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PSA Insurance & Financial Services Adds Saunders, Traub

PSA Insurance & Financial Services, Inc. (PSA) announced Dec. 18 that the firm has added two experienced retirement professionals to its Fiduciary Consulting Group (FCG) to bolster the firm’s retirement planning practice and strategic partnership with The PFE Group (PFE):

  • David Saunders, II. As a senior investment consultant, Saunders’ responsibilities will include evaluation, analysis and selection of investment managers for retirement plans, as well as counseling retirement committees on investment structures. He brings more than 20 years of experience in equity research, institutional money management and financial analysis to the PSA/PFE team. Prior to joining PSA, Saunders worked for Credo Capital Management, where he served as partner, co-portfolio manager and equity analyst. He also served as an equity research analyst for Wells Fargo.
  • Victor Traub, III, QPA, QKA. Traub, a senior relationship manager, brings more than 30 years of experience focused on retirement plan design, administration, investments and communication. He is a leading ERISA expert. Previously, he served as a senior consultant for Coastal Pension Services, Inc. and vice president, consulting and administration for West Pension Solutions.

Both will be located in PSA/PFE’s Hunt Valley, Md., office.

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