JAMES SOTELL, AIF®
Managing Director, Founder
Our firm’s Managing Director 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.
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. In addition, he 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 and was on the BrightScope Advisory Council. He has worked with CAI, a non-profit employers’ association with over 1,000 member companies, to provide 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. In the past, Jim was a regular financial expert for NBC-17’s “Your Money” segment as well as a resource for and interviewed by PBS FRONTLINE for their in-depth story on 401(k) plans.
SCOTT FREMER, CEBS
Scott is a Director and manages the Comperio sales and relationship efforts at our Western Pennsylvania office. He has over 25 years of ERISA experience assisting Plan Sponsors with their defined benefit and 401(k) plans.
During his career, Scott has 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 HEATH, CFA®
Director of Investments
Jarrott serves as Director of Investments, overseeing investment research and manager due diligence for equities, fixed income, real assets, and multi-asset strategies across open-end funds, separate accounts, and collective trusts. He also leads economic research and is involved in strategic and tactical asset allocation, portfolio construction and risk management.
Prior to joining Comperio, Jarrott was a consultant to firms serving the construction industry, providing financial and transaction advisory services. He holds an MBA from the University of Cincinnati and a BBA in Financial Services from the University of North Florida. Jarrott is a CFA charterholder and holds memberships in the CFA Institute and CFA Society of North Carolina.
Vice President of Operations
Brian is Vice President of Operations with Comperio and has over 23 years of ERISA experience where he has worked on both the plan provider and plan sponsor side.
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 stock plans that covered over 20,000 employees. Prior to that, Brian worked for a retirement plan provider where he managed the accounting and recordkeeping group. He also served as a Trust Relationship Manager where he assisted clients with plan design, investment reviews and employee meetings. Brian has a Bachelor in Business Administration with a concentration in Trust Management from Campbell University, where he also minored in Financial Planning.