SageView Adds West Coast Advisory Team

Jon Chambers and Tina Chambers joined SageView in the roles of managing director and senior retirement plan consultant, respectively.

The addition of the pair brings SageView’s presence in San Francisco to a total of five retirement specialists, the firm says.

Jon Chambers joins SageView from investment consulting firm Schultz Collins Lawson Chambers Inc., where he served as a principal and retirement plan practice leader. Earlier roles in his 28-year industry tenure include a stint as senior retirement plan consultant at Coopers & Lybrand. He is a member of the San Francisco Chapter of the Western Pension & Benefits Council (WP&BC), the Plan Sponsor Council of America (PSCA), and the American Society of Pension Professionals and Actuaries (ASPPA). Jon Chambers is a past president of the WP&BC and served on its executive board for several years.

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Tina Chambers joins SageView with 24 years of industry experience. She served most recently as director of retirement plan services at Schultz Collins Lawson Chambers Inc. She was also vice president and marketing manager at Union Bank, where she managed the marketing, product development and sales support initiatives for employee benefit and trust services in the institutional services and asset management division.

Presently, Tina Chambers is a long-term board member of the San Francisco Chapter of WP&BC, for which she currently serves as president elect. She is also a member of ASPPA and a member of Financial Women of San Francisco.

The Chambers team adds 30 retirement plan sponsor clients to the overall SageView practice, representing approximately $3 billion in assets under supervision and consultation and covering almost forty unique retirement plans. Clients include publicly traded companies in technology, pharmaceuticals and retail, local and national law firms, and companies owned through employee stock ownership plan (ESOP) arrangements.

More information is available at http://www.sageviewadvisory.com/.

INTECH Hires Consultant Relations Director

Adam Craig joined INTECH Investment Management as a managing director of consultant relations.

Craig is charged with establishing and retaining quality relationships with investment consultants across INTECH’s operations. He will also work with consulting resources to increase their understanding and endorsement of INTECH’s products and services.

Craig, who officially joined the firm April 14, reports to Phillip Leonardi, senior managing director and head of consultant relations.

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“The demand from institutional investors for risk-managed investment strategies that generate alpha continues to grow, and consultants play a critical role in the investment decisionmaking process,” Leonardi explains. “[Craig’s] history of working with consultants will help to ensure that our capabilities are understood by the appropriate investor base and that we continue to provide the highest level of service to consultants.”

Craig says he will focus on helping consultants deliver a balance between consistent alpha over time and disciplined risk management. If markets remain volatile, pursuing alpha within a risk-managed framework will become even more important to consultants and their clients, he says.

Craig has more than 20 years of investment management and consulting experience. Most recently he worked as director of consultant relations and business development at Analytic Investors. Before that, he was a vice president of consultant relations for Columbia Management. Craig was also senior investment consultant and a principal at Mercer Investment Consulting, after starting his career at Towers Watson.

He received a B.S. in mathematics from Pennsylvania State University and holds a chartered financial analyst (CFA) designation. He is a founding board member of The Boston Investment Professionals Association, Inc.

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