Defined Contribution

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.

Mutual Fund Product Guide

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

Investment  Approach

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.

Source: State Street Global Advisors

DC Advisor Team

Gregory Porteous
Head of DC Intermediary Strategy

Heather Bailey
Senior Retirement Director

Peter Kooken
Head of US Defined Contribution Marketing

Alex McCarthy
Account Executive

Dan Cahill
Client Relationship Manager

Regional Territories


Justin Wilson
Senior Retirement Director
Mobile: 857 272 9847


Ned McNally
Senior Retirement Director
Mobile: 312 925 9198 


Heather Bailey
Senior Retirement Director
Mobile: 470 449 5641

Contact Us

For more information on our DC Advisor offerings, contact us at