News and Press | April 26, 2024

Segal Marco Advisors Receives the Greenwich Quality Leader Designation for the Fifth Time

Segal Marco Advisors, one of the largest U.S.-based investment consultancies, has received a 2023 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 fifth time that Segal Marco has been given this honor, a direct reflection of the company’s dedication to outstanding client satisfaction.

Greenwich Quality Leader

“We are truly honored to once again be recognized by our clients for our commitment to excellence,” said John DeMairo, President and CEO of Segal Marco Advisors. “Our dedication to providing exceptional client service is at the core of what we do, and we appreciate this acknowledgement.”

Coalition Greenwich conducted interviews with 708 senior professionals at 575 of the largest tax-exempt funds in the United States, including Taft-Hartley funds, public funds, endowments and foundations, insurance general accounts, and healthcare organizations. The respondents evaluated their asset management and investment consulting providers on a series of key metrics, including investment counseling, client servicing and manager selection.

About the Greenwich Award

The Greenwich Quality Leader Award was awarded to Segal Marco Advisors by Coalition Greenwich (an unaffiliated entity) on April 23, 2024, and is based on Segal Marco’s investment advisory services from February 2023 through November 2023.


About Segal Marco Advisors

Segal Marco Advisors, a member of the Segal family of companies, delivers trusted advice that improves lives. Segal Marco delivers innovative, client-driven investment consulting advice, outsourcing solutions, proxy voting and corporate governance services. Clients include joint boards of trustees administering benefit plans under the Taft-Hartley Act, state and local governments, corporations, non-profit organizations, endowments and foundations. The firm works with financial services firms through Rogerscasey, a Division of Segal Advisors, and with Canadian clients through Segal Marco Advisors Canada.


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Outlet: NCPERS Blog  |  Spokesperson: Julian Regan  |  Topic: Governance, Public Pensions
Outlet: Business Insider  |  Spokesperson: Sue Crotty  |  Topic: Financial Markets, Investment Management
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Outlet: Reuters  |  Spokesperson: Geoff Strotman  |  Topic: Financial Markets, Equities, Investment Management
Outlet: Forbes Talks  |  Spokesperson: Maureen O’Brien  |  Topic: ESG Trends
January 2024
Outlet: Bloomberg Businessweek Radio  |  Spokesperson: Maureen O’Brien  |  Topic: ESG Survey Trends

The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. This article and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. On all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.

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