Senior Vice President
CurrentResponsible for overseeing all aspects of educating, evaluating and implementing our custom target date portfolios on TIAA's recordkeeping platform.
Oct 2022 - Present
AeroLeads people directory · profile
Brian Roberts, Cfa Email & Phone Number
Partnering with retirement plan stakeholders to transform good target date funds into exceptional ones.
at
flexPATH Strategies
1 work email found
@nfp.com
1 phone found area 757
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partnering with retirement plan stakeholders to transform good target date funds into exceptional ones.
Location
Hampton Roads, Virginia Metropolitan Area, United States
Company size
Who is Brian Roberts, Cfa? Overview
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Quick answer
Brian Roberts, Cfa is listed as Partnering with retirement plan stakeholders to transform good target date funds into exceptional ones. at flexPATH Strategies, a with 7 employees, based in Hampton Roads, Virginia Metropolitan Area, United States. AeroLeads shows a work email signal at nfp.com, phone signal with area code 757, and a matched LinkedIn profile for Brian Roberts, Cfa.
Brian Roberts, Cfa previously worked as Senior Vice President at Flexpath Strategies and SVP - Head of Retirement Plan Consulting at Nfp. Brian Roberts, Cfa holds Ba, Economics from Davidson College.
Company email context
Email format at flexPATH Strategies
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*@nfp.com
68% confidence
AeroLeads found 1 current-domain work email signal for Brian Roberts, Cfa. Compare company email patterns before reaching out.
Profile bio
About Brian Roberts, Cfa
One-size-fits-all approaches rarely fit anyone, but customization can be expensive. flexPATH partnered with BlackRock in 2015 to provide cost-effective, custom target date investment management services that can be tailored to a participant’s individual circumstances and needs. Today, flexPATH is the 10th largest and fastest growing target date manager in the U.S. We partner with recordkeepers and target date fund managers to transform good solutions into exceptional ones by integrating added security/protection as employees approach retirement and enhanced retirement income options as employees enter retirement. If you’re an advisor, plan sponsor, recordkeeper or target date fund manager, let us help you to unlock the potential to exceed expectations and go from good to exceptional today. Brian A. Roberts, CFASVP - flexPATH StrategiesBrian.Roberts@flexPATHStrategies.com757-876-4171
Listed skills include Investments, Retirement Planning, Employee Benefits, Defined Benefit, and 32 others.
Current workplace
Brian Roberts, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Flexpath Strategies
6 roles · 34 years
Brian Roberts, Cfa work experience
A career timeline built from the work history available for this profile.
Svp - Head Of Retirement Plan Consulting
Head of Retirement Plan Consulting - Responsible for thought leadership initiatives and new business development for a national retirement plan consulting practice
Nov 2015 - Oct 2022
Managing Director, Mid-Atlantic Region
Managing Director for the Mid-Atlantic Region - Assisted plan sponsors with implementing fiduciary best practices to enhance outcomes for plan participants and mitigate fiduciary liabilities. 401(k) Advisors was acquired by NFP in 2015
Jan 2011 - Oct 2015
President
President of Arete Investment Consulting - Arete was merged into 401(k) Advisors' Mid-Atlantic practice to expand both scope and resources available to plan sponsors.
Jun 2009 - Jan 2011
Defined Contribution Investment Specialist
Capital Guardian Trust Company
Defined Contribution Thought Leader - Primary contact for defined contribution consultants, recordkeepers and plan sponsors. Developed NSCC-tradeable, daily-valued, commingled investment trusts; defined contribution marketing literature; and off-the-shelf and customized target date portfolios.
2007 - 2009
~2 yrs
Retirement Plan Counselor
Defined Contribution Retirement Plan Counselor - Corporate, non-profit and public sector retirement plan business development for a $trillion+ investment management firm. Selected Retirement Plan Counselor of the Year - 1996 & 2005.
1993 - 2007
~14 yrs
Team & coworkers
Colleagues at flexPATH Strategies
Other employees you can reach at flexpathstrategies.com. View company contacts for 7 employees →
FH
Fadel Hamed
Colleague at Flexpath StrategiesOrange County, California, United States
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ND
Nick Della Vedova
Colleague at Flexpath StrategiesAliso Viejo, California, United States
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AK
Alex Kahn
Colleague at Flexpath StrategiesNewport Beach, California, United States
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KM
Kellen M. Foley, Cfa
Colleague at Flexpath StrategiesLaguna Niguel, California, United States
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K"
Knnin "Kc" C.
Colleague at Flexpath StrategiesIrvine, California, United States
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JW
Jenna Wood
Colleague at Flexpath StrategiesIrvine, California, United States
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VG
Vince Giovinazzo
Colleague at Flexpath StrategiesAliso Viejo, California, United States
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NC
Niki Cassedy
Colleague at Flexpath StrategiesIrvine, California, United States
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JO
Janette Oh
Colleague at Flexpath StrategiesIrvine, California, United States
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WP
Wendy Peñaloza
Colleague at Flexpath StrategiesRancho Santa Margarita, California, United States
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Fadel Hamed
Colleague at Flexpath StrategiesOrange County, California, United States
View →
ND
Nick Della Vedova
Colleague at Flexpath StrategiesAliso Viejo, California, United States
View →
AK
Alex Kahn
Colleague at Flexpath StrategiesNewport Beach, California, United States
View →
KM
Kellen M. Foley, Cfa
Colleague at Flexpath StrategiesLaguna Niguel, California, United States
View →
K"
Knnin "Kc" C.
Colleague at Flexpath StrategiesIrvine, California, United States
View →
JW
Jenna Wood
Colleague at Flexpath StrategiesIrvine, California, United States
View →
VG
Vince Giovinazzo
Colleague at Flexpath StrategiesAliso Viejo, California, United States
View →
NC
Niki Cassedy
Colleague at Flexpath StrategiesIrvine, California, United States
View →
JO
Janette Oh
Colleague at Flexpath StrategiesIrvine, California, United States
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WP
Wendy Peñaloza
Colleague at Flexpath StrategiesRancho Santa Margarita, California, United States
View →
1 education record
Brian Roberts, Cfa education
FAQ
Frequently asked questions about Brian Roberts, Cfa
Quick answers generated from the profile data available on this page.
What company does Brian Roberts, Cfa work for?
Brian Roberts, Cfa works for flexPATH Strategies.
What is Brian Roberts, Cfa's role at flexPATH Strategies?
Brian Roberts, Cfa is listed as Partnering with retirement plan stakeholders to transform good target date funds into exceptional ones. at flexPATH Strategies.
What is Brian Roberts, Cfa's email address?
AeroLeads has found 1 work email signal at @nfp.com for Brian Roberts, Cfa at flexPATH Strategies.
What is Brian Roberts, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 757 for Brian Roberts, Cfa at flexPATH Strategies.
Where is Brian Roberts, Cfa based?
Brian Roberts, Cfa is based in Hampton Roads, Virginia Metropolitan Area, United States while working with flexPATH Strategies.
What companies has Brian Roberts, Cfa worked for?
Brian Roberts, Cfa has worked for Flexpath Strategies, Nfp, 401(K) Advisors, Arete Investment Consulting, and Capital Guardian Trust Company.
Who are Brian Roberts, Cfa's colleagues at flexPATH Strategies?
Brian Roberts, Cfa's colleagues at flexPATH Strategies include Fadel Hamed, Nick Della Vedova, Alex Kahn, Kellen M. Foley, Cfa, and Knnin "Kc" C..
How can I contact Brian Roberts, Cfa?
You can use AeroLeads to view verified contact signals for Brian Roberts, Cfa at flexPATH Strategies, including work email, phone, and LinkedIn data when available.
What schools did Brian Roberts, Cfa attend?
Brian Roberts, Cfa holds Ba, Economics from Davidson College.
What skills is Brian Roberts, Cfa known for?
Brian Roberts, Cfa is listed with skills including Investments, Retirement Planning, Employee Benefits, Defined Benefit, Portfolio Management, Risk Management, Financial Analysis, and Erisa.
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