McHenry works with a number of firms with which we share visions, values and business
objectives.
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Highland Capital Advisors is Highland Capital Advisors supports the highly specialized needs of investment clients in areas of defined benefit,
foundations, endowments and organized labor or multi-employer benefits plans.
Bill Small and Rick Wyman co-founded the firm after careers with Howard Johnson & Company, Wurts & Associates and Merrill Lynch Institutional.
They serve clients from offices in Issaquah, WA.
Kent Grether is a Senior Consultant with Highland, in the firm’s Portland office. Kent is experienced in all areas of plan design, administration and investment.
He previously served at Johnson Higgins, Howard Johnson & Company, Wilshire Associates and PacifiCorp, where he was responsible for that utility’s retirement
plan investments.
Contact bsmall@hcportfolios.com or (425) 466-2946. |
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401(k) Latino is a diversified employee education and communications firm. It’s mission is to educate the employer’s workforce on retirement, covering a full range of defined contribution and defined benefit programs. It does this by producing culturally relevant and entertaining educational videos in English and Spanish. The firm also conducts on-site presentations and produces web-based events delivering online tools to inform, educate and equip employees. It also provides on-site consulting to help employers maximize their return on investment in their workers.
The firm’s Founder, Marianna del Este, is an avid world traveler and business leader, with experience in software, financial services and the arts. She founded the firm to help all retirement plan stakeholders (sponsors, staff and participants) to realize their personal goals, regardless of culture, ethnicity or national origin.
Contact marianna@401klatino.com or (415) 312-7227. |
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New England Retirement Consultants, LLC is a registered investment advisory. Founded in 2006, New England Retirement Consultants was created to help bring consulting, investment advisory and fiduciary compliance under one roof. Client goals and needs are designed with customized solutions by dedicated experts.
The firm’s Managing Director, Glenn A. Jensen, has over 28 years of institutional consulting experience. Glenn has extensive experience in plan design and investment consulting for 401k and 403b programs, as well as defined benefit and executive deferred compensation programs. He is an active member of New England Employee Benefits Council, Massachusetts Hospital Association, Society for Human Resource Management and Healthcare Financial Management Association.
Contact at Glenn.Jensen@NE-RC.com or (781) 222-3006, ext. 333. |
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