Michael Fennessy MBA, AIF

Partner, Corporate Retirement Services

Michael has spent over 20 years working in asset management and corporate retirement plans.  Michael worked at providers such as SEI, Transamerica, and EMPOWER.  In 2007 he pioneered merger & acquisition strategies for retirement plans that eased the transition burden for acquired companies and their employees.  Michael transitioned to an advisory role in 2018 to be in a better position to counsel his clients implementing long term strategies around retirement, executive benefits, and retention.  When not at work, Michael, his wife Aimee, and their two children can be found on their hobby farm in Oregon City tending to their livestock or watching his beloved New York sport teams lose yet another game.