Cassidy has more than 30 years of experience in the financial services industry. He founded and helmed the investment and actuarial consulting firm Cassidy Retirement Group, eventually merging the business with P-Solve (now River and Mercantile Solutions) in 2012. He remained with River and Mercantile Solutions as Managing Director, guiding multinational pension and 401(k) plans, corporate 401(k) plans, and US-focused 403(b) plans.

Specializing in integrated, cutting-edge approaches to pension risk management, Cassidy has been invited to share his strategies through numerous conferences and publications. His articles have been seen in Financial Analysts Journal and Benefits Magazine. He authored A Manager’s Guide to Strategic Retirement Plan Management (Wiley, 2006) and, along with others, was awarded a patent for a defined contribution default benchmark (#8,650,109).

“We are extremely well-positioned to deliver the kind of advice that helps clients navigate today’s challenges, making this the optimal time to bring Dan aboard,” said Tony Sabos, Chief Executive Officer of ProManage.

ProManage leverages the principles of behavior finance to create retirement and financial wellness solutions that are customized to their clients.

“Dan has shown himself to be the right fit for our people-driven culture and I’m confident that his leadership and rich experience in the retirement industry will play a vital role as we continue to expand our offerings,” Sabos continued.