CFP®, CIMA®, CRPS®, QPFC
Graystone Consulting – The Atlantic Group
Sam Brandwein is an Institutional Consulting Director, Senior Vice President with Graystone Consulting, a business of Morgan Stanley, which provides full-service support to qualified and non-qualified retirement plans and traditional defined benefit plans. Services include fiduciary consulting, investment review, lineup construction, investment policy, plan design, committee training, recordkeeper coordination, and participant communication and education. Mr. Brandwein has more than three decades of investment industry experience. He is a past president of the National Association of Plan Advisors (NAPA) and has served on the board of the American Retirement Association. He was named a Financial Times “401 Top Retirement Advisor” for 2018.
Boca Raton, FL
Client Plans: 55