David Falkof, Bryan Platz and Nathan Voris have been added to the retirement solutions group. Falkof and Platz will be investment consultants, responsible for the construction of customized target-date and target-risk solutions.
Voris is taking a newly created position as large market practice leader. He will work with a team of investment, client service and sales professionals to develop business and client strategy in the defined contribution plan sponsor marketplace.
Falkof was previously a mutual fund analyst in Morningstar’s research group. Platz, a CFA, joined Morningstar from Mesirow Financial where he was a consultant, supporting plan provider client relationships and manager selection.
Previously, Voris was a consultant with R.V. Kuhns & Associates, working with defined contribution plan sponsors.