Our Team
Our team is our most valuable asset. They create and deliver innovative, proprietary solutions for our clients.
Partners and Management
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Michael Sasso
Partner, Co-Founder -
Richard Torbinski
Partner, Co-Founder -
Attila Toth
Partner, Co-Founder -
Jennifer Brands
Director of Client Solutions -
Jennifer Putney
Director, Provider Solutions Group -
Marcia Peters, CFA
Chief Investment Officer -
Scott Rubin, CFA
Director of Research -
Fana Horenbein
Controller / Director, Human Resources -
Gregory McCarthy, CFA
Principal
Fiduciary Consulting Group
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Michael Amberger, AIF®
Senior Consultant -
Jared Anderson, CFA
Senior Consultant -
Lorice Bianchi
Senior Consultant -
Christine Brown
Senior Consultant -
Heather Doucette
Consultant -
David Hudak, CFA
Senior Consultant -
Edward Landsman
Senior Consultant -
Duncan McNiff
Senior Consultant -
Daniel Urban, QPFC, TGPC
Senior Consultant -
Julie Yusko
Senior Consultant
Consulting Support Group
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Andrew Black
Manager, Senior Investment Analyst -
Roman Kim
Employee Education Consultant -
Jad DeLucchi
Investment Analyst -
Haixia Hong, CFA
Investment Analyst -
Steven Ramzi
Investment Analyst -
Joseph Robitaille
Investment Analyst -
Bryan Stefanelli
Investment Analyst -
Drew Blanco
Support Investment Analyst
Investment Research Group
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Marcia Peters, CFA
Chief Investment Officer -
Scott Rubin, CFA
Director of Research -
Arthur Brachowski, CFA
Senior Research Analyst -
Jennifer Preller, CPA
Senior Research Analyst -
Corey McGuire, CFA
Senior Research Analyst -
Brian Vest, CFA
Senior Research Analyst -
Nroop Bhavsar, CFA
Research Analyst
Provider Solutions Group
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Jennifer Putney
Director, Provider Solutions Group -
Elizabeth DiPaola
Senior Consultant -
Marianne Egan, SHRM-SCP
Senior Consultant -
Robert Krane
Senior Consultant -
Gary Pallatta
Senior Consultant -
Daniel Gresack
Consultant -
Ann Fisher
Project Coordinator -
Jacob Kalb
Administrative Analyst