Our Team

Jessica Gale

Operations Administrator

Jessica joined Alpha Pension Group in 2021 and oversees internal workflows to ensure plan action items are managed effectively through the CRM system. Jessica also maintains Alpha’s secure document repository containing critical client material, such as meeting minutes, quarterly investment reports, investment policy statements and benchmark reports. Jessica’s diligence and communication skills are paramount to her current role as she ensures Alpha’s database systems enable the team to provide accurate, timely and valuable information to their clients to assist them in satisfying their fiduciary responsibilities and offer a competitive retirement benefit to their employees.
Prior to Alpha, Jessica worked as an independent stylist for six years working individually with customers on their specific needs and requests.
Jessica loves spending time with her three children enjoying their activities and together in constant search for the sun either on the slopes, a trail, or the water.

Education
Syracuse University, B.S. Retail Management and Consumer Studies

Mike Newton

Director – Retirement Plan Client Services

Mike joined Alpha Pension Group in 2012 and helps manage the daily operations of Alpha’s clients. He provides support to assist with plan design, ERISA compliance, and fiduciary governance. He loves working for Alpha where he can wear multiple hats and engage in all aspects of the retirement plan process, thus helping to ensure clients receive premium service and quality. As Mike says, “Alpha Pension is a small business with a big mission.” Mike enjoys working closely with plan sponsors towards increasing plan effectiveness and positive retirement outcomes for employees.

Prior to joining Alpha, Mike worked as a Retirement Plan Manager for more than a decade at both The Hartford and MFS Investment Management. Mike’s extensive experience enables him to leverage his retirement plan experience and help ensure excellent service experiences for Alpha’s clients.

Mike is an avid outdoorsman and enjoys skiing, sailing, hiking, and camping. Mike’s favorite job, however, is raising his two boys. He’s slowly chipping away at the NH 4,000 Footers, having summited 34 of the 48 peaks – a goal which began after completing the Presidential Traverse in 2006.

Education and Professional Designations
St. Lawrence University, B.A. Economics and Environmental Studies
Accredited Investment Fiduciary® (AIF®)

Chris Mansour

Manager – Retirement Plan Client Services

Chris joined Alpha Pension Group in 2013 and is responsible for assistance with the design, implementation, and maintenance of client plans. Chris’ extensive experience with ERISA compliance, daily plan operations and relationship management is invaluable to his clients. He works closely with third party administrators and record-keepers to help implement plan amendments, execute fund changes and ensure all clients meet their fiduciary responsibilities. With Chris’s comprehensive experience in the industry, he engages with all aspects of the retirement plan and is a vital source of knowledge for the Alpha community.

Prior to joining Alpha, Chris worked for more than a decade in the retirement services industry. He started as a client service representative at MFS Investment Management and then transitioned to The Hartford and MassMutual to work as a plan manager for qualified plans.

Chris values spending time with his wife and daughter and family friends. On sunny Sunday afternoons, he enjoys running and cycling, and even completed the Boston Marathon in 2002!

Education and Professional Designations
College of the Holy Cross; B.A. History
University of Massachusetts, Lowell; M.Ed.
Boston University; Certificate in Financial Planning
Accredited Investment Fiduciary® (AIF®)
Massachusetts Life and Health Insurance license
FINRA Series 6 and 63 securities registrations through LPL Financial

Lisa Gerbrands

Manager – Retirement Plan Client Services

After more than 20 years in the retirement plan industry, Lisa joined Alpha Pension Group in 2018. Lisa manages new client implementations and plan transition operations. Lisa’s exceptional attention to detail and project management skills ensure smooth client conversions and seamless implementations. Furthermore, Lisa enjoys providing support to help guide plan sponsors through their fiduciary responsibilities and helping them feel confident that all DOL and IRS requirements are being addressed to help ensure plan operational compliance.

Lisa spent the first 10 years of her financial services career at Putnam Investments before joining Mercer. After ten years with Mercer, Lisa transitioned to Transamerica. Lisa’s extensive operational and institutional recordkeeping knowledge makes her a fantastic asset to the Alpha team and clients. She understands the importance of collaboration and works to create efficiencies and provide superior service for Alpha’s clients.

In her free time, Lisa enjoys watching her kids compete in dance and sports. She also treasures her time spent in Maine with her family and their dog.

Education and Professional Designations
Bridgewater State University, B.A. Communications

Tara Reiss

Manager – Retirement Plan Services

Tara joined Alpha Pension Group in 2019 and is an integral part of building meaningful relationships with all of Alpha Pension’s valued clients. Tara is responsible for overseeing the scheduling and preparation of all meetings and conference calls conducted by advisers and education consultants, whether it be investment committee meetings, group education meetings, or individual participant meetings. Furthermore, she facilitates client communications and ensures all clients have their voices heard by the Alpha team.

Prior to joining Alpha, Tara was a client service manager for 7 years and learned to manage multiple client tasks simultaneously as well as developed excellent organizational and administrative skills that now enable her to consistently exceed client expectations.

When not at work, Tara loves spending time with her family in coastal Maine. In addition, she coaches both All-Star and high school cheerleading and her favorite memory was reaching the Nationals competition in Texas.

Education
University of Massachusetts, Lowell; B.S./B.A. Management and Marketing

Sam Frick

Manager – Investment Services

Working in Investment Services, Sam will provide key support to the day-to-day operations. Prior to this role, Sam held analytic and accounting positions for multiple healthcare companies, as well as graduating from Providence College with a B.A. in Economics.

In his former roles Sam accrued recognition from leadership for his ability to improve work processes and increase workflow efficiency. Sam was also inducted into the International Honors Society for Economics for his work at Providence College.

In his spare time, Sam enjoys biking, playing golf, kayaking, hiking, and watching sports.

Education
B.A., Providence College

Jay Sullivan

Manager – Investment Services

Jay joined Alpha Pension in 2021 as Manager of Investment Services to provide assistance in the monitoring of our book of business as well as assistance in researching and analyzing nvestments that are used in our clients’ retirement plans. Jay also oversees report preparation, document reviews and day-to-day operations of the investment team.

Prior to joining Alpha Jay worked for many years in the financial services industry at John Hancock as well as Fidelity Investments and brings his expertise in the operations area.

Out of the office, Jay enjoys spending time with his wife and daughter and beach days on The Cape. He is also a board member and coach for youth sports and likes hitting the links when time permits.

Education
Received a B. S. from Roger Williams University

Stefan Sabbagh

Director Retirement & Private Wealth

Stefan joined HUB New England in 2023 and brings over 18 years of experience in the financial industry by working with retirement plan participants, individual private wealth clients as well as small business owners. Stefan will be part of a team dedicated to bringing financial resources to our retirement plan participants.
In his former roles, Stefan worked as a Senior Retirement Consultant with Voya Financial for 15 years and as a Financial Advisor with Ameriprise for 3 years. Stefan brings a passion for helping individuals identify and pursue their retirement goals through wealth management and financial planning.
When not in the office, Stefan enjoys spending time with his family.
Education and Professional Designations:
University of Connecticut, B.A. Political Science
Chartered Retirement Planning Counselor
FINRA Series 6, Series 7 and 63 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners, LLC

Chuck Burke

Director Retirement Plan Services

Chuck joined Alpha Pension Group in 2022 with more than 25 years of experience with retirement plans and employee benefits. As an advocate for plan sponsors, Chuck focuses on achieving positive outcomes for plan participants so they can enjoy their retirement years.
Before joining Alpha, Chuck worked for MetLife, the Standard, and Sun Life Financial where he leveraged his employee benefit and retirement income expertise to help people achieve lifetime financial security.
When he’s not in the office, Chuck loves travelling, live music, and spending time in Narragansett, RI. He’s also an avid men’s league hockey player.
Education and Professional Designations
Colby College, B.A. Economics
CFP®
CEBS
Series 65 Registered with Global Retirement Partners, LLC

Ben Murphy

Director – Retirement Plan Services

Ben joined Alpha Pension Group in 2021 and brings over 10 years of experience in the financial services industry, and a passion for helping clients build and maintain successful retirement plan programs for everyone. Always ready to help, he enjoys being a resource for clients to drive positive outcomes in all aspects of their
organization.
Prior to joining Alpha, Ben gained valuable experience working directly with retirement plans at Voya Financial and CUNA Mutual Group. He leverages his knowledge of our provider partners to give thoughtful and objective guidance to help design and grow a successful plan.
When not in the office, Ben enjoys fishing, hiking, and golf. He also enjoys a good cookout and BBQ with family and friends to balance out the hiking!
Education and Professional Designations
University of Connecticut, B.A. English
FINRA Series 6 and 63 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners, LLC

Nicole Rhind

Director Retirement Plan Services

Nicole joined Alpha Pension Group in 2018 and specializes in plan design support, expense analysis, plan benchmarking and investment fiduciary oversight to help clients offer competitive retirement plans; foster employee retirement readiness; and satisfy plan fiduciary requirements. Nicole leverages her 20 years of industry knowledge and experience to deliver objective guidance and support to her clients. She believes, “retirement should be awesome, and every employee deserves the retirement they have always dreamed of.”

Prior to Alpha, Nicole worked for Thomson Financial Services before moving to Amman, Jordan where she worked for USAID. While overseas, she worked on a project focused on modernizing the Jordanian Stock Market to attract retail and institutional investors. In addition, Nicole was a vice president in Fidelity Investments’ retirement division for 15 years both prior to and after her time in Jordan.

In her free time, she enjoys family beach days, skiing, and gardening. She also likes to run and is always recruiting for the annual Narragansett Blessing of the Fleet road race!

Education and Professional Designations
Boston College; B.S. Marketing
Middlebury School of International Studies at Monterey; M.B.A.
Certified Plan Fiduciary Advisor (CPFA)
FINRA Series 7 and 63 securities registrations held through LPL Financial; Series 65 held through Alpha Pension Group, Inc.

Joseph Simmons

Director of Education Services

Joe joined Alpha Pension Group in 2022 and brings over 25 years of experience in the financial services and retirement plan industries. In this role, he conducts group meetings and individual one-on-one sessions with participants around retirement plan education. With a passion for personal finance, Joe’s goal is to make complex investment concepts understandable to participants to provide guidance towards a comfortable retirement.

Prior to joining Alpha, Joe was an investment consultant for NY Life Retirement. In this role he worked with plan sponsors to ensure participants were offered the most appropriate investment choices. He also worked and shared his knowledge in the stable value area, one of the most conservative investment options found in many 401k plans.

Out of the office, Joe enjoys being a modest golfer in the summer and skier in the winter. He also enjoys hanging out with his wife and three college-age children (when they are around). A music fan, Joe plays in a neighborhood band for anybody willing to listen.

Education and Professional Designations
Northeastern University, MBA
Northeastern University, B.S. Finance

Chartered Financial Analyst (CFA) Designation; FINRA Series 7 and 63 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners, LLC

David Bradshaw

Director Retirement & Private Wealth

David joined Alpha Pension Group in 2013 and works with clients on an individual basis to help them pursue their investment goals. Whether it be through one-on-one consultations with plan participants or through client group education, David strives to help clients stay on the right track. He designs and provides guidance on investment strategies, asset allocation and risk diversification. David welcomes inquiries from plan participants and truly enjoys helping them on their path towards retirement readiness.

Prior to joining Alpha, David worked in private wealth management. During this time, he developed deep functional expertise while gaining broad exposure to business and client relationships, both valuable skills he brings to the Alpha team.

David enjoys stand-up comedy, reading, and sports. When not spending time with his family in Salem, you can find him catching up on the latest Dave Chapelle Netflix special.

Education
Amherst College, B.A. Pre-Law
FINRA Series 6 and 63 securities registrations held through LPL Financial; Series 65 held through Alpha Pension Group, Inc.

Tom Morris

Employee Education Consultant

Tom is an Education Consultant with Alpha Pension Group. In his role, he conducts employee education presentations and individual meetings designed to help participants pursue retirement readiness.

Tom began his career in financial services in 2000 helping individuals with their retirement planning and investment needs. Prior to joining Alpha Pension Group, Tom’s most recent role in the industry was Director of Group Retirement Plans for a large Registered Investment Advisor.

Tom specializes in providing guidance to employees to assist in their understanding of their retirement plan benefits.

Tom’s outside interests include cooking and home renovations. Tom and his wife live in Bedford, NH along with their cat and two rabbits.

Dale Powers

Employee Education Consultant

Dale joined Alpha Pension Group in 2019. As an Education Consultant, he conducts large group meetings, virtual webinars, and one-on-one financial education meetings with plan participants. Regardless of the mode of delivery, Dale is a skilled communicator and helps ensure plan participants understand the importance of retirement planning. Furthermore, Dale breaks down the complexities of financial planning and guides clients in the enrollment and investment selection processes. He wants participants to understand that he, and the greater Alpha community, are invested in them as people and driven to help them succeed.

Dale worked for 27 years in the compliance industry, spending 11 years as a vice president at New York Life and John Hancock. Through his career in financial services, Dale has developed a firm understanding of market cycles and the importance of creating a diversified portfolio for the long term. At Alpha, he employs this knowledge to help educate clients and alleviate plan participant concerns particularly during times of extreme market volatility. Dale enjoys sharing his experience and knowledge to help others pursue their retirement goals.

Dale is a talented musician and, when not in the office, you can find him playing trumpet in a big band. He also designs halftime shows for high school and college marching bands.

Education and Professional Designations
Lexington University, B.S. Criminal Justice
FINRA Series 7, 26 and 63 securities registrations held through LPL Financial; Series 65 held through Alpha Pension Group, Inc.