Derek Taddei | Source | Retirement Specialist at HoyleCohen, LLC

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 service with participant directed retirement plan sponsors. He liaises and advises Plan Sponsors with Recordkeepers, Administrators, Custodians, and other professional service firms engaged by, or needing to be engaged by our plan sponsor clients.
10 Years of experience in the Financial Industry