PANC 2020: Opening Remarks Building a Team—and a Culture—in a Virtual Environment

Sean Patton
Founder and Partner, Westminster Consulting
Sean is a Founding Partner of Westminster Consulting, where he currently works with corporate, non-profit and foundation clients. Sean is involved in the local community through his memberships in Rochester Rotary. He is also the Past-President of the Board of Directors for Camp Haccamo, a Rotary Camp for individuals with disabilities. In addition, over the last 13 years Sean has served as the Chair of the Breast Cancer Coalition of Rochester’s ‘Tee’d Off at Breast Cancer Golf Tournament. Sean was recognized by 401kWire in 2009 as one of the 300 Most Influential Advisors in Defined Contribution. He is a member of the Goldman Sachs Retirement Advisor Council and the Blackrock DC Leaders Circle. Sean also sits on the advisory boards for both PIMCO and TIAA-CREF. Before founding Westminster Consulting, Sean helped develop the Private Client Group and Qualified Plan Consulting Group practices at Prudential Securities, Inc. Sean began his career in the financial services industry at Dean Witter in Rochester, NY, where he focused on the analysis of mutual funds and the impact on returns. Sean received his bachelor’s degree from the University of Dayton and earned his designation of Accredited Investment Fiduciary (AIF®), from the Center for Fiduciary Studies, in association with the University of Pittsburgh. As a former hockey player, Sean has applied his love for the sport to coaching a travel team for more than 20 years. Sean resides in Penfield, NY with his wife Donna and their three children.

Mike is the Executive Vice President at Fiduciary Investment Advisors, LLC (FIA). Also a senior consultant, Mike supports a number of non-profit, family office, corporate and governmental clients. Mike has been advising institutional clients for over 20 years and has a wide range of expertise in portfolio construction, asset allocation, investment manager oversight, fee analysis, peer benchmarking, and the like. Mike is a member of FIA’s Investment Committee and Endowment & Foundation Subcommittee. Prior to founding FIA, Mike was a Senior Vice President and PRIME Consultant at UBS Financial Services Inc. Institutional Investor Magazine, PLANADVISOR, and others have recognized Mike as one of the nation’s leading institutional advisors, and he has been quoted in numerous industry publications, including Institutional Investor, PLANSPONSOR Magazine, Money Management Letter and Defined Contribution News.
Education: Babson College, MBA Boston College, BA
Outside Activities: CT Public Pension Forum, Founding Member
Horace Bushnell Memorial Hall, Board of Overseers and Investment Committee Watkinson School, Audit Committee, Past Trustee and Past Chair of Investment Committee Hartford Youth Scholars Foundation, Board Member Retirement Advisor Council
Personal Interests: Coaching youth sports, lead guitarist in The FourFathers

Joe is the President of Washington Financial Group a division of HUB International. Since 1990, he has maintained a commitment to building an organization centered on client needs that seeks to provide unsurpassed service and independent advice with a focus on outcomes. Joe is proud to lead the team at Washington Financial Group that was named the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year. Currently, Joe is a Board Member of the American Retirement Association. He is the Past President of NAPA. Joe, his wife Stacy and son Anthony live in Vienna, Virginia. He is active in the hockey community as both a coach and a player.

Steve is a Managing Partner at Mayflower Advisors with nearly 30 years of industry experience. He was named PLANSPONSOR Retirement Plan Advisor of the Year in 2009, inducted into the PLANADVISER Hall of Fame in 2011, and has been recognized with a number of other industry awards throughout the years, including repeatedly being named to PlanAdviser’s Top 100 List, 401kWire’s 50 Most Influential DC Advisors and the Financial Times Top 401 Advisors. Steve was a member of the founding Board of NAPA and served as its first President-Elect. After serving his term as President of NAPA in 2014, he became President of the American Retirement Association (ARA) in 2019 and still works closely with the organization. Steve was also a founding member of the Retirement Advisory Council (RAC) and has served on numerous advisory boards throughout the industry. He is a graduate of Colby College with a B.A. in both Honors Physics and Economics and, prior to founding Mayflower in 2002, held positions at MFS, Alex. Brown & Sons and H.C. Wainwright in various capacities related to retirement plans.