CFP®, CIMA®, CRPS®, QPFC
Graystone Consulting – The Atlantic Group
Sam Brandwein is an Institutional Consulting Director, Senior Vice President with Graystone Consulting, a business of Morgan Stanley, which provides full-service support to qualified and non-qualified retirement plans and traditional defined benefit plans. Services include fiduciary consulting, investment review, lineup construction, investment policy, plan design, committee training, recordkeeper coordination, and participant communication and education. Mr. Brandwein has more than three decades of investment industry experience. He is a past president of the National Association of Plan Advisors (NAPA) and is serving as a member of the Board of Directors for the ARA (American Retirement Association) for a term of three years through the end of 2024. Sam is a credentialed member of the American Society of Pension Professionals & Actuaries (ASPPA), having earned their Qualified Pension Administrator designation, a reflection of Sam’s technical expertise in reference to retirement plans.
www.msgraystone.com/theatlanticgroup
561-393-2095
Boca Raton, FL
Client Plans: 50
Participants: 30,000
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