Wendy Astorino joined The Monteverde Group as Senior Vice President of Retirement Plan Services and Financial Consultant to provide employee and executive benefits consulting, as well as investment management for both individual and institutional clients. She is responsible for the analysis of the investments utilized by corporate qualified and non-qualified plan clients, as well as individual clients. Wendy has extensive experience in the design and implementation of investment strategies for many Fortune 500 companies. Additionally, she is responsible for the development of qualified plan investment policy statements. Wendy also manages the qualified plan vendor selection process, which includes the analysis of prospective vendor administrative and investment services.
Prior to joining The Monteverde Group, Ms. Astorino’s financial services experience included positions with The Todd Organization, Merrill Lynch, and Aon Consulting.
She is a Registered Representative and Investment Advisor Representative with LPL Financial.