Mikaylee is a Senior Consultant located in our New York office, having joined the firm in 2008. She serves as the Head of RVK’s DC Solutions Group, a team dedicated to the ongoing development of RVK’s DC practice.
Mikaylee advises a number of client relationships including corporate, multiple-employer, and public DC plans. She works directly with clients on developing investment policies, investment menu design, plan fee reviews, target date fund evaluations, white-label asset allocation and implementation, and trustee education. Mikaylee also conducts firm level research specific to the DC market.
Mikaylee is active in the investment community as she serves on several Committees, including the Defined Contribution Institutional Investment Association (“DCIIA”) Executive Committee (for the 2018-2019 term). DCIIA’s Executive Committee is the primary advisory body for the organization and includes representatives from each Committee and several at-large members. The Committee helps to set DCIIA’s strategic direction and priorities for research and advocacy. She also serves as Chair of the Benchmarking Committee for the National Association of Government Defined Contribution Administrators (“NAGDCA”). The role of this Committee is to review and recommend enhancements to NAGDCA’s Perspectives in the Practice Annual Survey. Lastly, she serves on the CFA Society of New York’s Advisory Council, consisting of senior professionals from around the world who work with some of the largest pools of institutional assets, including pensions, family offices, insurance funds, and sovereign wealth funds.
Mikaylee earned a Bachelor of Arts degree in Finance from Portland State University. She is a shareholder of the firm.