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The Wespath staff noted below are our institutional relationship managers. If you are a participant with questions about your retirement or health plans, please submit your inquiry on the Contact Us page.

Connect with us to discover innovative investment solutions and client-focused service for institutional investors. We’re here to help your organization reach its full potential.

Call us at 1-847-866-4100 or email us at [email protected].

Please contact our team members directly for assistance:

Karen Manczko

Director of Institutional Relationships


[email protected]

Serving these U.S. areas:

  • North Central Jurisdiction (all states)
  • Northeastern Jurisdiction (DC, DE, MD, NJ, NY, PA)
  • South Central Jurisdiction (AR, KS, MO, NE)
  • Western Jurisdiction (all areas with the exception of Southern CA and HI)

Bill Stewart, CIMA, CFA

Director of Institutional Relationships


[email protected]

Serving these U.S. areas:

  • Northeastern Jurisdiction (CT, MA, ME, NH, MA, RI, VT, WV)
  • South Central Jurisdiction (LA, NM, OK, TX)
  • Southeastern Jurisdiction (all states)
  • Western Jurisdiction (Southern CA, HI)

T. Joseph Halwax

Managing Director of Institutional Investment Services


[email protected]

Secondary institutional investor contact for all geographies.

Krystal Holmes

Client Operations Associate


[email protected]

Inquiries related to client onboarding, the investor portal and other general account questions


Julie Capozzi

Managing Director, Communications


[email protected]

All media inquiries


Investment Managers

If you are a representative of an investment management firm seeking to provide Wespath with information about an investment strategy offering that you would like us to consider including in one or more of our investment funds, please send an e-mail to:
[email protected].