Professional Experiences

“Sheldon is fiduciary on Grassi’s plan. Annually, he reviews publicly available information on plans of our clients and reports findings when relevant. There is significant economic upside and an opportunity to reduce risk here that warrants your attention. I recommend Sheldon in the highest regard.”
Lou Pizzileo, CPA, Audit Partner, Grassi & Co., CPAs

“I share the wonderful experience we have had with our 401k plan fiduciary, Stone Hill Fiduciary Management, for six years. As your plan auditor, we suggest that you explore their services. I give them my highest recommendation!”
John C. DeFalco, CPA, Partner, Sheehan & Company, CPA, PC

“Thank you for the committee meeting minutes, best I have seen in years.”
Tina M. Isbitsky, CPA, Managing Director, TMI CPA, P.C., Specializing in Employee Benefit Audits

“I have worked with Sheldon for thirty years, during which he served as Managing Fiduciary for my largest client.”
Jeffrey Mamorsky, Co-Chairman, Global Benefits & Compensation, Greenberg Traurig, 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

“You have an outstanding value proposition here.”
Eric Carroll, Partner, NY Leader for Employee Benefit Plan Services, RSM US LLP

“I introduce you to Sheldon who has been invaluable to our clients for their 401(k) and pension plans. Sheldon’s firm acts as independent fiduciary and is a great resource to alleviate your risk with respect to your responsibilities with the plan.”
Cindy McLoughlin, CPA, Partner, Hospitality Industry Leader, CohnReznick LLP

“Sheldon has been my EBP professional with particular expertise limiting fiduciary risks.  I recommend 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 moved our 401(k) plan to Fidelity and reduced our advisor fee and our controller’s involvement.”
Louis C. Grassi, CPA, CFE, Managing Partner, Chief Executive Officer, Grassi & Co., CPAs, P.C.

“Sheldon, you are the most proactive consultant that I work with.  You keep our client informed of what is to come.”
Diane M. Smith, CRSP, Senior Relationship Manager, Principal

“You may want to consider utilizing Stone Hill to further mitigate plan liabilities and ensure compliance.”
Alex Brownstein, ARPC, Senior Retirement Plan District Manager, ADP Retirement Services

“I want to provide an email introduction to Sheldon Geller, who has substantial experience working with Fidelity plans.”
Robert A. Hunt, Vice President – Retirement Director, Fidelity Investments

“Thank you for sharing this inquiry with me.  You are always both timely and spot-on with your oversight.”
Robert L. Friedman, Sr. Relationship Manager, ADP Retirement Services

“We share information on the 401(k) plan prepared by Sheldon Geller, who has done work with RSM on our employee benefit plan audit clients. It appears that they would substantial reduce expenses and fiduciary risk.”
Gregory Natalucci, Assurance Partner, RSM US LLP

The above professional references of Stone Hill are provided voluntarily and without compensation. Exact experiences with Stone Hill will vary and be unique to each individual.