Michael Fleiner is a Senior Consultant at AndCo. His responsibilities include helping to optimize investment menus, conducting investment manager due diligence reviews, evaluating and recommending investment managers, assisting in the development of investment policy guidelines, and preparing performance-monitoring reports. He has extensive experience working with both defined contribution and defined benefit plans in the corporate, government and Taft Hartley markets as well as endowments and foundations.
Michael has 27 years of experience in the investment community. Previously he was a Senior Consultant at Bidart & Ross prior to its acquisition by AndCo in January of 2017. There he gained extensive experience in working with various investment committees in establishing written investment policies, creating thoughtful investment menus, developing customized asset allocation strategies for target date funds, recommending investment providers, monitoring investment performance and risk, and managing record-keeper and other provider search projects. He has also provided a significant amount of consulting around establishing and measuring communication and education strategies.