Rosemary Elly Guillette
Senior Vice President
Rosemary is a Senior Vice President in Segal Marco Advisors’ Atlanta office and has over 20 years of retirement consulting experience. As an expert in public pension design, Rosemary helps clients develop investment policy guidelines, implement investment manager searches and explore asset allocation decisions. She also assists clients with portfolio analysis.
Rosemary specializes in public sector plans with a focus on both defined contribution and defined benefit plans. She helps clients develop efficient plan structures that take full advantage of the various asset class options available to defined benefit plans, including value added real estate, hedge fund of funds, private equity fund of funds and absolute return strategies.
Rosemary consults to over $7 billion of assets under advisement for Segal Marco Advisors and her public plan clients range in value from $100 million to $2.5 billion. Rosemary also consults to Taft-Hartley plans mostly based in Washington, DC, which range in size from $20 million to $700 million.
Prior to joining Segal Marco Advisors, Rosemary specialized in estate planning, advising high net worth individuals at two prominent insurance companies.
Rosemary is a magna cum laude graduate of Regis College with a BA in Mathematics and a BA in Economics. She spent an undergraduate semester at American University studying Economic Policy. She has also studied Statistical Modeling at the Institute for Advanced Study (IAS) in Princeton, NJ.
Rosemary is a member of the National Association of Securities Professionals (NASP) and is currently serving as an Advisor to the Women In Leadership Program at the University of Tennessee, Knoxville.
Rosemary was recognized by the Defined Contribution Institutional Investment Association (DCIIA) as a 2023 Diversity, Equity & Inclusion (DEI) Rising Star.
She is a regular speaker at many public fund conferences and events throughout the country including the National Conference on Public Employee Retirement Systems (NCPERS) and the National Council on Teacher Retirement (NCTR).
Read insights from Rosemary
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Contact Rosemary
Leadership
Rosemary Elly Guillette
Senior Vice President
Rosemary is a Senior Vice President in Segal Marco Advisors’ Atlanta office and has over 20 years of retirement consulting experience. As an expert in public pension design, Rosemary helps clients develop investment policy guidelines, implement investment manager searches and explore asset allocation decisions. She also assists clients with portfolio analysis.
Rosemary specializes in public sector plans with a focus on both defined contribution and defined benefit plans. She helps clients develop efficient plan structures that take full advantage of the various asset class options available to defined benefit plans, including value added real estate, hedge fund of funds, private equity fund of funds and absolute return strategies.
Rosemary consults to over $7 billion of assets under advisement for Segal Marco Advisors and her public plan clients range in value from $100 million to $2.5 billion. Rosemary also consults to Taft-Hartley plans mostly based in Washington, DC, which range in size from $20 million to $700 million.
Prior to joining Segal Marco Advisors, Rosemary specialized in estate planning, advising high net worth individuals at two prominent insurance companies.
Rosemary is a magna cum laude graduate of Regis College with a BA in Mathematics and a BA in Economics. She spent an undergraduate semester at American University studying Economic Policy. She has also studied Statistical Modeling at the Institute for Advanced Study (IAS) in Princeton, NJ.
Rosemary is a member of the National Association of Securities Professionals (NASP) and is currently serving as an Advisor to the Women In Leadership Program at the University of Tennessee, Knoxville.
Rosemary was recognized by the Defined Contribution Institutional Investment Association (DCIIA) as a 2023 Diversity, Equity & Inclusion (DEI) Rising Star.
She is a regular speaker at many public fund conferences and events throughout the country including the National Conference on Public Employee Retirement Systems (NCPERS) and the National Council on Teacher Retirement (NCTR).
Read insights from Rosemary
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Contact Rosemary
Leadership
Rosemary Elly Guillette
Senior Vice President
Contact Rosemary
Rosemary is a Senior Vice President in Segal Marco Advisors’ Atlanta office and has over 20 years of retirement consulting experience. As an expert in public pension design, Rosemary helps clients develop investment policy guidelines, implement investment manager searches and explore asset allocation decisions. She also assists clients with portfolio analysis.
Rosemary specializes in public sector plans with a focus on both defined contribution and defined benefit plans. She helps clients develop efficient plan structures that take full advantage of the various asset class options available to defined benefit plans, including value added real estate, hedge fund of funds, private equity fund of funds and absolute return strategies.
Rosemary consults to over $7 billion of assets under advisement for Segal Marco Advisors and her public plan clients range in value from $100 million to $2.5 billion. Rosemary also consults to Taft-Hartley plans mostly based in Washington, DC, which range in size from $20 million to $700 million.
Prior to joining Segal Marco Advisors, Rosemary specialized in estate planning, advising high net worth individuals at two prominent insurance companies.
Rosemary is a magna cum laude graduate of Regis College with a BA in Mathematics and a BA in Economics. She spent an undergraduate semester at American University studying Economic Policy. She has also studied Statistical Modeling at the Institute for Advanced Study (IAS) in Princeton, NJ.
Rosemary is a member of the National Association of Securities Professionals (NASP) and is currently serving as an Advisor to the Women In Leadership Program at the University of Tennessee, Knoxville.
Rosemary was recognized by the Defined Contribution Institutional Investment Association (DCIIA) as a 2023 Diversity, Equity & Inclusion (DEI) Rising Star.
She is a regular speaker at many public fund conferences and events throughout the country including the National Conference on Public Employee Retirement Systems (NCPERS) and the National Council on Teacher Retirement (NCTR).
Read insights from Rosemary
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Leadership
Rosemary Elly Guillette
Senior Vice President
Contact Rosemary
Rosemary is a Senior Vice President in Segal Marco Advisors’ Atlanta office and has over 20 years of retirement consulting experience. As an expert in public pension design, Rosemary helps clients develop investment policy guidelines, implement investment manager searches and explore asset allocation decisions. She also assists clients with portfolio analysis.
Rosemary specializes in public sector plans with a focus on both defined contribution and defined benefit plans. She helps clients develop efficient plan structures that take full advantage of the various asset class options available to defined benefit plans, including value added real estate, hedge fund of funds, private equity fund of funds and absolute return strategies.
Rosemary consults to over $7 billion of assets under advisement for Segal Marco Advisors and her public plan clients range in value from $100 million to $2.5 billion. Rosemary also consults to Taft-Hartley plans mostly based in Washington, DC, which range in size from $20 million to $700 million.
Prior to joining Segal Marco Advisors, Rosemary specialized in estate planning, advising high net worth individuals at two prominent insurance companies.
Rosemary is a magna cum laude graduate of Regis College with a BA in Mathematics and a BA in Economics. She spent an undergraduate semester at American University studying Economic Policy. She has also studied Statistical Modeling at the Institute for Advanced Study (IAS) in Princeton, NJ.
Rosemary is a member of the National Association of Securities Professionals (NASP) and is currently serving as an Advisor to the Women In Leadership Program at the University of Tennessee, Knoxville.
Rosemary was recognized by the Defined Contribution Institutional Investment Association (DCIIA) as a 2023 Diversity, Equity & Inclusion (DEI) Rising Star.
She is a regular speaker at many public fund conferences and events throughout the country including the National Conference on Public Employee Retirement Systems (NCPERS) and the National Council on Teacher Retirement (NCTR).
Read insights from Rosemary
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
Leadership
Rosemary Elly Guillette
Senior Vice President
Contact Rosemary
Rosemary is a Senior Vice President in Segal Marco Advisors’ Atlanta office and has over 20 years of retirement consulting experience. As an expert in public pension design, Rosemary helps clients develop investment policy guidelines, implement investment manager searches and explore asset allocation decisions. She also assists clients with portfolio analysis.
Rosemary specializes in public sector plans with a focus on both defined contribution and defined benefit plans. She helps clients develop efficient plan structures that take full advantage of the various asset class options available to defined benefit plans, including value added real estate, hedge fund of funds, private equity fund of funds and absolute return strategies.
Rosemary consults to over $7 billion of assets under advisement for Segal Marco Advisors and her public plan clients range in value from $100 million to $2.5 billion. Rosemary also consults to Taft-Hartley plans mostly based in Washington, DC, which range in size from $20 million to $700 million.
Prior to joining Segal Marco Advisors, Rosemary specialized in estate planning, advising high net worth individuals at two prominent insurance companies.
Rosemary is a magna cum laude graduate of Regis College with a BA in Mathematics and a BA in Economics. She spent an undergraduate semester at American University studying Economic Policy. She has also studied Statistical Modeling at the Institute for Advanced Study (IAS) in Princeton, NJ.
Rosemary is a member of the National Association of Securities Professionals (NASP) and is currently serving as an Advisor to the Women In Leadership Program at the University of Tennessee, Knoxville.
Rosemary was recognized by the Defined Contribution Institutional Investment Association (DCIIA) as a 2023 Diversity, Equity & Inclusion (DEI) Rising Star.
She is a regular speaker at many public fund conferences and events throughout the country including the National Conference on Public Employee Retirement Systems (NCPERS) and the National Council on Teacher Retirement (NCTR).
Read insights from Rosemary
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
