Sacramento Regional Transit Planholder List
Retirement Fund Investment Performance Advisory and Evaluation Services
Contract #
2018001
Vendor Name Rep Address City State Zip Phone Fax
Aon SHANE SCHURTER 200 East Randolph Street Chicago IL 60601 (312) 381-1285
Bloomberg, LP FRANCES TONG 120 Park Avenue New York NY 10017 (646) 324-3526
Cafaro Greenleaf Eileen Mahoney, AIF, CHSA, IAR 286 Broad Street Red Bank NJ 07701 (800) 401-4830 (732) 530-8165
Callan LLC Uvan Tseng, CFA 600 Montgomery St., Suite 800 San Francisco CA 94111 (415) 274-3051 (415) 291-4016
Financial Investment News GAR CHUNG 15 West 26th, 4th Floor New York NY 10010 (646) 810-1073 (646) 349-1744
Gallagher John A. Murphy 1667 K Street NW, Suite 1270 Washington DC 20006 (202) 312-5429
Garrett Mercer GARRETT MERCER 1501 E. 15th Ave. #115 Gary IN 46402 (219) 885-9811
Gifford Fong Associates CATHLEEN LI 3658 Mt. Diable Blvd., Ste 200 LAFAYETTE CA 94549 (925) 299-7800
GLH&C Financial Services SITA LALCHANDANI 5650 Sunrise Blvd., Suite 250 Citrus Heights CA 95610 (916) 967-3208 (916) 967-3664
Grant Thornton LLP Jordan Adams 770 L Street, Suite 950 Sacramento CA 95814 (703) 373-8692
Hyas Group Liz Skourtes 108 NW 9th Ave., Suite 203 Portland OR 97209 (971) 634-1500 (503) 914-0022
Lincoln Financial Group LEWIS IRVIN 130 North Radnor Chester Rd Wayne PA 19087 (484) 583-1502
Mandate Wire The Financial Times Ltd Alex Cardno 330 Hudson St. New York NY 10013 (212) 542-1224
MassMutual Pacific SHARON ROBINSON 1435 River Park Drive, Suite 410 Sacramento CA 95815 (916) 437-1743 (916) 641-0385
MassMutual Pacific David E. Gonzalez 1435 River Park Drive, Suite 410 Sacramento CA 95815 (916) 437-1743 (916) 641-0385
Meketa Investment Group, Inc. LISA RUBIN 100 Lowder Brook Drive, Ste 1100 Westwood MA 02090 (781) 471-3500 (781) 471-3411
MILLIMAN INC Stacie Shibano 1301 Fifth Ave., Suite 3800 Seattle WA 98101 (206) 504-5854 (206) 623-3485
Morgan Stanley Cary M. Allison, CIMA 1478 Stone Point Dr., Ste. 500 Roseville CA 95661 (916) 797-7742 (916) 797-7750
Morgan Stanley Mark Payne 1478 Stone Point Dr., Suite 500 Roseville CA 95661 (916) 797-7707
NEPC, LLC VICTORIA VIGILANTE 255 State Street Boston MA 02109 (617) 374-1300
NFP Insurance Brokerage & Consulting BILL TUGAW 4364 Town Center Blvd., Suite 213 El Dorado Hills CA 95762 (916) 270-2020
Northwestern Mutual Joseph Bonacci 1425 River Park Dr. #100 Sacramento CA 95815 (916) 648-6402 (916) 473-5826
Pageant Media LTD CONNOR OWEN Capital Tower Cardiff CF10 3AE
Pension Consulting Alliance, Inc Mallory Lynch 411 NW Park Avenue, Ste. 401 Portland OR 97209 (503) 226-1050 (503) 226-7702
Pensions & Investments ROB KOZLOWSKI 150 N Michigan Ave., 19th Floor Chicago IL 60601 (312) 649-5389 (312) 649-5228
Qualified Plan Advisors ROBERT MASSA 950 Echo Lane, Suite 200 Houston TX 77024 (832) 332-0879
Raymond James ANTHONY CAMACHO 6715 N Palm Ave., Suite 216 Fresno CA 93704 (559) 475-9065
Retirement Benefits Group FRED HAMSAYEH 15615 Alton Pkwy, Suite 200 Irvine CA 92618 (949) 689-2355 (866) 544-1476
Retirement Plan Advisors JACKIE HEALY 105 W. Adams Strreet, Suite 2175 Chicago IL 60603 (312) 701-1100
RVK, Inc. KATIE REIFSNYDER 1211 SW 5th Ave., Suite 900 Portland OR 97204 (503) 221-4200
Seven Outsource CHRISTINA MILLER 113 Barksdale Professional Center Newark DE 19711 (315) 627-3333 (315) 702-0205
The Segal Group HERBERT AFFUL 1800 M St. NW, Suite 900 Washington DC 20036 (202) 833-6458 (202) 330-5694
Verus EMMANUEL CANTERAS 425 California Street, 17th Floor San Francisco CA 94104 (415) 362-3484
WAHRENBROCK CAPITAL MANAGEMENT Andy Wahrenbrock 1414 VALHALLA DR BAKERSFIELD CA 93309- (661) 833-4440 (661) 833-4314
Wilshire Associates, Inc. Daniel Brennan 1299 Ocean Ave., Suite 700 Santa Monica CA 90401 (310) 741-7590

Last Refreshed on 3/29/2024 2:55:03 AM