Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Manager, 403(b) Plan Operations


Pentegra logo

Senior Defined Contribution Account Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Retirement Plan Service Representative

DeMars Pension Consulting Services, Inc.
(Overland Park KS / MO)

Defined Contribution Account Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Regional Vice President Sales - Southeast

The Retirement Plan Company
(Remote / AL / FL / GA / MS)

The Retirement Plan Company logo

Retirement Plan Administrator

Aegis Retirement Partners

Aegis Retirement Partners logo

401k & Defined Contribution Plan Consultant

Planned Retirement Consultant & Administrators, LLC
(Remote / Ridgewood NJ)

Planned Retirement Consultant & Administrators, LLC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

Press Releases by Date   |   Press Releases by Company Name

View More Press Releases by Segal Marco Advisors

Press Release

Segal Marco Advisors Acquires Milliman’s San Francisco Investment Consulting Practice

Issued by Segal Marco Advisors

July 7, 2022

NEW YORK -- Segal Advisors, Inc. d/b/a Segal Marco Advisors, one of the largest U.S.-based investment consultancies, has acquired Milliman Inc.’s San Francisco Investment Consulting Practice. This is Segal Marco’s third acquisition and enables the firm to continue to enhance client services.

“In acquiring the Milliman San Francisco investing consulting team we have expanded Segal Marco Advisors’ research and consulting capabilities,” said John DeMairo, President and CEO of Segal Marco Advisors. “We are excited to strengthen our commitment to delivering trusted advice to help clients achieve their investment objectives.”

The purchase builds on the more than $600 billion assets under advisement, increases Segal Marco’s footprint in the public sector and adds additional endowments and foundations to its client roster as the firm continues to grow across various lines of business.

Following the divestiture, Milliman will continue to provide investment consulting services out of its Dallas and Albany offices, with a continued emphasis on corporate retirement plans.

About Segal Marco Advisors

Segal Marco Advisors, a member of the Segal family of companies, delivers trusted advice that improves lives. Segal Marco delivers innovative, client-driven investment consulting advice, outsourcing solutions, proxy voting and corporate governance services. Clients include joint boards of trustees administering benefit plans under the Taft-Hartley Act, state and local governments, corporations, non-profit organizations, endowments and foundations. The firm works with Canadian clients through Segal Marco Advisors Canada. 

View More Press Releases by Segal Marco Advisors

Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.