Specialist Consulting Group
Advisors at the center
Whether you’re seeking technical guidance or trying to build skills and implement better processes, our Specialist Consulting Group is here to support you. With more than 20 dedicated specialists and consultants, we strive to help you tackle challenges and implement solutions across key practice areas.
Working together for optimal outcomes
Hear from Matt Sommer, Managing Director, Head of Specialist Consulting Group, as he shares his journey from intern to industry leader, and how his team of specialists deliver differentiated insights to help advisors and clients achieve optimal outcomes.
Wealth Strategists
Expertise in wealth transfer, family governance, business succession, philanthropy and charitable planning and tax strategies.
Executive Director, Wealth Strategist
Director, Wealth Strategist
Practice Management Consultants
Insights on client engagement, team performance, and the management and governance of your practice.
Executive Director, Practice Management Consultant
Director, Practice Management Consultant
Defined Contribution Specialists
ERISA expertise, thorough knowledge of plan design and implementation, and partners in plan sponsor engagement.
Executive Director, Defined Contribution Specialist
Executive Director, Defined Contribution Specialist
Director, Defined Contribution Specialist
Director, Defined Contribution Specialist
Investment Specialists
Differentiated perspectives on macroeconomic issues and insights on asset classes and sub-asset classes.
Director, Investment Specialist
Executive Director, Investment Specialist
Executive Director, Investment Specialist
Director, Investment Specialist
SMA Model Specialists
Expertise on separately managed accounts and model portfolio capabilities.
Director, SMA & Models Portfolio Specialist
ETF Specialists
Deep understanding of exchange-traded funds (ETFs) and strategic guidance on implementation and portfolio construction.
Managing Director, ETF Client Product Specialist
Executive Director, ETF Client Product Specialist
Executive Director, ETF Client Product Specialist
Executive Director, ETF Client Product Specialist
Associate Director, ETF Client Product Specialist
Annuity Specialists
Insurance and annuities expertise and how to best leverage these products in a portfolio.
Executive Director, Variable Annuities & Insurance
Director, Variable Annuities & Insurance
Portfolio Construction and Strategy
Expert strategists that deliver custom portfolio insights and risk-modeling to help you meet your clients’ needs.
US Head of Portfolio Construction and Strategy
Senior Portfolio Strategist
Senior Portfolio Strategist
Portfolio Strategist
