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Plan Sponsor Issues, Consultants & Advisors
Robert Lesser - Aegis Trust Company
Plan Sponsor Issues in Covington, GA
Rob has been practicing law for over 35 years. For 25+ years, he has focused his practice on representing company sponsors and institutional trustees of ESOPs. During that time, he has participated in approximately 375 ESOP transactions.
Jeremy Crystal - Aegis Trust Company
Plan Sponsor Issues in Las Vegas, NV
Jeremy has served as General Counsel for several companies in the Los Angeles area. During his time at Aegis, he has participated in approximately 57 ESOP transactions. In addition to serving as Aegis’s General Counsel, he is a member of Aegis’s fiduciary committee and is also a Cl...
Julie Bennett - Aegis Trust Company
Plan Sponsor Issues in Arlington, VA
Prior to joining Aegis, Julie worked for eight years as a legal assistant at a law firm that represented both ESOP plan sponsors and institutional trustees
Ginny Machamer - Aegis Trust Company
Plan Sponsor Issues in Philadelphia, PA
Ginny is a Client Relationship Manager at Aegis Fiduciary Services having previously spent 24 years as an institutional corporate trustee. At her prior firm, Ginny served on the ESOP Fiduciary and Management committees and currently serves on Aegis’s Fiduciary Committee.
Daniel Reser - Fiduciary Services, LLC
Plan Sponsor Issues in San Rafael, CA
Mr. Reser has been a corporate fiduciary for corporate securities and reorganization transactions as well as trustee and custodian of retirement plans for over 25 years. Before founding Fiduciary Services, Inc. he was active for 17 years in Los Angeles as a Vice President and manager of corpor...
Maureen Cosgrove - Aegis Trust Company
Plan Sponsor Issues in Boston, MA
Prior to joining Aegis, Maureen served as Senior Vice President for a large institutional trustee. She has 17 years of experience as a valuation professional. She served as the Managing Director of ESOP Advisory Services at a regional CPA firm and is constantly in front of current issues that ...ESOP Marketplace connects you with local Plan Sponsor Issues ESOP boards are typically internal executives with one or two independent directors. Directors are considered ESOP Fiduciaries as plan sponsors, and the advisors of this section assist the board on ESOP Fiduciary and plan sponsor issues
