Meet the Agilis Team

Joe Andrews is the Chief Investment Officer in Agilis’s London office. He is responsible for setting Agilis’s house views. He has over a decade of investment experience, firstly as part of P-Solve Investments Limited and then River and Mercantile Group. Joe has spent the majority of his career in research with a particular focus on building out the firm’s macro capabilities, as well as six years of portfolio management experience across a range of strategies.

Joe Anzalone is a Managing Director in Agilis’s New York City office and leads Agilis’s annuity placement business.

Joe helps his clients with many aspects of their defined benefit pension plans, including design, compliance, financial risk management, and administration. Joe has worked in the field for over 15 years and has serviced plans with as few as three and as many as 90,000 participants. He has consulted on plan terminations, lump sum windows, mergers and spinoffs, liability-driven investing, and nondiscrimination testing. Additionally, Joe is a frequent speaker at industry and professional conferences. Joe joined Agilis in 2018, having previously worked at Mercer.

Joe is a Fellow of the Society of Actuaries, a CFA charterholder, and an Enrolled Actuary. Joe graduated from Columbia University with a B.A. in mathematics and economics.

In his role, he consults on all aspects of defined contribution plans.  Scott has over 25 years of experience with the design, installation, investments, and administration of defined contribution plans.  He provides practical consulting, coupled with administrative and investment expertise for his clients.  This includes leading special projects such as Pooled Employer Plan Searches, Recordkeeper Searches, Plan Harmonization Projects, and Plan Design Studies.

Prior to joining Agilis, Scott was a Principal with Mercer leading their DC Mid-Market Team in the northeast.  For over two decades, Scott has worked with plan sponsors during times of change, including period of rapid growth, mergers and acquisitions, and divestitures.

Scott has a Bachelor of Science degree in Mathematics from the University of Connecticut.

Tom Cassara is the CEO of Agilis and a senior consultant. As a senior consultant, he partners with institutional clients across the investment and actuarial spectrum. This includes defined benefit, defined contribution, not-for-profit, and retiree medical. Tom works with clients to bring his 30-plus years of experience across a wide range of institutional organizations to provide custom solutions.

Before joining Agilis, Tom was a Senior Partner with Mercer leading their U.S. East Wealth business and providing clients strategic investment and actuarial advice. He has consulted with organizations with less than $100M in assets to greater than $5B in assets. His experience includes working with corporations, not-for-profit organizations, church organizations, healthcare entities, and endowments and foundations.

He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a CFA Charterholder, and has a Series 3 license. Tom has a Bachelor of Science degree from Wake Forest University.

Michael Clark is a Managing Director in Agilis’s Denver office.

In his role, Michael consults on all aspects of financial risk management for defined benefit plans, retiree medical plans and defined contribution plans. He has led numerous clients through pension risk transfers and other complex, strategic pension projects. Before joining Agilis in 2013, Michael worked for Mercer and October Three.

He is a Past President of the Conference of Consulting Actuaries, continues to provide leadership to several committees, and is the host of the CCA’s Leadership Development podcast. He also participates in the leadership of the Western Pension & Benefits Council – Denver Chapter.

Michael is a frequent speaker at industry and professional association conferences on pension risk management, pension risk transfers, and pooled employer plans. He has had several articles published in major trade magazines, is regularly quoted in retirement-related articles, and has appeared on Bloomberg Radio.

He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Chartered Financial Analyst Charterholder, a Fellow of the Conference of Consulting Actuaries, and a Member of the American Academy of Actuaries. He also holds a Series 3 license. Michael graduated magna cum laude from Brigham Young University with a B.S. in statistics.

Mike Faulkner is the Chairman and majority owner of Agilis. Mike was the founder of P-Solve in 2001 and was CEO from inception through its merger with River and Mercantile Asset Management and subsequent IPO of the Group. He stepped down to become CIO and was integrally involved in R&M’s macro investment offering since its inception in 2003. The industry widely recognizes Mike, including his ranking as first in the Financial News “Most Influential in Asset Management” in 2011.

Philip Gorgone is a Managing Director in Agilis’s Boston office.

Phil has been working in the investment industry for over 35 years. He works closely with institutional clients in all investment strategy and implementation aspects. Key areas of expertise are asset allocation, portfolio management, risk management, and trade execution.

Before joining Agilis in 2006, Phil spent seven years with John Hancock as a member of the Global Investment Strategy Team, responsible for the portfolio management, manager selection, and oversight for Hancock’s General Account, 401(k), and pension portfolios.

Before Hancock, Phil worked as a Portfolio Manager/Director of Research with Durkee Capital Advisors and as a Research Analyst with Magna Venture Partners.

He holds the Chartered Financial Analyst designation, is a Commodity Trading Advisor, and holds a Series 3 license. Phil has a B.B.A. (Honors) in finance from the University of Massachusetts in Amherst and an M.S. in finance from Suffolk University (first in his class).

Kristina Hepburn is a Consultant in Agilis’s Boston office.

In her role, Kristina supports the investment team with research and analysis, advises clients on investments, and assists with client reporting. Kristina has worked at Agilis for 10 years. She also spent two years working in personal financial planning at The Harbor Group, and sat on the investment team.

Kristina holds a bachelor’s degree from Union College, holds the Chartered Financial Analyst® designation, is a member of the CFA Society Boston, and holds the Certified Financial Planner® designation.

Andrew Lape is a Senior Consultant in Agilis’s Denver office.

Andrew is responsible for consulting clients on their day-to-day retirement benefit needs, including defined benefit pension, SERP, and retiree medical plans. He has led clients through plan design, administration outsourcing, and pension risk transfer opportunities. Before joining Agilis in 2020, Andrew started his actuarial career at WTW. He also serves on the Western Pension & Benefits Council’s Denver Chapter Board.

Andrew is a Fellow of the Society of Actuaries, an Enrolled Actuary, and a Fellow of the Conference of Consulting Actuaries. He earned a B.S. in mathematics with a concentration in Actuarial Science from Colorado State University, including a minor in Japanese Language.

Mike Lynch is a Senior Consultant in Agilis’s Boston office.

He works with the Boards, Trustees and Investment Committees of corporations, municipalities and other public entities, endowment and foundations, and Taft Hartley organizations in setting investment strategy, risk management and asset allocation.

Mike has works at Agilis and its predecessor firms since 2001.Prior to that, Mike worked at Higgins Associates and Bay Colony Financial Management in portfolio management and investment research.

Mike is a member of the Investment Committee. The committee determines asset allocation for all discretionary portfolios. He is also a member of the compliance team and the defined contribution team. A primary responsibility of each team is to identify appropriate strategy, investments, and oversight for client portfolios.

Mike graduated with a BA, International Studies, from Stonehill College. He’s been active in local youth and service organizations.

Terence Mahoney is the Chief Compliance Officer of Agilis, who works out of the Boston office.

In this role, Terence manages the investment advisor compliance programs for the firm’s SEC, NFA, and FCA registrations. Terence also provides in-house counsel legal services, and oversees operations across the firm.

Prior to joining Agilis, Terence was a Senior Compliance Manager in the compliance department of MFS Investment Management and an Associate Counsel in the legal departments of Manulife Financial and John Hancock Financial Services. Terence is licensed to practice law in Massachusetts.

He earned a Bachelor of Arts in European history from Harvard University and a Juris Doctor from Suffolk University Law School.

Ryan McGlothlin is a Managing Director in Agilis’s Boston office.

Ryan works with institutional investors on customized investment and risk management strategies. He has vast experience helping clients achieve their objectives more efficiently through asset allocation, prudent use of derivatives and leverage, risk transfer strategies, and cost optimization.

Ryan joined Agilis in 2007 from Barclays in the UK, where he helped institutional investors to utilize derivatives. He holds an M.B.A. from the University of Chicago Booth School of Business and a B.A. (Honors) from the University of Texas at Austin.

Lauren Meyer is a Senior Consultant based in Milwaukee, WI.

Lauren helps companies achieve their benefit plan goals from a financial, operational, and participant experience perspective. Lauren is responsible for leading pension actuarial and administration services for her clients and consulting on strategic opportunities, including pension risk transfers, investment design, and plan design. She has experience with qualified and non-qualified defined benefit plans, defined contribution plans, and post-retirement welfare plans. Lauren has led numerous plan sponsors through the plan termination and annuity buy-out processes. Internally, Lauren leads Agilis’s actuarial team operations.

Before joining Agilis in 2016, Lauren was a Consultant at WTW, advising mid to large-size U.S. and international corporations.

Lauren is an Enrolled Actuary, an Associate of the Society of Actuaries, and a Fellow of the Conference of Consulting Actuaries. She received a B.B.A. degree with distinction in actuarial science and risk management and insurance from the University of Wisconsin School of Business.

Justyna is a Senior Consultant and Co-Head of the Investment Team in Agilis’s Boston office.

She brings over 15 years of invaluable experience in institutional financial services. Her extensive background spans pure consulting and comprehensive fiduciary management for diverse clients. At the forefront of her responsibilities is the adept implementation, design, and oversight of various defined benefit and defined contribution retirement plan investment and plan design strategies. She is a valued member of the Investment Committee and multiple research teams.

Her credentials include the Chartered Financial Analyst® designation, alongside active membership in the CFA Society Boston. Justyna’s academic foundation comprises a B.A. in economics and an M.S. in finance from Clark University.

Bill Mischell is a Managing Director in Agilis’s New York Office.

As a consulting actuary, Bill supports clients in all aspects of their retirement programs, including defined benefit, defined contribution, and other post-employment benefit (OPEB) plans. He consults with clients to develop strategies to reduce costs and manage risk, including plan design, annuity placements, plan terminations, and other de-risking strategies. His expertise includes deferred compensation and nonqualified retirement plans, Section 409A of the Internal Revenue Code, accounting (US and International), mergers and acquisitions, retiree medical plan funding strategies, SEC reporting, and compliance.

Before joining Agilis in 2023, Bill was a Senior Partner at Mercer, a global consulting firm, leading client engagements for Fortune 100 companies.

Bill is an Enrolled Actuary under ERISA. He has a B.S. in math and a B.A. in economics from Queens College, CUNY.

Kevin Morrison is a Managing Director in Agilis’s Boston office and leads the Actuarial/Administration Business.

As a consulting actuary, Kevin supports clients in all aspects of their retirement programs, including defined benefit, defined contribution, and other post-employment benefit (OPEB) plans. He consults with clients to develop strategies to reduce costs and better manage pension risk, including plan redesign, annuity placements, plan terminations, and other de-risking strategies.

Before joining Agilis in 2016, Kevin was a consulting actuary with John Hancock Retirement Plan Services and was part of the acquisition of New York Life Retirement Plan Services. Kevin started his actuarial career with Mercer in 2004.

Kevin is an Associate of the Society of Actuaries and an Enrolled Actuary. He is a member of the Retirement Planning Committee for the New England Employee Benefits Council. He received a B.A. in math and physics from the College of the Holy Cross.

David Rosenblum is a Managing Director of Agilis’s New York City office.

In his role, David consults on all aspects of retirement plans, including financial management, plan design, exit strategies, and multiple employer plan consulting.

Before joining Agilis, David was at Mercer for 29 years, where he led the New York Retirement and Wealth Business and was a member of the US Leadership team. During this time, he gained significant experience consulting numerous Fortune 500 and Fortune 100 companies with jumbo-defined benefit plans. He was an innovation leader at Mercer, developing new and unique pension strategies. David has also been a speaker on workforce and pension cost savings strategies at the Society of Actuaries, World at Work, and Committee on Investment of Employee Benefit Assets (CIBA) conferences.

He is a Fellow of the Society of Actuaries and an Enrolled Actuary. David graduated from Colgate University with a B.A. in economics.

James Walton is a Managing Director in Agilis’s Boston office.

James advises institutional investors and is head of Agilis’s derivatives business. He also leads Agilis’s Independent Expert function, which performs due diligence on the insurers active in the US pension risk transfer market.

Before joining Agilis in 2016, James was a portfolio manager at Legal and General and was responsible for the investment strategy of the company’s US insurance business. James started his career at Aon in London as a consultant on asset allocation and analytics.

James is a Fellow of the Society of Actuaries and holds a masters in physics (summa cum laude) from The University of Oxford.