As the founder and managing director of Comperio Retirement Consulting, I provide unbiased and expert fiduciary services, investment consulting, vendor searches, fee analysis, and benchmarking projects to plan sponsors. I hold the Accredited Investment Fiduciary (AIF) designation, which demonstrates my commitment to the highest standards of care and professionalism in the retirement industry. I established Comperio in 2006 with a vision to fill a fiduciary gap and help plan sponsors optimize their retirement plans for their employees. Since then, we have grown to become one of the 100 largest investment consulting firms in the country, according to Pensions & Investments. I am proud o

Jim Sotell
Founder & Managing Director
Comperio Retirement Consulting
United States, North Carolina, Durham
About Me
Profile Information
Founder & Managing Director
Comperio Retirement Consulting
Investment Team,Operations Team
Investor
Consultant
Durham
North Carolina
United States
Jul 27, 2024
Keylinks
More profiles to browse
Jarrott Heath
Director of Investments
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University