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Constantine is a Partner and Director of Investments for the Retirement Plan Services group. He is a member of the firm’s Investment Committee, helping to shape its investment philosophy and strategy. He also serves as a subject matter expert for ERISA clients. Constantine has more than 15 years of experience working with institutions and high-net-worth individuals.
Prior to joining Cerity Partners, he was a Managing Partner and Chief Investment Officer at Blue Prairie Group where he worked with plan sponsors and retirement committees to design investment solutions that mitigate risk and help participants retire successfully. Earlier in his career at Blue Prairie, he also served as the Director of Research and as a Senior Investment Analyst, overseeing the firm’s investment research and due diligence efforts as well as making investment recommendations to clients, advisors, and consultants. Constantine also worked as an Investment Advisor and Operations Manager at both RH Financial Group and Results One Financial.
What should your clients know the most about you?
That I take my role in their lives seriously and with humility. That I have worked hard to gain expertise that might help them, and that if I don't have a skill they need, I will acquire it, or bring in a trusted partner who does.
What kind of clients work best for you?
Institutional clients who are truly motivated to do right by their constituencies.
What differentiates Cerity Partners from other firms in our space?
The various and disparate lines of business that we bring together under one roof. We have a team of true experts that span the entire spectrum of personal and institutional financial services.
How would you describe your best day doing what you do?
Helping a client meet their goals. A non-profit recently hired me to manage their endowment. This endowment's success will help support children with severe developmental disabilities and if I do a good job, more people are helped. What could be more rewarding and incentivizing than that?
What does the world need now more than anything?
Kindness. Specifically in financial services, we need advocacy and transparency on behalf of the consumer. There are too many opaque structures in our system that reinforce apprehension and distrust of financial professionals.
This guide is intended to give PSCA’s Investment Committee and Cerity Partners' clients an overview of some of the terms they may see when reviewing investments offered in their defined contribution plan(s).
The "set it and forget it" design of target-date funds has made them one of the top investment choices for defined contribution plans. But with this popularity comes many questions, How do you select the “right” target-date suite for your plan?
Partner Constantine Mulligan explains the DOL guidance on the use of private equity in defined contribution plans, and why plan sponsors should take a wait and see approach.
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