With the growing interest in outsourced chief investment officers (OCIO), we invite you to listen to Curcio Webb discuss differences between a traditional consultant model and OCIOs, including:
- Catalysts for growth in the OCIO model
- The spectrum of investment consulting models available
- How to approach selecting a service model
Sid Mendelson, Principal
Experienced in employee benefits and benefits administration. Sid offers clients over thirty-five years of experience in benefits strategy. Sid leads Curcio Webb’s client development and marketing efforts.
Phil Edwards, Principal
As the leader of Curcio Webb’s Investment Services practice, Phil helps clients develop innovative solutions to traditionally difficult problems in areas such as plan design, asset allocation, and participant education.
Uma Kolluri, Consultant
Uma advises clients on asset allocation, plan design, and expense review. Uma also supports her clients with plan monitoring, investment manager selection, and participant education.