Contributors
Gabriella A. Martinez
Editor
Cathe Tocher
Contributing Writer
Gabriella is a marketing professional with over seven
years of experience. She currently holds a Bachelor of
Science in Multidisciplinary Studies with concentrations
in Marketing, Printing & Publishing, Photographic Arts
& Sciences and Psychology from Rochester Institute of
Technology. She has been a featured writer and editor
in several publications including Rochester Woman
Magazine and Pup Culture.
Cathe Tocher has been with the Great-West Family
of Companies since 1986. She was appointed senior
vice president and chief investment officer, separate
accounts, of Great-West Financial® in 2013.
Gabriel Potter, AIF ®
Contributing Writer
Gabriel is a Senior Investment Research Associate of
Westminster Consulting where he designs strategic asset
allocations and conducts proprietary market research.
He earned a B.A. in Economics and a Certificate of
Business Management from the University of Rochester
and an M.B.A. with concentrations in Corporate Finance
and Computers & Information Systems from the
University of Rochester’s William E. Simon School
of Business. He also holds an Accredited Investment
Fiduciary Analyst (AIF®) designation and has been
quoted in Human Resources Executive Magazine
and his articles have been published through fi360
and AdvisorOne.
Donald B.Trone, 3ethos
Contributing Writer
Donald B. Trone, GFS™ is the president of the
Leadership Center for Investment Stewards, and is the
founder and CEO/Chief Ethos Officer of 3ethos. He is
the former Director of the Institute for Leadership at the
U.S. Coast Guard Academy; founder of the Foundation
for Fiduciary Studies; and, principal founder of fi360.
Daniel R. Sharpe,
Bond, Schoneck and King
Contributing Writer
Daniel Sharpe is a member of the law firm of Bond,
Schoeneck and King, PLLC and works principally out
of its Buffalo, NY office. Bond’s 200+ lawyers include
its Employee Benefits and Executive Compensation
Practice Group of 9 full-time ERISA attorneys. Daniel is
a graduate of the University of Rochester and The Ohio
State University College of Law. Since his admission to
the bar in 1976, Daniel has specialized in all aspects of
employee benefits law, representing primarily employers,
plan sponsors and fiduciaries. He has recently devoted
substantial time to providing advice and guidance on
investment policies, fiduciary risk management and in
reviewing fees and service agreements for retirement
plans.
Under Tocher’s leadership, the company’s fixed
separate accounts have grown to $14 billion under
management. Within the general account, Tocher
oversees portfolio management and manages the
trading desk and the quantitative analyst team. She
oversees money markets and works closely with risk
management, product development and sales teams
across markets. Tocher was recently named head
of global portfolio management, working under the
direction of Mark Corbett, executive vice president
and chief investment officer of parent company, GreatWest Lifeco Inc.
Tocher attended the Universite de Poitiers, where
she received a French diploma, and the University of
Manitoba, where she received a Bachelor of Commerce
degree with honors. She is a Chartered Financial
Analyst. Tocher is a board member of the Denver
Metropolitan Affiliate, Susan G. Komen for the Cure,
and is involved in CASA (Court Appointed Special
Advocates for Children) and Urban Peak, Denver.
Eric Harper, Harper Danesh
Contributing Writer
Erica is one of the founding partners of Harper Danesh
LLC. Prior to that, she was a Principal with Mercer,
having worked in its Boston, New York and Rochester,
NY offices. She has considera