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List of OPEB Actuaries (PDF) List of OPEB Actuaries The consulting actuarial firms listed here declared themselves able to provide OPEB valuations for California public agencies which meet the criteria specified in the CERBT participation agreement. CalPERS does not warrant or endorse the work of any consulting actuary or group of consulting actuaries. Actuaries who wish to be included in the list should contact us at [email protected] Contact Name Firm Name Street Address City/State/Zip Telephone Cell phone Fax Email Marv Paull Actuarial & Financial Consulting 23905 Clinton Keith Road, #114-241 Wildomar, CA 92595 (951) 458-9050 (909) 238-9200 [email protected] Molly McGee, ASA, EA, MAAA Actuarial Retirement Consulting, LLC 8155 SW Canyon Rd Portland, OR 97225 (503) 523-8944 [email protected] Anil Kochbar Aon Consulting 199 Fremont Street San Francisco CA 94105 (415) 486-7026 (415) 260-6313 (415) 486-7026 [email protected] Bradley Au Aon Consulting 707 Wilshire Blvd., Suite 5700 Los Angeles, CA 90017 (213) 996-1729 (310) 344-2915 (213) 996-1729 [email protected] Adrienne Ostroff Athena Actuarial Consulting 9217 College Way N Seattle, WA 98103 (612) 605-1812 (215) 237-4397 [email protected] Joe D'Onofrio Bartel Associates, LLC 411 Borel Avenue, Ste. 101 San Mateo, CA 94402 (650) 377-1610 (650) 345-8057 [email protected] John E. Bartel Bartel Associates, LLC 411 Borel Avenue, Ste. 101 San Mateo, CA 94402 (650) 377-1601 (415) 706-6320 (650) 345-8057 [email protected] Doug Pryor Bartel Associates, LLC 411 Borel Avenue, Ste. 101 San Mateo, CA 94402 (650) 377-1602 (650) 345-8057 [email protected] Marilyn Oliver Bartel Associates, LLC 411 Borel Avenue, Ste. 101 San Mateo, CA 94402 (650) 377-1618 (650) 345-8057 [email protected] Bianca Lin Bartel Associates, LLC 411 Borel Avenue, Ste. 101 San Mateo, CA 94402 (650) 377-1604 (650) 345-8057 [email protected] Deanna Van Valer Bartel Associates, LLC 411 Borel Avenue, Ste. 101 San Mateo, CA 94402 (650) 377-1612 (650) 345-8057 [email protected] Cathy Wandro Bartel Associates, LLC 411 Borel Avenue, Ste. 101 San Mateo, CA 94402 (650) 377-1606 (650) 345-8057 [email protected] Mary Elizabeth Redding Bartel Associates, LLC 411 Borel Avenue, Ste. 101 San Mateo, CA 94402 (650) 377-1617 (626) 808-2157 (650) 345-8057 [email protected] Bickmore Bickmore 1750 Creekside Oaks Drive, Suite 200 Sacramento, CA 95833 (800) 541-4591 (855) 242-8919 [email protected] Catherine MacLeod MacLeod Watts Inc. 11300 SE Main St. Portland, OR 97222 (503) 335-3555 x 102 [email protected] Susan Qu MacLeod Watts Inc. 11300 SE Main St. Portland, OR 97222 (503) 335-3555 x 104 [email protected] J. Kevin Watts MacLeod Watts Inc. 11300 SE Main St. Portland, OR 97222 (503) 335-3555 x 101 [email protected] Michael W. Schionning Buck Consultants 1615 Murray Canyon Road, Ste 602 San Diego, CA 92108 (619) 297-4930 (619) 297-5220 [email protected] Robert McCrory Cheiron-EFI 1532 East McGraw Street Seattle, WA 98112 (703) 893-1456 x1138 (206) 817-8628 (206) 726-0224 [email protected] Graham Schmidt Cheiron-EFI 1970 Broadway, Suite 1220 Oakland, CA 94612 (703) 893-1456 x1137 (347) 886-2008 [email protected] Karen Earley Cheiron-EFI 1000 Atrium Way, Suite 403 Mount Laurel, NJ 08054 (703) 893-1456 x1133 (484) 442-8341 [email protected] Timothy Doyle Cheiron-EFI 1532 East McGraw Street Seattle, WA 98112 (703) 893-1456 x1140 (314) 749-6533 (206) 726-0224 [email protected] Kevin Penderghest Conduent Human Resources Services 200 Berwyn Park, Suite 110 Berwyn, PA 19312 (610) 651-8536 (856) 397-1295 [email protected] Bruce C. Dane Crews MacQuarrie & Associates 420 Exchange, Suite 260 Irvine, CA 92602 (714) 505-6230 (619) 517-1885 (714) 505-6232 [email protected] Dan McMonagle Dan McM Consulting LLC 29689 SW Yosemite Way Wilsonville, OR 97070 (503) 913-0338 (503) 200-1369 [email protected] Michael de Leon Deloitte Consulting LLP 50 South Sixth Street, Suite 2800 Minneapolis, MN 55402 (612) 397-4681 (612) 239-8357 (612) 692-4681 [email protected] John Schubert Deloitte Consulting LLP 111 South Wacker Drive Chicago, IL 60606 (312) 486-1472 [email protected] Brian R. Demsey DFA, LLC 228 Shorebreaker Drive Laguna Niguel, CA 92677 (949) 291-1422 (949) 291-1422 (949) 313-1838 [email protected] Carlos Diaz DFA, LLC 228 Shorebreaker Drive Laguna Niguel, CA 92677 (949) 291-1422 (310) 765-0086 (949) 313-1838 [email protected] Thomas M. Donlon Donlon & Associates, Inc. 901 Warrenville Road Suite 480 Lisle, IL 60532 (630) 505-0830 x107 (630) 241-1445 [email protected] Dave Dougherty David Dougherty, LLC 480 Kaleentan Pl NE Bainbridge Island, WA 98110 (503) 260-1644 (503) 260-1644 [email protected] Robert Cohen Ernst & Young LLP 155 North Wacker Drive Chicago, IL 60606 (312) 879-2644 (847) 456-2237 (866) 462-2908 [email protected] Jason Franken Foster & Foster, Inc. 184 Shuman Boulevard, Suite 300 Naperville, IL 60563 (630) 620-0200 (773) 412-8692 (239) 481-0634 [email protected] Joe Griffin Foster & Foster, Inc. 296 South Main Street, Suite 100 Alpharetta, Georgia 30009 (239) 433-5500 (239) 481-0635 [email protected] Alex Rivera Gabriel, Roeder, Smith & Co. 20 N. Clark St., Suite 2400 Chicago, IL, 60602-5211 (312) 368-6613 (312) 933-2459 (312) 456-9801 [email protected] Leslie Thompson Gabriel, Roeder, Smith & Co. 7900 East Union Avenue Denver, CO 80237 (303) 217-7604 (720) 560 8988 (303) 217-7609 [email protected] Ray Berry Grant Thornton LLP Grant Thornton Tower, 171 N. Clark Street, Suite 200 Chicago, IL 60601 (312) 602-8333 [email protected] Nick Osten Grant Thornton LLP Grant Thornton Tower, 171 N. Clark Street, Suite 200 Chicago, IL 60601 (312) 602-9094 [email protected] David Kendall Hewitt Associates 100 Bayview Circle Newport Beach, CA 92660 (949) 823-7281 (949) 701-2439 (949) 725-0243 [email protected] Jill Urdahl Hildi Inc 11800 Singletree Lane, Ste 305 Minneapolis, MN 55344 (952) 934-5554 (952) 934-3027 (952) 934-3027 [email protected] J. Richard Hogue, FSA, MAAA Hogue & Associates 10423 Rubio Avenue Granada Hills, CA 91344 (818) 366-9686 (818) 368-1876 [email protected] Edward Heintzberger HPnorthwest 12511 SW 68th Street Portland, OR 97223 (888) 937-4015 (503) 597-1649 [email protected] Dennis Monaghan HPnorthwest 12511 SW 68th Street Portland, OR 97223 (888) 937-4015 (503) 597-1649 [email protected] Steve Diess, EA, MAAA Independent Actuaries, Inc. 4500 Kruse Way, Suite 200 Lake Oswego, OR, 97035 (503) 601-0870 (503) 520-1147 [email protected] Josh Harris, ASA, EA, MAAA Independent Actuaries, Inc. 4500 Kruse Way, Suite 200 Lake Oswego, OR, 97035 (503) 601-0887 (503) 520-1147 [email protected] Sara Ark, FSA, EA, MAAA Independent Actuaries, Inc. 4500 Kruse Way, Suite 200 Lake Oswego, OR, 97035 (503) 601-0871 (503) 520-1147 [email protected] James MacDonald Jefferson Solutions, Inc. 14 Brittany Oaks Clifton Park, NY12065 (518) 461-7805 (810) 958-0326 [email protected] John Miller John Miller, Consulting Actuary P.O. Box 428 Mill Valley, CA 94942 (415) 381-8146 (415) 381-8146 [email protected] Joe Sintov Joseph Sintov, Consulting Actuary 13648 Heritage Way Sarasota, FL 34240-6750 (941) 371-6750 (626) 806-4135 (626) 628-3968 [email protected] James Kenney Kenney Consulting LLC 384 Colusa Ave., Suite #2 Kensington, CA 94707 (510) 644-6901 (510) 499-0207 (510) 644-6908 [email protected] Steve Kapper, ASA, MAAA Korn Ferry One Montgomery St, Suite 2200 San Francisco, CA 94104 (415) 656-7678 [email protected] Evi Laksana, ASA, MAAA Korn Ferry 12012 Sunset Hills Road, Suite 920 Reston, VA 20190 (703) 841-3165 [email protected] Todd Schroeder Lauterbach & Amen, LLP 668 N. River Road Naperville, IL 60563 (630) 821-0162 (630) 857-0307 (630) 393-2516 [email protected] George Omondi Lepton Actuarial & Consulting PO Box 99 Tuckahoe, NY 10707 (720) 291-9704 [email protected] Bonnie Albritton Lewis & Ellis, Inc 2929 N Central Expressway, Suite 200 Richardson, Texas 75080 (972) 850-0850 (972) 850-0861 [email protected] Lori Weyuker Lori Weyuker, Consulting Actuary 1077 W California Avenue Mill Valley, CA 94941 (415) 389-1848 (415) 595 2261 [email protected] Page 1 The consulting actuarial firms listed here declared themselves able to provide OPEB valuations for California public agencies which meet the criteria specified in the CERBT participation agreement. CalPERS does not warrant or endorse the work of any consulting actuary or group of consulting actuaries. Actuaries who wish to be included in the list should contact us at [email protected] Contact Name Firm Name Street Address City/State/Zip Telephone Cell phone Fax Email Rhys Evans Mercer Health & Benefits Four Embarcadero Center Suite 400 San Francisco, CA 94111 (415) 743-8758 (415) 743-8950 [email protected] John R. Botsford Milliman, Inc. 650 California Street, 17th Floor San Francisco, CA 94108 (415) 403-1333 (415) 403-1334 [email protected] Mitchell I. Serota Mitchell I. Serota & Associates, Inc. 5215 Old Orchard Rd., Suite 750 Skokie, IL 60077 (847) 965-5100 [email protected] Gary Cline Nicolay Consulting Group 530 Bush Street, Ste 500 San Francisco, CA 94108 (415) 512-5300 x231 (707) 237-1234 (415) 512-5314 [email protected] Nick Franceschine North Bay Pensions 550 Du Franc Avenue Sebastopol, CA 95472 (707) 824-9600 (707)
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