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.
Wealth Strategists
Expertise in wealth transfer, family governance, business succession, philanthropy and charitable planning and tax strategies.
Jeffrey R. Brooks, JD
Senior Wealth Strategist
Ben Rizzuto, CFP®, CRPS®
Wealth Strategist
Practice Management Consultants
Insights on client engagement, team performance, and the management and governance of your practice.
Bryan Powell, PCC, CPBA, CPMA
Senior Director, Practice Management
Marquette Payton, CRPS®, CDFA®
Director, Practice Management Consultant
Defined Contribution Specialists
ERISA expertise, thorough knowledge of plan design and implementation, and partners in plan sponsor engagement.
Eric Magyar, CFP®, AIF®
Defined Contribution Specialist
Ruben Gonzalez, CPFA
Defined Contribution Specialist
Taylor Pluss, CFP®, CRPS®, APMA®, CDFA®
Defined Contribution Specialist
Investment Specialists
Differentiated perspectives on macroeconomic issues and insights on asset classes and sub-asset classes.
Amer Hasan, CFA
Equity Investment Specialist
Erika Oquist
Fixed Income Investment Specialist
Michael McNurney
Equity Investment Specialist
Roberto Langstroth
Fixed Income Investment Specialist
SMA Model Specialists
Expertise on separately managed accounts and model portfolio capabilities.
Kirk Leslie
SMA & Models Portfolio Specialist
ETF Specialists
Deep understanding of exchange-traded funds (ETFs) and strategic guidance on implementation and portfolio construction.
Dan Aronson
Senior Director, ETF Client Product Specialist
Craig Dehner
Director, ETF Client Product Specialist
Lee Gross
Director, ETP Client Product Specialist
Jake Kreiter
ETF Client Product Specialist
Annuity Specialists
Insurance and annuities expertise and how to best leverage these products in a portfolio.
CJ Nizich
Director, Variable Annuities & Insurance
Sheila Jelinek
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.
Lara Castleton, CFA
U.S. Head of Portfolio Construction and Strategy
Peter Harrington-Howes
Senior Portfolio Strategist
Andrew Molinet, CFA
Senior Portfolio Strategist
CJ Van Dyke
Portfolio Strategist
