FCA FSA EA
Managing Director, River and Mercantile
Joe Anzalone is a Managing Director of River and Mercantile, in their New York City office.
Joe helps his clients with many aspects of their defined benefit and defined contribution retirement plans, including design, compliance, financial risk management, and administration. Joe has worked in the field for about 15 years, and consults on areas such as plan terminations, pension risk transfer, mergers and spinoffs, liability-driven investing, and nondiscrimination testing. Joe joined River and Mercantile in 2018, having previously worked at Mercer.
Joe is a Fellow of the Society of Actuaries, a Fellow of the Conference of Consulting Actuaries, and an Enrolled Actuary. Joe graduated from Columbia University with a BA in Mathematics and Economics.