Gus Pollak, CFA®

Vice President, Investment Services and Innovation

Gus Pollak is the Vice President, Investment Services. He leads teams that are responsible for investment-related operations, investment guideline monitoring, investment systems, and reporting. He manages the Investment Division’s reporting activities for proprietary and third-party investment programs including stable value reporting. During his tenure at the firm, he also served as the Compliance Officer, Compliance Division, Manager, Disbursement Services Unit, Manager, Special Products Team, and Manager, Issue Resolution Unit. Mr. Pollak has 14 years of investment industry experience. Prior to joining the firm in 1998, Mr. Pollak was a Retirement Plan Manager at T. Rowe Price Associates, where he managed the implementation of a multi-million dollar 401(k) plan and designed and implemented systems for various plan transactions. Other positions held include Retirement Plan Specialist at T. Rowe Price Associates and Plan Analyst at RPAS, Ltd. Mr. Pollak’s experience also includes client relationship management and compliance testing. He received a Bachelor of Science degree in Applied Mathematics from North Carolina State University where he minored in Business Management with a concentration in Actuarial Science. He earned the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Society of Washington, D.C. He held the Certified IRA Service Professional (CISP) and Certified Pension Consultant (CPC) designations.