Team | Management Team
Rich started in the retirement plan industry in 1999 and has since been working towards improving the quality of retirement plans and employee education. Rich received a B.S. in Finance from Bentley College and an MBA in Finance from Suffolk University. Additionally, Rich is an Investment Adviser Representative, a Certified Retirement Plan Specialist (CRPS) and recently completed his coursework for the Accredited Investment Fiduciary® designation from the University of Pittsburgh. Rich speaks quarterly at public conferences and investment committee meetings about the retirement plan industry's best practices” and prudent management of retirement plan investment offerings.
Rich enjoys spending time with his wife and three young children; his beautiful children also enjoy spending time with Rich, specifically during the very early hours of the morning.
Mark is also a Principal at Alpha Pension Group and has been in the retirement plan industry since 2003. Mark began his financial services career at NYLIFE Securities and later served as an Investment Adviser Representative for Eagle Strategies, LLC, a Registered Investment Adviser. Since joining Alpha Pension Group in 2006, Mark has worked with companies and their employees assisting with the implementation and coordination of their defined contribution retirement plans. Mark has a passion for working with plan fiduciaries to measure the success of the retirement plan and for developing action plans to pursue retirement plan objectives.
Mark received his Bachelor of Science degree in Finance from Bentley University and has successfully completed his course work for the Accredited Investment Fiduciary® designation.
Outside of the office, Mark enjoys spending time with his family, his wife Brenda and their two children Jack and Isabella. Mark is an avid Boston sports fan and still believes he has a chance of playing for the Celtics one day.
As a senior consultant, Jared assists in the management of Alpha Pension Group’s clients, serves as a member of APG’S senior leadership team and contributes towards new business development.
Prior to joining the firm, Manville was the managing director for Marsh & McLennan Agency’s Retirement Division where he was responsible for managing the strategic oversight of their 400+ clients with over $5 billion assets under management. Manville was also a Retirement Plan Advisor at National Retirement Partners specializing in fiduciary oversight, plan design, investment analysis, ERISA, DOL Policies and legislative changes. Jared has also worked for MFS Retirement Services as a Retirement Relationship Manager where he consulted with and guided retirement plan sponsors through the evolving retirement plan industry. Jared is an Accredited Investment Fiduciary (AIF®) and holds FINRA Series 6, 63 and 65. Jared is also a proud member of the Retirement Advisor Council (RAC) and serves as the Chairperson for the Standards & Ethics Committee for Council, a nationally-recognized organization of select Retirement & Financial Advisors.
Tracy has been with Alpha since 2008. She is a graduate of Husson College with a B.S. in Business Management and Court & Conference Reporting. Tracy is currently the Director of Operations, HR Coordinator and Conversion Manager. During her tenure she has established and has been responsible for each administrative role at Alpha. As we have grown, Tracy has delegated and trained staff members into their roles.
Today, Tracy works closely with the implementation of all incoming new business, quarterly compliance reporting, accounts receivable, conversion manager and daily oversight of the operations of Alpha.
Prior to Alpha Tracy was a Freelance Court Stenographer for the Commonwealth of Massachusetts since 1989. She has also been a Notary Public for the Commonwealth of Massachusetts for 28 years. Tracy's expertise in meticulous organization and keeping everyone going in the right direction comes naturally by her prior profession and also raising four children ages 25, 23, 19 and 15.
Team | Client Managers
Mike currently manages the daily operations of Alpha Pension’s clients. He assists with plan design, investment selection, ERISA compliance, and relationship management. Prior to joining Alpha, Mike was a client relationship manager at The Hartford, where he helped advisors, TPAs, and plan sponsors administer corporate retirement plans. He has been working in the retirement industry since 2003. Mike earned a B.A. in Economics and Environmental Studies from St. Lawrence University. Mike is an avid outdoorsman, enjoying skiing, sailing, hiking, and camping. Mike's favorite job is raising his two boys.
Chris is an internal plan manager and licensed service associate at the Alpha Pension Group. He provides assistance to clients and retirement plan participants in regards to ERISA Compliance, investments, and the daily operations of the plan and relationship management.
Chris has been in the financial services industry since 2005. His professional career began at MFS Investment Management where he worked as a client service representative for both retail and retirement accounts. He later transitioned to The Hartford and MassMutual to work as a Plan Manager for qualified retirement plans.
Chris earned his Bachelor of Arts Degree from The College of The Holy Cross, and an M.Ed. from The University of Massachusetts at Lowell. He also earned a Certificate in Financial Planning from Boston University.
Chris currently resides in Needham, MA with his wife Allison. In his spare time, Chris enjoys spending time with his family and friends.
Team | Investment Analysts
Greg joined Alpha Pension Group in 2012 with a Bachelor’s Degree in Corporate Finance and Accounting from Bentley University with a Minor in Law. As the Director of Investments, Greg manages the research and analytics for the investments used in our clients’ retirement plans and monitors our book of business to help ensure that our clients’ investments meet our specific IPS criteria. He is also the direct liaison between Alpha Pension Group and the numerous investment companies and retirement plan providers to make certain that our clients are given competitive plan pricing and investment options.
When not working, Greg is an avid skier in the winter, a golfer in the warmer months, and enjoys keeping fit year round. Surprisingly enough, Greg also has a background as a small-engine mechanic having grown up working at his family business in Whitman, MA.
Patrick's responsibility is to manage the research analytics of the investments used in our current clients‘ plans as well as monitoring investments to help ensure specific criteria are met as part of our prudent process. Patrick spent the last year as an intern with the Alpha Pension Group, assisting in the creation of quarterly presentations and investment research, and as of 2017 has joined the Alpha Team.
Patrick received a B.A. in both Business and Health Policy/Administration from Brandeis University. When he is not working, Pat spends the majority of his free time either playing Ultimate Frisbee or relaxing with his family's puppy, Riggins.
Team | Administrators
Michelle is the Operations Administrator and Schedule Coordinator. She joined Alpha Pension Group in 2014. Her prior experience at Lahey Clinic and Harvard Vanguard has prepared Michelle with a wealth of knowledge and organizational skills that are vital in her current role at Alpha. Her daily focus is coordinating and overseeing the scheduling and preparation of all meetings and conference calls conducted by the advisers and education consultants, whether it be investment committee meetings, group education meetings or individual participant meetings. Michelle also handles all administrative duties relating to the processing of outgoing and incoming client communications.
Michelle resides in Burlington, MA with her husband and three beautiful children. Michelle enjoys spending time with her family, watching her son play sports and cooking things up in the kitchen with her oldest daughter!
Team | Advisors
David joined Alpha Pension Group in 2013. As an Investment Advisor Representative, David assists in the development and implementation of marketing strategies. Additionally, he helps construct educational presentations for Alpha's clients and leads group education meetings.
David also works with many of the participants of Alpha's clients on an individual basis. He designs and provides guidance on investment strategies while making himself available to participants as a source of plan information as well as troubleshooting.
David is from Falmouth, MA. He attended Amherst College and currently lives in Cambridge, MA. When out of the office, he enjoys reading, comedies, and both watching and playing sports. Ever the optimist, David firmly believes that his men's league basketball team will win a championship one day. (They won't!)
Tom is primarily a consultant for Alpha Pension Group. His main responsibility is educating companies and their employees on retirement plans. Tom personally meets with plan participants on their investment and financial planning needs. He will help you set goals and show you how to achieve them.
His areas of expertise include group education, investment portfolio design, and risk management. Tom believes the educated client is the best client. He currently speaks publicly to companies across New England on the importance of retirement planning.
Since 2010, Tom has been providing individuals and companies with retirement plan solutions. Tom is an Investment Advisor Representative (Series 65 license), a Registered Representative (Series 6 license), and is also Life & Health Insurance licensed.
Tom and Kristen live in Plainville, MA where they spend most of their time with friends and family. He is known as a "Hobby Guy". Boating, golfing, skiing, music, and brewing beer are just a few of Tom's hobbies! It is uncommon not to find something in common with Tom.
Andrew is an education consultant at Alpha Pension Group. He conducts educational seminars and helps participants understand the importance of financial planning. Andrew began his career in the financial services industry with NYLIFE Securities and has been working at Alpha Pension Group for two years.
Andrew graduated with a Bachelor's degree in Business from Framingham State University. He enjoys staying active in his free time. Some of his favorite things to do include golfing, skiing, and rooting for his home-town sports teams.