Scott Cohen is an Investment Consultant and a co-founder. He has broad experience working with large retirement plan sponsors, and specialized knowledge of stable value products and annuities. He received a B.A. in Economics from Rutgers University and an M.B.A. in Finance from Fairleigh Dickinson University. Prior to forming Bellwether Consulting, Scott was an Investment Consultant for Prudential where he consulted with large-scale retirement plan sponsors to provide guidance on investment selection, policy formulation, and performance. Scott also has experience in the analysis of retirement plan liability cash flow and risk management, formulation of interest rates and terms for guaranteed investment contracts, and product development.
Jacob Finkel, CFA
Jacob Finkel is an Investment Consultant. Prior to joining the firm, he assisted in the proprietary trading of a fixed income relative value arbitrage strategy at top-20 hedge fund Millennium Partners. During his seven years in this role, Jacob developed an expertise in the U.S. Treasury bond market and portfolio management. Jacob received a B.S. in Mechanical Engineering from Pennsylvania State University and a Masters of Quantitative Finance from Rutgers University. In addition, Jacob holds the Chartered Financial Analyst designation and a member of the New York Society of Security Analysts.
Keith Hocter, CFA
Keith Hocter is an Investment Consultant and a co-founder. He received a B.S. in Computer Science from The Ohio State University and an M.B.A. from Rensselaer Polytechnic Institute. Prior to forming Bellwether Consulting, Keith led the Investment Services Team for Prudential’s defined contribution business, providing consulting support to large retirement plan sponsors. Keith also managed the RFP response, investment communication and education, and product development teams for retirement services. He has experience in financial analysis and modeling, and was responsible for forecasting earnings and credit ratings for Prudential and its asset management subsidiaries. Keith holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.
Lynda Sandersen is an Investment Consultant. Prior to joining the firm, she served as chief of staff for Prudential Retirement, where she supported strategic projects and planning activities. Lynda also has experience in sales and marketing, underwriting and liability/risk analysis, and product development for guaranteed investment contracts (GICs) and other stable value products. Lynda received a B.A. in English from Douglass College, Rutgers University and an M.B.A. in Management from New York University’s Stern School of Business.