Co-Founder/Principal of CMC Interactive, LLC (2001),
CMC Advisors, Inc. (2001) and TCR Development, LLC (2006)

Experience

Over 40 years in the retirement plan services industry
Appointed Member, Relius Executive Board (since 2004)
Charles Schwab Trust and Custody Advisory Board Member (2023-?)

Education

Baruch College, New York, NY – Bachelor of Arts, Psychology (1980)

Areas of Responsibility

• Technology
• Relationship Management

Outside of Work

Michael now lives in Florida. He enjoys spending his free time at the gym and on the golf course. He and his wife recently welcomed their first grandchild, and his son and daughter-in-law live close by so they may be a lot busier soon. His daughter lives in Brooklyn, but often visits.

Co-Founder/Principal of CMC Interactive, LLC (2001),
CMC Advisors, Inc. (2001) and TCR Development, LLC (2006)

Experience

Over 25 years in the retirement plan services industry
Charles Schwab Trust and Custody Advisory Board Member (2012-2015)

Education

Lafayette College – Easton, PA – Bachelor of Arts in Economics/Business and Psychology (1996)

Designations and Licenses

• Series 65

Areas of Responsibility

• Finance
• Human Resources
• Office Operations
• Marketing
• Compliance

Outside of Work

Trish lives in Manhattan with her husband and daughter but spends most of the summer at the Jersey Shore. In her free time, she participates in lots of outdoor activities including swimming, paddling, snowboarding, skiing, hiking, SCUBA diving and running; she has completed four marathons.