Brock E. Hastie

Brock E. Hastie's Portrait .(JavaScript must be enabled to view this email address)

Brock Hastie is Managing Partner at Retirement Income Solutions. Brock is one of eight advisors that provides financial planning and retirement analysis for over 1,200 clients representing $1.7 billion under management.

He joined the firm in 2005 after 11 years in senior financial-management positions with Intel Corporation and other financial and investment companies. In 2012, he became a Retirement Income Solutions managing partner.

Brock earned a BA in economics from DePauw University and an MBA with distinction in finance and corporate strategy from the University of Michigan. During his six years at Intel Corporation in Portland, Oregon, he was the head of the mergers and acquisitions finance team.

“I enjoy helping clients understand the investment environment and making them feel confident about their financial situation.”

Brock enjoys tennis, skiing, and coaching his two daughters’ sports teams. Currently he sits on the Board of Trustees for the city of Ann Arbor Employees’ Retirement System.

Community Involvement 
Board of Trustees, City of Ann Arbor Employees' Retirement System (2010–present)
Past Vice President and Board Member, Habitat for Humanity of Huron Valley (2007–2013)
Coach, various elementary school sports

Education 
MBA with distinction, Finance & Corporate Strategy, University of Michigan Business School
BA, Economics, DePauw University

Experience
Senior Vice President and Portfolio Manager, Retirement Income Solutions, Inc. (2005–2012)
Managing Director, Pattern Recognition Management, Inc. (2005–2009)
Senior Finance Manager, Intel Corporation (1999–2005)
Investment Analyst, Davis Financial Group (1996–1997)
Senior Financial Analyst, Neodata Corporation (1994–1996)

Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts