Skip to Content

Request a Complimentary Plan Lineup Review

Please provide your contact information below.
A Qualified Plan Specialist will reach out within two business days to schedule your review.

I am a(n):

Meet the Team

With a deep understanding of the CIT landscape, our Qualified Plan team is poised to help advisors select the CIT fund to complement their investment lineup.

Pacific West

Ryan Tucci
Qualified Plan Specialist
Contact Us

Mountain West + Midwest

Darryn Bolden
Qualified Plan Strategist
Contact Us

South Central

Sheldon Davis
Qualified Plan Strategist
Contact Us

Great Lakes, Ohio + Pennsylvania

Zach Schneeloch
Qualified Plan Strategist
Contact Us

New Jersey/New York

Katie Stewart
Qualified Plan Strategist
Contact Us

New England

Meghan Garrity
Qualified Plan Specialist
Contact Us

Southeast

Jack Anderson
Qualified Plan Strategist
Contact Us