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Sales & Client Service Team
Denise Spillane, Head of Sales & Marketing
Denise heads McMorgan's sales and marketing efforts as well as serving as a Managing Director at MacKay Shields LLC (our sister company). Prior to MacKay, Denise was with Furman Selz Capital Management as a Managing Director responsible for developing the national institutional sales effort. Previously, she was with Oppenheimer Capital as a Vice President of Marketing. Denise graduated from Manhattan College with a BA in Economics. She has been in the investment management industry since 1985. Denise holds the Series 7 and 63 licenses.
Brian K. Jackson, Director, Marketing & Sales
Brian serves as a Director of Marketing & Sales. He joined the firm in 1998. Prior to McMorgan he served as an investment management client service officer for four years and, previous to that, as a Trustee for pension and health funds with assets in excess of $650 million. Through his experience with the National Electrical Contractors Association, he has extensive experience with the administration and design of benefit plans. Brian earned an MBA from Pepperdine University and his BS in Business Administration from Shepherd University. He also holds the Series 7 and 63 licenses.
Buck Bucci, National Director
Buck joined McMorgan in 2006 and has over 14 years experience working with Taft-Hartley investment and retirement programs. He is responsible for managing sales and service in the Eastern region for McMorgan and serves as Managing Director of New York Life Investment Management LLC, Retirement Plan Services Taft-Hartley channel. Prior to joining McMorgan & RPS he served as senior vice president and director of Wachovia Retirement Services’ Taft-Hartley group. Buck holds a MBA from the University of Pittsburgh, PA and a BS from Saint Vincent College. Buck holds a Series 7 and 63 licenses.
Mark S. Johnson, Director, Client Service
Mark joined McMorgan in 1993, and has over 31 years of experience in the investment management and benefit plan administration fields. Prior to McMorgan, he was with Morley Capital Management serving Taft-Hartley clients nationwide. Mark is a graduate of the University of Washington school of Business, and has earned the Certified Employee Benefit Specialist designation from the Wharton School of Business and the International Foundation of Employee Benefits. Mark holds the Series 6, 7, 63 and 65 licenses.
Patrick J. Noonan, Director, Consultant Relations and Marketing
Patrick joined McMorgan in 1991 and is responsible for managing McMorgan's investment consultant relations and marketing efforts. He has 18 years of varied investment experience. Prior to his current role, Patrick served as Portfolio Accounting Manager at McMorgan, overseeing the investment operations, client reporting, and portfolio reconciliation process. He holds a MBA in Management and a BS in Finance from Golden Gate University, San Francisco. He also holds the Series 6, 7 & 63 licenses.
Kenneth D. Waggoner, Vice President, Client Service
Kenny joined McMorgan’s Taft-Hartley Group in 2010 and serves in client service. He is based in McMorgan’s Burbank, CA office. Prior to joining McMorgan, Kenny spent three and half years at Chelsea Management Company in Los Angeles, CA, where he served as Vice President, Marketing. Kenny holds a Bachelor of Science from Santa Clara University, Santa Clara, CA.