Manages the due diligence process for Commonwealth’s Retirement Plan Investment Recommended List, which serves as a key resource to the firm’s advisors, by ensuring coverage across key asset classes and share classes for mutual funds, comingled trusts, stable value products, and target-date portfolios, as well as maintaining an industry blueprint as to which recordkeeping platforms offer these strategies
Works on the PlanAssist Investment Management program performing manager due diligence and investment selection
Holds FINRA Series 7, 6, and 63 securities registrations and a Massachusetts life and variable insurance license
Earned a BA from the University of New Hampshire, an MS in finance from the Brandeis University International Business School, and a certificate in executive leadership from Vanderbilt University’s Owen Graduate School of Management
Has prior experience in the investments and retirement plan divisions at John Hancock, as well as in brokerage trading with Fidelity Investments
