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Our Team
   
 

 

Michael Welz, CFA®, CAIA®, CIMA®
  President and CIO
   
Alba Tedone, CIMA®
  Senior Investment Consultant
   
Alex Cabe, CFA®, MBA
  Investment Consultant
   
Andrea Bongiovanni, CIMA®, CFS®
  Senior Investment Consultant
   
Jamie Frits, MBA
  Executive Vice President and Sales Executive
   
Joseph DeRosa, CIMA®
  Senior Investment Consultant
   
Mike van der Velden, AIF®
  Senior Vice President and Sales Executive
   
Ralph Lehman, CFA®
  Investment Consultant
   
Shawn Heron, CIMA®
  Vice President and Senior Investment Consultant
   
Stephen Yeung, AIF®
  Vice President and Senior Investment Consultant
   
Susan Ferber
  Vice President and Senior Investment Consultant
   
Teddie Grant, MBA, CLU®, CFP®
  Investment Consultant
   
Thomas Cooke
  Investment Consultant
   
Truong Tang, AIF®
  Associate Vice President and Investment Consultant
   
   
RESEARCH TEAM
   
  Director of Research
 
  Investment Analyst
   
  Investment Analyst
   
OPERATIONS TEAM
 
Sarah Bruno, CFS®, QKA
  Director of Operations & Chief Compliance Officer
   
 
  Team Leader of Investment Administrators & Account Coordinator
   
 
  Assistant Investment Administrator & Account Coordinator
   
 
  Investment & Data Specialist
   
 
  Assistant Investment Administrator & Account Coordinator
   
 
  Assistant Investment Administrator & Account Coordinator
   
   
 
 
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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.