In Segal Rogerscasey’s new Investment Insight, “Past Imperfect: Why Using Past Performance as the Primary Indicator of Future Performance Is a Flawed Strategy,” the author, Tim Barron, CIO, declares: “The changing nature of the markets, along with the variability of approaches to decision making, adds another complexity, making it extremely difficult to use past performance as an indicator of future success.”
Joseph A. LoCicero, President & CEO of The Segal Group announced that Helene Dankner has joined the firm as Senior Vice President and Chief People Officer.
A new issue of Investment Insight, published by Segal Rogerscasey, discusses why and how investors should reevaluate the role of dividend-oriented equity strategies within their overall portfolio.
John DeMairo, President and CEO of Segal Rogerscasey has announced that Jeffrey Boucek has been appointed National Director of Public Fund Investment Consulting.
John DeMairo, President & CEO of Segal Rogerscasey announced the promotions of two Senior Vice Presidents and two Vice Presidents:
Segal Rogerscasey and Frontier Advisors have announced the establishment of the Global Investment Research Alliance. The objective of the Alliance is to share research on investment managers among member firms across global regions.
John DeMairo, President and CEO, Segal Rogerscasey, has announced that the firm achieved top five rankings in PlanSponsor’s 2012 Consultant Survey for “Number of Defined Benefit Plans” and “Number of 457 Plans.”
John DeMairo, President and CEO of Segal Rogerscasey, has announced the hiring of two new consultants. Keith Reynolds has joined the Atlanta office as a Senior Consultant. Richard Pietrzak has rejoined Segal Rogerscasey’s Cleveland office as a Consultant after a brief period as an investment manager – VP for PNC Institutional Investments.
David Pappalardo, Senior Vice President and head of the Segal Rogerscasey’s Advisor Solutions Group, has relocated to Boston from the firm’s Darien office. The Advisor Solutions Group partners with financial intermediaries, including broker-dealers, banks, insurance companies, registered investment advisors, and family offices to build customized solutions through access to Segal Rogerscasey’s institutional quality research on investment managers, portfolio structure, and asset allocation.
Mr. Pappalardo can be reached at 617.424.7354 or firstname.lastname@example.org
John DeMairo, Chairman & CEO of Segal Rogerscasey Canada, has announced several executive appointments in the firm’s Toronto office. In making these announcements, Mr. DeMairo said, “These important organizational changes for Segal Rogerscasey Canada reflect our plans to build our Canadian business for the future. We are confident that we have aligned critical skills and subject matter expertise within the organization, and we will continue to provide an integrated and high level of support and service to our clients.”
Segal Rogerscasey is proud to announce that Nimisha Patel, Associate Director, Alpha Research, has been named one of the 10 recipients of the second annual 100 Women in Hedge Funds (100WHF)/Chartered Alternative Investment Analyst (CAIA) Foundation Scholarships.
John DeMairo, President & CEO of Segal Rogerscasey announced that David Pappalardo has joined the firm as Senior Vice President and head of the Advisor Solutions Group. The Advisor Solutions Group provides, through financial intermediaries, access to Segal Rogerscasey’s institutional quality research on investment managers, portfolio structure, and asset allocation and enables clients to build customized independent solutions for high net worth and retail investors.
John DeMairo, President and CEO of Segal Rogerscasey has announced the following promotions effective July 1.
John DeMairo, President and CEO of Segal Rogerscasey, announced that Jeffrey C. Boucek has joined the Atlanta office as Senior Vice President. He is focusing on consulting, client relationship management and new business development.
John DeMairo, President and CEO of Segal Advisors, Inc., the SEC-registered investment consulting subsidiary of The Segal Group, Inc., has announced that the firm has acquired the business of Rogerscasey, a global investment solutions firm that has served institutional asset owners and others for more than 40 years. The combined entity has more than 350 clients with worldwide advisory assets approaching $400 billion.
John DeMairo, Senior Vice President and COO, Segal Advisors, Inc., has announced that the firm has achieved top 25 rankings in Pensions & Investments 2011 Investment Consultant Directory (November 28, 2011) for “Worldwide Institutional Advisory Services,“ “Total Worldwide Advisory Assets,” and “U.S. Institutional, Tax-Exempt Advisory Assets”.
John DeMairo, Senior Vice President and COO, Segal Advisors, Inc., has announced that the firm achieved top five rankings in PlanSponsor’s 2011 Consultant Survey (September, 2011) for “Number of Defined Benefit Plans,” “Number of Public/Government Clients,” and “Number of Union/Taft-Hartley Clients.”
John DeMairo, Senior Vice President and COO of Segal Advisors, Inc., has announced that Daniel F. Westerheide, was promoted to Senior Vice President. Click here to see the press release.
Tim Barron, Chief Investment Officer of Segal Rogerscasey, speaks with aiCIO about how investors need to evaluate their portfolios "amid the ashes of the global financial crisis."
John DeMairo, COO of Segal Advisors, Inc. has announced that Daniel F. Westerheide, Vice President and Consultant, was named Asset/Liability Modeling (ALM) Practice Leader. View the press release.
John DeMairo, Senior Vice President and COO of Segal Advisors, Inc., has announced that the firm achieved high rankings in the 2010 Consultant Survey put out by PlanSponsor Magazine. Of 86 firms in the survey, Segal Advisors was 3rd in both number of Defined Benefit plan clients and number of IRC S457 clients.
John DeMairo, Senior Vice President and COO of Segal Advisors, Inc., has announced that Amy Heyel was promoted to Vice President. Click here to see the press release.
Segal Advisors Mourns Martin Levenson
John DeMairo, Senior Vice President and COO of SegalAdvisors, Inc., announced the passing of Martin Levenson on May 27, 2010: "Marty played a key role in the establishment of Segal Advisors in 1969 and was a pioneer in the field of investment consulting. The foundation of our firm's success was Marty's work – he was one of the first in the pension field with the ability to combine investment and actuarial knowledge in client consulting. Those of us who knew Marty would often hear him say the following when a question was posed: 'There is a whole host of variables.' It was emblematic of his remarkable ability to analyze a situation in ways others never contemplated. The one thing about Marty that was not variable was his love and commitment to his profession and to Segal Advisors. His impact was profound and will never be forgotten."
Marty joined The Martin E. Segal Company's New York office in 1965. After rising through the Actuarial Department, Marty helped to start the firm's investment consulting business. In 1969, when Segal Advisors, Inc. was formed, Marty was named its head. He went on to become a Vice President and then a Senior Vice President. Marty was instrumental in the development and growth of Segal Advisors. After a 32-year career with the firm, Marty retired in 1997.
Marty is survived by his beloved wife, Eleanor, and their children and grandchildren. Contributions in Marty's memory may be sent to the Brooklyn Museum.
John DeMairo, Senior Vice President and COO of Segal Advisors, Inc., has announced that Michael P. Paolucci, has joined the Chicago office as a Senior Consultant. Click here to see the press release.
Joseph A. LoCicero, President and CEO of The Segal Company, has announced that Frank Carofano has been promoted to Vice President of Segal Advisors, Inc., the SEC-registered investment consulting affiliate of Segal. Click here to see the press release.
Segal Advisors Promotes New Vice President
John DeMairo, COO of Segal Advisors, has announced that Rafik Ghazarian has been promoted to Vice President. Click here to see the press release.
Segal Advisors Expands Consulting Staff
John DeMairo, COO of Segal Advisors, has announced the continued expansion of Segal Advisors' consulting staff, with Thomas Pavlik joining the firm's Boston office and Jeff Snyder joining the New York office. Click here to see the press release.
Segal and Segal Advisors Experts Published in Financial Executive
An article by Daniel F. Westerheide, Segal Asset Liability Modeling (ALM) Practice Leader, and John DeMairo, COO of Segal Advisors Inc., titled "Liability-Driven Investing: Adding Investment Return, Lowering Risk" appears in the January/February 2008 issue of Financial Executive. This article addresses the rise of liability-driven investing among pension plan sponsors.