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 Stewart Cohune
President, MG Advisory Services
Stewart Cohune is President of MG Advisory
Services, LLC. In addition to providing a platform for the delivery
of an Individually Managed Account (IMA) option to 401(k) plan participants
through various strategies, Mr. Cohune’s work at MG Advisory
Services helps provide TPAs and advisors with the support and tools
necessary for a successful sales process using the Matrix open-architecture
platform.
Mr. Cohune has over 19 years experience in the 401(k) business. Prior
to joining MG Advisory Services, LLC, he was the President of Pen-Cal
Administrators, a regional TPA firm, and was responsible for 401(k)
business. In that capacity he led the development, infrastructure
and systems for the company’s daily valuation recordkeeping
system for both qualified and non-qualified plans.
Mr. Cohune earned a B.A. in Speech Communication from Cal Poly State
University. He holds Series 7, 24 and 66 licenses.
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