Navigant hires Stephen Lieberman as Financial Officer

15 April 2016

Navigant has hired Stephen Lieberman from Laureate Education. Lieberman joins Navigant as its Executive Vice President and CFO, and will, in addition, serve as a member of the firm’s Executive Advisory Board.

Stephen Lieberman most recently served as the Senior Vice President of Finance at Laureate Education, a role he held since 2012. Lieberman was responsible for the company’s largest business segment and, in addition, managed key corporate functions at the firm; including corporate finance, investor relations, treasury, tax, real estate and risk management. Previously, Lieberman worked at Dana Holding Corporation as the Senior Vice President in Finance for a brief stint in 2011. Earlier roles include Vice President and Treasurer at United Airlines, between 2006 and 2010, as well as a range of roles at GM going back to 1997, including Finance Director, Controller/Treasurer in Mexico, and Treasurer, Asia Pacific Regional Treasury Center, Beijing, China.

Lieberman holds a Bachelor of Science in Electrical Engineering from the University of Michigan an MBA in Finance from University of Michigan - Stephen M. Ross School of Business – which included an exchange programme with the Rotterdam School of Management, Erasmus University.

Stephen Lieberman - Navigant

Lieberman will join Navigant as the firm’s Executive Vice President and Chief Financial Officer by mid-April. In the role, Lieberman will lead to the firm’s Accounting and Finance, Investor Relations, Real Estate, Operations, Technology, and Corporate Development functions. In addition, he serves as a member of the firm’s Executive Advisory Board. The interim CFO Thomas Nardi, will remain briefly at the firm while Lieberman settles in; Lieberman begins at the firm on the 18th of April.

“Navigant is pleased to welcome Stephen to our leadership team. His experience across a range of global industries and his ability to lead finance functions in rapidly transforming enterprises align well with Navigant’s trajectory,” says Julie M. Howard, Chairman and Chief Executive Officer. “I would also like to thank Tom for his strong contributions as our Interim Chief Financial Officer. His leadership during this time has been exemplary and I expect a smooth transition to Stephen.”

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.