People - Grid

  • Robert Whited, CFA, CEBS

    Managing Director, Creative Planning Retirement Services

    Los Angeles, CA

  • Dawn Lichtner, CEBS

    Client Success Executive, The Vanguard Group

    Valley Forge, PA

  • Laura Earley, CEBS, CEBS Compliant

    Employee Benefits Department Manager–Colorado, AssuredPartners

    Denver, CO

  • Stephanie Patrick, FSA, MAAA

    Senior Consulting Actuary, Horizon Actuarial Services, LLC

    Atlanta, GA

  • Lee Centrone

    Senior Vice President, BeneSys, Inc.

    Portland, OR

  • Andrew Staab

    Vice President and Senior Corporate Counsel, U.S. Bank National Association

    St. Paul, MN

  • Kevin Culp, EA, FSA, MAAA

    Senior Consulting Actuary, Horizon Actuarial Services, LLC

    Silver Spring, MD

  • Mary Ann Dunleavy, ASA, EA, MAAA

    Senior Consulting Actuary, Horizon Actuarial Services, LLC

    Silver Spring, MD

  • Joseph Thiermann, CPA

    Partner, Withum

    San Ramon, CA

  • Benjamin Patzik

    Vice President, Head of Discretionary Investment Services, Segal Marco Advisors

    Chicago, IL

  • Nick Trella

    Senior Vice President/Principal, Segal Marco Advisors

    Chicago, IL

  • Travis Ketterman, GBA

    Partner, McGann, Ketterman & Rioux

    Chicago, IL

  • Peter Muldowney

    Senior Vice President, Head of Institutional & Multi-Asset Strategy, Connor, Clark & Lunn Financial Group

    Toronto, ON

  • Sheri Wright, ICD.D

    Strategy and Governance Consultant, Special Forces Pension Plan (SFPP)

    St. Alberts, AB

  • Darryl Mabini

    Assistant Vice President, Pension Advocacy and Research, Healthcare of Ontario Pension Plan (HOOPP)

    Toronto, ON

  • Marg Romanow, R.N., CEBS, MTMS, ICD.D, Q.Arb, Q.Med

    Pension Board Trustee on two Jointly Sponsored Pension Boards

    Regina, SK

  • Bobbi Taillefer

    Commissioner of Teacher Professional Conduct, Government of Manitoba

    Winnipeg, MB

  • Michael Gillis

    Managing Director, MRG Associates

    Ingramport, NS

  • Gary Goddard, FCIA, FSA

    Board Chair, CUPE Education Workers' Benefits Trust

    Ottawa, ON

  • Ellen Whelan, FCIA, FSA

    Principal, Eckler Ltd.

    Toronto, ON