Gregg Andonian, AIF®, CFP®
Vice President
Background
Gregg Andonian has over 25 years of experience assisting C-Suite and HR departments in the implementation, documentation and monitoring of globally accepted fiduciary standards under ERISA. He specializes in serving those members who serve others in the non-profit, private school and higher education communities.
He is qualified as a Accredited Investment Fiduciary (AIF®) and Certified Financial Planner™ (CFP®), along with previous history of a senior level position for a Fortune 500 company relative to 403(b)/401(k) platforms.
For 20+ years Gregg served as Managing Partner of Baystate Fiduciary Advisors (BFA). In 2020, BFA was acquired by HUB International as part of its Retirement and Private Wealth division with over $90B AUM and 5,500+ retirement plans. Through this merger, Gregg has continued to serve and grow BFA’s 403(b)/401(k) investment fiduciary practice while adding the human capital expertise and global scale of HUB for additional client support.
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance