WALTHAM, Mass.–(BUSINESS WIRE)–Pension & Wealth Management Advisors (PWMA) has recently announced the addition of Brian Gasbarro as Managing Partner. Gasbarro, a 14 year financial industry veteran, will lead the Retirement Plan Consulting practice for PWMA.
Gasbarro started his career as an investment trader at JPMorgan Chase and later, he began working closely with plan sponsors and participants in the qualified retirement plan arena. He has built up an impressive resume with expertise in setting up ERISA compliance, designing plans, selecting benchmarks, and providing education, as well as investment guidance.
He holds an AIF (Accredited Investment Fiduciary) which is accredited by The American National Standards Institute. Gasbarro is expected to help lead the Retirement Plan division, which will closely align with PWMA’s extensive Wealth Management capabilities.
George P. Webb, CEO and Managing Partner of PWMA, said “We’re very excited to have Brian join our firm. His experience and knowledge with retirement plans will complement our growing team of seasoned executives.”
This expansion is timely as PWMA has enhanced its business model, building out a more robust initiative to help clients navigate fiduciary responsibilities. The emphasis will be on corporate Plan Sponsors offering Employer Sponsored Retirement Plans, while providing best-in-class investment options to employees regardless of age. PWMA’s ongoing advisory and consulting services to these Plan Sponsors and employees ensures that plans are in compliance and that employees are taking the right steps to achieve retirement readiness. Gasbarro further commented, “I’m thrilled about the high impact the new service will provide to corporate clients and about working with this fantastic group at PWMA .”
About Pension & Wealth Management Advisors (PWMA):
Pension & Wealth Management Advisors is a Registered Investment Advisor with the U.S. Securities and Exchange Commission. PWMA provides advisory expertise in Wealth Management, Asset Management, and Institutional Advisory services to help clients optimize their investment opportunities. Learn more at www.pensionwealth.com