FOUNDERS

John Argue
Rick Callister
Sam Sheth
Kevin Wernick

MANAGING DIRECTORS
Steve Ackerman

Please click on each name to learn more

Rick Callister is a founder and Senior Managing Director of VerityPoint, a strategic consulting firm that specializes in executive benefits and the funding of corporate liabilities. Mr. Callister has extensive experience in all aspects of nonqualified plans, including Deferred Compensation Plans, Supplemental Executive Retirement Plans, Excess Benefit Plans, Rabbi Trusts and specialized state-of-the-art nonqualified plans. He also has extensive experience in the funding of corporate liabilities using a variety of investment strategies, including the use of bank, corporate, insurance and trust-owned life insurance.

Prior to forming VerityPoint, Mr Callister served for 13 years as a Senior Vice President of Clark Consulting, a national firm that provides consulting, third-party administration and brokerage services. Before joining Clark Consulting, Mr. Callister was an attorney in the Los Angeles office of Sheppard, Mullin, Richter & Hampton, where he was a member of that firm's tax, ERISA and corporate departments.

Mr. Callister received his B.S. degree from the University of Utah, M.Acc. degree from Brigham Young University and J.D. degree from the University of Utah. Later he earned his LL.M. degree in Tax from New York University.

Rick can be reached at 213-412-2804.

© 2018 VerityPoint | 1000 Wilshire Blvd | Suite 1830 | Los Angeles, CA 90017 | 213-412-2800
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