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Marc Fandetti
Director - Senior Investment Consultant at Agilis
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Work Experience
Director - Senior Investment Consultant
Oct 2017 - Present · 7 years and 3 months
Institutional Consultant
Sep 2016 - Oct 2017 · 1 years and 1 months
Managing Advisor
Apr 1997 - Apr 2006 · 9 years
Company Details
11-50 Employees
At Agilis, organizations hire us to partner with them to design and implement custom solutions for their investments and liabilities while properly managing risk. As actuarial consultants and investment specialists, we help our clients understand complex issues around risk management so that they can move forward with thoughtful solutions that help them achieve their goals, while offering peace of mind. Because we believe, you don’t have to accept the status quo in your plan; flexibility gets to be a part of the equation. We take pride in the transparency of our team to provide that for our clients. With our roots dating back decades, Agilis was formed in 2022 after the successful management buyout of the River and Mercantile LLC US business. For more information, visit https://agilis.llc/
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services
HQ Location
130 Turner St Building 3 | Suite 510 Waltham, Massachusetts 02453, US
Keywords
efined benefit plansfrozen DB plansterminating DB plansuity purchasectuarial servicessset/liability modelingliability driven investing401(k)403(b)onqualified plans
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