Helping Investors Plan for Retirement

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Speakers

Ashish Shrestha
Vice President/Head of Advisor Defined Contribution
Dimensional

Ashish Shrestha oversees the firm's efforts related to the advisor tax qualified business. He works directly with a select number of advisor clients with dedicated pension relationships as well as those working with endowments and foundations. He also serves as a 401(k) resource for other advisors looking to enter the defined contribution market or expand their retirement plan business.

Prior to joining Dimensional in 2008, Ashish was a principal with Mercer Investment Consulting, where he advised Fortune 500 plan sponsors and trustees on the management of their tax-qualified assets. His work with pension plans and endowments and foundations included manager and portfolio research and investment policy development.

Ashish holds an MBA from the Anderson School of Management at the University of California, Los Angeles, and a bachelor's degree in economics and international relations from Claremont McKenna College.

Justin Kermond
Vice President Business Development
Advisor Perspectives

Olivian Pitis, CFA®, AIFA®
Vice President
Dimensional

As a vice president and regional manager, Olivian leads the Southern California team representing Dimensional to the firm's independent RIA clients. Prior to joining Dimensional, Olivian worked as an investment counselor for a Southern California wealth advisory firm, assisting institutional and private wealth clients.

Olivian holds an MBA from the Anderson School of Management at the University of California, Los Angeles. He earned a bachelor's degree in forest engineering from Transilvania University in Brasov, Romania, and an MS in forestry from Louisiana State University in Baton Rouge, Louisiana. He is a CFA® Charterholder and also holds the Accredited Investment Fiduciary Analyst (AIFA) designation.