Broker-Dealers & RIAs • Additional Listings
Huntington National Bank
Marcum Wealth
Moneta Group Investment Advisors, LLC
Columbus, OH • www.huntington.com
Cleveland, OH • www.marcumwealth.com
St Louis, MO • www.monetagroup.com
Key Contact(s)
Key Contact(s)
Key Contact(s)
Frank Zugaro • 330.384.7261 • frank.e.zugaro@huntington.com Joe Capela • 330.384.7146 • joe.capela@huntington.com
Wendy Eldridge • 440.459.5915 • wnedy.eldridge@marcumwealth.com
Jake Winegrad • 314.244.3431 • jwinegrad@monetagroup.com Sean Duggan • 314.244.3285 • sduggan@monetagroup.com
Firm Profile At Huntington, we build meaningful, long-term relationships with the companies and employees who depend on us for professional support. Huntington provides advice and guidance to more than 1,000 Defined Contribution, Defined Benefit, Non-Qualified, Endowment and Foundation plans. We focus on fiduciary governance support for plan sponsors including investment selection and monitoring, employee education strategies, plan design considerations and vendor due diligence. Our team strives to provide our clients the comfort of knowing their plan and employees’ financial health is in the hands of skilled and committed professionals at an innovative institution with strong ties to the communities we serve.
102
Primary Market(s) Served
NAPA BLACK BOOK 2020
Options Available • Retirement Sales Desk Representative • Business Development Consultants • 3rd Party Vendor Analysis Tool • Other Tools • Benchmarking Tools • Participant Advice/Participant Services • Allows Fiduciary Declaration 3(21)/3(38) • Plan Sponsor Fiduciary Training • Stable Value Analysis
Firm Profile At Marcum Wealth, our mission is to provide you with the resources, expertise and technology to help you become an effective CEO of your money.
Primary Market(s) Served
Options Available • Participant Advice/Participant Services • Allows Fiduciary Declaration 3(21)/3(38) • Plan Sponsor Fiduciary Training
Home Office Employees Supporting the Business 20
Firm Profile Moneta is a wealth management firm distinguished by a 150-year history of innovation, service and loyalty to its clients that only an independent company can offer. We are financial advisors for life’s big decisions. We build custom and comprehensive financial plans designed to meet the unique needs of high-networth individuals and their families, businesses with retirement plans, institutions, trusts and the emerging affluent. Serving as your advocate, Moneta empowers you to navigate life’s path and protect what you cherish. Barron’s ranked Moneta among the nation’s Top 10 independent RIAs three consecutive years (2018-2020) for our combination of quality and scale.
Primary Market(s) Served
Options Available • Benchmarking Tools • Participant Advice/Participant Services • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models • 408(b) (2) – In-House or Outsourced • Plan Sponsor Fiduciary Training • Stable Value Analysis
Home Office Employees Supporting the Business 0
• Minimum Fee Schedules
Home Office Employees Supporting the Business 50
BB_WIN20_68-103_BDR.indd 102
11/19/20 12:07 PM