ProManage prides itself on our people.
ProManage prides itself on our people.
Tony Sabos is a Managing Member and the Chief Executive Officer of ProManage. On June 4, 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 on June 4, 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 we graduated Cum Laude.
Carl Londe is a Managing Member of ProManage, and a Senior Consultant. He was the Chief Executive Officer and the Chief Compliance Officer of ProManage, LLC since its inception as Strategic Financial Concepts, Inc. in 1998. Effective June 4, 2018 he handed over the CEO reins to Tony Sabos. In addition to being a Senior Consultant, he continues to exercise his duties as the Chief Compliance Officer. He splits his time between our Chicago headquarters and our St. Louis office, which he manages.
His career spans 4 decades in the employee benefits and compensation industry. He has been an employee benefits attorney; a benefits, compensation and human resources consultant; and he was the Director of Benefits at Purina Mills and the Director of Benefits and Compensation at Ralston Purina Company. Carl pioneered the use of automatic elections into managed account programs in 401(k) plans and helped pave the way for the Qualified Default Investment Alternative (QDIA) rules.
Carl attended Washington University where he earned both an undergraduate degree and then a law degree. He also has attended Harvard Business School’s Executive Education program and worked on special initiatives with HBS’s Chairman of the Doctoral Programs, on behalf of Watson Wyatt Worldwide (now, Willis Towers Watson).
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, an Enrolled Actuary, 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 4, 2018 to the position of Executive Vice President of Account Management at ProManage, LLC. In her new role as an EVP she will sit on the Executive Committee.of PRoManage. She will continue to coordinates 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 over 25 years with several Chicago-area providers, including Harris Bank, First Chicago, Mercer and CIGNA. In addition to her 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.
Barbara Auerbach was made Vice President of Legal & Compliance Services for ProManage effective June 4, 2018. She started with ProManage in 2007 serving in the areas of compliance, legal and account management. 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).
Angela Wang is an Investment Analyst conducting due diligence on mutual fund managers, consolidating data and constructing portfolios.
Prior to the current role, Angela was a business consultant with BIECC (Beijing International Engineering Consulting Corporation), offering feasibility analysis of large projects and conducting business due diligence on electronic industrial enterprises.
She holds a master of Finance from the Illinois Institute of Technology in Chicago and a Master of Business Administration from Wuhan University in China. She is a CFA® charterholder.
Tony Cao is an investment analyst conducting qualitative and quantitative research on mutual funds and other investment devices, and constructs portfolios.
Prior to joining ProManage, Tony was an equity analyst leader at Stuart Investment Group, IIT, specializing in equity research and portfolio management. With his concentrations in financial modeling and risk management, he also wrote a Monte Carlo retirement planning program for a financial advisory firm.
Tony earned a Master of Science degree in Finance from the Illinois Institute of Technology in 2012 and a BBA (Hons) degree in Accounting and Finance from the Hong Kong Polytechnic University in 2010. He is a CFA® charterholder.
Tristen La Rocca is the Office Administrator assisting the Chicago and St. Louis offices. 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.
Connor McGarr is a Consulting Analyst at ProManage, LLC. He specializes in Matlab programing and Financial Wellness initiatives. Connor has been with ProManage since 2015.
Connor is an actuarial student who has passed the Probability and Financial Mathematics exams. He is currently studying for his third test Models for Financial Economics. In addition to being an Actuary Student, Connor also has taken the MATLAB for Financial Applications through MathWorks.
Connor graduated from University of Illinois at Urbana Champaign with a degree in Actuarial Science and a Business minor in 2015.
Scott Curtiss is a Senior Consultant at ProManage, LLC responsible for new business development, account management and leading the effort to expand ProManage’s presence in the Minneapolis market.
His 33 years of retirement industry experience spans the gamut from actuarial, trust, and plan administration services to plan design. He has experience in retirement benefits consulting and relationship management. He has served as a Manager of Retirement Benefits; and he has served in client management roles at U.S. Bank and J.P. Morgan (now Empower.) In addition, Scott was a retirement benefits plan consultant for Towers Watson (now Willis Towers Watson.)
Scott is a graduate of Bowdoin College with a Bachelor of Arts degree in mathematics. He is also a past Board member of the local Midwest Pension Conference chapter.
Jerry Conway is a Senior Consultant with more than 25 years of Retirement Industry experience and now leads our new business development effort in the Northeast and Mid-Atlantic regions. His primary focus is on identifying new markets and opportunities for ProManage services. Jerry is based in the Northeast.
Over the course of his career Jerry has developed, led and guided retirement services teams for Pentegra, Betterment, Transamerica, Merrill Lynch and PwC.
Jerry earned a Bachelor of Science in Business administration from St. John’s University (NY) and a Certificate from the Harvard University Graduate School of Business – Executive Leadership Development Program