Taft-Hartley

We support our Taft-Hartley clients as a strategic partner by providing discretionary, customized investment solutions designed to meet each plan’s unique needs and investment objectives. It is our asset management practice’s goal to protect the fiscal health of our clients’ plans, so that retirement, annuity and health/welfare assets are available for all beneficiaries when needed. Our goal is to help the Trustees construct a best-in-class investment program to help meet the Funds’ long-term objectives.

Our professionals are accountable to one interest only—that of our clients. We act as a fiduciary and an extension of their staff, delivering a disciplined investment process that provides a transparent look into the costs and management of their plan health, welfare and pension plans.

Meet Our People

Name
Position
Location
Amy Otten
Client Services Senior Analyst
Philadelphia
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Marcie Lewis, CIMA
256.419.2911
Senior Managing Consultant
Huntsville
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Lila Berry
646.561.0722
Senior Managing Consultant
New York
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