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ABOUT THE BURKE GROUP

Each of our practice areas directly affects the long-term financial wellbeing of the individuals, organizations and communities in which we operate. They remain distinct because each has its own layers of complexity that require our senior consultants to bring their highly specialized knowledge and extensive experience to each area.

Since our beginnings in 1989 and continuing throughout our evolution as a company, Burke Group has maintained a strong identity as independent, thoughtful and objective advisers.

Our clients expect us to engage fully with their organizations, to challenge their assumptions and often lead them in a process of guided discovery. We’re seen as problem solvers, not merely solution providers. Our analytical abilities enable us to do a better job of identifying and managing risk for our clients.

We seek to make a positive difference in the lives of the people and the organizations we serve. We are fully engaged from the earliest stages and stand by our clients for the long term.

Our TEAM

Patrick C. Burke

Managing Principal

Steven M. Deperrior

Managing Principal

Richard E. Burke

Principal - Retirement Plan Consulting

Brian J. Schiedel

Principal - Retirement Plan Consulting

Michael Carney

Principal - Actuarial Practice

Vince Cassano

Principal - Actuarial Service

Lisa VanDeViver

Finance Operations Manager

IMPORTANT – If you are a participant in a retirement plan that we service or you need help enrolling in your employer’s plan, please contact the Participant Service Center for assistance at (877)535-4419 or support@newportgroup.com.

BURKE GROUP now part of USI Consulting Group

ph: (585) 624.5500

fx: (585) 624.1565

 

Participant Service Center

(877) 535-4419

Patrick C. Burke

Managing Principal

Patrick C. Burke is Managing Principal of Burke Group, which he founded in 1989. Today Burke Group specializes in Retirement Plan Fiduciary Risk Mitigation, Actuarial Services, and Compensation Consulting for corporate, non-profit, and public sector clients.

Pat serves as a Board Member for Clearwater Organic Farms, HCR and an Advisor to several other private companies. He is a Member of the Cornell University Dean Advisory Committee for the College of Agriculture and the University’s Entrepreneurship Curriculum.

Pat holds a bachelor’s degree from Cornell University.

As a Nationally syndicated columnist and Author, Pat shares his views in his book; Outside Insights, essays on capitalism, conscience and community.

Steven M. Deperrior

Managing Principal - Compensation Consulting

Steven M. DePerrior is a managing principal of Burke Group. He specializes in the design and implementation of executive compensation programs and has consulted with companies in various industries regarding salary administration, performance management, annual and long-term incentive plans, as well as employment contracts and alternative reward arrangements.

His board affiliations include Phoenix Footwear, Conseco Life Insurance, Highland Hospital Foundation, St. Joseph’s Villa, and Colgate Club of Rochester. In the past, he has served on the boards for Centennial Technologies and Oak Hill Country Club.

Prior to joining Burke Group, Steve managed the Upstate New York compensation consulting practices of both KPMG Peat Marwick and William M. Mercer, Inc. He graduated from Colgate University where he received a bachelor’s degree in economics.

Richard E. Burke

Principal – Retirement Plan Consulting

Richard E. Burke has led Burke Group’s Retirement Plan Consulting & Administration Practice with a focus on defined contribution plans, including new business development responsibilities since 1989. Prior to joining Burke Group, Richard worked on Wall Street for J.P. Morgan Company, coordinating employee benefits program for the firm’s overseas executives.

He maintains Series 6 and Series 63 securities licenses and is a member of the Profit Sharing Council of America (PSCA) and American Society of Pension Professionals & Actuaries (ASPPA).

Richard holds a bachelor’s degree in industrial and labor relations from LeMoyne College.

Brian J. Schiedel

Principal – Retirement Plan Consulting

Brian Schiedel is responsible for monitoring daily valuation recordkeeping services, ensuring that transactions meet strict procedural guidelines, and providing compliance and other consulting services for Burke Group’s retirement plan clients. He serves as the direct Relationship Manager for more than 30 retirement plans.

Prior to joining Burke Group, he obtained his bachelor’s degree in management science from the State University of New York at Geneseo. He has also obtained the Qualified 401(k) Administrator (QKA) designation through the American Society of Pension Professionals and Actuaries (ASPPA).

Michael Carney

Principal – Actuarial Practice

Michael Carney performs actuarial valuations for Burke Group clients’ pension and postretirement health care plans. He also assesses the impact of financial accounting standards (U.S. and international), new laws, and regulations.

Prior to joining Burke Group in 1998, Mike was an actuary for William M. Mercer where he oversaw the completion of actuarial valuations and provided advice on technical actuarial issues. He also worked at Hartford Insurance Group in the Financial Reporting and Group Pension areas, performing pricing and financial analysis of pension investment products.

Mike holds a bachelor’s degree in business administration, with a major in actuarial science, from Georgia State University. He is an Associate of the Society of Actuaries and an enrolled actuary.

Vince Cassano

Principal - Actuarial Services

Vince Cassano is responsible for performing actuarial valuations of pension and postretirement healthcare plans for both ERISA funding purposes as well as satisfying financial accounting standards (U.S. and international). In addition, he has designed qualified and non-qualified retirement plans, performed solvency testing and reserve calculations for self-funded medical plans, and analyzed the impact of new legislation for plan sponsors.

Prior to joining Burke in 2009, Vince worked as a consulting actuary at EBS-RMSCO, Inc. for 7 years. Before that he was at the Rochester office of William M. Mercer for 5 years and the Aon office in Winston-Salem, NC for 2 years.

Vince holds a Master’s degree in Mathematics from Dartmouth College, as well as a Bachelor’s Degree from Hobart College in Mathematics and Philosophy. He is a Fellow of the Society of Actuaries, an Enrolled Actuary under ERISA, a Member of the American Academy of Actuaries, and a Fellow in the Conference of Consulting Actuaries.

Lisa VanDeViver

Finance Operations Manager

 
Lisa VanDeViver oversees the firm’s financial, human resource, and administrative support functions for the Actuarial, Defined Contribution and Compensation Consulting practice areas.
Prior to joining the firm, she spent 12 years at Tompkins Financial Services as the Accounting Manager. Lisa holds a degree in Business Management.