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Dedicated Institutional Services Group

Liana Magner Photo Liana Magner

EVP, Head of Institutional & Retirement

Kevin Finney Photo Kevin Finney

Senior Vice President, Consultant Relations

Devin Griffin Photo Devin Griffin

Vice President, Consultant Relations

Jim Flaherty, AIF<sup>®</sup> Photo Jim Flaherty, AIF®

Director, Consultant Relations

Tiffany Pomfret Photo Tiffany Pomfret

Managing Regional Director

Spencer Barnard Photo Spencer Barnard

Managing Regional Director

Nick Nurcanyan Photo Nick Nurcanyan

Investment Consultant

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.

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