201.500.5321

Bringing together investment, actuarial, and marketing ideas to develop creative solutions for clients.
  • Specialist in longevity impact on the market for        retirement products and services
PENSION PLAN
​SPONSORS

ASSET
​MANAGERS

New ideas in
financial services

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INSTITUTIONAL CONSULTANTS
BROKERAGE
​FIRMS
  • Marketing, business and product development,      consulting for asset managers and other                financial service companies
INSURANCE
​COMPANIES

WEALTH
ADVISORS