Stock & Option Solutions competitors

Miles Everson is a Board Member at CodeLogic and Chief Executive Officer at MBO Partners. He has experience at PwC.

John Bonow is a Managing Director at Public Financial Management, Managing Director at Pfm Asset Management, and Board Member at PFM Group and is based in Philadelphia, Pennsylvania. He has worked as Analyst at Public Financial Management. John attended Yale University between 1987 and 1991.

Robert Steers, Chief Executive Officer of Cohen & Steers, founded the firm with Martin Cohen in 1986 as the first investment advisor dedicated to real estate securities. He serves on the Advisory Committee for the International Monetary Fund’s Staff Retirement Plan. At his alma mater of Georgetown University, Mr. Steers is Chairman of the Executive Committee of the Steers Center for Global Real Estate and is a member of the Endowment Investment Committee. From 1982 to 1986, he was Chief Investment Officer of National Securities and Research Corporation, where he and Mr. Cohen organized and managed the first real estate securities mutual fund in the United States. Prior to that, Mr. Steers was an analyst and portfolio manager of Citibank’s Emerging Growth Stock Fund. Mr. Steers holds a BS from Georgetown University and an MBA from George Washington University. He is based in New York.

Jason joined MCG in 2003 and currently serves as Chief Executive Officer. He is a member of the MCG Management Committee, Fiduciary Services Committee, and is a principal of the firm. Jason has been a benefit and investment consultant working on defined benefit, defined contribution and welfare plans since 1998. He specializes in asset allocation, manager structure/selection and trustee education and is a frequent speaker at the International Foundation of Employee Benefit Plans conferences. In 2005, Jason was appointed as an advisor to the multi-billion dollar Washington State Employee Retirement Benefits Board by Governor Gary Locke. Jason received his M.A. from Georgetown University and his B.S. from Santa Clara University.

- Entrepreneur, Business Owner, and Executive with 23 years of experience in building and managing a retirement plan recordkeeping and third party administration firm - Extensive experience in strategic planning, process improvement, software development, and change management for a retirement plan services firm - Currently providing hands-on leadership in all aspects of the business including sales and operations Specialties: - Strategic Planning, Team Building, Organization Building, Process Improvement - Daily Recordkeeping Services, Retirement Plan Design, Administration, Compliance, and Consulting - Software Development and Process Design and Improvement - Experience in working with offshore groups for gains in efficiencies, lowering costs, and improving service to clients.