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DCIO Resources Big as a Bank, Agile as an Advisor

With nearly $3.5 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.

* AUM as of December 31, 2020. Updated quarterly. AUM is unaudited 

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.




National Home Office Team

Gregory Porteous

Head of DC Intermediary Strategy

James C Ryder, CFA

Investment Strategist

Peter Kooken

Head of Marketing

Dan J. Cahill

Account Executive

DC Regional Team

Justin Wilson

Senior Retirement Director

Edward B Mcnally

Senior Retirement Director

Heather A Bailey

Senior Retirement Director

David Henesey

Senior Retirement Director

Regional Territories

Regional Territory

Sales Contact Information

Mobile: 857 272 9847

Mobile: 470 449 5641

Mobile: 312 925 9198 

Mobile : 617 283 8279

Contact Us For more information on our DC Advisor offerings