CIMA®, CKP
Vice President, Corporate Retirement Director
The Psaltis Group at Morgan Stanley
As a Corporate Retirement Director at Morgan Stanley, he partners with businesses to strengthen their workplace financial benefits through comprehensive fiduciary consulting. His services span risk and investment management, customized plan design, employee education programs, and fiduciary training for plan sponsors. By focusing on these core elements, he proactively mitigates fiduciary risk, controls plan expenses, and helps build a more engaged and financially secure workforce for his clients.
312-419-3502
Chicago, IL
Client Plans: 53
Participants: 13,500
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