PARTNERS
Sisu
OUR MISSION
We BELIEVE that raising assets is the reward but making a difference in multiemployer pensions is the goal.
We HELP identify gaps in your marketing and client delivery services to amplify multiemployer pension client development.
We PROVIDE education on the investment sales process, so your team becomes a trusted partner to multiemployer pension plan trustees and the investment consultant.
We UNDERSTAND the nuances of Taft-Hartley sales and communicate with the pension plan investment consultants, reducing time and sparing internal resources.
We ARE multiemployer pension fund advocates.
WHAT WE DO
Our team has a wealth of expertise in business development, entertainment production, client relationship management, strategic partnerships, and years of experience in the financial industry.
OUR LEADERSHIP
Traci Dority-Shanklin
CEO & Multiemployer Strategy Consultant
Traci Dority-Shanklin is an investment fund strategist, specializing in bringing innovative concepts and products to institutional investment managers and benefit funds. Her career spans three decades, beginning with a Washington, D.C., political affairs and public relations firm working with labor unions, to most recently serving as Managing Director with national and global investment firms. She specializes in identifying enhanced products and services that positively impact the changing environment faced by the institutional benefit plan marketplace and their underlying participants by focusing on educating key decision-makers on relevant products and services. In her prior sales and client service roles with investment management firms, she contributed significantly to the growth of those firms, receiving several sales awards.
Traci currently hosts two podcasts in which she engages in insightful conversations with investment consultants, union leaders, pension fund trustees, administrators, leading pension fund professionals and financial planning advocates. When she's not bringing high-quality products, services, and information to the multiemployer community, Traci enjoys bringing sensible budgeting tips to people of all income levels. She lives in Charlotte, N.C., with her husband, two daughters, three dogs, and the cutest cat ever. Traci received her B.S. degree from James Madison University and holds Series 7 and Series 66 licenses.
