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


Sarah Joyce

Client Relationship Manager


DC Regional Team


Justin Wilson

Senior Retirement Director


Edward B Mcnally

Senior Retirement Director


Heather A Bailey

Senior Retirement Director

Regional Territories

Regional Territory

Sales Contact Information


West
Email: Justin_Wilson@ssga.com
Mobile: 857 272 9847


Midwest
Email: Ned_McNally@ssga.com
Mobile: 312 925 9198 


East
Email: Heather_Bailey@ssga.com
Mobile: 470 449 5641


Contact Us For more information on our DC Advisor offerings