ABOUT US

Our firm was established by a team of next-generation retirement plan consultants. We are on a mission to modernize the small and mid-tier retirement plan marketplace — an underserved, overcharged, and archaically designed segment of this industry.

While most advisors are generalists who work with both retirement plans and personal wealth management clients, we are specialists who exclusively focus our attention and expertise on retirement plan consulting. Our careers have been dedicated to this marketplace, with experience working at industry-leading retirement plan consultants, third party administrators, investment managers, and recordkeepers. This experience allows us to provide a unique and distinguished perspective for each and every client.

Our Partners

Scott Bauman

Managing Partner

(516) 242-3200

[email protected]

Scott Bauman is a co-founder and Managing Partner at Pyxis Retirement Consultants. He leads all aspects of the investment due diligence process, develops the firm’s capital market outlook, and delivers investment reviews to clients. Scott specializes in the analysis, design, and implementation of retirement plan investment programs that are focused on mitigating risk for plan sponsors and participants.

Prior to co-founding Pyxis, Scott was an Investment Analyst at a large retirement consulting firm that focused on working with non-profit organizations. Scott then joined the Defined Contribution team at a premier investment management firm where he served in various roles as an investment resource working with top client advisors and consultants around the country. Scott’s ingenuity and his dedication to research allows him to help Pyxis clients fulfill their fiduciary investment obligations.

Scott has a Bachelor of Science in Finance from the University of Delaware.

Jake Connors

Managing Partner

(631) 275-3917

[email protected]

Jake Connors is a co-founder and Managing Partner at Pyxis Retirement Consultants. He specializes in plan design and administration including compliance, testing, and vendor selection and implementation. Through Jake’s experience working with clients, he has become an expert at matching plan sponsors with the appropriate service providers. He works diligently with vendors to ensure that plans are onboarded and operate successfully, while alleviating the day-to-day responsibilities for his client’s employees.

Jake’s unique professional background has equipped him to provide a holistic perspective to retirement plan consulting. Prior to co-founding Pyxis, he developed his skills as a Plan Design Consultant at a renowned third party administrator. He then joined a top-tier asset management firm as a Defined Contribution investment specialist, working with advisors across the country. This experience instilled in Jake the uniquely complex nature of each individual plan sponsor - igniting a passion to develop and deliver innovative solutions for Pyxis clients.

Jake has a Bachelor of Science in Finance and Real Estate from Villanova University.