Foy, a Certified Financial Planner (CFP), will be based in the company’s Newport Beach office and will also work from offices in San Diego and San Francisco. According to the press release, he will also serve as the company’s Lead Consultant for sales, marketing, and servicing of defined contribution clients on the West Coast.
Alliant reports that Foy has more than twenty years of experience in financial services, including defined contribution investment only (DCIO), bundled intermediary, and bundled direct sales. He previously served as Defined Contribution Consultant for AllianceBernstein in the Pacific Southwest region. A graduate of St. Mary’s College in Moraga, CA, he also earned his MBA from the University of California, Irvine.
“Michael Foy brings an uncommonly broad knowledge of the defined contribution market to our company,” said Rob Schanen, Senior Executive Vice President and Managing Director, Employee Benefits Group. “Mike has an outstanding record of utilizing consultative sales practices to add value to clients and prospects and is focused on improving outcomes for clients. He has an in-depth understanding of mutual funds, sub-accounts, stable value funds, collective trusts, and other complex investment products, as well as a proven ability to analyze investment selection and ongoing performance of all asset classes.”
« SPARK Responds to DoL Notice