Investment Performance Services, LLC Employee Directory

Q: What is Investment Performance Services, LLC known for?

Investment Performance Services, LLC was founded in 1986. Investment Performance Services, LLC operates in the Financial Services industry.

Financial ServicesPennsylvania, United States11-50 Employees

Investment Performance Services, LLC (“IPS”) is an independent, full-service investment consulting firm that provides education, proactive advice, and customized solutions to employee benefit plans throughout the United States. The mission of IPS is to embrace best industry practices in governance, ethics, and professionalism. Our services are designed to help clients make informed decisions in order to achieve their investment goals.

IPS employs disciplined procedures in building investment portfolios, objectively evaluating investment managers, and ensuring consistency in the recommendations we make to our clients regarding all aspects of their investment program. Our experienced team of investment consultants, supported by a dedicated research group as well as analytical and compliance staff, keep clients informed regarding the capital markets, provides asset allocation solutions, and offers insight and understanding of alternative investments.

Find Investment Performance Services, LLC employees' phone numbers or email addresses

Investment Performance Services, LLC Global Highlights

North America
46

United States Of America
46

Europe
1

Ireland
1

Investment Performance Services, LLC's Leadership

C. M.
Chief Investment Officer
Mobile Phone
Email
M. M.
Chief Operating Officer & Cco
Mobile Phone
Email
C. W.
Chief Investment Officer
Mobile Phone
Email
P. E.
Chief Investment Officer
Mobile Phone
Email
R. S.
President
Mobile Phone
Email
J. C.
Head Of Client Operations / Director Of Client Relations
Mobile Phone
Email
G. S. W.
Senior Consultant | Partner
Mobile Phone
Email
B. H.
Vice President, Consultant
Mobile Phone
Email

Investment Performance Services, LLC Employee Metrics

100%

50%

0%

2026

2025

Finance
Banking
Business
Accounting
Administrative
Other

Contact profiles from Investment Performance Services, LLC

Name

Title

Contact Info

Location

Last Update

D. M.
Director Of Research
Mobile Phone
Email
United StatesPennsylvania
Sep 08, 2025
S. K.
Associate Director Of Client Relations
Mobile Phone
Email
Feb 10, 2026
J. C.
Controller
Mobile Phone
Email
United StatesGeorgia
Aug 09, 2025
J. S.
Manager
Mobile Phone
Email
Oct 21, 2024
B. L.
Senior Research Analyst
Mobile Phone
Email
United StatesMississippi
Mar 14, 2024
A. F.
Senior Client Relations Associate
Mobile Phone
Email
May 24, 2025
C. D. G.
Senior Research Analyst
Mobile Phone
Email
Oct 21, 2024
K. P.
Senior Investment Analyst
Mobile Phone
Email
United StatesGeorgia
Apr 23, 2025
S. L.
Senior Research Analyst
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2024
F. B.
Performance Associate
Mobile Phone
Email
United States
Nov 20, 2025

Frequently Asked Questions

What is Investment Performance Services, LLC known for?

Investment Performance Services, LLC was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in Philadelphia, Pennsylvania United States. Explore Investment Performance Services, LLC's company overview page for more information.

What is Investment Performance Services, LLC's most common email format?

Investment Performance Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Investment Performance Services, LLC email formats with LeadIQ.

How many employees does Investment Performance Services, LLC have currently?

Investment Performance Services, LLC has approximately 42 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Investment Performance Services, LLC's key employees and leadership?

As of February 2026, Investment Performance Services, LLC's key employees include:

Chief Investment Officer: C. M.
Chief Operating Officer & Cco: M. M.
Chief Investment Officer: C. W.
Chief Investment Officer: P. E.
President: R. S.

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