Investment Performance Services, Llc
Investment Performance Services, LLC (“IPS”) is an independent, full-service investment consulting firm that provides education, proactive advice, and customized solutions to employee benefit plans throughout the United States. The mission of IPS is to embrace best industry practices in governance, ethics, and professionalism. Our services are designed to help clients make informed decisions in order to achieve their investment goals. IPS employs disciplined procedures in building investment portfolios, objectively evaluating investment managers, and ensuring consistency in the recommendations we make to our clients regarding all aspects of their investment program. Our experienced team of investment consultants, supported by a dedicated research group as well as analytical and compliance staff, keep clients informed regarding the capital markets, provides asset allocation solutions, and offers insight and understanding of alternative investments.
7-day free trial · no credit card
Verified contacts
45
available on Kipplo
LinkedIn employees
43
11 to 50 range
Open roles
—
no listings
Distinct roles
28
indexed titles
Tech stack
1
tools in use
Monthly traffic
115
organic / mo
Sign up free to see all 45 verified contacts at Investment Performance Services, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
45 contacts with verified email or phone · masked until revealed.
- DM
Dan Melloh
Director of Research · Research & Development
EmailPhone - JC
Jennifer Carroll
Head of Client Operations Director of Client Relations · Operations
EmailPhone - ZH
Zach Howard
Associate Director of Manager Performance · General Business & Management
EmailPhone - BL
Brad Loizeaux
Senior Manager Research Analyst · Finance & Accounting
EmailPhone - JC
Jacquie Crean
Controller · Finance & Accounting
EmailPhone - MO
Michael Osher
Senior Client Relations Associate · Customer/Client Service
EmailPhone - SK
Sean Kerr
Senior Client Relations Associate · Customer/Client Service
EmailPhone - GA
Gail Alesio
Performance Analyst · Finance & Accounting
EmailPhone - KP
Katherine Peckeroff
Investment Analyst · Finance & Accounting
EmailPhone
Showing 9 of 45 verified contacts
Top roles at Investment Performance Services, Llc
28 distinct titles indexed · top 10 shown.
- 7investment analyst
- 3president
- 3research analyst
- 3senior client relations associate
- 2chief operating officer & cco
- 2performance associate
- 1acct analy
- 1analyst
- 1analyst with 12 years of experience in the finance industry.
- 1associate director of manager performance
- +18more titles
Sign up to unlock all 45 contacts at Investment Performance Services, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 45 verified contacts at Investment Performance Services, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.