Advisor Resources

Big as a Bank, Agile as an Advisor

With nearly $2.9 trillion  assets under management, State Street Global Advisors has been a consistent investing force for over four decades.

In the DC advisor arena, we harness our scale and skill to further advisor practices and plan provider offerings. At the same time, we bring the same entrepreneurial spirit that drives advisors.

Going beyond the status quo, we work to extend our partners’ reach and strive to deliver better participant outcomes.


DC Investment Options

Leveraging a full range of institutional capabilities to enhance retirement outcomes.

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Mutual Fund Product Guide

From index to active strategies, single to multi-asset funds, see how our lineup stacks up. 

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Latest Thinking

When it comes to index-based target date strategies, there seems to be some confusion.


DC Advisor Team


Gregory Porteous
Head of Intermediary Strategy

Heather Bailey
Head of Regional DC Sales


Mike Nelligan
Senior Relationship Manager

Alex McCarthy
Relationship Manager

Dan Cahill
Client Relationship Manager


Regional Territories


West

Justin Wilson
Senior Retirement Director
Justin_Wilson@ssga.com
Mobile: 857 272 9847

Midwest

Ned McNally
Senior Retirement Director
Ned_McNally@ssga.com
Mobile: 312 925 9198 

East

Heather Bailey
Senior Retirement Director
Heather_Bailey@ssga.com
Mobile: 470 449 5641


Home Office

Campbell Jamieson
Internal Retirement Director
Campbell_Jamieson@ssga.com
Office: 617 664 6072
Mobile: 617 347 2279


Investment Approach

Target Date Funds

Our index-based target date funds apply a finer lens to asset class and index selection.

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Collective Investment Trusts: Lower Costs and Greater Flexibility

CITs can offer meaningful advantages to retirement plans over mutual funds. Are you CIT savvy?

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Having the Right Investment Conversations

Fee compression, service bundling and firm aggregation are industry trends changing the way advisors do business — and the segments they serve.

Increasingly, staying competitive means broadening your market reach. To do so, consider how you can pivot your investment conversations toward different dimensions of value, or what we refer to as operational alpha.

Getting to Operational Alphaii


Practice Management


Enhancing Each Stage of Your Practice

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We are committed to supporting the advisor community in growing and evolving prosperous practices. As part of this commitment, we’ve hosted a series of events for the country’s top retirement plan advisors through which we’ve gained insights across the business life cycle. Here, we share those findings, along with a content series dedicated to furthering advisor acumen across each business stage.

Read now.



For more information on our DC Advisor offerings, contact us at DCIntermediaryTeam@ssga.com.