Media

AndCo Consulting (AndCo) is pleased to announce the acquisition of the Morrison Fiduciary Advisors (Morrison) institutional consulting practice.  Morrison is an independent, institutional consulting firm located in Pittsburgh, PA. with a focus on servicing institutional plans in the Pennsylvania market.  The acquisition will help increase AndCo’s already sizable presence in the public and Taft-Hartley plan […]

AndCo is pleased to share that we are the recipient of a Greenwich Quality Leader Award for mid-sized consulting firms.   Coalition Greenwich is a leading global provider of data, analytics and insights to the financial services industry, and the Greenwich Exchange provides institutional investors with robust, trended and actionable data to inform their decision-making. […]

AndCo, an independent, employee-owned and managed institutional investment consulting firm, is pleased to announce the hiring of Kevin Vandolder, CFA® within the Consulting department. Kevin joins the firm with 25 years of significant industry experience servicing institutional clients. Kevin will work from Austin, TX continuing to build AndCo’s presence in the state along with further […]

At AndCo, we believe growing a successful partnership structure is crucial to achieving long-term success in our industry.  A strong partnership allows our firm to remain 100% employee owned and managed and to help preserve our unwavering commitment to put – “Clients first”. We also believe that our partners should strengthen our firm’s culture by […]

ORLANDO, Fla. (October 16, 2020) — AndCo, an independent, employee-owned institutional investment consulting firm, is pleased to announce the hiring of Oleg Sydyak, CFA, FSA, EA as an Asset Liability Consultant. Oleg joins the firm with nearly 20 years of actuarial experience in the institutional investment arena. Prior to joining AndCo, Oleg held the role of Managing […]

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 […]

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 […]

ORLANDO, Fla. (August 13, 2019) — AndCo, an independent, employee-owned institutional investment consulting firm, is pleased to announce the hiring of Gwelda Swilley as a Senior Consultant.  Gwelda joins the firm with over 25 years of investment consulting and leadership experience. Gwelda previously served as a Senior Vice President and Senior Consultant with Callan Associates.  […]

“The Great Debate – Passive vs. Active Investing” CFA Society Orlando at the downtown Orlando Citrus Club. Mike Welker of AndCo Consulting moderated a panel that included professionals from both the active and passive side providing perspectives regarding both active and passive investment strategies.  Please click this link for “The Great Debate – Passive vs. […]

Institutional investment consulting firm establishes new Texas office. DALLAS, TX (Feb. 19, 2018) — AndCo Consulting (AndCo), an independent, employee-owned institutional investment consulting firm, is pleased to announce that it is expanding its Texas presence with a new Dallas office. The new location is a direct result of the firm’s commitment to Texas. “At AndCo, […]