• Consultants to $4 billion in client assets
  • Founded in 1986
  • Registered with the SEC under the investment Advisors Act of 1940
  • 100% Employee owned
  • Member of the Wilshire Cooperative(c)
  • Independent advice and unbiased analysis
  • Extensive experience
  • Client to Consultant ratio 10:1
  • Open-ended service commitment

Our Consulting Team

  • JOHN L. SMALL, CFA©
    Managing Principal
  • TODD K. BORTON, CFA©, CAIA©
    Managing Principal
  • HILDA THOMPSON
    Senior Consultant
  • WALLACE W. WILSON, FSA©
    Senior Consultant
  • JEFFREY D. SWANSON
    Senior Consultant

John brings to the firm a "plan sponsor" perspective and extensive experience in the formulation of both profit sharing and pension plan investment strategies, implementation of investment manager and master trustee searches and investment performance evaluation. In addition, he has had extensive experience in other treasury and tax related functions such as international financing, foreign exchange hedging, cash management, administration of employee benefit plans and ERISA compliance.

John was previously Treasurer of Lanier, a $1 billion corporation, where his responsibilities included the planning and administration of the Corporation's pension and 401(k) plans. Prior to joining Lanier, John was Director, Benefits and Retirement Plan Finance of Harris Corp., a $2 billion corporation. In that position he was responsible for spearheading the effort to restructure its $400 million profit sharing plan, formulating investment objectives, establishing investment policies and evaluating investment performance. Mr. Small has been with Southeastern since 1990.

John received his undergraduate degree from Kent State University and his law degree from Akron University. He is a member of the Ohio Bar Association and Florida Bar Association and is a CPA (Ohio). He is a Chartered Financial Analyst. He has provided investment consulting services since 1982.

John resides in Atlanta, GA.

Todd Borton is a Managing Principal and owner of Southeastern Advisory Services. He joined the firm in January of 2001. Todd currently serves as the consultant for several pension and 401(k) plans as well as foundations. Todd is a 1985 graduate of Wake Forest University with a B.S. degree in accounting. He began his career with Arthur Andersen & Company as a financial services auditor during which time he became a Certified Public Accountant in the State of Illinois. In 1991, he completed the Chartered Financial Analyst series of exams and was awarded a charter from The Institute of Chartered Financial Analysts. Mr. Borton has spent most of his career working within investment management firms in varying capacities, including three and a half years consulting with the Watson Wyatt Worldwide Atlanta office. Prior to joining Southeastern he was a Partner in Jacobs Asset Management, an international equity firm based in Ft. Lauderdale, Florida. Todd is a member of the CFA Institute and the Chartered Alternative Investment Analyst (CAIA) Association. He is a past President of the Southern Employee Benefits Conference (SEBC).

Todd resides in Winston-Salem, NC.

Hilda Thompson is a Senior Consultant with Southeastern Advisory Services, Inc. She has been with the firm since May 2003 after having been an investment consultant for over 17 years with Watson Wyatt Investment Consulting and a predecessor firm. She has been located in the Atlanta area through out her entire career. Hilda has spent the majority of her time consulting with plan sponsors, providing advice on asset allocation, investment policy guidelines and manager structures, as well as providing performance evaluation reviews and recommendations. Hilda has worked with many types of organizations including corporations, public entities, Section 529 organizations, and endowments.

During her career, Hilda has been involved in the development of proprietary software used for maintaining investment performance data and creating innovative ways of screening and evaluating this data. In addition, she has conducted numerous investment manager searches, trustee/custodian searches and GIC placements. She is a key contact on client relationships, attending client meetings and providing consulting services. Hilda received her Bachelor of Science degree from North Georgia College.

Hilda resides in Atlanta, GA.

Wally Wilson is a Senior Consultant with Southeastern Advisory Services, Inc. He joined the firm in May 2003 after having been a Consulting Actuary for approximately 30 years, most of them with Watson Wyatt Worldwide in Miami. Wally has spent the majority of his time consulting on design, administration, and funding of all types of retirement programs. For Section 529 plans he has focused on funding and investment issues. Wally has worked with many other types of organizations including corporations, public entities, and foundations.

Wally has significant experience in all actuarial matters including asset liability modeling and actuarial consulting with public entities. Working closely with investment consultants, he has also developed a working knowledge of investment related matters. Wally has a Bachelor of Science degree from Bucknell University where he majored in mathematics. He is a Fellow of the Society of Actuaries and a former member of the Board of Directors of the Conference of Consulting Actuaries.

Wally resides in Miami, FL.

Jeffrey Swanson joined Southeastern in January 2007 after 17 years of professional experience in the areas of finance and investment consulting. Mr. Swanson began his professional career in Atlanta in the corporate banking area of NationsBank. After five years experience in institutional credit analysis and investment banking, Mr. Swanson joined Merrill Lynch as an investment consultant in 1994. At Merrill Lynch, Jeff spent twelve years serving public pension plans in Florida, Georgia and Alabama. Mr. Swanson has considerable experience serving the unique needs of public pension funds in the Southeast. He has a working knowledge of the state laws that restrict the investments of public plans.

Jeffrey is a graduate of Florida State University with a B.S. in Finance. Mr. Swanson is a member and an active supporter of the Florida Public Pension Trustees’ Association (FPPTA) and the Georgia Association of Public Pension Trustees (GAPPT).

Jeff resides in Jacksonville Beach, FL.


 
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