Investment consultant
This firm's name, 71 more advisory clients, 357 more other clients, 397 more Schedule C rows and 35 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients
- Colorado Public Employees' Retirement Association General consultantthrough Nov 20, 2025 Board minutes
- Wilkes Regional Medical Center Employees' Pension Plan Investment adviser (plan)through Sep 30, 2025 Form 5500
- Nebraska Investment Council General consultantthrough Jun 30, 2025 ACFR
+71 more advisory clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Other roles
- True Value Company Defined Lump Sum Pension Plan Actuarythrough Dec 31, 2025
- Wesbanco, Inc. Defined Benefit Pension Plan Actuarythrough Dec 31, 2025
- Renasant Bank Amended and Restated Pension Plan Actuarythrough Dec 31, 2025
+357 more clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Masterbrand, Inc. Pension Plan | 2025 | 11 50 | NONE | $804,946 |
| True Value Company Defined Lump Sum Pension Plan | 2025 | 11 15 17 50 | NONE | $378,293 |
| Medianews Group Pension Plan | 2025 | 11 17 | NONE | $292,961 |
+397 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Colorado Public Employees' Retirement Association (Colorado PERA) selects Aon as general consultantwith Aoncontent.copera.org
- AON Consulting, Inc. no longer appears on Ledvance LLC Pension Plan's Schedule C as general consultant (plan year 2025 vs 2024)with Aonaskebsa.dol.gov
- Colorado Public Employees' Retirement Association (Colorado PERA) selects Aon as general consultantwith Aoncontent.copera.org
- Colorado Public Employees' Retirement Association (Colorado PERA) selects Aon as general consultantwith Aoncontent.copera.org
- Colorado Public Employees' Retirement Association (Colorado PERA) selects Aon as general consultantwith Aoncontent.copera.org
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.