Retirement Plan Consultants helping you meet your fiduciary responsibilities

The Trinity Leadership Team: Experience, Objectivity, Focus

Trinity Investment Advisors specializes in optimizing retirement plan solutions. Our participant-driven outcomes flow from our deep experience in custom retirement plan design, and is reflected in the background and expertise of our principals.

 

McCabe photoMichael McCabe, AIF®
President

Michael is the founder and President of Trinity Investment Advisors, an independent consulting firm serving retirement plan sponsors and investment committees. Prior to forming Trinity, Michael worked as an investment fiduciary with a regional consulting and recordkeeping firm serving hundreds of plans and thousands of participants.

Michael is an Accredited Investment Fiduciary® and a member of NAPA (National Association of Plan Advisors).  He has interacted with and briefed top congressional leaders about the importance and future of the nation’s workplace retirement plans, most recently working with Congress and the Department of Labor to discuss the DOL’s recent fiduciary proposal.

For over twenty years, Michael has been advising clients on plan investments, speaking at industry conferences, and participating in advisor panels at several events, including the ASPPA (American Society of Pension Professionals & Actuaries) national conference and Morningstar Investment Services conference. Michael has also been quoted in trade publications such as Wealth Management Magazine, the Frank Russell Company Magazine and Financial Advisor Magazine.

Michael is a member of the Plan Sponsor Council of America (PSCA) and the American Society of Pension Professionals & Actuaries (ASPPA). He serves on the ASPPA Benefits Council. He holds a B.S. from Villanova University’s School of Business, and serves in the VSB Mentor Program.

 

 

TkirbyTracey Kirby
Principal 

Tracey possesses more than twenty five years’ experience in the retirement plans industry, working with plan sponsors to design and manage their company plans.  Before joining Trinity Advisors she worked with The Standard, Core States Bank, and Vanguard. Her industry certifications include the Certified Pension Consultant (CPC) and Certified Plan Fiduciary Advisor (CPFA) designations from the American Society of Pension Professionals and Actuaries (ASPPA).  She holds FINRA Series 6, 63 and 65 licenses.  Tracey holds a B.A. in Math/Computer Science and Psychology from Sweet Briar College.

 

 

 

 

Dick Pearce Photo

Richard Pearce
Principal

Dick Pearce has forty years of experience in retirement plan administration and consulting services. He founded Alliance Benefit Group which was acquired by The Standard Financial Group, and after retirement from The Standard, serves as a senior consultant at Trinity Investment Advisors.

His professional credentials are vast:  Past President and Board of Directors, Fellow (FSPA) and Certified Pension Consultant (CPC) at the American Society of Pension Professionals and Actuaries (ASPPA), Council of Presidents’ Joint Committee-American Academy of Actuaries, Chartered Life Underwriter, Certificate of Advanced Pension Planning-American College of Financial Services, Past President- Retirement Administrators and Designers of America. As former president of ASPPA, Dick has also testified before the United States Senate Committee on Finance speaking on pension reform legislation.

Dick is active in his community with current and past roles on the boards of Blood Bank of Delmarva, Ronald McDonald House of Delaware, and Catholic Charities of the Diocese of Wilmington. He holds a B.S. in Business Administration and Finance from The University of Delaware.

 

Carole McCabe
Principal
Carole McCabe 5x7 crop (2)

Carole is the Operating Officer for Trinity Advisors, and has over twenty five years’ leadership experience in the financial services market.  She spent twenty three years with Vanguard, currently the world’s largest investment management company and a leader in the retirement plan industry.  She served in leadership roles across various divisions of the company including Information Technology, Human Resources, Marketing, Process Improvement, and Client Services/Operations.  Prior to Vanguard, Carole worked for Prudential Financial Services in Retirement Plan Information Technology.

Carole earned a B.S. in Marketing from The Pennsylvania State University and an M.B.A. in Information Systems from Saint Joseph’s University. She is an adjunct-faculty member at Villanova University.  Carole serves on the board of directors of the Penn State Smeal College of Business Alumni Society, and previously served as board President, Vice-President, and Development Chair for Family Support Services, Inc, a United Way agency.

 

 

 

 

Our Advisory Board: Perspective, Guidance, Expertise

Trinity Investment Advisors has created an advisory board of financial services industry experts who give us the benefit of their years of experience in leadership, investments, strategy, operations, and retirement plan knowledge. They bring expertise from companies such as PNC, Wellbridge Capital, PricewaterhouseCoopers, and Towers Watson. Meet our advisory board members:

 

dunigan-pictureJames Dunigan

James P. Dunigan is a retired executive vice president and managing executive, Investments and chief investment officer for the PNC Asset Management Group. In this role he was responsible for the development and execution of investment policies, strategies and tactics. Dunigan chaired PNC’s Investment Policy committee; was a member of the Risk Management Investment and Fiduciary committee, the Investment Advisor Research committee and the Risk Operating Committee. He also served as chair of the PNC Administrative Committee which had oversight responsibility for the PNC Pension and Defined Contribution plans with $9.5 billion in assets.

Dunigan joined Provident National Bank, a predecessor company to The PNC Financial Services Group, Inc., in 1987 as a portfolio manager in the Trust & Investment Management Division responsible for personal trust and investment advisory accounts. Prior to joining PNC, he served as an account executive with Prudential Bache Securities for three years.  He began his career in 1974 as a design engineer for the United Engineers and Constructors.

Dunigan is a member of the board of directors and past chairman of the Economy League of Greater Philadelphia.  He is also a member of the board of directors of the Union League of Philadelphia.  He previously served as trustee of the Malvern Preparatory School, was a member of the board for Chester County Community Foundation and was president of the Philadelphia Chapter of the Villanova Alumni Association.  He is a member of the CFA Society of Philadelphia and the National Association of Corporate Directors.  He holds a bachelor’s degree in Civil Engineering (1974) from Villanova University and has pursued post graduate work in Finance at Drexel University.

 

 

 

Dale Irbyirby-picture

Dale is a Managing Director and a member of the Investment Committee of Wellbridge Partners.  He is responsible for overseeing Wellbridge’s business development function, managing its partner relationships and leading its investment decision process.  Dale serves as an observer on the board of Steward Advanced Materials.

Prior to Wellbridge Partners, Dale advised start-ups, middle market companies and corporate divisions on market penetration strategies in financial services, sports, media and entertainment, healthcare, security, business services, technology and education services.  In addition, he has advised on and executed mergers, acquisitions and divestitures in order to add organizational value and to achieve the clients’ objectives.

Dale began his career with Northwestern Mutual as a securities licensed financial representative. While with Northwestern Mutual, he provided needs-based analysis and customized financial solutions to high net worth individuals and middle market companies.

He received a bachelor’s degree in economics and a bachelor’s degree in business management and finance from North Carolina State University.

 

 

 

Martin Janowieckijanowiecki-picture

Mr. Janowiecki retired as a partner from PricewaterhouseCoopers L.L.P. (PwC) on June 30, 2016. During his career with PwC, he held numerous leadership positions including leader of the Private Company Services (PCS) practice of PwC in the Greater Philadelphia Market, and National Marketing & Sales leader of the PCS practice.

He recently was a member of the Board of Directors of The Rock School for Dance Education (2012 – June 30, 2016), where he was also a member of the Finance Committee. His prior board experience also includes The Academy of Vocal Arts (2009 – 2015) where he was the chairperson of the Finance Committee, and Sibley Memorial Hospital (2005 – 2009) where he was a member of the Finance & Investment and Audit & Compliance Committees.

Marty earned a Masters in Taxation degree from the American University in Washington, D.C. in 1989, and a Bachelor of Science degree in Accounting from The Ohio State University in 1983. He obtained his Certified Public Accounting license in 1984 in Maryland and is currently licensed in Pennsylvania and Maryland.  He completed the Effectiveness and Accountability in the Boardroom program at the Kellogg School of Management (2015), and is a member of the National Association of Corporate Directors, and is a Governance Fellow. Marty lives in Washington, D.C. with his wife, Leigh Rollins. He enjoys golf, travel, reading and music.

 

 

 

Richard Sternhell
View More: http://cassiakarin.pass.us/kaganfamily

Richard M. Sternhell is an independent consultant serving professional service firms in the areas of client management, strategy and corporate infrastructure management. Rich’s responsibilities have led to a growing interest in the relationship of quality and trust to risk management in the professional services field.

Prior to his retirement in 2010, he was a Managing Principal of Towers Watson, formerly Towers Perrin.  During his career of over 30 years at Towers Perrin his primary consulting focus was executive compensation.  He also served as Managing Principal of several consulting offices, Chief Operating Officer of US Outsourcing and Managing Director of Global Administration.  He served on the firm’s Board of Directors and chaired several Board Committees including Client Relationship Management, Quality and Technology.  He earned his BA from University College of NYU and his MBA from the Graduate School of Business at Columbia University.