Leadership

Joseph LoCicero

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 and an Enrolled Actuary, and he 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.

joe-locicero.jpg

Senior Leadership

David Blumenstein

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 is a member of Segal’s Senior Management Team and Multiemployer Leadership Group and also serves on The Segal Group’s Board of Directors. He also oversees Segal Communications and Segal Select Insurance.

Mr. Blumenstein worked in all areas of employee benefits for a major insurance company before he joined the firm. He graduated magna cum laude from the University of Michigan with a BA in Philosophy.

david-blumenstein.jpg

Kathryn Bakich

SVP, National Health Care Compliance Practice Leader

Kathryn Bakich is a Senior Vice President in Segal’s Washington, DC office with extensive 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 the firm, 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.

Kathy_Bakich.jpg

John Coyle

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.

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 often quoted in local publications.

john-coyle.jpg

Cathie Eitelberg

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 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 the Government Finance Officers Association (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 80s.

She graduated from the University of Maryland (College Park, Maryland) summa cum laude with a BS in Business Management and continued to study in the Executive Education program at Harvard 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.

cathie-eitleberg.jpg

John Flynn

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.

john-flynn.jpg

John Gingell

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 was a member of Segal’s Multiemployer Leadership Group, and he has previously served as Office 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.

Prior to joining the firm, Mr. Gingell specialized in employee benefits with a major insurance carrier. Mr. Gingell received a BS in Business Administration at The Citadel. 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 he 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. Mr. Gingell holds board and committee positions in various human resources, benefits and charity associations in the Midwest. He is a frequent speaker at benefit conferences and other events on health care issues.

john-gingell.jpg

Diane Gleave

SVP and Actuary, Regional Manager - New York

Ms. Gleave is a Senior Vice President and Actuary in Segal’s New York office and has extensive retirement consulting experience. As the New York Regional Manager, she is responsible for overseeing operations for the New York Region and is a member of Segal’s Senior Management Team. Ms. Gleave is also a Regional Retirement Practice Leader.

In addition to her consulting responsibilities, she also performs actuarial valuations on behalf of plan sponsors, assists with PPA and MPRA 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 a number of 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.

diane-gleave.jpg

Practice Leaders

Kathryn Bakich

SVP, National Health Care Compliance Practice Leader

Kathryn Bakich is a Senior Vice President in Segal’s Washington, DC office with extensive 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 the firm, 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.

Kathy_Bakich.jpg

Randolph Carter

SVP, National Communications Practice Leader

Mr. Carter is a Senior Vice President and the firm's National Communications Practice Leader. He has extensive experience in employee and participant communications and he works with clients to develop employee benefit and human resources communications strategies, approaches and materials. 

He has specialized expertise in developing wellness and disease management promotion campaigns, benefit satisfaction surveys, manager/supervisor compensation training and annual enrollment communications campaigns.

Mr. Carter joined the firm when it acquired Marjorie Gross & Company. Before joining Marjorie Gross, he was with Buck Consultants and Johnson & Higgins. Mr. Carter is a graduate of Cornell University's School of Industrial and Labor Relations.

randy-carter.jpg

Edward 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 extensive 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. 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 the firm, 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.

ed-kaplan.jpg

Andrew D. Sherman

SVP, National Multiemployer Health Practice Leader

Mr. Sherman is a Senior Vice President and Benefits Consultant in Segal’s Boston office. He has extensive experience working with plan sponsors on a wide range of employee benefit services, including benefit strategies, funding and plan management. Mr. Sherman is the Office Leader for the Boston office, and also manages Segal’s multiemployer consulting for Segal’s New England offices. He serves as the National Practice Leader for Segal’s multiemployer health consulting, is a member of Segal’s Multiemployer Leadership Group and sits on the firm's Board of Directors.

Mr. Sherman has vast experience consulting on health benefit plans and an array of work/life benefit plans, defined benefit, and defined contribution retirement plans. His consulting expertise includes total health management, prescription drugs, retiree health initiatives, Medicare Part D, plan design, and health care reform. 

Mr. Sherman holds a BA in Economics, magna cum laude, from Brandeis University and a Masters in Public Policy with a concentration in Health Policy from The John F. Kennedy School of Government at Harvard University. He has been widely quoted in both the benefits press and general press, including the Boston Globe, The New York Times, and The Wall Street Journal. He has written several articles on employee benefit issues. Mr. Sherman has spoken on these issues at several universities, for the Massachusetts Bar Association, and at numerous employee benefit seminars and national conferences.

andrew-sherman.jpg

Rick Johnson

SVP, National Public Sector Health Practice Leader

Mr. Johnson is a Senior Vice President and serves as both the National Public Sector Health Practice Leader and as the East Region Public Sector Market Co-Leader in Segal’s Washington, DC office. Mr. Johnson has extensive experience in all phases of state and local government health benefit programs, pension and deferred compensation benefit plans, executive benefits, and strategic benefit planning. He advises clients on plan design, funding, administration, human resource systems and employee communications.

Mr. Johnson’s specialized expertise includes developing direct contract employer/union prescription drug plans (PDPs), consulting on retiree health benefit programs, and analyzing income replacement, retirement benefit sufficiency, benefit administration practices, and 457, 403(b), and 401(k) programs.

Mr. Johnson received a BA with Honors from Hendrix College and an MA in Speech and Communication from Louisiana State University. He is licensed as a Life and Health Insurance Consultant. Mr. Johnson frequently writes and speaks on employee benefit issues in the public sector. He was recently honored as the State and Local Government Benefits Associations’ Associate Member of the Year.

richard-johnson.jpg

Stewart Lawrence

SVP, National Retirement Practice Leader

Mr. 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 U.S. 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 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 a 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.

stu_lawrence.jpg

Phillip Romello

SVP, Multiemployer Retirement Practice Leader

Mr. Romello is a Senior Vice President and Actuary in Segal’s Washington, DC office with extensive professional actuarial experience. As the firm’s Multiemployer Retirement Practice Leader and a member of its Multiemployer Leadership Group, he leads strategic planning initiatives for multiemployer services and product and service development. Mr. Romello serves as Enrolled Actuary and/or Consultant to multiemployer plans and is involved in development analysis and modification to Segal's services related to its multiemployer retirement plan clients.

Mr. Romello holds a BS in Mathematics from Bloomsburg University. He is a Fellow of the Conference of Consulting Actuaries, a Member of the American Academy of Actuaries and an Enrolled Actuary. Mr. Romello is a member of the Enrolled Actuaries Program Committee and has also served as a member and Chairman of the Pension Committee of the Actuarial Standards Board for the American Academy of Actuaries.

Mr. Romello has spoken at annual meetings of the Enrolled Actuaries, the International Foundation of Employee Benefit Plans, the National Labor & Management Conference, the Made in American Conference and the National Coordinating Committee for Multiemployer Plans. He has authored multiple articles published in Employee Benefit News.

phil-romello.jpg

Kim Nicholl

SVP, National Public Sector Retirement Practice Leader

Ms. Nicholl is a Senior Vice President and Consulting Actuary in Segal’s Chicago office and is also the firm’s National Public Sector Retirement Practice Leader. She has extensive experience supporting the design and financing of retirement and other employee benefit programs for the public sector. Ms. Nicholl has consulted on the design and interpretation of plan provisions for defined benefit and defined contribution retirement plans, and on their relationship to ERISA, IRS regulations and new legislation. Her experience includes all aspects of employee benefit programs.

Prior to joining the firm, Ms. Nicholl served as National Leader of Public Sector Retirement Consulting at another consulting firm. She graduated magna cum laude from Loyola University with a BS degree in Mathematics. She is a Fellow 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 under ERISA.

Ms. Nicholl speaks and presents frequently at professional organizations, including the National Council on Teacher Retirement, the National Association of State Retirement Administrators the National Conference on Public Employee Retirement Systems, the International Foundation of Employee Benefits and the Conference of Consulting Actuaries. Additionally, she has provided educational sessions for the Boards and Staff of public pension retirement systems. Ms. Nicholl has testified before state legislative bodies in Illinois, Wisconsin, Maryland, Ohio and Texas. She currently serves on the American Academy of Actuaries Public Pensions Subcommittee.

kim-nicholl.jpg

Stuart Lerner

SVP, Administration and Technology Consulting Practice Leader

Stuart Lerner is a Senior Vice President in Segal’s New York office with extensive 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 the firm, 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.

Stu_Lerner.jpg

Serena Simons

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 firm, 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 is admitted to the Bar in the District of Columbia.

Serena_Simons.jpg

Elliot Susseles

SVP, Segal Waters Practice Leader

Mr. Susseles is a Senior Vice President in Segal’s Washington, DC office with extensive 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.

Prior to joining the firm, 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.

Elliot_Susseles.jpg

Other Senior Leadership

Erin Burns

VP, Acting Director of Public Affairs

Guy Lester

VP, Director of Marketing

Helene Dankner

SVP, Chief People Officer

James Sokol

SVP, Chief Information Officer

Margery Friedman

SVP, General Counsel

Ricardo DiBartolo

SVP, Chief Financial Officer