About Us

Daniel P. Cassidy, FSA, CFA

Multi-asset investment and pension strategist specializing in integrating cutting-edge approaches to retirement plan risk management, including serving as outsourced chief investment officer (OCIO) to help plan sponsors and plan participants have more successful outcomes. Leverage overall business focus to bring wide lens to pension risk management issues – from client and service provider perspectives. Background in all aspects of running a successful business – founding, building, selling, and bringing public – as well as effectiveness as senior executive collaborating with colleagues to improve overall business results. Proven track record of helping plan committees work through challenging retirement plan management issues to make informed decisions and implement action plans.   Expert witness support to wide range of pension related issues.