Audrey White is a senior consultant for the Hyas Group. She is responsible for managing institutional client relationships and providing advice to plan sponsors, investment committees and boards as they carry out their obligations to their respective investment portfolios. With more than 20 years of experience in the investment services industry, Ms. White offers clients valuable perspective on retirement plan administration and design, investment portfolio construction and the ongoing monitoring and due diligence required of today’s retirement plans and institutional portfolios. She is focused on helping clients develop innovative solutions that promote successful participant and portfolio outcomes.
Prior to joining the Hyas Group, Ms. White served as a senior relationship manager for Morley Capital Management where she specialized in assisting the firm’s clients with the implementation and evaluation of stable value, fixed income investment solutions. During her 13 years at Morley, she worked directly with public and corporate plan committees overseeing retirement programs ranging in size from $10 million to over $2 billion in assets. Her expertise in navigating the complexities of the insurance contracts and accounting mechanics associated with most stable value products is also sought by recordkeepers, investment advisors and other industry professionals.
Ms. White graduated with a Bachelor of Arts degree in Journalism and Communication, with an emphasis in Business Administration, from the University of Oregon. Ms. White is a current FINRA Series 65 license-holder and formerly held Series 7, 63, licenses, along with an insurance license with the State of Oregon. She is a member of the National Association of Government Defined Contribution Administrators (NAGDCA) and Women in Pensions Network (WiPN).