With the growing interest in outsourced chief investment officers (OCIO), we invite you to listen to Curcio Webb discuss the differences between a traditional consultant model and OCIOs. In this interview, three members of our Investment Services team explore the forces driving the shift toward outsourced models, the spectrum of service arrangements available, and how organizations can approach selecting the right model for their needs.
Sid brings more than thirty-five years of experience in benefits strategy and employee benefits administration. He leads Curcio Webb's client development and marketing efforts.
Phil led Curcio Webb's Investment Services discipline, helping clients develop solutions for plan design, asset allocation, and participant education challenges.
Uma advises institutional clients on asset allocation, plan design, and investment oversight. She supports clients with plan monitoring, investment manager selection, and participant education. Uma now leads the firm's Investment Services discipline.