Professional Referrals

“I have worked with Sheldon Geller for over thirty years, during which he has served as Managing Fiduciary for my largest client. Sheldon does excellent work and will reduce your fees and add value to your 401(k)-retirement plan.”

Jeffrey Mamorsky, Co-Chairman, Global Benefits & Compensation, Global Human Capital Solutions, Greenberg Traurig, LLP

“Thanks Sheldon. Good to see you at the plan committee meeting. My client and I were impressed with the scope of Stone Hill’s services.”

Andrew E. Craw, Partner, Lowenstein Sandler LLP

“I recommend that you have a call to discuss Stone Hill potentially acting as a Named Fiduciary for plan administration.”

Jay A. Dorsch, Member, Cozen O’Connor

“I wanted to introduce you to someone who has been invaluable to our clients for their 401(k) and pension plans. Sheldon acts as an independent fiduciary and would be a great resource to alleviate your risk with respect to your responsibilities with the plan.”

Cindy McLoughlin, CPA, Managing Partner, Consumer, Hospitality, and Manufacturing Practice, CohnReznick LLP

“I would like to introduce you to Sheldon Geller from Stone Hill Fiduciary. He has been my go-to professional for anything EBP related with particular expertise limiting fiduciary risks. I recommend that you connect.”

Asael Meir, CPA, Partner, Technology Industry Leader, CohnReznick LLP

“Contact Sheldon—promise that you will be pleased—he is a true professional. Best I have seen in my career in this arena.”

Ronald J. Eagar, CPA, CCIFP, Partner, Grassi & Co., CPAs

“Sheldon is an investment advisor at Stone Hill Fiduciary Management who I highly recommend.”

Adam S. Lilling, CPA, CFA, Partner, Lilling & Company LLP

“Stone Hill successfully moved our 401(k) plan to Fidelity and reduced our advisor fee. Our controller spends less time on the plan.”

Louis C. Grassi, CPA, CFE, Managing Partner, Chief Executive Officer, Grassi & Co., CPAs, P.C.

“They could use your help.”

Timothy J. Desmond, CPA, Partner, Director of Employee Benefit Services, PKF O’Connor Davies, LLP

“You have an outstanding value proposition here.”

Eric Carroll, Partner, NY Leader for Employee Benefit Plan Services, RSM US LLP

“You may want to consider utilizing the services that Stone Hill provides to further mitigate plan liabilities and ensure compliance. I’ve known Sheldon over a decade, and there are very few people who know more about this business than he does. I would definitely support the decision to layer Stone Hill services into the company’s 401(k) plan.”

Alex Brownstein, ARPC, Senior Retirement Plan District Manager, ADP Retirement Services

“I wanted to provide an email introduction to Sheldon Geller. Sheldon is the President of Stone Hill Fiduciary, an independent ERISA fiduciary consulting firm. Sheldon has substantial experience working with Fidelity plans.”

Robert A. Hunt, Vice President Retirement Director, Fidelity Investments

“As a follow-up to my voicemail from yesterday I wanted to forward an initial analysis and information provided by Stone Hill Fiduciary Management. I have a very strong working relationship with Sheldon and his team and believe they would be a tremendous help in assisting you with the fiduciary and administrative tasks associated with your plan. Fidelity receives no compensation from Stone Hill Fiduciary Management.”

Hunter Pell, Managing Director, Fidelity Investments

“Thanks for the partnership!!”

Adrian D. Hodge, Senior Vice President, Eastern Division Manager, Fidelity Investments