North Pier Search Consulting is dedicated to offering specialty consulting services to fiduciaries of all types.
Based in Los Angeles, our clients are some of the nation's leading businesses,
non-profits, foundations, and endowments coast-to-coast. We believe in independent, fee-only, vendor
neutral advice - devoid of the status quo conflicts of interest that still permeate the advisory industry.
North Pier has always assumed the role of our clients' advocates and pioneers of progress in the industry.
Born and raised in the North Suburbs of Chicago, Jim Scheinberg came to Southern California in 1987 to pursue his B.A. in Political Science at University of California, Los Angeles. He achieved the Certified Investment Management Analyst (CIMA®) designation in 2001 from The Investment Management Consultants Association (IMCA®) in conjunction with the Wharton School of Business of the University of Pennsylvania. He is a quoted resource to journalists, a regular guest expert on a syndicated radio and a regular speaker at industry conferences. Jim also regularly serves as a consulting expert for U.S. government regulatory agencies and as an expert witness for Federal ERISA litigation.
Jim Scheinberg began his career in venture capital in 1990 moving to general securities with Smith Barney Harris Upham in 1992. He joined Oppenheimer & Co., Inc. in 1994 as an Associate in the Oppenheimer Consulting Group, the firm’s institutional investment management consulting department, where he worked with sponsors of trustee-directed plans and other institutional clients. In 2001, Jim founded what would become the Corporate Services Group of Oppenheimer Co., Inc. (CSG), where he eventually held the position of Director and Senior Vice President. CSG was an industry pioneer in providing conflict free, fee-only investment consulting and fiduciary advocacy for institutional, participant-directed plan sponsors. In 2008, Jim and CSG Partner Brant Griffin founded North Pier Fiduciary Management LLC.
Member of the Board of Visitors of the UCLA Political Science Department
Member of the Sharpe Fellows Selection Committee of the UCLA Economics Department
Member of Investment Management Consultants Association (IMCA)
Court Appointed Special Advocate for the Los Angeles County Children’s Court
Originally from Virginia, Brant earned his B.A. in Economics from Elon University in North Carolina. In 1995, Brant commenced his career with T. Rowe Price & Associates as a Senior Retirement Plan Consultant where he advised emerging companies in the evaluation of their qualified plan options. In 1999, shortly after moving to California, Brant joined the Retirement Services Department of Oppenheimer and Co., Inc. where he rose to the position of Western Regional Director, managing the consulting efforts of over $1.2 billion of qualified plans. In 2001, Brant and Jim's groups began working together on several joint cases, building the framework for the 2003 formation of the Corporate Services Group (CSG) of Oppenheimer & Co. Inc. CSG was an industry pioneer in providing conflict free, fee-only investment consulting and fiduciary advocacy for institutional, participant-directed plan sponsors. In 2008, Brant and Jim completed a lift-out the central members of CSG to found North Pier Fiduciary Management, LLC.
Member of the American Society of Pension Professionals and Actuaries (ASPPA)
Member of The Professional in Human Resources Association (PIHRA)
Financial Industry Regulatory Authority (FINRA) Arbitrator
American Society of Pension Professionals and Actuaries (ASPPA) Government Affairs 401(k) Subcommittee
Born and raised in Los Angeles, Greg moved to the Midwest in 1981 to pursue his B.A. in Economics and History at Antioch College in Yellow Springs, Ohio. In 1996, he studied leadership at the Harvard Business School, was a guest lecturer at Wharton School of Business’ annual symposium on household finance from 1999 to 2001, and has been a respondent for scholarly papers from top business schools. He was selected by his peers on the National Defined Contribution Council to educate the U.S. Congress on retirement issues and advocate legislation.
Gregory D. Metzger began his career in retirement consulting in 1985 at Kwasha Lipton. In 1990, he moved back to Los Angeles, joining Towers Perrin as a Defined Contribution Consultant. At Ernst & Young, he became the National Practice Leader for Defined Contribution in 1992. In 1993, he joined The Wyatt Company (later Watson Wyatt, then Towers Watson) where he headed up the defined contribution recordkeeping practice for the Western United States. In 1996, he became The Director of Defined Contribution Consulting, North America. At Watson Wyatt, he created and led a vendor selection service which served over 200 clients and placed more than $90 billion in assets.
Greg is considered a thought leader in the defined contribution consulting and vendor search field. He conceived and developed a conference branded as “the 360o Vendor Conference” to elevate industry standard for defined contribution administration which was regularly attended by the largest plan recordkeepers and was rated as best ever attended by the top 15. He conceived and co-developed PathfinderTM, the first e-Commerce application for institutional investing, creating a new market with multi-billion dollar annual transaction volume. He also co-developed the 401(k) value index used by over 400 plan sponsors to measure the effectiveness of their plan design, communication, administration and investments. He has also been quoted in trade and mass market periodicals including Pension & Investments, Institutional Investor, CFO, Plan Sponsor, Fortune, Money, Business Insurance, Employee Benefits News, New York Times, Wall Street Journal and Journal of Risk Management. Greg has authored and published papers and articles, as well as spoken and led national conferences.LinkedIn Profile
Mae graduated with a dual degree in Public Health and Environmental Biology from Tulane University, where she was an inaugural Posse Foundation Scholar. As an undergraduate research fellow, she worked under psychologist Dr. Peter Scharf, in data and meta-analysis of current policies and pedagogical practices in educating previously adjudicated youth in Louisiana. Upon graduation Mae worked as a project manager for Harambee Sustainability Project’s micro-business initiatives in the Langa Township of Cape Town, South Africa, from 2012-2015. Upon moving back to Los Angeles, Mae joined North Pier where she leads communications and project management.
Originally from the Seattle metropolitan area, Josh moved to Los Angeles in 2013 to attend the University of California, Los Angeles. As a part of his undergraduate studies at UCLA Josh worked on multiple research projects with focus on the effects of monetary policy and demographic change on economic growth, particularly in developing countries. Josh graduated early with his B. A. in Economics in the fall of 2016. Josh has been with the North Pier team for two years beginning as a student intern then moving on to operations and quantitative research. Josh previously worked in the software industry.
Doug first joined our team at the Corporate Services Group of Oppenheimer & Co., Inc. (CSG), while a student at UCLA. At CSG he eventually held the title of as a Senior Analyst, earning his NASD series 7, 66 and AIF® designations. CSG was an industry pioneer in providing conflict free, fee-only investment consulting and fiduciary advocacy for institutional asset fiduciaries. Doug was a key member of the 2008 lift-out of CSG, which formed North Pier Fiduciary Management LLC. During his tenure at North Pier, Doug worked in research, sales, trading and operations; and presently as a member of North Pier's Investment Committee. Prior to joining our team he served in the US Navy and US Navy reserves. Doug lives in South Pasadena with his family. He is an active member of the Los Angeles Python and fintech communities and an avid supporter of Foster All, a 501c3 supporting adoption of children in the Los Angeles foster care system.