Dedicated Institutional Services Group

Liana Magner Photo Liana Magner

EVP, Head of Institutional & Retirement

Kevin Finney Photo Kevin Finney

Managing Director, Consultant Relations

Devin Griffin Photo Devin Griffin

Vice President, Consultant Relations

Jim Flaherty earned the AIF® Designation from the Center for Fiduciary Studies in 2017. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.