Deals and People

Retirement Industry People Moves

Guardian Financial Partners opens in Orange County; Transamerica names regional vice president for Retirement Plans; Josh Cohen will join PGIM as head of Institutional Defined Contribution; and more.

By Javier Simon editors@plansponsor.com | May 26, 2017
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Cafaro Greenleaf Expands Consultant Team

Cafaro Greenleaf, a national advisory firm serving corporate and public retirement plans, welcomes two new consultants. Kevin Mundy, will serve as education coordinator and consultant. In addition, Amy Kinsman, will join the firm as relationship manager and consultant.

Mundy is an Accredited Retirement Plan Counselor (ARPC) and Accredited Investment Fiduciary (AIF) with more than 10 years of experience in the investment advisory and financial services industry. He specializes in 401(k) plans, profit sharing, defined benefit, DC/DB combination plans and cash balance retirement plan design for employers. He has lead and conducted campaigns for direct sales of qualified plan products and services. Previously, Kevin worked at Merrill Lynch, Ascensus, and UBS, where he served as senior associate.

Kinsman brings more than five years of experience in the retirement and financial services industry. She is a Qualified 401(k) Administrator (QKA), who has previously worked with Vanguard and Empower Retirement. There, she gained experience in plan administration, plan design, investments, and participant education among other topics critical to the management of defined contribution (DC) plans.

“I’m thrilled to have Amy and Kevin join the team,” says CG Managing Principal Wayne Greenleaf. “Their passion for helping people prepare for retirement for retirement will be a great asset to Cafaro Greenleaf and all of our clients.”

NEXT: Beltz Ianni & Associates Hires Veteran Financial Adviser

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