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.
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
Director, Practice Management Consultant
Wealth Strategists
Expertise in wealth transfer, family governance, business succession, philanthropy and charitable planning and tax strategies.
Executive Director, Wealth Strategist
Director, Wealth Strategist
Equity and Fixed Income Investment Strategists
Differentiated perspectives on macroeconomic issues and insights on asset classes and sub-asset classes.
Director, Investment Specialist
Executive Director, Investment Strategist
Executive Director, Investment Strategist
Director, Investment Strategist
Portfolio Construction and Strategy Team
Expert strategists that deliver custom portfolio insights and risk-modeling to help you meet your clients’ needs.
Senior Portfolio Strategist
Senior Portfolio Strategist
Portfolio Strategist
Model Specialists
Managing Director, SMA Model Specialist
Director, SMA Model Specialist
Director, SMA Model Specialist
Director, SMA Model Specialist
Senior Associate Director, SMA Model Specialist
Director, SMA Model Specialist
Director, SMA Model Specialist
ETF Specialists
Deep understanding of exchange-traded funds (ETFs) and strategic guidance on implementation and portfolio construction.
Head of Specialized Investment Solutions
Executive Director, ETF Client Product Specialist
Executive Director, ETF Client Product Specialist
Executive Director, ETF Client Product Specialist
Senior Associate Director, ETF Client Product Specialist
Annuity and Insurance Specialists
Insurance and annuities expertise and how to best leverage these products in a portfolio.
Executive Director, Variable Annuities & Insurance
Director, Variable Annuities & Insurance
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
Director, Defined Contribution Specialist
