About Espo & Third Stone Plans

James Vito Esposito, QPA
Owner & President, Third Stone Ventures, LLC

“Espo” began his career in the qualified plans industry in 1999, joining Security Administrators, Inc. in Binghamton, NY as Marketing Director—where he assisted employers and their advisors with the design of new & takeover of existing plans.  In 2011, he joined Manning & Napier Advisors, LLC in Fairport, NY & provided plan design, consulting & implementation support to business-owner clients of the firm & their financial advisors.

Passionate about addressing the needs of owner-only businesses, Espo started Third Stone Plans to provide boutique, next-level qualified plan services at institutional rates to this most service-starved segment of the qualified plans marketplace.

Espo holds the Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals & Actuaries; and is a member in good standing since 2000.  He’s a graduate of the State University of New York at Buffalo—cum laude, mathematics.  He has over 25 years experience in the financial services & pension industries.