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Impactful Advice and Extensive Oversight for Nonprofits

Proven guidance to perpetuate your mission and your legacy​

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Partner

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Outsourcing Your RFP Can Save You Time & Money

RFPs are critical to confirming the reasonableness of fees paid to retirement plan service providers. Read to learn more about how outsourcing this critical fiduciary duty can help you save time and money.

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Partner & Market Leader

Financial Planning

3 Things to Ask Yourself Before Joining a Board

Partner Bob Smith discusses the importance of civic engagement and offers a series of questions people should ask before seeking board membership.

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Partner & Market Leader

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Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Market Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

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Javier Solis

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Elizabeth Dawson

Principal

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Partner & Chief Experience Officer

Brian Tu

Principal

Meg Rowley

Partner & Market Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

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Peter Martin

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Jillian Laughlin

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Rita Lee

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Richard Long

Principal

Lauren Desforge

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Claire O’Keefe

Partner & Head of Partner Development

Aaron Waxman

Partner

Peter Yoon

Principal

Jennifer Ellison

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Eric Chang

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Erica Cameron

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Steve Williams

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Ray McCarthy

Principal

Karim Ahamed

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Nicole Joko

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Andrew Blumenthal

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