Articles from Segal Marco Advisors

Segal Marco Advisors, one of the largest U.S.-based investment consulting firms, has appointed Seth Almaliah and John Marco as Co-Presidents, effective July 1, 2026. This leadership change follows the ongoing succession planning that characterizes Segal Marco’s approach to firm management, ensuring a seamless transition for clients and professional staff. The Co-Presidents will report to John DeMairo, President and CEO of Segal, as outgoing President Sue Crotty retires.

Segal Marco Advisors, one of the largest U.S.-based investment consultancies, has received a 2024 Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category by Coalition Greenwich, a leading global provider of data, analytics and insights to the financial services industry. This is the sixth time that Segal Marco has been given this honor, a direct reflection of the company’s dedication to outstanding client satisfaction.

Segal Advisors, Inc. d/b/a Segal Marco Advisors, one of the largest U.S.-based investment consultancies, has acquired Milliman Inc.’s San Francisco Investment Consulting Practice. This is Segal Marco’s third acquisition and enables the firm to continue to enhance client services.

Segal Marco Advisors, one of the largest U.S.-based investment consultancies, has been designated as a 2021 Greenwich Quality Leader in the Large Consultants category by Coalition Greenwich, a leading global provider of data, analytics, and insights to the financial services industry. This is the fourth year in a row, and the fifth time in six years, that Segal Marco has received this distinction, reflecting its continued outstanding client satisfaction ratings in the annual survey.