Meet our passionate, professional
A world where everyone is free to pursue life to the fullest.
The ProManage team has a diverse range of skills and experience, but we are all united behind one idea: making financial wellness more accessible.
Focusing on what matters
Tony Sabos is a Managing Member and the Chief Executive Officer of ProManage. In June 2018 Tony became the CEO of ProManage having been the President of ProManage LLC since its inception as Strategic Financial Concepts, Inc. in 1998. He also manages ProManage’s Chicago headquarters.
He has worked in the defined contribution industry for most of his career pioneering managed accounts and other innovative services in the retirement industry. During his career he has held key leadership roles at leading investment services providers where his responsibilities included: business development, management, consulting, and relationship management.
He has extensive public accounting experience, successfully managed the 401(k)-administration group for BMO Harris Bank and provided consulting services to large plan sponsors for Watson Wyatt Worldwide (now Willis Towers Watson.)
Tony is a University of Oklahoma graduate with a degree in both finance and accounting.
Tony also serves as the Finance Director for Convoy of Hope, Chicago, a humanitarian relief organization with the mission of eradicating global poverty.
Michael Chard became President of ProManage in June 2018. He joined ProManage, LLC in 2001 and has been in charge of its account management function as an officer of the company.
His career since 1983 has been devoted to the qualified retirement plan industry with a specialization in defined contribution plans. He worked for 10 years with Hewitt Associates (now Aon Hewitt) and Towers Perrin (now Willis Towers Watson) focusing on qualified plan design and compliance, retirement plan administration, service provider selection and oversight, training, and employee communication programs. Mike also managed the defined contribution plans of Ameritech Corporation (now AT&T) and E-II Holdings, and was involved with implementing one of the country’s earliest 401(k) plans at Amoco Corporation (now BP).
Mike earned a Bachelor of Science degree in economics from Illinois State University where he graduated Cum Laude.
Bill Mills has over 30 years of experience in employee benefits consulting and management. He currently leads multi-disciplined teams providing clients with managed account services, online advice, individualized participant retirement readiness statements, and reports on plan effectiveness.
Prior to joining ProManage, Bill was a Department Director at Merrill Lynch, and before that a Senior Pension Actuarial Consultant with what is now Willis Towers Watson. He was responsible for the marketing and implementation of a new bundled product while at Merrill Lynch, which included the integration of administration, participant services and plan reporting for clients with both Defined Benefit and Defined Contribution plans. At Willis Towers Watson, he worked with large organizations designing and improving their pension and welfare benefit plans.
Bill is a Magna Cum Laude graduate from Ball State University with degrees in Actuarial Science and Computer Science.
Bob Cohen is the Chief Investment Officer of ProManage, LLC and he acts as a senior consultant focusing on investment and retirement issues.
He has a diverse background as an actuary, retirement, health and investment consultant with over 25 years of experience. His clients have spanned in size from sole proprietors to Fortune 50 global companies, and have encompassed both private sector and governmental employers.
Bob is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and a CFA® charterholder. He received his Bachelor of Arts degree from DePauw University majoring in mathematics and economics.
Annette Hilton was promoted effective June 2018 to the position of Executive Vice President of Account Management at ProManage, LLC. In her new role as an EVP she sits on the Executive Committee of ProManage. She will continue to coordinate the delivery of the various managed account and consulting services for ProManage plan sponsor clients.
Before she came to ProManage in October of 2003, Annette acquired a strong background in defined contribution plan service delivery, having spent time with several Chicago-area providers, including Harris Bank, First Chicago, Mercer and CIGNA. In addition to her 30 years of expertise as a client manager, she has consulted on the development and delivery of employee communication programs and has processing experience on several recordkeeping platforms.
Annette attended the University of Illinois at Urbana-Champaign.
Dan Cassidy joined ProManage as Senior Vice President and Senior Consultant in May of 2020.
With more than 30 years in the financial services industry, Dan has specialized in integrating cutting-edge approaches to risk management. Prior to joining ProManage, he spent 8 years as Senior Advisor at River and Mercantile Solutions (previously P-Solve). After leading investment and actuarial consulting firm Cassidy Retirement Group for over fifteen years, Dan merged his business with P-Solve in 2012. Dan also helped launch Hudson Pilot—a firm focused on innovation in pension solutions area.
Dan authored A Manager’s Guide to Strategic Retirement Plan Management published by Wiley in 2006. He has also published numerous other articles on retirement strategy and pension risk management. In 2010, he was elected to the Board of Directors of the Society of Actuaries for a three-year term. Dan has a Bachelor of Science in Mathematics from Tufts University, is a CFA Charterholder and a Fellow of the Society of Actuaries.
Barbara J. Auerbach started as Chief Compliance Officer in October 2020. Since 2007 she has served in the areas of account management, compliance and legal services. Prior to joining ProManage, she led major investment and plan initiatives as a project manager and plan analyst for a large denominational employee benefits provider.
Barbara earned bachelor’s degrees from the University of Illinois and Roosevelt University, a master’s degree from the University of Colorado, and a law degree from Chicago-Kent College of Law. She holds professional certifications in investment adviser compliance (IACCPsm) and project management (PMP).
Tristen Beesley is the Office Manager assisting the Chicago office. Tristen helps with all administrative responsibilities from office management and human resources to accounting and payroll.
Before joining ProManage, she was a Product Support Coordinator for Truven Health Analytics. She worked with international teams, provided timely solutions to a national client base and participated in the Quality Assurance Monitoring of Product Support members.
Tristen holds a Personnel and Industrial Relations Degree and a Business minor from University of Cincinnati along with a Master’s in Business Administration from North Central College (Cum Laude) in Naperville, IL.
Meghan Malachi is a Consulting Analyst supporting the Account Management Team at ProManage, LLC. She graduated Magna Cum Laude from Providence College, where she received a Bachelor of Arts in Mathematics as well as a Bachelor of Arts in English.
Before joining ProManage in July 2019, Meghan was a Graduate Teaching Assistant at the University of Iowa, where she earned a Masters of Science in Mathematics.
Max DeSantiago is an Investment Analyst at ProManage, LLC. He conducts qualitative and quantitative analysis on mutual funds and other savings plan investments.
Before transitioning into Finance and prior to joining ProManage, Max worked in the automotive industry. He has been a Commercial Manager with Advance Auto Parts and a Service Parts Analyst for Fiat Chrysler Automobiles’ Mopar Service parts Engineering department.
Max is currently working towards obtaining CFA certification. Max graduated from Saint Xavier University with a BBA in Business Management and BA in Finance.
Timothy Holmes is a Consulting Analyst at ProManage, LLC. He is responsible for the development of various programs within ProManage that make analysis more efficient. Timothy is also responsible for building models and algorithms that can glean more information from our analysis.
Before joining ProManage, Timothy was a Research Assistant at Argonne National Laboratory. There, he watched over the experiments, processed data, and built models to test real time data. He is currently pursuing a Masters of Physics from DePaul University.
Timothy graduated from DePaul University in Chicago, Illinois with a Bachelor of Science degree in Computational Mathematics and Physics.
Don Nordstrom joined ProManage as a Senior Investment Analyst in August of 2021.
Don has a proven track record in mutual fund due diligence, equity research, portfolio analysis, retirement planning and risk management. Prior to joining ProManage, Don spent three years as an investment analyst at Northwestern Mutual WMC which complemented his previous experience in financial planning. His deep understanding of the global financial markets, high degree of analytical prowess, and innovative investment strategies prove his ability to maintain strong portfolios and high caliber fund lists.
As a Chartered Financial Analyst Level III candidate, Don also brings relationship-building skills and an ability to engage with Financial and Wealth Management advisers and prospective clients, while also collaborating efficiently with the ProManage team.