Pentegra Retirement Services competitors

Joel Aron Cooperman is a Chief Executive Officer at Citrin Cooperman and Managing Member at Citrin Cooperman Wealth Mgmt LP.

Joe Adams is managing partner and CEO of RSM US LLP. He is focused on leading the firm to achieve its bold vision to be the first-choice advisor to middle market leaders globally by creating an outstanding RSM experience, enhancing the firm’s commitment to the middle market, empowering teams of passionate, innovative professionals, and cultivating RSM promoters in the marketplace. Since taking on this role in 2011, Adams and the RSM team have doubled the size of the organization through organic growth and strategic transactions with more than a dozen firms, including the buyback RSM McGladrey and the launch of RSM Canada. His team has launched the RSM global brand, built a stronger talent development culture and formalized the firm’s commitment to culture, diversity and inclusion (CDI). Adams is currently working to build a strong culture of innovation to ensure that the firm and its clients are prepared to step boldly into the future. A member of the firm’s leadership team since 2008, Adams previously served as regional managing director of the Great Lakes region and office managing partner for the Chicagoland offices. His client service experience includes auditing and advising clients in a variety of business and strategy matters. Adams also served as a member of the board of directors from 2001-2005.

Founded in 1962 in Washington, D.C., Federal Realty is one of the oldest real estate investment trusts (REITs) and a recognized leader in the ownership, operation and redevelopment of high-quality, retail-based properties located primarily in major markets including Boston, New York, Philadelphia, Washington, DC, and Miami; as well as Chicago, Northern California & Bay Area, and Los Angeles. Its expertise includes creating urban, mixed-use neighborhoods like Santana Row in San Jose, California, Pike & Rose in North Bethesda, Maryland and Assembly Row in Somerville, Massachusetts. These unique and vibrant environments that combine shopping, dining, living and working provide a destination experience valued by the communities they serve. Federal Realty has increased its dividends for 51 consecutive years, the longest record in the REIT industry. The company is an S&P 500 index member and its shares are traded on the NYSE. The company has been led by New Jersey-native Don Wood since 2002. Don, along with his dedicated and passionate team, is committed to a philosophy of balance in all that Federal Realty does. From environmental and socially responsible initiatives and operations, to supporting the communities in which they do business, to the creation of true retail social destinations that improve the quality of life for many, to providing a superior return to its stakeholders – Federal Realty is proud of its long history and corporate citizenry. Don has been with Federal Realty since 1998, where he is a Trustee and has served in positions from Chief Financial Officer to Chief Operating Officer to President before being named its Chief Executive in 2002. Prior to his affiliation with Federal, Don spent 8 years at New York-based ITT Corporation, where he served in various capacities, including Deputy Controller and Chief Financial Officer of wholly-owned subsidiary Caesars World, Inc. The first 7 years of his career were spent at accounting firm Arthur Andersen, leaving in 1989 to work for client Donald Trump as the Vice President of Finance for the then newly acquired Trump Taj Mahal casino in Atlantic City, NJ. Don is active charitably through his work with the Cystic Fibrosis Foundation (CFF) among others. In 2002, Don took the reins of the Breath of Life Gala – at the time a fledgling event supporting cystic fibrosis research – and with the help of a committed and tenacious team of volunteers and CFF staffers, grew the gala into what became one of the most financially and experientially successful events in Washington, D.C. and the number one gala nationally for CFF. Don’s daughter, Rachel, was born with the genetic disease. Don received his Bachelor of Science degree from Montclair State College in 1982, where he graduated with honors and subsequently received his CPA from the state of New Jersey. He is a past chair of the National Association of Real Estate Investment Trusts (NAREIT), has served as a member of the Executive Committee of the International Council of Shopping Centers (ICSC), and also serves on the Board of Quality Care Properties (NYSE:QCP), a Maryland healthcare REIT. He is also a member of the U.S. Capital Chapter of the World President’s Organization (WPO) and was previously named “Entrepreneur of the Year in Real Estate” by professional services firm Ernst and Young. He has been married to Stacey Sykes Wood for 28 years and has four children who he is immensely proud of named Ian, Jason, Kevin, and Rachel.

Theodore 'Ted' Klinck is a Board Member at HIGHWOODS PROPERTIES, INC.; Chief Executive Officer at HIGHWOODS PROPERTIES, INC.; and Chief Investment Ofcr/Principal at Goddard College. He has worked as Exec VP/Chief Operating & Invsmt Ofcr at HIGHWOODS PROPERTIES, INC.; VP/Chief Investment Officer at HIGHWOODS PROPERTIES, INC.; and Managing Director at Morgan Stanley. Theodore attended Southern Methodist University and University of Georgia.

Larry Restieri is a Co-Head of the Personal Financial Management Group, CEO of Ayco at Goldman Sachs Ayco Personal Financial Management; Chief Executive Officer at The Ayco Co; and Partner at GOLDMAN SACHS GROUP INC and is based in New, York. He has worked as Associate at Finn Dixon & Herling LLP and Associate at Simpson Thacher & Bartlett LLP. Larry attended Harvard University between 1986 and 1990 and Fordham University School of Law between 1993 and 1996.