Sere Austin
Managing Director at Investment Research & Advisory Group, Inc. | Atlanta, Georgia, United States
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Sere Austin serves as the Managing Director at Investment Research & Advisory Group, Inc. (IRA Group), where he leverages over 30 years of extensive experience in the investment and retirement industry to deliver strategic insights and solutions. His expertise encompasses a wide range of areas, including retirement plan management, governance, investment analysis, and vendor management. Under his leadership, IRA Group has solidified its reputation as a trusted fiduciary investment advisory service provider for corporations, non-profits, governmental plans, and foundations since its inception in 1992.
In his current role, Sere is instrumental in guiding clients through complex retirement plan landscapes, ensuring that they not only meet regulatory requirements but also achieve optimal investment performance. His deep understanding of defined contribution plans and asset management allows him to tailor recommendations that align with each client's unique goals and risk tolerance. Sere's proficiency in relationship management fosters strong partnerships, enabling him to effectively navigate the intricacies of mergers and acquisitions, as well as the actuarial considerations that often accompany them.
Key projects under Sere's direction have included comprehensive plan design enhancements, which have significantly improved client outcomes and participant engagement. His commitment to continuous improvement and innovation in retirement solutions positions IRA Group as a leader in the industry. With a strong foundation in mutual funds and a robust understanding of the fiduciary responsibilities inherent in his role, Sere Austin exemplifies the qualities of a dedicated investment adviser representative, making a lasting impact on the financial well-being of his clients.
Managing Director at Investment Research & Advisory Group, Inc. in January 2011 to Present
Senior Consultant at Southeastern Advisory Services, Inc. in February 2008 to January 2011
Senior Retirement Consultant/Practice Leader Investment Advisory Services at Veritas Consulting Group, LLC in April 2000 to February 2008
Vice President - Financial Services Division at Veritas Consulting Group, LLC in April 1996 to April 2000
Vice President - Trust Officer at Bank of America in August 1993 to April 1996
Consultant at Benefit Services Corp in March 1988 to August 1993
Investment Performance Analyst at Wells Fargo in September 1983 to November 1987
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Retirement
Retirement Planning
401k
Financial Services
Securities
Financial Advisory
Mutual Funds
Pensions
Defined Benefit
Investments
Qualified Retirement Plans
Customer Service
Investment Advisory
Employee Benefits
Series 7
Leadership
Series 63
Defined Contribution
Asset Allocation
Alternative Investments
Wealth Management
Investment Management
Investment Strategies
Succession Planning
Pension Funds
ERISA
FINRA
Asset Managment
Pension Administration
Equities
Deferred Compensation
Benefits Administration
Hedge Funds
Relationship Management
Contract Negotiation
Series 65
Executive Pay
Retirement Plan Consulting
Profit Sharing
Mergers
Process Improvement
Series 6
Investment Advisory Services
Actuarial Science
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What is Sere Austin email address?
Email Sere Austin at [email protected]. This email is the most updated Sere Austin email found in 2026.
What is Sere Austin phone number?
Sere Austin phone number is +17703010762.
How to contact Sere Austin?
To contact Sere Austin send an email to [email protected]. If you want to call Sere Austin try calling on +17703010762. (updated on November 04, 2024)
What company does Sere Austin work for?
Sere Austin works for Investment Research & Advisory Group, Inc.
What is Sere Austin's role at Investment Research & Advisory Group, Inc.?
Sere Austin is Managing Director
What industry does Sere Austin work in?
Sere Austin works in the Financial Services industry.
Sere Austin Email Addresses
Sere Austin Phone Numbers
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