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Serge Agres, CFA, FSA, EA

Managing Director & Investment Actuary - Retirement, Insurance & Government Practice

Serge Agres is a Managing Director for the Retirement, Insurance & Government Practice at Cambridge Associates, where he serves as an Investment Actuary.

Serge has been with the firm since 2019. He specializes in asset-liability management, liability driven investing, asset allocation, stochastic analysis, financial modeling, risk management, and retirement plan construction. Serge is also a key contributor to the development of pension risk and forecasting models as well as the firm’s capital market assumptions. He is also a frequent author of thought leadership for the firm.

Serge is a member of the Society of Actuaries Investment Section’s continuing education committee, sponsoring and participating in a variety of investment educational content.

Before joining Cambridge Associates, Serge was an actuary and investment consultant at Aon, where he worked with a variety of corporate and multiemployer pension plan sponsors and served as an Enrolled Actuary. He has also previously worked as an actuary for Mercer and Segal Consulting.

Serge received his BS with Distinction in Actuarial Science from the University of Illinois at Urbana-Champaign. He is a CFA® charterholder, FSA (Fellow of the Society of Actuaries), and an EA (Enrolled Actuary with IRS).

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