Our Team

Brendan George

Brendan George FIA, FCIA, FSA, CFA

Partner
Brendan has worked in the pension and investment fields for 28 years. His areas of specialization include the financing and actuarial analysis of pension plans and investment consulting.
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Jeremy Bell

Jeremy Bell FCIA, CFA

Partner
Jeremy has worked in the pension, benefits and investment fields for 21 years. He advises clients on actuarial and investment matters related to pension and benefit plans.
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Greg Heise

Greg Heise FCIA, FSA, FCA

Partner
Greg has worked in the pension and investment fields for 29 years with a diverse group of clients, including multi-employer and jointly-trusteed pension plans, various non-pension trusts and large national and international corporations.
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Mike Greschner FCIA, FSA

Partner
Mike has worked in the health benefits field for over 19 years. He advises a diverse group of clients including public and private sector organizations and multi-employer trusteed plans varying in size from small upstarts to large public entities and international corporations.
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David Lee

David Lee

Partner
David has been a consultant to various multi-employer pension and health and welfare plans for over 39 years.
Hubert Hwang

Hubert Hwang CFA

Principal
Hubert has worked in the financial services industry for 13 years. His focus is on providing clients with pragmatic research, analysis, and recommendations on investment-related matters.
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Tom Kowalczyk

Tom Kowalczyk FCIA, FSA

Principal
Tom has worked in the pension field for 21 years advising boards of trustees and corporate clients on all matters relating to pension plans ranging in size from single member plans to large multi-employer plans.
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Scott Lunney

Scott Lunney

Principal
Scott has experience performing asset mix studies and asset liability modelling, working with institutional clients to develop and refine investment policies, portfolio monitoring, conducting research and providing recommendations on investment topics for clients.
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Bill Maclean

Bill Maclean FCSI, CIMA

Principal
Bill specializes in the development of investment policies, asset allocation modeling, asset/liability studies, manager review, searches and selection, performance measurement, analysis and attribution, plan governance and trustee/custodian search and selection.
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Jojy Oommen

Jojy Oommen FCIA, FSA

Principal
Jojy has worked in the health benefits field for over 16 years. During this time, he has had the privilege of working with plans ranging from small start-ups all the way through to some of Canada’s largest benefit programs
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Kristina Percy

Kristina Percy FCIA, FSA

Principal
Kristina has worked in the pension and health benefits fields for 15 years with a diverse group of clients in both the public and private sectors.
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Michelle Richardson

Michelle Richardson CFA

Principal
Michelle has worked in the pension and investment fields for over 10 years, analyzing and advising clients on investment matters.
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Derek Sam

Derek Sam CFA, CAIA

Principal
Derek has worked in the investment and pension plan management fields for 23 years, advising investment committees of capital accumulation plans, defined benefit pension plans, target benefit plans, endowments, foundations, trusts and worker’s compensation funds.
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Glenn Smith

Glenn Smith FCIA, FSA

Principal
Glenn has worked in the pension and benefits sector for 24 years. He has consulted on a variety of plans including multi-employer pension plans, jointly trusteed plans, retirement compensation arrangements, group benefit plans and other supplementary retirement programs.
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Randi Topp

Randi Topp FCIA, FSA

Principal
Randi has worked in the pension and investment fields for over 27 years. Her areas of specialization include pension plan investments and oversight, with a focus on risk management.
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Jian Zhang

Jian Zhang FCIA, FSA

Consultant
Jian has worked in the pension and benefits consulting industry for 15 years. She advises clients on all aspects of defined benefit and defined contribution pension plans and also has experience in accounting valuations of non-pension and group benefit plans.
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Jeff Spoor

Jeff Spoor

Consultant
Jeff has worked in the health and benefits field for 9 years, managing day-to-day responsibilities for a diverse group of single and multi-employer organizations in the public and private sectors.
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Sharon Hanna

Sharon Hanna

Consultant
Sharon has worked in the investments field for 21 years. Her experience includes portfolio analysis and monitoring, asset allocation, and due diligence and selection of investment managers across both public and private asset classes.
Rory O'Connor

Rory O'Connor FCIA, FSA

Consultant
Rory has worked in the pension, benefits and investment fields for 8 years. He has experience performing actuarial valuations for funding and accounting purposes for pension plans as well as group benefit plans.
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Majeed Hudda

Majeed Hudda ACIA, ASA

Consultant
Majeed has worked in the health benefits field for over 6 years with a wide range of clients including multi-employer plans, associations and trusteed plans.
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Michael Grimes

Michael Grimes

Consultant
Michael has provided investment consulting services at George & Bell for 4 years. He also provides operational management and support services to the George & Bell Aggregator Fund, an investment vehicle that provides alternative asset class exposure to small institutional and retail investors.
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JJ Lee

JJ Lee FCIA, FSA

Consultant
JJ has experience providing solutions for clients with various retirement arrangements, including individual pension plans, supplemental arrangements, single-employer pension plans and large multi-employer pension plans.
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Alarica Tang

Alarica Tang

Director, Investment Operations
Alarica's experience includes funding and accounting valuations for pension and group benefit plans, pension administration, and investment performance evaluations and searches.
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