Jayson Davidson, CFA

Jayson Davidson is the executive director and managing principal for the Hyas Group. He is responsible for providing a wide range of consulting services to the firm’s corporate, governmental, and non-profit defined contribution retirement plan clients. He also advises defined benefit pension plan boards, VEBA trusts, and other healthcare savings plan Boards. Mr. Davidson assists plan sponsors with a variety of functions including on-going investment monitoring and due diligence, vendor analysis, investment manager searches, fee analysis and negotiations, Request for Proposal (RFP) construction, investment policy statement development, global plan design, and legal/regulatory requirements. He frequently lectures at industry conferences on topics such as fiduciary responsibility, target-date fund trends, ideal plan design, and retirement plan fees and expenses.

Prior to joining the Hyas Group, Mr. Davidson served as a senior investment consultant at Arnerich Massena, Inc. During his six year tenure, he helped develop the firm’s corporate and governmental defined contribution plan practice, which served over 70 clients and $15 billion in assets. He also managed the majority of the firm’s vendor review and search-related projects. Prior to that, Mr. Davidson served as Vice-President for the Western United States division of ICMA Retirement Corporation. He was responsible for new client relationships and vendor transitions for 401(k), 457, and 401(a) plans. Mr. Davidson began his career in 1996 as a defined contribution and benefit consultant for Howard Johnson & Company.

Mr. Davidson graduated with honors from the University of California at Berkeley with a Bachelor of Science degree in Economics. He has passed the FINRA Series 6, 63 and 65 exams and has earned the right to use the Chartered Financial Analyst (CFA) designation. Additionally, he is a member of the Chartered Financial Analyst (CFA) Institute and the National Association of Government Defined Contribution Administrators (NAGDCA).