Edward Michelson

Edward Michelson

Senior Consultant/Research
Atlanta, Georgia, United States

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Work Experience

FiduciaryVest, LLC

Senior Consultant/Research

2023-09-01 - Present

Atlanta Consulting Group

Founding Partner

1985-04-01 - 2023-07-01

Merrill Lynch

Private Client Group

1980-01-01 - 1985-04-01

Skills

benchmarking ldi 403 investment program design for pension plans foundations erisa liability driven investing pension plans retirement plan consulting custom target date recordkeeper fee benchmarking & reduction endowments recordkeeper search hospitals fiduciary risk management 401 401 plan consulting endowments & hospitals dynamic rebalancing

Languages

English