Pension & Wealth Management Advisors adds Gasbarro as Managing Partner
WALTHAM, Mass .– (BUSINESS WIRE) –Pension and wealth management advisors (PWMA) recently announced the addition of Brian Gasbarro as Managing Partner. Gasbarro, a 14-year financial industry veteran, will head the pension consulting firm for PWMA.
Gasbarro began his career as an investment trader at JPMorgan Chase and later began to work closely with plan sponsors and members in the field of qualified pension plans. He has built an impressive resume with expertise in setting up ERISA compliance, designing plans, selecting benchmarks and training, as well as investment advice.
He holds an AIF (Accredited Investment Fiduciary) which is accredited by the American National Standards Institute. Gasbarro is expected to help lead the pensions division, which will closely align with PWMA’s broad wealth management capabilities.
George P. Webb, CEO and Managing Partner of PWMA, said: “We are very pleased that Brian is joining our firm. His experience and knowledge of pension plans will complement our growing team of seasoned executives.
This expansion is timely as PWMA has improved its business model, developing a stronger initiative to help clients manage their fiduciary responsibilities. The focus will be on corporate plan sponsors offering employer-sponsored pension plans, while providing best-in-class investment options to employees of all ages. PWMA’s ongoing advisory and advisory services to these plan sponsors and employees ensure that plans are compliant and that employees are taking the right steps to prepare for retirement. Gasbarro added: “I am delighted with the high impact the new service will provide to corporate clients and to work with this fantastic group at PWMA.
About Pension and Wealth Management Advisors (PWMA):
Pension and wealth management advisors is a registered investment advisor with the US Securities and Exchange Commission. PWMA provides consulting expertise in wealth management, asset management and institutional advisory services to help clients optimize their investment opportunities. Learn more about www.pensionwealth.com