LAKE MARY, FLORIDA (FEBRUARY 10, 2022) — CapAcuity, a leading executive benefits consulting and asset management firm, announced today that Bert Ward has joined the firm as a Senior Consultant.
In this role, Mr. Ward will work with CapAcuity clients and intermediary partners, providing end-to-end case development support for non-qualified plans. He will provide analysis and recommendations on key issues such as overall plan design, the management of on-balance sheet benefit liabilities including the funding and/or hedging strategies for those liabilities, with the objective of improving overall financial performance and earnings impact.
CapAcuity brings together a team of forward-looking professionals with unique insight and decades of experience in executive benefit plan design and funding. Their team brings new perspective to the trends impacting executive benefits, helping sponsors fully understand their options, and initiating solutions that can have lasting impact on the bottom line.
“Due to CapAcuity’s innovation and industry-leading services to executive benefit plan sponsors, we’ve experienced significant growth during the past year,” CapAcuity COO Bryant Kirk said. “Bert is a welcome addition to our team, which has a broad foundation of experience in the design and funding of executive benefit plans.”
Most recently, Mr. Ward was senior consultant with Principal Financial Group, where he provided non-qualified plan design, financial analysis, and implementation; developed and maintained advisor relationships; and partnered with advisors on client relationship management, sales presentations, and participant and sponsor education.
Mr. Ward earned his bachelor’s degree in finance from the University of Illinois, where he is currently pursuing a master’s degree in accountancy. He holds Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations, as well as Series 7 and 66 registrations.