For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Deals & People March 1, 2012
Gallagher Benefit Services Rebrands Advisory Practice
Gallagher Benefit
Services Inc. rebranded its institutional investment advisory practice as Gallagher Fiduciary Advisors, LLC (GFA).
Reported by Corie Russell
Gallagher Benefit Services combined two firms—Yanni Partners and Independent Fiduciary Services (IFS)—to form GFA, a subsidiary of Gallagher Benefit Services Inc.
GFA will maintain its offices in Pittsburgh; Washington, D.C.; Baltimore; Newark, New Jersey; and Charlotte, North Carolina.
“Over the past year, we have successfully aligned our collective efforts with respect to investment research, portfolio structure, asset allocation modeling and manager due diligence, leveraging our consultants to better address our clients’ needs,” said Frank Domeisen, area president of GFA in Pittsburgh. “It has been very exciting to see the positive energy in the melding of the two firms.”
GFA has 59 investment professionals and staff—including 20 investment professionals with the Chartered Financial Analyst designation (CFAs), two with the Chartered Alternative Investment Analyst designation (CAIAs), four attorneys with ERISA experience and one Certified Public Accountant (CPA).