Meet Our Leadership
We uniquely integrate decades of hands-on legal and investment industry expertise to solve new challenges as they arise.
Meet Our Leadership
We uniquely integrate decades of hands-on legal and investment industry expertise to solve new challenges as they arise.
Meet the leaders ready to ease the burden plan sponsors shoulder while keeping the best interests of plan participants top of mind.
Mitchell Shames
FOUNDER & MANAGING DIRECTOR
Mitch founded HF to transform retirement plan management. Putting a qualified fiduciary in charge, he reasons, can relieve companies of the growing responsibility and liability of managing the retirement plan. As General Counsel for State Street Global Advisors for almost 20 years, Mitch developed deep industry experience structuring products for the ERISA plan market and unparalleled experience in the fiduciary decision-making process. He signs off on every fiduciary decision we make.
WHY I DO WHAT I DO.
“We are determined to bring a dynamic new fiduciary business model to the retirement industry – a model based upon 30 years of hands on experience.”
David Nolan
DIRECTOR OF INVESTMENTS & RESEARCH
Dave not only understands the investment process, he’s mastered the plumbing that makes it all work. A quantitative investment professional with decades of experience managing institutional international investment funds, he began his career as an operations professional at Street Bank and Trust. He tests every potential solution against alternative assumptions and stays within his risk tolerance – hallmarks of a great fiduciary professional.
WHY I DO WHAT I DO
“New investment products are evolving rapidly. An independent fiduciary helps retirement plans stay on top of that evolution.”
Keith Flynn
CHIEF MARKETING OFFICER
Fiduciary prudence requires understanding the needs of qualified plans, participants and the plan sponsors, and Keith delivers with a business-minded approach. He leads client and prospect engagement for HF, leveraging his 20-year career in business development, marketing and client relationship management for world-class asset management firms, including J.P. Morgan Chase, Clay Finlay and GAM (USA).
WHY I DO WHAT I DO.
“Americans are woefully unprepared for retirement. It’s so important to fix the system and get us back on track. There’s so much fulfillment in that for us.”
Susan Mangiero
CONSULTANT
Armed with a PhD in finance and math, Susan literally has written the book on pension risk management: Risk Management for Pensions, Endowments and Foundations (John Wiley & Sons, 2005). She’s equally expert in financial product design, valuation methods, and fiduciary decision-making. She is sought after to speak on pension plan fiduciary management and provide expert witness testimony in significant fiduciary litigation. Susan is Managing Director of Fiduciary Leadership, LLC, and serves HF in a consulting capacity.
WHY I DO WHAT I DO.
“Plan sponsors shoulder overwhelming risks when overseeing their own retirement plans, but there is nothing in ERISA that says they have to do it alone. Harrison Fiduciary gives them another option.”
“Seventy percent of millennials are stressed and anxious about saving for retirement.”
SOURCE: annuity.org