Mark Macpherson, Cfa, Aif® Email & Phone Number

Wilmington, DE, US

Work with business owners across Western, Central and Eastern New York to address retirement savings challenges and help them meet long-term objectives. Assist and advise clients on retirement plan design, fiduciary governance, investment manager and service provider selection, and participant education.

Consulting for RIAs related to business development, reporting, strategy, and client service. Design strategies for AUM growth and improved client experience.

Fairport, NY, US

• Promoted to position overseeing strategic planning, technology vendor evaluation and implementation, wealth management product and service development, financial consultant selection, business model evaluation and.
• Business modeling. Identified an opportunity to improve profitability across all accounts by changing the pricing model—increasing revenue by approximately 20-35% per new relationship to the Firm.
• Multi-strategy solutions. Led creation of a framework to diversify client investment solutions to lessen performance sensitivity, meet the changing needs of clients and prospects and provide an overall objective-based.
• Marketing strategy. Provided content framework for rebranding the overall messaging to focus on the Firm’s value proposition—covering all aspects related to wealth management, including investment capabilities.
• Technology deployment. Led the selection and deployment of a new client portal application firm-wide, including structuring the overall logic of key functionalities.

Fairport, NY, US

• Appointed to position responsible for retirement plan design, investment manager selection, employee benefit recommendations and service provider selection for a plan supporting as many as 500 employees companywide.
• Team leadership. Established and led 401(k) investment sub-committee, including creating mutual fund scoring tools to supplement qualitative analysis. Provided investment recommendations to the Retirement and Benefits.

Fairport, NY, US

• Promoted to position overseeing 15 CFAs, CFPs, JDs and actuaries companywide. Managed the Firm’s institutional consulting and family wealth planning business. Oversaw product management and development and.
• Content and messaging. Led a rethinking of the Firm’s focus on product v. customer requirements. Introduced a “needs and goals” approach to pitch and presentation that was more successful in engaging clients, retaining.
• Talent management. Played a lead role in the development of future leaders, including direct responsibility for the advancement and career management of more than 20 new hires to the Firm where several moved up the.
• Product positioning. As the Firm developed new multi-asset class products, played a lead role in defining objectives and educating the sales force. For example, when launching the Strategic Income Moder¬ate investment.

Fairport, NY, US

Held various positions within the Client Analytics Group progressing from Junior Analyst to Senior Analyst. Developed and applied a well-rounded understanding of the financial needs of high net worth, endowment and foundation, pension, and defined contribution plans. Worked directly with clients and prospects to complete and communicate recommendations and.