401(k)/403(b) Plan Consultant 
Registered Investment Advisor

Jay Gepfert                                                                                        

Culpepper Group LLC
President

B.A., History, Davidson College

Registered Investment Advisor

Certified Investment Management Analyst (CIMA)

Jay Gepfert, founded the Culpepper Group LLC after working in the institutional investment consulting, investment management and 401(k) recordkeeping industry for 15 years.  Having helped implement specific investment strategies for large corporations offering both pension and defined contribution plans, he believes that the same expertise is required for small-mid companies but not generally available or overpriced.   Additionally, Mr Gepfert was a part of a team that delivered investment outsourcing solutions.  He understands the advantages and disadvantages of this type of investment strategy and the need for an independent third party to oversee the evaluation and ongoing monitoring of such strategies.

Prior to founding Culpepper Group LLC, Mr. Gepfert was a Regional Director for Russell Investments’ institutional business. He worked with investment committees to help them understand and develop investment strategies that utilized a manager of managers investment process.

Previously, Jay was a Managing Director for MetLife, responsible for the large-company defined contribution market. His responsibilities included working with investment committees to find more effective ways to implement 401(k) plans by monitoring the investments, fees and participant education programs.

Jay started his investment career with Barclay's Global Investors, the largest provider of index investment strategies in the United States. Barclay's offers both active and index investment strategies for pension and defined contribution plans.

Jay volunteers with a variety of organizations including, Fairfield Jr. Babe Ruth, CT Make–A-Wish and is a past big brother in the Big Brother/ Big Sister Programs. 

 

Independent ERISA Fiduciary                            Cost Effective Consulting                           401(k) 403(b) Advisor
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