Julian Regan
Segal Marco Advisors
Industry Observer
Mr. Regan is the Public Sector Market Leader and a Senior Vice President in Segal Marco Advisors’ Boston office.
Prior to joining the firm, Mr. Regan served in leadership, investment and risk oversight roles in the private and public sectors.
Between 2001 and 2006, Mr. Regan served as Executive Director for the New York State Deferred Compensation Board, where he ran the State’s then $8 billion supplemental retirement plan and helped develop regulations that governed 250 local plans. He also served as a state and local government appointee to the Internal Revenue Service (IRS) Advisory Committee on Tax-Exempt and Government Entities (ACT) and Budget Director for the Massachusetts Bay Transportation Authority (MBTA).
Mr. Regan is a 2008 recipient of the IRS Tax-Exempt and Government Entities “Commissioner’s Award” and a 2004 “Plan Sponsor of the Year” award recipient. He is a member of the International Foundation of Employee Benefit Plans (IFEBP) Financial Education/Retirement Security Expert Panel and Investment Management Committee.
Mr. Regan is co-author of the National Conference on Public Employee Retirement Systems (NCPERS) Best Governance Practices for Public Retirement Systems and author of Is Your Pension Plan Measuring Up? He is also a contributing author to the IFEBP Trustee Handbook and a frequent author and speaker for other leading industry organizations.
Mr. Regan received his BSBA and MBA from Suffolk University and studied at Georgetown University.
