us, he worked as a fiduciary advisor for National Penn Investors Trust Company and from 2005 as a recordkeeping relationship manager at Ascensus (formerly BISYS Retirement Services).
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.