VAL C. FERRARA
Experience That Reigns.
History: ​​
Seventeen-year focus on the Defined Contribution (DC) market including financial advisor-sold distribution, CIT product development, and deep immersion in the evolution of CITs.
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Industry Knowledge:
Comprehensive understanding of the retirement plan marketplace, competitive CIT landscape, operational nuances, Declaration of Trusts, and the development of CUSIP eligibility requirements.
Distribution Pedigree:
BGI iShares ETFs; BlackRock Trust Company CITs and Mutual Funds; Great Gray Trust Company; and SEI sub-advised CITs — across multiple distribution channels.
Educational Competencies:
Post-ERISA legislative fluency, CIT marketing collateral development, and the analytical capability to identify winning opportunities in a competitive landscape.
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Relationships and Connectivity:
Access to CIOs and influential retirement advisors across the country.
