Managing Partner and Retirement Plan Consultant

Title: Managing Partner, Retirement Plan Consultant

Firm Roles: Member of Veratis’s Investment and Leadership Committees

Area of Focus: Advising corporate retirement plan clients with a focus on investment oversight, governance structures, employee education strategies, provider selection and plan design.

Background: Steve co-founded Veratis in 2001 and has exclusively focused on defined contribution retirement plans since 1999.  He received his B.S.B.A. in Finance with a concentration in asset management from East Carolina University.

Partner and Data Management Director

Title: Partner and Data Management Director

Firm Roles: Member of Veratis’s Leadership Committee

Area of Focus: Managing the firm’s investment database and institutional client reporting process.

Background: Peggy co-founded Veratis in 2001 after serving as a data management specialist with a prior advisory firm.  Before entering the retirement industry in the 1998, she was a software trainer.  Peggy is a graduate of Meredith College and East Carolina University.

Retirement Plan Consultant

Title: Retirement Plan Consultant

Firm Roles: Member of Veratis’s Leadership Committee

Area of Focus: Advising corporate retirement plan clients with a focus on plan operations, compliance, plan design, and provider selection.

Background: Trinette has over 30 years of industry experience in qualified and nonqualified retirement plans. She has completed the coursework for the Qualified 401(k) Administrator (QKA) designation through ASPPA and is currently working toward the Qualified Pension Administrator (QPA) designation.  Trinette has also earned the professional designations of Certified Employee Benefit Specialist (CEBS) and Compensation Management Specialist (CMS) from the Wharton School of Business, University of Pennsylvania.  She is a graduate of UNC Chapel Hill.

Partner and Wealth Advisor

Title: Partner and Wealth Advisor

Firm Roles: Member of Veratis’s Investment and Leadership Committees

Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.

Background: Steve received his B.S.B.A. in Finance from UNC Wilmington and completed Wake Forest University’s CFP® program in 2018.  He has been in the retirement industry since 2003 and led the firm’s investment research efforts prior to transitioning to a wealth advisory role in 2015.

Partner and Wealth Advisor

Title: Partner and Wealth Advisor

Firm Roles: Member of Veratis’s Investment and Leadership Committees

Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.

Background: Jason received his B.A. in Spanish Literature and Economics from Wake Forest University and completed Duke University’s Executive CFP® program in 2010.  He is also an active program participant in CFA Institute’s CFA program.

Partner and Investment Research Director

Title: Partner and Investment Research Director

Firm Roles: Member of Veratis’s Investment and Leadership Committees

Area of Focus: Overseeing the firm’s investment research processes for fund selection and portfolio construction.

Background: Bryce received his B.S.B.A. in Finance from North Carolina State University.  He joined Veratis in 2011 as an investment analyst and was promoted to his current role as the firm’s Investment Research Director in 2015.

Managing Partner and Retirement Plan Consultant

Title: Managing Partner, Retirement Plan Consultant

Firm Roles: Member of Veratis’ Investment and Leadership Committees

Area of Focus: Advising corporate retirement plan clients with a focus on investment oversight, governance structures, employee education strategies, provider selection and plan design.

Background: Steve co-founded Veratis in 2001 and has exclusively focused on defined contribution retirement plans since 1999.  He received his B.S.B.A. in Finance with a concentration in asset management from East Carolina University.

Partner and Data Management Director

Title: Partner and Data Management Director

Firm Roles: Member of Veratis’ Leadership Committee

Area of Focus: Managing the firm’s investment database and institutional client reporting process.

Background: Peggy co-founded Veratis in 2001 after serving as a data management specialist with a prior advisory firm.  Before entering the retirement industry in the 1998, she was a software trainer.  Peggy is a graduate of Meredith College and East Carolina University.

Retirement Plan Consultant

Title: Retirement Plan Consultant

Firm Roles: Member of Veratis’ Leadership Committee

Area of Focus: Advising corporate retirement plan clients with a focus on plan operations, compliance, plan design, and provider selection.

Background: Trinette has over 30 years of industry experience in qualified and nonqualified retirement plans. She has completed the coursework for the Qualified 401(k) Administrator (QKA) designation through ASPPA and is currently working toward the Qualified Pension Administrator (QPA) designation.  Trinette has also earned the professional designations of Certified Employee Benefit Specialist (CEBS) and Compensation Management Specialist (CMS) from the Wharton School of Business, University of Pennsylvania.  She is a graduate of UNC Chapel Hill.

Partner and Wealth Advisor

Title: Partner and Wealth Advisor

Firm Roles: Member of Veratis’ Investment and Leadership Committees

Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.

Background: Steve received his B.S.B.A. in Finance from UNC Wilmington and completed Wake Forest University’s CFP® program in 2018.  He has been in the retirement industry since 2003 and led the firm’s investment research efforts prior to transitioning to a wealth advisory role in 2015.

Partner and Wealth Advisor

Title: Partner and Wealth Advisor

Firm Roles: Member of Veratis’ Investment and Leadership Committees

Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.

Background: Jason received his B.A. in Spanish Literature and Economics from Wake Forest University and completed Duke University’s Executive CFP® program in 2010.  He is also an active program participant in CFA Institute’s CFA program.

Partner and Investment Research Director

Title: Partner and Investment Research Director

Firm Roles: Member of Veratis’ Investment and Leadership Committees

Area of Focus: Overseeing the firm’s investment research processes for fund selection and portfolio construction.

Background: Bryce received his B.S.B.A. in Finance from North Carolina State University.  He joined Veratis in 2011 as an investment analyst and was promoted to his current role as the firm’s Investment Research Director in 2015.

Managing Partner and Retirement Plan Consultant

Title: Managing Partner, Retirement Plan Consultant

Firm Roles: Member of Veratis’ Investment and Leadership Committees

Area of Focus: Advising corporate retirement plan clients with a focus on investment oversight, governance structures, employee education strategies, provider selection and plan design.

Background: Steve co-founded Veratis in 2001 and has exclusively focused on defined contribution retirement plans since 1999.  He received his B.S.B.A. in Finance with a concentration in asset management from East Carolina University.

Partner and Data Management Director

Title: Partner and Data Management Director

Firm Roles: Member of Veratis’ Leadership Committee

Area of Focus: Managing the firm’s investment database and institutional client reporting process.

Background: Peggy co-founded Veratis in 2001 after serving as a data management specialist with a prior advisory firm.  Before entering the retirement industry in the 1998, she was a software trainer.  Peggy is a graduate of Meredith College and East Carolina University.

Retirement Plan Consultant

Title: Retirement Plan Consultant

Firm Roles: Member of Veratis’ Leadership Committee

Area of Focus: Advising corporate retirement plan clients with a focus on plan operations, compliance, plan design, and provider selection.

Background: Trinette has over 30 years of industry experience in qualified and nonqualified retirement plans. She has completed the coursework for the Qualified 401(k) Administrator (QKA) designation through ASPPA and is currently working toward the Qualified Pension Administrator (QPA) designation.  Trinette has also earned the professional designations of Certified Employee Benefit Specialist (CEBS) and Compensation Management Specialist (CMS) from the Wharton School of Business, University of Pennsylvania.  She is a graduate of UNC Chapel Hill.

Partner and Wealth Advisor

Title: Partner and Wealth Advisor

Firm Roles: Member of Veratis’ Investment and Leadership Committees

Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.

Background: Steve received his B.S.B.A. in Finance from UNC Wilmington and completed Wake Forest University’s CFP® program in 2018.  He has been in the retirement industry since 2003 and led the firm’s investment research efforts prior to transitioning to a wealth advisory role in 2015.

Partner and Wealth Advisor

Title: Partner and Wealth Advisor

Firm Roles: Member of Veratis’ Investment and Leadership Committees

Area of Focus: Advising personal wealth clients with more complex situations that require in-depth investment, tax, retirement, and estate planning.

Background: Jason received his B.A. in Spanish Literature and Economics from Wake Forest University and completed Duke University’s Executive CFP® program in 2010.  He is also an active program participant in CFA Institute’s CFA program.

Partner and Investment Research Director

Title: Partner and Investment Research Director

Firm Roles: Member of Veratis’ Investment and Leadership Committees

Area of Focus: Overseeing the firm’s investment research processes for fund selection and portfolio construction.

Background: Bryce received his B.S.B.A. in Finance from North Carolina State University.  He joined Veratis in 2011 as an investment analyst and was promoted to his current role as the firm’s Investment Research Director in 2015.