Benefit from our insights Advice made stronger with the right partner

The Catanella Institutional Consulting Group Kenneth G. Catanella, Brian A. Catanella, Stephanie N. Cohan, Lucy J. Martinka

The Catanella Institutional Consulting Group


phone

215-972-6826
800-523-4144



phone

855-219-4379



address

UBS Financial Services Inc.
Mellon Bank Center
1735 Market Street
Philadelphia, PA 19103



Today's retirement plan landscape, marked by ongoing change, requires greater focus on fiduciary responsibility and new management challenges for plan sponsors.

We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.

We are on the front lines of the new retirement, and we stand ready to help you and your participants meet the challenges of today's world.


The Catanella Institutional Consulting Group has been recognized as an industry leader.

  • Barron's Top Institutional Consultants, 2018
  • PLANADVISER Top 100 Retirement Plan Advisors, 2017, 2018
  • PLANSPONSOR Retirement Plan Adviser Small Team of the Year, 2016
  • Financial Times Top 401 Retirement Plan Advisors, 2016, 2017

Brian Catanella has been recognized as an industry leader.
  • NAPA Top Retirement Plan Advisor Under 40, 2018



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