Mr. Taddei’s primary responsibilities include participating in the managed securities research subcommittee, which is the backbone of the investment selection process for participant directed retirement plans, and coordinating the Firm’s investment work for Plan Sponsors with Recordkeepers, Administrators, Custodians, and other professional service firms engaged by our clients.
He has 8+ years of financial industry experience, joining Stellar Capital Management in 2013 as an intern, transitioning through different roles gaining a deep understanding of the business, to his current role with research and retirement plans. He is a member of the Central Arizona Estate Planning Council and the Western Pension & Benefits Council.
[Plan sponsors] don’t want to be over consumed with the management of an employee benefit, when there is a business to run. Without a viable business there are no employee benefits.17 July 2019