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. He actively consulted with several 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.
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. Keith has extensive experience in retirement and investment services. 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 has 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, where he serves on the Institutional Asset Management Committee.
Lynda Sandersen is an Investment Consultant. Prior to joining the firm Lynda served as Chief of Staff for Prudential Retirement, where she was responsible for supporting strategic projects and planning activities. Lynda also has extensive experience in sales and marketing, underwriting and liability/risk analysis, and product development for guaranteed investment contracts (GICs) and other stable value products, including development of a guaranteed, target maturity mutual fund series. 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.