Pallas Capital Advisors Welcomes Renowned Retirement Expert
Pallas Capital Advisors Welcomes a Retirement Planning Specialist
In a significant move that underscores their commitment to providing top-notch wealth management, Pallas Capital Advisors has appointed Kevin Crain as Strategic Advisor for Retirement Services. With an impressive background spanning over 40 years in the retirement planning sector, Mr. Crain brings invaluable expertise to the firm.
A Wealth of Experience
Kevin Crain joins Pallas Capital Advisors after nearly two decades at Bank of America Merrill Lynch, where he held the position of Head of Retirement Research & Insights. During his tenure, he conducted pivotal studies focusing on employee benefits, longevity, and financial wellness, particularly aimed at serving diverse and underserved populations.
Previous Leadership Roles
Throughout his career, Crain has held various senior leadership roles, including significant positions at Fidelity Investments and Putnam Investments. Here, he played a crucial role overseeing 401(k) strategies, emphasizing retirement plan innovation. His career initiated at Bankers Trust, laying the foundation for his extensive expertise in financial services.
Advocacy and Advisory Roles
In addition to his role at Pallas Capital Advisors, Crain serves as Executive Director of the Institutional Retirement Income Council. He also holds advisory positions with notable organizations such as McKinsey, the Milken Institute, and the Global Coalition on Aging, showcasing his influence and commitment to retirement solutions.
Company Leadership Welcomes Kevin
Rich Mullen, the founding partner and CEO of Pallas Capital Advisors, expressed enthusiasm over Crain's arrival: "Kevin's profound expertise in 401(k) strategy and retirement plan design strengthens our capacity to deliver innovative and compliant retirement solutions to our clients and their plan sponsors." Mullen and the leadership team are thrilled to welcome Crain into their fold.
Similarly, James Landry, President and Director of Planning, shared, "We are excited to collaborate with Kevin. His extensive experience in driving retirement innovation aligns perfectly with our mission to offer high-quality 401(k) plans."
Revolutionizing Retirement Services
Kevin Crain's extensive knowledge and experience will play a pivotal role in reshaping how organizations and employees approach retirement. Pallas Capital Advisors is actively redefining retirement strategies, blending bold initiatives and innovative solutions to create meaningful impacts.
The firm is dedicated to ensuring that both individuals and organizations realize the full potential of financial security through effective retirement planning.
Connecting with Pallas Capital Advisors
For anyone seeking more insights into Retirement Services at Pallas Capital Advisors or wishing to connect with Kevin Crain, the contact details remain available to facilitate communication.
Frequently Asked Questions
Who is Kevin Crain?
Kevin Crain is a seasoned professional with over 40 years of experience in retirement planning, recently appointed as Strategic Advisor at Pallas Capital Advisors.
What role did Kevin play at Bank of America Merrill Lynch?
He served as Head of Retirement Research & Insights, leading essential studies on employee benefits and financial well-being.
What is Pallas Capital Advisors?
Pallas Capital Advisors is a wealth management firm focused on delivering innovative retirement services and strategies to their clients.
What are the key services offered by Pallas Capital Advisors?
Pallas Capital Advisors specializes in retirement planning and provides expert 401(k) plans designed to maximize benefits.
How can I contact Pallas Capital Advisors for more information?
Individuals interested in learning more about the firm's retirement services can reach out through the contact details provided by the company.
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