Financial professional with a diverse background in institutional consulting for defined contribution plans, defined benefit plans, endowments and foundations. Focus on vendor/provider monitoring and selection, third party manager analysis, investment policy maintenance and designing custom education strategies. Specialties: Performance reporting, plan and vendor benchmarking, fee analysis, portfolio construction. For more information about Janney, please see Janneys Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. 