AndCo Looks to Extend Growth in Public Plan Market, Hires Two Pension Professionals

In a move to further shift the consulting industry toward a new paradigm, AndCo hires two investment veterans and state pension plan professionals.

Former CIO and Deputy CIO of the $18 Billion Kentucky Retirement Systems pension plan, Rich Robben and Andy Kiehl, are joining AndCo and will focus on helping to grow and serve the public pension plan business.

AndCo senior management said the hires are consistent with AndCo’s vision statement “To be a transformational organization viewed as the leader in our industry.” “We believe many consulting models are stuck in mediocrity, often delivering house views or group think and offering little or no customization to the overall investment decision process.  Rich and Andy are strong additions to our team of professionals and believe in our customized client solution service approach.  Adding two practitioners who have managed and allocated assets from a client’s perspective in the large public plan space will bring a wealth of practical experience and further enhance our ability to add tangible value for our clients.”

Rich and Andy will join the firm as consultants on October 5th.

About AndCo

This communication is intended for informational purposes only and should not be regarded as investment advice or as a recommendation regarding any particular course of action.  AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

AndCo, a full service independent institutional investment consulting firm headquartered in Orlando, Fla., was founded on the belief that the institutional client should have the most objective and unbiased information with which to prudently evaluate their investment portfolio/program.  The firm is comprised of a dedicated group of industry specialists with diverse business backgrounds working together toward the common goal of simplifying the investment and fiduciary decisions of plan sponsors. With offices around the country and approximately $100 billion in assets under advisement as of December 31, 2019, AndCo serves as an independent fiduciary to each of its clients by accepting no soft-dollar compensation, having no broker dealer affiliations, selling no investment products, and having no pay-to-play arrangements. 

For more information, please visit the firm’s website: www.andcoconsulting.com or contact Lauren Kaufmann at 407-627-1861.

###

AndCo Adds Two Senior Research Analysts

ORLANDO, Fla. (September 24, 2020) — AndCo, an independent, employee-owned institutional investment consulting firm, is pleased to announce the hiring of Michael Kosoff and Dan Lomelino, CFA, as Senior Research Analysts.

Michael joins the firm with nearly 20 years of investment research experience. Prior to joining AndCo, he was the Senior Director of Investments at Artivest in the New York metropolitan area. He also performed hedge fund research at Bank of America Merrill Lynch, as well as at CTC Consulting. Dan brings over 20 years of experience in investment research. He previously served as a Senior Director – Head of Traditional Fixed Income Manager Research at Willis Towers Watson.  Prior to joining Willis, he held positions at Nuveen Asset Management and Northern Trust Global Investments.  Both Michael and Dan will be based in Orlando, FL and will bring their significant experience to an already deep and focused research team.

“This was a great opportunity for AndCo to add two additional respected and seasoned research analysts to our team as we continue to invest in our firm and resources” said Bryan Bakardjiev, Chief Operating Officer and Partner at AndCo. “We believe Dan’s extensive experience and insights in fixed income research and Michael’s experience in hedge fund, private equity, and other alternative investment research will further enhance service to our clients with or considering these strategic allocations.”

Mr. Lomelino received his Bachelor of Science in Finance and Accountancy from Northern Illinois University and his MBA from the University of Chicago’s Booth School.  Mr. Kosoff received his Bachelor of Arts in Economics from the University of California-Berkeley and his Master of Arts in Economics from Harvard University.

Important Disclosure Information 

This communication is intended for informational purposes only and should not be regarded as investment advice or as a recommendation regarding any particular course of action.  AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

For more information, please visit the firm’s website: www.andcoconsulting.com or contact Lauren Kaufmann at 407-627-1861.

###