08/08/2012 (press release: kfarrington) // Atlanta, GA, USA // Kelsey Farrington
White Horse Advisors, LLC, is delighted to welcome Betsy Custer as an advisor to the firm. Betsy’s more than 25 years experience in the industry helps retirement plan investment committees make sound decisions, stay ahead of the regulatory curve, and facilitate positive outcomes for participants.
Prior to joining White Horse, Betsy was a Senior Vice President and Senior Client Relationship Manager of Retirement Services with a regional financial institution. She led the largest client servicing team responsible for institutional retirement plan business to award winning results internally and industry wide. She has been involved with all aspects of retirement plans including investment fund menu selection and monitoring, plan design, and vendor selection to enhance effectiveness for both plan sponsors and plan participants. As a member of the management team, Betsy was involved in creating and implementing many of the group’s strategic initiatives including being a founding member of the committee responsible for selecting and monitoring the institution’s 401(k) product’s investment fund menu. Her extensive knowledge of ERISA, DOL and IRS regulations makes her a proactive advisor for client’s needs and goals.
“Our greatest strength at White Horse is our people, and Betsy is an exceptional addition to our existing team. She brings a wealth of knowledge and experience that will proactively serve our clients and White Horse well,” CEO, Patrick Ungashick.
Betsy grew up outside of Philadelphia, PA and started her career in New York City before coming to Atlanta in 1994. She is a graduate of Denison University where she earned a Bachelor of Arts Degree. She lives in the Buckhead area of Atlanta, spends her spare time with family and friends, exercises, and volunteers at the Atlanta Humane Society (AHS). She enjoys participating in AHS’s annual pet parade and is a frequent volunteer with pet adoptions by matching animal rescues with new owners. Regardless of the season, Betsy enjoys spending time relaxing on the beach or enjoying the historic town of Fernandina Beach in Amelia Island, FL.
About White Horse Advisors, LLC
White Horse Advisors, LLC is an independently-owned company that provides fee-based financial and advisory services to the owners of closely-held businesses, retirement plan sponsors and individual investors. Our professionals strive to deliver sound solutions, financial advice and strategies in coordination with clients’ tax, legal and other advisors.
