Brian C. Hubbell, AIF®
Brian C. Hubbell, Principal, has over 30 years of experience exclusively in the field of employer sponsored retirement plans. Mr. Hubbell began his career in the Pension Investment Division of Mutual of New York in 1980. In 1985, he joined the consulting firm of Findley Davies where he spent over 20 years. As a senior Principal of the firm and member of the Board of Directors, he established the Charlotte office in 1987 and was the Practice Leader for the firm’s retirement consulting practice. In 2006, Mr. Hubbell founded Hubbell Consulting, LLC to establish a firm dedicated to corporate retirement plan consulting, including Investment Counsel, Plan Compliance/Design, and Employee Retirement Outcomes.
Brian has been a guest speaker at national conferences sponsored by the American Society of Pension Professionals & Actuaries (ASPPA), Center for Due Diligence, Pension and Investment Age East Coast Conference, and Profit Sharing/401(k) Council of America (PSCA). He is past president of the Charlotte Pension Forum and has been an instructor for the CEBS curriculum (Certified Employee Benefit Specialist).
Brian earned a Bachelor of Science degree from the University of Iowa with a major in Business Administration. Mr. Hubbell holds the AIF® (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies affiliated with the Katz Graduate School of Business, University of Pittsburgh. He has also passed and holds FINRA Series 65 Uniform Investment Advisor Law Examination.
Thomas W. P. Bowler, AIF, QPFC
Tom has over 11 years experience exclusively consulting on investment of retirement plans – both defined contribution and defined benefit. Prior to joining Hubbell, Tom was the Chief Investment Strategist, PrimeTrust Advisors, an Associate of Mercer Investment Consulting, and he established his investment consulting career with SHDR Investment Advisors, Inc. in 2003.
Tom is a Principal and member of the firm’s Investment Committee. He is leads our investment research team and investment strategy process for clients’ defined benefit plans and model portfolios for defined contribution plans (risk based and time based models).
Mr. Bowler has a B.A. in Business Administration from Campbell University, Graduated Summa Cum Laude, and holds a Masters Degree in Investment and Trust from Campbell University, Graduated with Honors. Tom holds the designations of Accredited Investment Fiduciary (“AIF”) from the Center for Fiduciary Studies, Qualified Plan Financial Consultant (“QPFC”) issued through the American Society of Pension Professionals & Actuaries, and the FINRA Series 65 Uniform Investment Advisor Law Examination. Tom has passed Level I and II of the CFA Examinations.
Diann R. Harvey, PHP
Diann joined Hubbell Consulting, LLC in January 2013 as a Consultant. Prior to joining Hubbell, Diann spent 9 years as a Consultant with Findley Davies, Inc., a Human Resources consulting firm in Charlotte.
Diann has experience in the administration and compliance of qualified retirement plans. She spent her later years at Findley Davies servicing the defined contribution plan of a leading financial institution in the Charlotte area with greater than 90,000 employees. She has conducted compliance testing and has worked with ERISA Counsel on complex operational review and correction projects. Diann also has experience preparing and executing test plans for functional and user acceptance testing of defined contribution 401(k) plans.
Diann graduated from the University of New York at Cortland with a Bachelors degree in Communications. She also achieved and maintains the Professional in Human Resources (PHR) designation with the Society for Human Resource Management.