Casella will play a leading role in delivering consulting and advisory services, comprehensive investment due diligence, and communications strategies to large not-for-profit plan sponsors. Boucher will be responsible for onsite participant communications programs.
According to the announcement, Casella comes to Strategic Retirement Group, Inc. with over 15 years of retirement services experience; providing investment advice, assisting sponsors with the fiduciary and administrative process, and helping participants achieve their retirement goals. Previously, Casella was an institutional consultant at UBS; and a Senior Benefits Consultant at Gallagher Retirement Services.
Boucher joins Strategic Retirement Group with seven years experience in the financial service industry. Prior to joining Strategic Retirement Group, she was a Financial Advisor with Morgan Stanley Smith Barney.
Strategic Retirement Group has developed a not-for-profit client base of over 30 retirement plans with $1.5 billion in assets (as of 6/30/2010) serviced by a professional team based in White Plains, NY and Harrisburg, PA.To learn more about Strategic Retirement Group, contact Doris Bernabo at firstname.lastname@example.org.