They report to Kristy Perez, vice president and director of Taft-Hartley Services.
Based in the firm’s Chicago office, Hockenberry is responsible for developing member-directed recordkeeping relationships nationally. Operating out of the Los Angeles office, Clark’s primary focus is on establishing relationships in California and the West Coast region.
the firm’s Taft-Hartley Services team, Hockenberry worked at MassMutual and
ULLICO with Taft-Hartley and Union-related clients. He has more than 15 years
of experience serving the customized needs of the labor community and is
recognized as a specialist in Taft-Hartley Fund member-directed recordkeeping
services. Hockenberry received a Bachelor of Science degree from Illinois State
Clark previously worked at Union Bank of California and PacifiCare/United Healthcare Inc. with Taft-Hartley and union-related clients. Clark has more than 10 years of experience serving the customized trust and banking needs of the labor community and has a background in business development and client service. He graduated from the University of Santa Barbara and is a certified investment services member of the International Foundation of Employee Benefit Plans.