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Segal Marco Advisors Employee Directory

Financial ServicesNew York, United States11-50 Employees

The firm is formed after an acquisition completed on January 3, when Segal Rogerscasey merged with Marco Consulting Group to operate as Segal Marco Advisors. Based in New York, New York, it serves plan sponsors and other clients through an investment consulting approach backed by proprietary research and advanced analysis to help design retirement programs. Segal Marco Advisors is one of the largest U.S.-based investment consultancies, serving more than 400 clients with combined advisory assets exceeding $500 billion. Senior professionals average about 25 years of experience, and teams are adept at taking on new accounts to smooth transitions for plan sponsors. The firm is registered with the U.S. Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940.

Find Segal Marco Advisors employees' phone numbers or email addresses

Segal Marco Advisors Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Segal Marco Advisors's Leadership

  • Stylized image of a person
    F. P.
    Senior Vice President
    Mobile Phone
  • Stylized image of a person
    D. S.
    Senior Vice President And Principal - Advisor Solutions Practice Leader
    Mobile Phone
  • Stylized image of a person
    C. H.
    Consultant
    Mobile Phone
  • Stylized image of a person
    T. L.
    Analyst
    Mobile Phone

Segal Marco Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Banking
  • Human Resources
  • Accounting
  • Administrative
  • Other
  • Military & Protective Services

Contact profiles from Segal Marco Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    F. P.
    Senior Vice President
    Mobile Phone
    Dec 31, 2025
  • Stylized image of a person
    D. S.
    Senior Vice President And Principal - Advisor Solutions Practice Leader
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. H.
    Consultant
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    T. L.
    Analyst
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Segal Marco Advisors known for?

Minus sign iconPlus sign iconSegal Marco Advisors was founded in 1969 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-203-656-****
. Explore Segal Marco Advisors's company overview page for more information.

What is Segal Marco Advisors's most common email format?

Minus sign iconPlus sign iconSegal Marco Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Segal Marco Advisors email formats with LeadIQ.

How many employees does Segal Marco Advisors have currently?

Minus sign iconPlus sign iconSegal Marco Advisors has approximately 42 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Segal Marco Advisors's key employees and leadership?

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As of July 2026, Segal Marco Advisors's key employees include:

  • Senior Vice President: F. P.
  • Senior Vice President And Principal - Advisor Solutions Practice Leader: D. S.
  • Consultant: C. H.
  • Analyst: T. L.

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