Michael M. Kane, Chartered Financial Consultant, Accredited Investment Fiduciary Analyst

For more than 25 years in both executive and senior planning positions, Mike has provided effective financial strategies in qualified, non-qualified retirement and employee benefits programs. Today, Mike focuses his efforts as an independent Retirement Plan Consultant to Plan Sponsors. As an Accredited Investment Fiduciary Analyst (AIFA) he is certified to conduct Fiduciary Assessments on Investment Stewards, Managers and Advisors and serves as an Analyst for the Centre For Fiduciary Excellence.

Committed to education, he has spoken before many groups including the Society for Human Resources Management (SHRM) where he presented "Emerging Focus on Fiduciary Liability in Today's Climate".  Mike also periodically holds workshops and webinars on prudent fiduciary practices that comprise a “Global Standard of Fiduciary Excellence for Investment Stewards”. Michael M. Kane & Associates also hosts a Breakfast with Benefits series that addresses fiduciary issues for plan sponsors and contemporary issues which affect qualified plans. Recently, Mike served as a Panelist on the Second Annual Future of Asset Allocation Funds Conference sponsored by PLANSPONSOR Magazine.  Mike has been published in The Journal of Compensation and Benefits, Society of Human Resource Management, Gwinnett Magazine his article, Tips on IPS: Refining your 401(k) IPS and Other Fiduciary Tips recently appeared in Employee Benefit News. He has been quoted in Institutional Investor’s Defined Contribution Savings Plan Alert/Fund Action on plan sponsor fiduciary issues, Plan Adviser Magazine on plan sponsor and participant education requirements following the 2008 market meltdown and Forbes Magazine on unreasonable retirement plan fees.

Before entering the profession, Mike served as an Officer in the U.S. Navy and holds a bachelor's degree in business administration from Mount Saint Mary’s University.  He performed his graduate work at George Washington University School of Business. Mike is an Accredited Investment Fiduciary Analyst (AIFA). AIFA’s have completed a rigorous specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies, in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. AIFA’s have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. Mike is a partner with National Retirement Partners (NRP), an independent consulting firm dedicated solely to the Retirement Plan market, whose mission it is to create an exceptional retirement plan experience for employers and their employees. Prior to joining NRP, Mike served as the Director of Executive and Employee Benefits Strategies for New England Financial, a MetLife Company. Mike served as a member of the Board of Directors of The Buckhead Coalition for 12 years. He currently serves as a Regional Representative for the Franciscan Foundation for the Holy Land. To keep current on changes in the financial services industry, he is an active member of the Society of Financial Services Professionals (SFSP), and the Center for Fiduciary Studies (FI360).

Charity and volunteerism play an important role in Mike's life.  He is past Chairman of the Atlanta Community Food Bank, where he continues to serve on the Board of Directors. Under Mike’s leadership the Food Bank has been recognized as one of the best managed non-profits in Georgia.   He has served as President of the Parish Council of St. Andrew Catholic Church, and on the Parish Finance Committee, of which he was past Chairman. Mike is also the President of Mount Saint Mary's University alumni chapter in Atlanta. Mike resides in Roswell, Georgia with his wife and daughter, who is am associate in his practice  He enjoys playing ALTA, T2 and USTA tennis.

 

Blake Overbay

Blake began his career in the financial services industry in 1987 as a Registered Representative for Equitable Life Assurance. During his career in the financial services industry, Blake has held various positions with life insurance companies and investment banks including Equitable Real Estate Investment Management, Mutual of New York (MONY) and New York Life Investment Management. Prior to forming Sachem Advisors, Blake was a Vice President with Credit Suisse Securities (USA), the United States arm Credit Suisse, the global investment bank headquartered in Zurich, Switzerland. Mr. Overbay holds a Bachelors degree in Finance and a Master of Science in Real Estate. He also holds the Series 6, 63 and 65 securities licenses and is currently a candidate for the Accredited Investment Fiduciary (AIF) designation. Mr. Overbay is an enrolled member of the Mohegan Tribe of Connecticut.