James R. Sotell, AIF® Jim is the firm's Managing Director and brings over 25 years ERISA experience dealing with Plan Sponsors and retirement plans. Previously, he was a Vice President with Fidelity Institutional Retirement Services Company where he was responsible for their Southeast Institutional retirement business. <MORE>Jim holds the Accredited Investment Fiduciary™ designation. The AIF® Program graduates are specially trained in investment fiduciary responsibility and portfolio management. He completed the FIIRG Investment Management Institute Training conducted by the Harvard Business School. Jim holds a BA in History and a minor in Economics from Hobart College. He also studied at The University of Edinburgh. Jim is a member of the Triangle Benefits Forum. Jim was on the BrightScope Advisory Council. He has worked with CAI, a non-profit employers' association with over 1,000 member companies, in providing fiduciary training to its membership. In addition, Jim has been an expert speaker on fiduciary issues at the AICPA (American Institute of CPAs) National Benefits Conference. Jim has been a regular financial expert for NBC-17's "Your Money" segment. Also, Jim was interviewed by PBS FRONTLINE for an in-depth story on 401(k) plans.
Scott F. Fremer, CEBS Scott manages the Comperio sales and relationship management efforts in our Western Pennsylvania office. He has over 25 years of ERISA experience assisting Plan Sponsors with their defined benefit and 401(k) plans. <MORE>During his career, Scott previously held a variety of management-level positions in the retirement divisions of Fidelity Investments, MassMutual Retirement Services and Wachovia Retirement Services. He has consulted with over 200 Plan Sponsors helping to implement customized investment, education and plan design strategies. Scott holds the Certified Employee Benefit Specialist designation (CEBS). Co-sponsored by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania, the CEBS designation is one of the most respected professional credentials in the employee benefits field. Scott holds a BS in Business Administration from Duquesne University. Scott has also appeared in numerous publications and on KDKA-TV's Sunday Business Page speaking on retirement related issues.
Jarrott serves as a Senior Investment Analyst for the Consulting team. His role at Comperio is overseeing mutual fund research and investment manager selection across target date, equity, fixed income and alternative asset classes. <MORE>Jarrott is also involved in strategic and tactical asset allocation, portfolio construction and risk management. Previously, Jarrott worked as a consultant to firms serving the construction economy, providing financial and transaction advisory services. Jarrott holds an MBA from the University of Cincinnati and a BBA in Financial Services from the University of North Florida. Jarrott passed all three exams of the CFA Program and will be awarded the CFA Charterholder designation upon meeting the required work experience.
BRIAN L. SPRADLING
Brian is an Institutional Consulant with Comperio and has over 23 years of ERISA experience where he has worked on both the plan provider and plan sponsor side. <MORE>Brian was the Director of Retirement and Stock Administration for a privately-owned auto parts distributor, where he was responsible for multiple US and Canadian retirement plans and multiple stock plans that covered over 20,000 employees. Prior to that, Brian worked for a retirement plan provider where his responsibilities included managing the accounting and recordkeeping group as well as serving in a Trust Relationship Manager assisting clients with plan design, investment reviews and employee meetings. Brian has a bachelor’s in business administration with a concentration in trust management from Campbell University, where he also minored in financial planning.