As the firm’s Information and Publication Director, Peggy oversees Veratis’ data model and all plan sponsor and participant publications.  She developed the firm’s data model, which serves as the primary information source for Veratis’ investment reporting, client reporting and publications.  This model extracts key information efficiently from a large database and reports it in a manner that helps our team and our clients productively analyze plan statistics and investment results.  Her talents allow Veratis to perform research and provide reporting that on a comparative basis surpasses the quality of larger firms.

Peggy was an initial investor and one of the founding shareholders when Veratis incorporated in 2001. Prior to forming Veratis Institutional Advisors, Peggy served in a similar capacity with a private investment firm and has 11 years of retirement plan industry experience.  She also spent several years as an Information Technology instructor prior to entering the investment industry.  She is a graduate of Meredith College and East Carolina University where she received her MA Ed, Counselor Education.