News

2017-05-30
Join Westminster Consulting, Baker Tilly, and Davis and Gilbert, for a complimentary webinar which will provide a 360-degree view of compliance issues for sponsors of tax-qualified retirement plans, including audit perspectives from leading experts in audit, legal and investments services, in regard...
2017-05-02
Charles Privitera has joined Westminster Consulting as a Senior Consultant.  Chuck will have client relationship responsibilities primarily in the Metro New York and Mid-Atlantic regions.  He will assist his clients with the design, implementation, and investment monitoring of their retirement plans....
2017-03-06
Westminster Consulting, the Rochester, NY based investment advisory and consulting firm has launched their new retirement education and participant advice program.  Westminster provides consulting and advisory services to company-sponsored retirement plans nationwide. Westminster Workplace SolutionsSM is...
2017-02-28
Mathew Barber has joined Westminster Consulting as a Senior Consultant.  Mr. Barber will lead Westminster’s new business unit, Westminster Workplace Solutions, the advice and guidance services provided to retirement plan participants. Prior to joining Westminster, Mathew was the Founder and Wealth...
2016-05-06
By: Nate Dougherty As benefit plans get more expensive and more complicated Westminster Consulting LLC sees more room to grow. The Rochester-based company provides fiduciary advice and investment research to clients with a focus on benefit plans. The company has used its expertise in the field to...
2016-03-31
Rochester, NY — March 31, 2016 —The first paragraph of the release entitled, Westminster Consulting is a PLANADVISER Top 100 Retirement Plan Advisers for the Third Straight Year states: “Of the 100 award recipients, there were eight New York State firms recognized. Westminster Consulting was the sole...
2015-09-17
Max Kesselring has joined Westminster Consulting as the Marketing & Public Relations Coordinator. Mr. Kesselring will be involved in social media, external communications, and Senior Consultant support.  Previously, he was a Community Affairs Specialist at Constellation Brands where he worked closely...
2015-06-04
Rochester, NY - Gabriel Potter upgraded to the next level of fiduciary analyst by earning his Accredited Investment Fiduciary Analyst designation from his Accredited Investment Fiduciary status. An AIFA designee's primary function is to perform assessments of an Investment Steward's, Advisor's, or Manager's...
2015-03-09
Founded and based in Rochester, New York, Westminster Consulting is the only Upstate New York firm within the Teams Category to be given this recognition. Rochester, N.Y., March. 9, 2015—Westminster Consulting is pleased to announce they have been once again named one of the PLANADVISER Top 100...
2014-12-16
ROCHESTER, NY — November 25, 2014 — Roland Salmi, MBA has joined Westminster Consulting as an Associate Analyst.  Mr. Salmi will be involved in performance analysis, client projects, and Senior Consultant support.  Previously, he was a Financial Advisor Associate at Morgan Stanley Wealth Management where...
2014-02-21
Founded and based in Rochester, New York, Westminster Consulting is the only upstate firm to be given this recognition. Rochester, NY, February 24, 2014—Westminster Consulting is pleased to announce they have been named one of the 2014 PLANADVISER Top 100 Retirement Plan Advisers. Out of all 100 award...
2013-01-03
Rochester, NY — January 7, 2012 — Westminster Consulting, LLC, a leading fiduciary governance and investment advisory firm launched Confero, an online magazine. The complimentary magazine will be published quarterly with a mission to become an educational resource for plan sponsors and HR professionals....
2012-09-12
ROCHESTER, NY — September 11, 2012 — Diana K. Powell has joined Westminster Consulting as its Senior Legal Advisor.  In this role she will be responsible for governance reviews and ensuring that clients remain compliant with the laws and regulations of ERISA.  Previously, she was a sole practitioner...
2012-07-13
Rochester, NY -- July 13, 2012 -- Westminster Consulting, LLC has been certified by CEFEX, the Centre for Fiduciary Excellence, LLC to the standard described in the handbook “Prudent Practices for Investment Advisors”. Westminster Consulting is among the first Investment Advisors globally and the only...