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BOLTON PARTNERS

Employee Benefits and Investment Consultants

 

DIRECTORY       HEALTH & WELFARE SERVICES

 

Mark Lynne, CEBS

Mark is the President of Bolton Partners' Health Plan Consulting Division. Mark has more than 30 years of group insurance and consulting experience and has taught several CEBS courses at local universities.

Contact:

443-573-3902

MLynne@boltonpartners.com

Carolyn Bourg

Carolyn is a senior health and welfare consultant with Bolton Partners, Inc. Carolyn has over 30 years of group insurance and consulting experience and has been a speaker at numerous seminars focusing on employee benefit issues, including flexible benefit plans and legislative compliance.

Contact:

443-703-2519

CBourg@boltonpartners.com

Rosanne Calzetta, CEBS

Rosanne is a senior health and welfare consultant with Bolton Partners, Inc. and has over 23 years of employee benefits consulting experience. Rosanne is our Medicare Part-D expert and was the founder of the Maryland Public Sector Benefits Group, a forum for benefits managers of all the major metropolitan County Government and Board of Education groups in the State of Maryland.

Contact:

443-573-3916

RCalzetta@boltonpartners.com

John Adler

John is the Pharmacy Benefits Practice Leader with Bolton Partners.  John has more than 20 years of experience in evaluating PBM RFP's and negotiating PBM contracts.  He has written articles for several national publications and has been a speaker at numerous national industry conferences as an expert in the field of pharmacy benefit management.

Contact:

262-707-1076

JAdler@boltonpartners.com

Tom Lowman, FSA, EA

Tom is Vice-President and Chief Actuary for Bolton Partners, Inc. and has over 30 years of actuarial experience in both the private and public sectors.  He is a Fellow in the Society of Actuaries (1982), an Enrolled Actuary (1981), and a member of the American Academy of Actuaries (1982).

Contact:

443-573-3909

TLowman@boltonpartners.com

DIRECTORY       PENSION & RETIREMENT SERVICES

 

Tom's Corner >>

Colin England, FSA, EA

Colin is a senior consulting actuary at Bolton Partners and has more than thirty-one years of actuarial experience, including work with public sector, private sector, and multiemployer plans and defined benefit pension, defined contribution, and welfare plans.

Contact:

443-703-2512

CEngland@boltonpartners.com

Erika Bode, CEBS

Erika is manager, with over 17 years of experience, of retirement plans administration with Bolton Partners, Inc.  Erika has primary responsibility for administrative functions for our single-employer clients.

Contact:

443-573-3907

EBode@boltonpartners.com

Kevin Binder, FSA, EA

Kevin is a senior actuary with Bolton Partners, Inc.  Kevin has 25 years of actuarial experience in both the private and public sectors.  Kevin heads up Bolton’s OPEB practice; in that role he is responsible for the actuarial valuation under GASB 45.

Contact:

443-573-3906

KBinder@boltonpartners.com

Matthew Deveney, ASA, EA, MAAA

Matt is an actuarial consultant with Bolton Partners, Inc. with over 11 years of experience in the pension field. Matt works primarily with the firm's multi-employer plan valuations and actuarial studies.

Contact:

443-573-3925

MDeveney@boltonpartners.com

Rick Dietrich, EA

Rick is a senior consultant with Bolton Partners, Inc. and has over 19 years of experience in the pension field. Rick works primarily with single employer and corporate plans. He is the lead actuary on our PBGC contract.

Contact:

443-573-3915

RDietrich@boltonpartners.com

Steve King, FSA, EA, MAAA

Steve is a senior actuary with Bolton Partners, Inc. with 31 years of actuarial consulting experience and is a Fellow of the Society of Actuaries (1987), an Enrolled Actuary (1988), and a Member of the American Academy of Actuaries (1988). Steve specializes in valuations and consulting for single employer defined benefit plans for both corporate and not-for-profit plan sponsors.

Contact:

443-573-3923

SKing@boltonpartners.com

Susan Lee, Ph.D., FSA, EA

Susan is an actuary with Bolton Partners, Inc.  Ms. Lee has experience with both private sector and public sector defined benefit pension plans, SERPs, and retiree medical plans.  She has extensive experience giving training sessions on actuarial topics.

Contact:

443-703-2510

SLee@boltonpartners.com

Ann Sturner, FSA, EA, MAAA

Ann is a senior actuary with Bolton Partners, Inc. and the practice leader for the firm's Actuarial Public Sector team. Ann has 23 years of actuarial experience, including 18 years working with public sector clients. She is a Fellow of the Society of Actuaries, an enrolled actuary, and a member of the American Academy of Actuaries.

Contact:

443-573-3922

ASturner@boltonpartners.com

Kristopher Seets, FSA, EA

Kris is a consulting actuary for Bolton Partners, Inc. and is the lead analyst for the firm’s public plan practice.  Kris has extensive experience assessing the liabilities and risks of corporate pension plans and public sector retirement systems.  He is a Fellow of the Society of Actuaries and an Enrolled Actuary.

Contact:

443-573-3911

kseets@boltonpartners.com

Timothy Boles, ASA, EA

Tim is a consulting actuary for Bolton Partners, Inc. and is an integral part of the multiemployer team.  Tim has extensive experience with retirement systems and is the lead consultant for two of the Multiemployer defined benefit clients. Tim also provides actuarial services, including peer review of actuarial work, for over ten of the other Multiemployer defined benefit clients. He is an Associate of the Society of Actuaries and an Enrolled Actuary.

Contact:

443-573-3938

tboles@boltonpartners.com

 

 

BALTIMORE OFFICE

DIRECTORY       INVESTMENT CONSULTING SERVICES

 

Don Lybrook, MSF

Mr. Lybrook joined Bolton Partners in 1999, and he is the Director of Research and a Senior Consultant with Bolton Partners Investment Consulting Group, Inc.  He focuses on monitoring and selecting investment managers, asset allocation, and Investment Policy Statements.  Mr. Lybrook graduated summa cum laude from Loyola University Maryland with a degree in Mathematics, and he graduated with honors from the University of Baltimore with a Master of Science in Finance.  Prior to joining Bolton Partners, he developed financial and actuarial models for both ERISA qualified and non-qualified plans.

Contact:

443-573-3935

DLybrook@boltonpartners.com

Michael Beczkowski, AIF, AIFA, CPFA

Mr. Beczkowski specializes in plan design consulting, fiduciary best practices, fee benchmarking, TPA searches and CEFEX certifications. His experience primarily covers Defined Contribution plans: 401(k), 403(b), and 457 programs. Mike has been a consultant with Bolton Partners for more than twenty years. Prior to Bolton Partners, Mike worked for T. Rowe Price as a statistician and client service representative. Mike graduated cum laude from Loyola University Maryland with a B.A. degree in Economics and a Master of Science in Finance. He is a member of Beta Gamma Sigma, the international business honor society. He is Series 65 registered, and he holds the Accredited Investment Fiduciary (AIF), Accredited Investment Fiduciary Analyst (AIFA) and the Certified Plan Fiduciary Advisor (CPFA) designations. Mike is also an affiliated faculty member for the Sellinger School of Business at Loyola University, Maryland.

Contact:

443-573-3901

MBeczkowski@boltonpartners.com

Clyde Randall, CFA

Mr. Randall is a Senior Analyst and Consultant.  He focuses on monitoring mutual funds and conducting manager searches.  Prior to joining Bolton Partners in 2007, Clyde spent over twenty years in equity analysis and portfolio management at Mercantile Safe Deposit and Trust and Allied Investment Advisors.  His experience has included working in value, core, and growth style categories with large, mid, and small capitalization products.

Contact:

443-573-3933

CRandall@boltonpartners.com

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Baltimore Office

 

 

 

 

 

 

Boca Raton Office

 

7279 Panache Way

Boca Raton, FL 33433

 

 

 

 

Atlanta Office

 

 

 

 

 

675 Seminole Avenue, NE

Suite 310

Atlanta, Georgia 30307

36 S. Charles Street

Suite 1000

Baltimore, MD 21201

 

 

9000 Midlantic Drive

Suite 100

Mt. Laurel, NJ 08054

 

 

 

 

Washington Office

 

1615 L Street, NW

Suite 510

Washington, DC 20036

 

 

 

 

 

 

Copyright (c) 2008 - 2016 Bolton Partners, Inc. All rights reserved.

        1-800-394-0263   info@boltonpartners.com

 

 

 

 

325 Sentry Parkway

Building 5 West, Suite 200

Blue Bell, PA 19422

 

 

 

 

Denver Office

 

3773 Cherry Creek North Drive

Suite 575

Denver, CO 80209

 

Philadelphia Offices