Stephen G Mayor – President and CEO
Stephen is the President and Chief Executive Officer of Delta Global Investment Services. With over 19 years of corporate experience, he specializes in global retirement plans for multinational organizations and is focused on building long-term relationships with his clients. Starting his career with Merrill Lynch in 1996, he advised corporate benefits personnel and investment committees on their qualified and non-qualified retirement plans. In 2003, he joined UBS to develop global retirement plan solutions for U.S. and Non-U.S. multinational corporations while continuing to manage domestic plans. Moving to Bolton Global in April 2009, Stephen transitioned his corporate relationships and has enjoyed the opportunities made available to him in the global plan environment. His specific areas of expertise include investment consulting, monitoring and performance reviews, custodial duties, knowledge of global investment marketplace, and assisting retirement plan members on a variety of investment related issues. His consultative approach allows an investment offering with no proprietary fund requirements and a full fee disclosure model.
Stephen graduated from the University of Houston with a BBA in Finance and is a member of the Golden Key International Honor Society. Stephen holds the FINRA Series 7 and 66 licenses and is a Chartered Retirement Plan Specialist (CRPS). He is an avid Formula One fan and a runner, completing 20 marathons to date, including qualifying for the Boston Marathon on 6 occasions. Stephen was born and raised in Scotland, and currently resides in Houston, Texas, USA with his son.
Robert Thomson – Chief Investment Officer
Rob joined Delta Global Investment Services as a Senior Plan Consultant in March 2011. In this capacity Rob provides ongoing service to clients and counsels them on plan design, investment monitoring, developing and maintaining effective due diligence practices, and meeting their fiduciary requirements. Rob has 15 years of experience with both international and domestic retirement and savings plans, and specializes in the areas of plan design, investment monitoring and participant communications. His experience and passion is in helping plan sponsors fully understand their global plan structure and efficacy, while offering comprehensive, cost-effective solutions allowing for transparency in every aspect of plan design.
Prior to joining Delta in 2011, Rob was responsible for directing the 401k Retirement Plan Services division at Brown Brothers Harriman, while also acting as Investment Analyst and Relationship Manager for International Pension Plans. Previously, Rob worked in a variety of roles servicing institutional and individual clients at Fidelity Investments and T. Rowe Price. Rob is a Summa Cum Laude graduate of Boston University with a B.S. in Management as well as a graduate of the Boston University School of Management with an M.S. in Investment Management. Rob holds the FINRA Series 66 and Series 7 licenses. Rob lives in Boston where he enjoys spending time with his wife and two children.