People

Simon Lim, J.D., M.S., M.B.A., CFA, CAIA

Principal, CCO, Managing Senior Consultant, Alan Biller & Associates

Menlo Park, CA

Thomas Holsman

Consultant

Los Angeles, CA

Kevin Chriske

Client Portfolio Manager, SEI

Chicago, IL

John Forelli, CFA

Head of Portfolio Research, Boston Partners

Boston, MA

Elizabeth Traxler

Managing Director, Neuberger Berman

New York, NY

Jeffrey Sung, CFA

Partner, Method Advisors, LLC

Boston, MA

Jason Gotwalt

Senior Vice President, Growth and Partnerships, headversity

Calgary, AB

Kerry Symon, Psy.D.

Director of Clinical Partnerships, Spring Health

New York, NY

Jenée Datus

Benefit Plans Administrator, Mid-America Carpenters Regional Benefits Services, Inc.

Saint Louis, MO

Stephen Wolff, Pharm.D., R.Ph., ASA, MAAA

Principal and Senior Pharmacy Management Consultant, Milliman, Inc.

Chicago, IL

Nikole Benders-Hadi, M.D.

Chief Medical Officer, Talkspace

White Plains, NY

Kier Wachterhauser, Esq.

Partner, Murphy, Hesse, Toomey & Lehane, LLP

Boston, MA

Elham Fayyazi

Chief of Criminal Investigation Division, Employee Benefits Security Administration (EBSA), United States Department of Labor

Washington, DC

Joanna Pineda

Chief Executive Officer and Chief Troublemaker, Matrix Group International, Inc.

Arlington, VA

Leslie Radcliffe, CEBS

Client Services Manager, Northwest Administrators, Inc.

Brisbane, CA

Billy Beane

Former Executive VP of Baseball Operations for the Oakland Athletics & Senior Advisor to Owner John Fisher, Oakland Athletics

Danville, CA

Emily Allender

Attorney, Pension Benefits Guaranty Corporation

Washington, DC

Meredith Golfo, Esq.

Principal, Slevin & Hart, P.C.

East Meadow, NY

John Dulczak

Founder and CEO, RetireeFirst and LaborFirst

Mount Laurel, NJ

Tina Williams

Assistant Director, electrical training ALLIANCE

Bowie, MD