Joseph A. LoCicero, JD
President and CEO
Mr. LoCicero is President and Chief Executive Officer of The Segal Group and a member of Segal’s Board of Directors. He is a recognized expert on multiemployer pension issues and has worked extensively in all of the markets in which Segal provides consulting and actuarial guidance. Mr. LoCicero is located in the firm’s New York office.
Mr. LoCicero previously served as President, CEO, and Chairman of a major actuarial and human resources consulting firm.
Mr. LoCicero is a Member of the American Academy of Actuaries, a Fellow of the Conference of Consulting Actuaries, an Enrolled Actuary, and is admitted to the Bar in the states of New Jersey and New York. He received a BA in Mathematics from Hunter College and a JD from New York Law School. He is a former Board Member of the Employee Benefits Research Institute (EBRI), was designated a “Superstar” in the Human Resources field by HRO magazine, and is a recipient of the “Good Neighbor” award from Howard University. Mr. LoCicero was elected to the Board of Trustees of the National Labor College in 2011.
Senior Management Team
SVP, National Director, Multiemployer Consulting
Mr. Blumenstein is a Senior Vice President and the National Director of multiemployer consulting. Mr. Blumenstein has served as consultant to numerous multiemployer funds, including health and welfare plans, defined benefit pension plans, and defined contribution pension plans. His current clients include a range of multiemployer plans and international union plans. Mr. Blumenstein serves on The Segal Group’s Board of Directors, the Multiemployer Leadership Group and is a member of Segal’s senior management team. His responsibilities include firm-wide oversight of short-and long-term strategy as well as development and coordination of all multiemployer consulting services. Mr. Blumenstein also oversees Segal Communications and Segal Select Insurance.
Prior to joining Segal, Mr. Blumenstein worked for a major insurance company in all areas of employee benefits. Mr. Blumenstein joined Segal’s Washington, DC office in 1988 as a Benefits Consultant, was appointed a Vice President in 1994, and Senior Vice President in 1997. He served as Office Head for the Washington, DC office of Segal until 1999 when he became National Director of Multiemployer Consulting.
Mr. Blumenstein graduated magna cum laude from the University of Michigan with a BA in Philosophy.
SVP, Regional Manager - West
John Coyle is a Senior Vice President and Consultant in Segal’s Phoenix office. He is also responsible for overseeing operations for the company’s West region, which includes offices in Denver, Los Angeles, Phoenix, and San Francisco. An expert in the public sector health market, Mr. Coyle works with clients to develop and implement solutions to operational, benefit design and funding challenges. As a Senior Health Benefits Consultant, Mr. Coyle also assists in the design, implementation, and ongoing analysis of complex employee benefits programs for state agencies, large public sector consortiums, and municipal and county clients. He is an authority on issues relating to administration of benefits for school districts and public sector employees.
Prior to joining Segal, Mr. Coyle was Vice President of Human Resources for an Arizona hospital. He is an authority on issues relating to administration of benefits for school districts and public sector employees.
Mr. Coyle received a BS in Business Management from Arizona State University. He frequently speaks in Arizona and Colorado on a variety of employee benefit topics, including consumerism and consumer-driven health care and is frequently quoted in local publications.
President and Chief Executive Officer
Mr. DeMairo is the President and Chief Executive Officer of Segal Rogerscasey and has many years of investment consulting experience. He is located in the firm’s New York office and also serves on the Board of Directors for The Segal Group.
In addition to his management responsibilities, Mr. DeMairo serves as lead investment consultant to several major multiemployer, public and corporate plan sponsor clients, providing consulting services and expertise to defined benefit, defined contribution and other types of investment programs. He provides expertise in the development of investment strategies, the selection of investment managers and the measurement and evaluation of investment performance.
Mr. DeMairo is a magna cum laude graduate of St. John’s University, where he received a BS in Quantitative Analysis in 1985 and an MBA in Finance in 1988. Mr. DeMairo is a member of the Investment Management Consultants Association (IMCA) and the International Foundation of Employee Benefit Plans (IFEBP). He is a regular participant in the American Federation of Labor and Congress of Industrial Organizations’ (AFL-CIO) Investment Consultant Advisory Board.
SVP, National Public Sector Market Director
Cathie Eitelberg is a Senior Vice President in Segal’s Washington, DC office. She has extensive public policy experience with a focus on employee benefits and public finance. Ms. Eitelberg is the firm’s National Director of the Public Sector market and a member of its Senior Management Team.
An expert in public pension design, finance, and administration, Ms. Eitelberg consults with clients to develop and implement strategic solutions to operational, governance, benefit design and funding, and total rewards challenges. Ms. Eitelberg’s specialized expertise includes public pension policy, design and governance; public finance and plan administration; and total rewards strategies.
During Ms. Eitelberg’s 14-year tenure at GFOA, she represented public officials and employee retirement systems before Congress and the administration on municipal debt, tax and employee benefits issues. In addition, she managed research and developed tax and employee benefits policy. Ms. Eitelberg was a staff member of the National Conference of State Legislatures in the early 80’s.
She graduated from the University of Maryland (College Park, Maryland) summa cum laude with a BS degree in Business Management and continued to study in the Executive Education program at Harvard’s Business School. Ms. Eitelberg was appointed to the National Association of State Retirement Administrators’ (NASRA) Associate Advisory Committee for a three-year term, beginning August 2012.
SVP, Regional Manager - East
Mr. Flynn is a Senior Vice President and East Regional Manager in Segal's Hartford office. He is also on the firm's Board of Directors. Mr. Flynn provides consulting services in the health, flexible benefits, and retirement areas. He serves as Consultant to a number of public sector entities and collectively bargained health, pension, and annuity funds.
Mr. Flynn received an MA in Economics from Trinity College (Hartford, CT) and received both a BS and an MBA in Insurance and Finance from the University of Hartford. He attended the Harvard Business School’s Executive Education Program and is a Certified Employee Benefit Specialist. Mr. Flynn is also licensed as a Certified Life/Health Insurance Consultant and Broker.
Mr. Flynn is Past President of the Southern New England Chapter of CEBS. He is a member of the New England Employee Benefits Council, the International Society of Certified Employee Benefit Specialists, the Connecticut Conference of Municipalities, and the Government Finance Officers Association. In 2010, Mr. Flynn was elected to the Board of Visitors of the University of Hartford's Barney School of Business.
SVP, Regional Manager - Midwest
John Gingell is a Senior Vice President and Benefits Consultant in the Chicago office with extensive benefits consulting experience. As Midwest Regional Leader, he is responsible for overseeing Segal’s clients in the Chicago, Cleveland, Minneapolis and Detroit offices. Mr. Gingell is a member of Segal’s Multiemployer Leadership Group, and has previously served as Head of the Cleveland office.
Mr. Gingell provides health care and pension consulting advice to clients and specializes in developing strategic, customized solutions to help manage rising health care costs. His expertise includes claims data mining, aggressively managing vendor contracts, plan design, and incentivized wellness and disease management alternatives. Mr. Gingell also works to minimize employee dissatisfaction through carefully crafted communications. He helps clients address the short-term pension funding issues they are facing due to investment market activity while also maintaining focus on the appropriate long-term strategy for retirement income fund design. Mr. Gingell is passionate about staff development and encourages a collaborative environment in an effort to improve the quality and depth of client work.
Prior to joining Segal, Mr. Gingell had nine years of experience in employee benefits with a major insurance carrier, where he managed claim processing, customer service and client relationships in two claim processing centers. Towards the later part of his service, he focused on managing and selling large group health care accounts.
Mr. Gingell actively participates in various human resources, benefits and charity associations in the Midwest, serving in various board and committee positions. He is a frequent speaker at benefit conferences and other events on health care issues.
Mr. Gingell received a BS in Business Administration at The Citadel (Charleston, SC). He has taken numerous management, health care, and strategy courses at a variety of institutions and attended the Harvard Business School’s Executive Education Program. Mr. Gingell is active in The Executives Club of Chicago and other HR groups, and is a past chair of a Society for Human Resource Management (SHRM) Board. He is President of the Foundation Board at Northeastern Illinois University and Chairman of its Finance Committee. Mr. Gingell is also the Chairman of the Board of the Arts and Business Council in Chicago.
SVP and Actuary, Regional Manager - New York
Ms. Gleave is a Senior Vice President and Actuary in Segal’s New York office and has many years of retirement consulting experience. As the New York Regional Manager, she is responsible for overseeing operations for the New York office and is a member of Segal’s Senior Management Team. Ms. Gleave is also a Regional Retirement Practice Leader.
In addition to her consulting activities, she also performs actuarial valuations on behalf of plan sponsors, assists with PPA'06 certification/remedial plan efforts and works to navigate retirement plan issues with labor and management representatives engaged in the collective bargaining process. Ms. Gleave is the Enrolled Actuary for several national, regional, and local multiemployer defined benefit plans as well as several single employer (union staff) plans, primarily in the building trades, trucking and entertainment industries.
Ms. Gleave received a BS cum laude in Mathematics from Hofstra University. She is an Associate of the Society of Actuaries, a Fellow of the Conference of Consulting Actuaries, a Member of the American Academy of Actuaries and an Enrolled Actuary.
Kathryn Bakich, JD
SVP, National Health Care Compliance Practice Leader
Kathryn Bakich is a Senior Vice President in Segal’s Washington, DC office with many years of experience in health care compliance. She is the firm’s National Health Compliance Practice Leader. Ms. Bakich is one of the country’s leading experts on employer sponsored health coverage. She specializes in providing research and analysis on federal laws and regulations affecting health coverage, including: ERISA, Medicare, HIPAA, COBRA, the Newborns’ and Mothers’ Health Protection Act, the Mental Health Parity Act, and the Women’s Health and Cancer Rights Act.
Ms. Bakich is a recognized expert on the Patient Protection and Affordable Care Act passed in 2010. She speaks regularly about the law, helps plan sponsors understand its short and long term effects on their plans, and assists clients with preparing comments on the legislation for submission to regulatory Departments (Treasury, Labor, and Health & Human Services).
Prior to joining Segal, Ms. Bakich was an attorney in private practice representing multiemployer health plans, and an appellate administrative law judge. She graduated in 1979 with a BA in Political Science, in 1982 with an MA in Public Policy, and in 1985 with a JD from the University of Missouri. She has been admitted to the Bar in the District of Columbia, United States Supreme Court, and multiple federal district and appellate courts.
Edward A. Kaplan
SVP, National Health Practice Leader
Edward Kaplan is a Senior Vice President and the National Health Practice Leader in Segal’s New York office. In addition, he leads Segal’s Medical Stop Loss Leadership Group and supports the New York Health Alliance. Mr. Kaplan has many years of experience in the benefits industry and has specialized expertise in pricing and plan design strategies for managed medical, dental and prescription drug programs. He works with companies, governments and collectively-bargained plans (including a statewide retirement health plan system, coalition of entertainment industry health plan sponsors and the collectively-bargained workers of a national transportation employer). In 1996, Mr. Kaplan created the Segal Health Plan Trend Cost Survey, now a standard in the industry, and client appreciation and use of the survey has contributed to Segal’s national reputation as a leader in prescription drug plan benefit consulting and pharmacy benefits management consulting.
Prior to joining Segal, Mr. Kaplan served as an Associate Manager of Underwriting for a major insurance carrier, where he helped to develop managed care plan designs, pricing techniques and financial risk sharing arrangements. He also served as a Health Consultant for a major consulting firm, where he assisted in the development of rate manuals for managed medical, dental, and prescription drug programs, and was involved in several special studies related to managed care, including studies on the prescription drug “shoebox” effect, HMO “skimming” and other issues.
Mr. Kaplan received a BA in Economics from Rutgers University. He is quoted frequently in general business and employee benefit publications on managed care issues. He has authored articles and book chapters for several trade journals and publications, including Employee Benefits Handbook, published by WG&L, Trustees Handbook, published by the International Foundation of Employee Benefits, IPMA HR News, and Workspan magazine.
Stewart D. Lawrence
SVP, National Retirement Practice Leader
Stewart Lawrence is a Senior Vice President and the National Retirement Practice Leader in Segal’s New York office. He has extensive experience in a wide range of employee benefit services, including benefit and de-risking strategies, funding and plan management, behavioral economics and predictive modeling.
As head of the firm’s National Retirement Practice, Mr. Lawrence works with clients throughout the United States and serves as the Consultant and Principal Account Officer for many of Segal’s largest clients. Additionally, he is Segal’s representative in the Multinational Group of Actuaries and Consultants. Mr. Lawrence has special expertise in the design and financing of qualified and non-qualified retirement plans.
Mr. Lawrence is a 1970 graduate of Queens College of the City University of New York with a BA in Mathematics. He is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries and an Enrolled Actuary. Mr. Lawrence is a member of the Policy Board of the American Benefits Council, a former Chairperson of the Financial Executive International’s Committee on Benefits Finance and former member of the Board of Directors for the Council on Employee Benefits. Mr. Lawrence has written numerous articles about employee benefits. He currently serves on the Editorial Advisory Board of Financial Executive magazine.
SVP, Administration and Technology Consulting Practice Leader
Stuart Lerner is a Senior Vice President in Segal’s New York office with many years of experience in administration and technology consulting. He is the firm’s Administration and Technology Consulting (ATC) Practice Leader. Mr. Lerner’s expertise includes business process analysis and redesign, organizational and operational redesign, system functionality analysis, systems implementation management and project budget management.
In his role as Practice Leader, Mr. Lerner is responsible for helping the ATC Practice provide a wide variety of services to public sector and multiemployer clients. The services performed by the ATC Practice create operational efficiencies, improve member services, and reduce costs and compliance.
Mr. Lerner is a key member of Segal’s National HIPAA Compliance Team and plays a vital role in identifying, reviewing, and assessing multiemployer compliance approaches as well as potential compliance solutions offered by transaction software companies and clearinghouses. He is the Founder and an Advisory Council Member of the Multiemployer IT Summit, a group dedicated to bringing multiemployer technology experts together to share ideas and industry best practices.
Prior to joining Segal, Mr. Lerner worked for a large Taft-Hartley pension fund, where he was instrumental in the design and implementation of their new computer system. Mr. Lerner received a BBA in Finance from Hofstra University and an MBA in Finance from Long Island University.
Serena G. Simons, JD
SVP, National Retirement Compliance Practice Leader
Serena Simons is a Senior Vice President in Segal’s Washington, DC office with extensive experience in employee benefit plan compliance. She develops and manages the Company’s retirement plan compliance services and is the National Retirement Compliance Practice Leader.
Prior to joining The Segal Group, Ms. Simons was engaged in the private practice of law in Washington, DC, specializing in issues under the Internal Revenue Code and ERISA. Ms. Simons received her JD, with high honors, from the Duke University School of Law, and received her BA from Duke University. She has been admitted to the Bar in the District of Columbia.
Chief Operating Officer, Segal Select Insurance Services, Inc.
Brian Smith is the Chief Operating Officer of Segal Select Insurance Services, Inc. He works out of Segal’s New York office and has many years of experience in insurance brokerage. Mr. Smith is a nationally recognized expert and is active in all aspects of multiemployer fiduciary liability insurance. His work with insurers helps to maintain a competitive market that offers broad coverage at reasonable premiums.
Prior to joining Segal, Mr. Smith was a nationally recognized expert in the area of Directors and Officers Insurance with expertise in fiduciary, employment practice, crime insurance, and surety bonds.
Mr. Smith received a BS in Psychology from Mount Saint Mary’s University (Emmitsburg, MD). He also received an MBA in Finance and an Advanced Professional Certificate in Accounting from New York University’s Graduate School of Business. Mr. Smith was elected to serve a second term on the Board of Trustees of Mount Saint Mary’s University in 2011, after first serving on the Board from 2005 to 2008.
SVP, Segal Waters Practice Leader
Mr. Susseles is a Senior Vice President in Segal’s Washington, DC office with many years of human resources experience. He directs Segal Waters Consulting (the firm’s Public Sector Human Resources Practice) and serves on Segal’s Public Sector Leadership Group. Mr. Susseles is the Client Relationship Manager for major projects, including interacting with clients, managing staff, and providing direction to the project team in the form of project objectives and goals.
Prior to joining Segal, Mr. Susseles served as Associate Director of Labor Relations for the District of Columbia where he was responsible for the District’s labor economics program. He has extensive experience in government finance and human resources, including roles with the Washington Metropolitan Area Transit Authority as a labor economist and with the New York City Transit Authority as Chief of the Office of Labor and Cost Analysis. Mr. Susseles served as Assistant Director of Research and Negotiations with a major public employee union.
Mr. Susseles graduated from Hofstra University with a BA in Economics and from New York University with an MA in Economics. He is a member of WorldatWork and the International Personnel Management Association (IPMA). He is a Certified Compensation Professional (CCP) and is currently pursuing Certified Benefit Professional (CBP) designation from WorldatWork.
Other Senior Leadership
SVP, Chief Content Director
VP, Director of Marketing
SVP, Chief People Officer
SVP, Chief Technology Officer