Inclusive, service-driven consulting solutions that address your organization's unique needs
The Willhite Institutional Consulting Group has been providing customized consulting services and solutions to a wide range of institutional clients for over thirty years. Our five person team specializes in assisting Public Retirement Plans, Corporate Retirement Plans, State and Local Governments, Insurance Companies, Religious Organizations, Foundations and Endowments and Not-for-profit Organizations. We leverage the resources and expertise of our global financial services firm to offer objective advice and creative strategies to address complex situations. In 2012, 2013 and 2014 The Willhite Institutional Consulting Group was named as one of the top 5 advisor teams of the year for their work with Defined Benefit Plans and Defined Contribution Plans by PLANSPONSOR Magazine
When you work with the UBS Institutional Consulting Group, you can be confident that you'll have the support of seasoned professionals who understand the challenges of running a large institutional investment program. We provide comprehensive advisory services and retirement solutions to more than 800 institutions. With each and every one of our clients, we hold ourselves to high standards of service. From the outset of our relationship, we carefully define and formally document our role including the extent of our fiduciary role for the contracted consulting services.
Jon P. Willhite, CIMA®
Jon has over 30 years of experience working with institutions. The Willhite Institutional Consulting Group, which was founded by Jon in 1995, was recognized by PLANSPONSORS magazine as a finalist for "Retirement Plan Advisory Team of the Year" in 2012, 2013 and 2014 and has also been named one of PLANADVISOR'S Top 100 Retirement Plan Advisers from 2012 through 2015. Jon was granted the 401(k) Advisor Leadership Award by the National Association of Plan Administrators in 2012 and 2013.
As a member of the select UBS Institutional Consulting Group, a Senior Institutional Consultant and a Senior Retirement Plan Consultant, he serves a variety of cities, unions, non-profits, corporations, hospitals and insurance companies. Jon is a member of the Illinois Public Pension Advisory Committee.
Jon graduated from the Texas State University with a B.A. in Finance, and later earned the designation of Certified Investment Management Analyst (CIMA®) through the Wharton School of Business. Through the Center for Fiduciary Studies at the Katz Graduate School of Business, University of Pittsburgh, Jon achieved the Accredited Investment Fiduciary (AIF®) designation.
Jon serves as a lead consultant on the team and attends Investment Committee meetings and quarterly performance reviews. His primary responsibilities include assistance with committee and governance structure development, investment policy development, asset allocation analysis, investment committee education, investment structure reviews and coordination and oversight of all investment consulting services.
CA, CO, FL, GA, IL, LA, MA, MI, MO, NC, NE, NV, NY, OH, OR, PA, TX, VA, WI
Robert Vaughan, CRPS
Robert has more than 7 years of experience working with institutions. Prior to joining his partner, Jon, in Houston, he was part of UBS Institutional Consulting Group program management in Weehawken, New Jersey where he worked with 135 Institutional Consultants with over $45 billion in assets under management. Robert was recognized by PlanSponsor magazine as a finalist for "Retirement Plan Advisory Team of the Year" in 2012, 2013 and 2014 and has also been named one of PlanAdvisor's Top 100 Retirement Plan Advisers from 2012 through 2015. Robert was granted the 401(k) Advisor Leadership Award by the National Association of Plan Administrators in 2012 and 2013. In 2015 he was recognized as one of the Top 401 Retirement Plan Advisors by the Financial Times.
As a Senior Retirement Plan Consultant, he serves a variety of cities, unions, non-profits, corporations, hospitals and insurance companies. Robert graduated from Baruch College in New York City with a Masters in Finance, and later earned the designation of Chartered Retirement Plan Specialist (CRPS®). Through the Center for Fiduciary Studies at the Katz Graduate School of Business, University of Pittsburgh, Robert achieved the Accredited Investment Fiduciary (AIF®) designation.
Robert serves as a lead consultant on the team and attends Investment Committee meetings and quarterly performance reviews. Robert works with clients to develop and implement participant education strategies, conduct fee and benchmarking reviews and provides plan merger and Voluntary Correction Program assistance.
CA, CO, DE, FL, GA, IL, LA, MA, MI, MO, NC, NE, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WI
Registered Client Service Associate
Brenda is the team's Senior Client Service Associates and has over 14 years of experience in the institutional retirement plans arena. Brenda performs day to day operations for institutional accounts, coordinates monthly cash flow requirements for clients and interfaces with client's staff, auditors, accountants, attorneys and other professionals.
Taylor has more than 11 years of experience working with institutions and serves as the team's administrator. She is primarily responsible for issuing and evaluating recordkeeper, custodian and investment manager request for proposals for the team's institutional clients. In her role, she works closely with client's benefits and investment committees, human resources staff and procurement personnel to transition and implement new vendor relationships. Her areas of focus include benefits platform re-engineering, total rewards, and benefit cost and market trend analysis.
Taylor earned a B.S. in Finance from St. Edward's University in Austin, Texas and is a member of the Illinois Public Pension Fund Advisory Committee.