Senior Vice President/Senior Consultant
CurrentSenior consultant for the leading national investment consulting firm in the multi-employer, jointly trusteed employee benefit plan market. Segal Marco Advisors is the combination in 2017 of The Marco Consulting Group and Segal Rogerscasey. The independent, employee owned firm has a substantial public fund, corporate, endowment, foundation and financial intermediary presence. Responsible for operations of the firm's Boston office with expectations for controlled growth in the jointly… Show more Senior consultant for the leading national investment consulting firm in the multi-employer, jointly trusteed employee benefit plan market. Segal Marco Advisors is the combination in 2017 of The Marco Consulting Group and Segal Rogerscasey. The independent, employee owned firm has a substantial public fund, corporate, endowment, foundation and financial intermediary presence. Responsible for operations of the firm's Boston office with expectations for controlled growth in the jointly trusteed, public fund and other subject areas. Michael has extensive experience with defined benefit and defined contribution plans as well as health and welfare and ancillary plans. Prior experience as a partner in a mid size Boston area law firm with primary responsibilities in the ERISA/Employee Benefits practice group working with private and public employee benefit plans, including pension and health plan sponsors, primarily as fund counsel; also provided commercial real estate lending practice support. Frequent presenter at industry conferences on investment issues, consulting and best practices for fiduciaries. Past President of the ISCEBS Governing CouncilSpecialties: Fiduciary responsibility, asset allocation with integration of liabilities, full discretion fiduciary services, investment manager research, selection and monitoring, provider and custodial selection, policy development and maintanence, plan governance, corporate governance and proxy voting, development of best practices by investment fiduciaries. Show less
