Dedicated Institutional Services Group

Liana Magner Photo Liana Magner

EVP, Head of Institutional & Retirement

Patrick Lee Photo Patrick Lee

VP, Managing Regional Director

Consultant Relations Team

Kevin Finney Photo Kevin Finney

Senior Vice President, 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.