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Michael Geraci, MSF, AIF®, CRPC®, CRPS®, CIMA®

Michael Geraci, MSF, AIF®, CRPC®, CRPS®, CIMA®

Senior Product Manager, Retirement Consulting Investment Services

  • 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
  • Holds the Chartered Retirement Planning CounselorSM (CRPC®), Chartered Retirement Plans SpecialistSM (CRPS®), Accredited Investment Fiduciary® (AIF®), Certified Investment Management Analyst® (CIMA®) designations
  • 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