Wayne G. Bogosian, AIF®
President and Managing Director
Tel: 508-683-1400 ext. 205
Email: wayne.bogosian@pfegroup.com
Wayne is the founder, President and Managing Director of PFE Advisors, Inc. d/b/a The PFE Group, Southborough, MA, a leading retirement plan design, vendor search, investment advisory and financial education consulting firm. Wayne is a frequent public speaker, having conducted more than 1,000 workshops and seminars on topics ranging from retirement planning and investments to fiduciary oversight, corporate downsizing and mergers & acquisitions. He has co-authored two books: The Complete Idiot’s Guide to 401(k) Plans and Providing Financial Education and Advice, has been quoted in a variety of publications including Business Week, CNNMoney, Employee Benefit News, Reader’s Digest, USA Today, Wall Street Journal, Washington Post, and appeared on WCVB, MSNBC, and AOL.
Wayne holds a B.S. from Northeastern University, an M.B.A. from Suffolk University, is an Accredited Investment Fiduciary (AIF), and holds various securities licenses.
Wayne Boenig, CFA, CFP®, AIF®
Chief Investment Consultant
Tel: 508-683-1400 ext. 216
Email: wayne.boenig@pfegroup.com
Wayne Boenig is the Chief Investment Consultant for PFE Advisors, Inc. d/b/a The PFE Group. He has been in the investment management and consulting field since 1988. Before joining PFE in 2002, Wayne spent five years as Director of Quantitative Analytics at Loomis, Sayles & Co., L.P., a Boston-based investment management firm, where he also served as client liaison in the firm’s Consultant Relations Department. Prior experience includes nine years as Director of Manager Research for LPL Financial Services and as Senior Investment Management Analyst for The Smith Barney Consulting Group. He has performed extensive research in the areas of investment performance attribution, risk management, and asset allocation modeling and is a faculty member of the Boston University Program for Financial Planners.
Wayne holds a B.S. in Business Administration and Economics from the University Of Delaware; is a Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary (AIF) and is a member of the Association for Investment Management and Research and the Boston Security Analysts Society.
Fran Beecy, MSF
Senior Investment Consultant
Tel: 508-683-1400 ext. 224
Email: fran.beecy@pfegroup.com
Fran Beecy is the Senior Investment Consultant for PFE Advisors, Inc. d/b/a The PFE Group. Fran has more than twenty years of investment-related experience including various consulting and investment management roles within the financial services industry. Prior to joining The PFE Group, Fran worked as Vice President, Investment Consulting Services at Fidelity Investments, where she was responsible for helping defined contribution clients understand the different products and performance offered through Fidelity. Fran worked with Fidelity’s clients to develop cohesive plan designs and investment policy statements to help plan sponsors better evaluate their long-term objectives and plan performance. Fran also worked at New England Pension Consultants as an Investment Analyst. As an Investment Analyst, Fran administered portfolio manager searches, asset allocation studies, conducted due diligence on investment managers for defined benefit plans, endowments and Taft-Hartley plans.
Fran holds a M.S. in Finance from Bentley College and a B.S. in Marketing from Boston College.
Ilya Minevich, MS
Investment Analyst
Tel: 508-683-1400 ext. 219
Email: ilya.minevich@pfegroup.com
Ilya Minevich is an Investment Analyst for PFE Advisors, Inc. d/b/a The PFE Group. He has been in the investment management and consulting field since 2005. Before joining PFE in 2011, Ilya spent 2 years with New England Pension Consultants as a portfolio analyst, performing portfolio analytics, manager searches, and general due diligence of investment portfolios. His first role in the investment field was with Pioneer Investments were he worked with shareholders and financial representatives on all aspects of investing with a mutual fund company including mutual fund reviews, transactions oversight, and regulatory guidance. Ilya also worked as a business development analyst for a wholesale retail company focusing on market research and trend analysis.
Ilya holds a B.S. in Business Administration from Suffolk University and a Masters of Finance from Suffolk University. He is pursuing his CFA designation and is currently a level II candidate.
Alex Bogosian
Investment Analyst
Tel: 508-683-1400 ext. 213
Email: alex.bogosian@pfegroup.com
Alex Bogosian is an Investment Analyst for PFE Advisors, Inc. d/b/a The PFE Group. Alex joined the Investment Operations team in July 2011. He is responsible for creating quarterly client reports, performing investment manager research, and managing PFE’s investment manager database. Alex supports PFE’s Senior Investment Consultants by performing a variety of analytical tasks associated with PFE’s Client Reporting process.
Alex holds a B.S. in Business Administration from Western New England University.
Michael Miller, AIF®, CRPS®
Senior Retirement Plan Consultant
Tel: 415-722-9434
Email: michael.miller@pfegroup.com
Michael Miller is a Senior Retirement Plan Consultant for PFE Advisors, Inc. d/b/a The PFE Group. Michael has been helping employers improve upon and maintain the integrity of qualified and non-qualified plans for their employees for over 10 years. He develops strategies and delivers solutions to solve plan design and communication challenges for his clients. Common non-qualified plan projects consist of appropriate funding mechanisms and cost analysis, while qualified plan projects range from simple plan design issues to complex fiduciary education seminars. Before joining PFE, Michael was the Executive Director – Investments of the San Francisco Corporate Services Group at Oppenheimer & Co. Prior to that, he was Vice President – Investments at UBS PaineWebber.
Michael holds a B.A. from the University of California at Berkeley, is an Accredited Investment Fiduciary (AIF), and a Certified Retirement Plan Specialist (CRPS).
Rob Simmons, QPA®, ARPC®
Senior Retirement Plan Consultant
Tel: 508-683-1400 ext. 215
Email: rob.simmons@pfegroup.com
Rob Simons is a Senior Retirement Plan Consultant for PFE Advisors, Inc. d/b/a The PFE Group. Rob has more than 25 years of retirement plan industry experience including positions in defined benefit and defined contribution plan administration, recordkeeping, compliance, relationship management, and participant communication/education. In his consulting role at PFE, Rob focuses on all aspects of plan design, vendor management and fiduciary issues. Rob consults on provider due diligence and provider search processes from initial analysis through final negotiations and conversion. He also works with Investment and Administrative Committees to ensure their Fiduciary obligations to the plan are being met. Prior to joining The PFE Group, Rob held positions at several retirement plan providers including New York Life, Fidelity Investments, and The Vanguard Group.
Rob holds a B.A. in Economics from Syracuse University and earned his Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA) and an Accredited Retirement Plan Consultant (ARPC) designation from the Society of Professional Asset-Managers and Record Keepers (SPARK).
Linda Austin
Managing Consultant, Communications & Education Services
Tel: 508-683-1400 ext. 208
Email: linda.austin@pfegroup.com
Linda Austin is the Managing Consultant, Communications & Education Services for The PFE Group with over twenty years of communications and benefits experience. A strategy development expert, she delivers targeted, straightforward solutions to her clients’ most complex challenges using a variety of media, including personalized statements, targeted mailings, workshops, brochures, workbooks, web content, videos, and teleconferences. Topics include new plan introductions, annual enrollments, executive and total compensation statements, retirement planning, and estate planning. Prior to joining The PFE Group, Linda managed her own communication consulting firm, Austin & Associates, for eight years, held senior consulting positions with Mercer, Deloitte & Touche, and Employee Communication Services (Workscape).
Linda holds a B.S. in Psychology from Syracuse University and is a member of the New England Employee Benefits Council.
Robert W. Canfield, MS, CLU, ChFC
Presenter and Financial Counselor
Tel: 508-683-1400
Bob Canfield is a Presenter for The PFE Group. He began his forty-year career in the financial services industry following service in the U.S. Air Force. Bob's extensive corporate experience included marketing program development, retirement plan design, broker relations, and client communications. Bob also wrote and taught courses on management development, and has contributed articles to The National Underwriter. He travels extensively conducting retirement planning workshops and has presented numerous seminars on the JHN-TV satellite network.
Bob holds a BBA in Marketing from the University of Memphis and a M.S. in Financial Services from The American College. He is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Daniel J. Galli, M.Ed., CFP®, CLU, ChFC
Presenter and counselor
Tel: 508-683-1400
Dan Galli is a Presenter for The PFE Group. He is a practicing financial planner and has conducted hundreds of workshops nationally over the last decade. Dan is a member of the adjunct faculty at Boston University and is a contributing author and editor for the Retirement Planning and Employee Benefit sections of Boston University’s online Financial Planning course. He has also taught at Northeastern University in Boston and was a contributing writer to Jack Keir, Inc. a provider of educational materials for CFP® study. Dan is frequently quoted in the Boston Sunday Herald, the Boston Globe, and other major publications. He often conducts Personal Financial Chats for The Boston Globe’s website, www.boston.com.
Dan holds a B.S. from Boston University and an M.Ed from Bridgewater State College. He taught professionally for 11 years prior to beginning his financial services career. He is a Chartered Life Underwriter, Chartered Financial Consultant, and a Certified Financial Planner™ practitioner. He holds various securities licenses and is a Securities Principal.
Clifford J. Jurdi, MS CFP®, ChFC
Presenter and counselor
Tel: 508-683-1400
Cliff Jurdi is a Presenter for The PFE Group. He is a Certified Financial Planner™ practitioner and Principal of Clifford J. Jurdi, CFP®, CHFC. Cliff is a Registered Representative, as well as an Investment Adviser Representative of Commonwealth Financial Network, Member FINRA/SIPC, and a Registered Investment Adviser. Cliff’s specialty is comprehensive financial and retirement planning, which includes investment analysis, risk management and estate planning. Cliff is also an instructor in the Master’s in Taxation curriculum at Northeastern University. He teaches Retirement Planning and Employee benefits at Northeastern. He has also taught Risk Management as well as The Financial Planning Process at Northeastern’s CFP® curriculum. In addition, he is an adjunct faculty member at Boston University, teaching Retirement Planning and Employee Benefits in the Certified Financial Planner™ curriculum.
Cliff holds a M.S. in Financial Planning from Bentley College; has been inducted into Beta Gamma Sigma; is a member of the Financial Planning Association and a roster member of the FINRA board of arbitration. As a Registered Representative of Commonwealth Financial Network, Cliff holds series 7, 24, 63 and 65 licensing as well as multiple state insurance licensing.
Margaret Mall
Senior Accountant/Office Manager
Tel: 508-683-1400, ext. 207
Email: margaret.mall@pfegroup.com
Margaret Mall is the Senior Accountant and Office Manager for The PFE Group. She has more than fifteen years of progressively responsible financial, cost, and project accounting expertise, as well as office management experience. As Senior Accountant, Margaret is responsible for managing the day-to-day accounting functions including accounts payable, monthly and yearend reporting, cash management, and various other special analyses. Margaret is also responsible for The PFE Group’s compliance reporting and, as Office Manager, manages personnel, human resources and technology for The PFE Group.
Margaret holds a B.S. in Business Management from Fitchburg State College and a Computerized Accounting Certificate from the New England School of Accounting.
Michael Herman
Chief Compliance Officer
Tel: 949-999-8550
Email: mike.herman@unitedcp.com
Mike Herman is the Chief Compliance Officer for United Capital Financial Advisers (UCFA) & PFE Advisors, Inc. (PFE). He has been in the financial services industry for more than 14 years and is responsible for overseeing day-to-day compliance, including Annual Review, Advertisement and Marketing reviews, SEC exam preparation, AML supervision, and Policy & Procedure Manual maintenance. Before joining UCFA and PFE, Mike was the Director of Sales Practice & Transition for The Financial Services Network, an Office of Supervisory Jurisdiction, consisting of a large producer group of broker/dealer registered representatives and investment adviser representatives where he helped establish an investment advisory firm registered with the SEC. Mike’s other experiences include managing an Office of Supervisory Jurisdiction for Citigroup and serving as a Financial Adviser for Morgan Stanley Dean Witter and Gruntal & Co.
Mike holds a B.A. in Psychology from the State University of New York at Albany; FINRA Series 3, 4, 7, 24, 31, 53 and 63 securities licenses; and the NASAA Series 65 Uniform Investment Adviser Law Exam.