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Deals & People November 18, 2014
Cafaro Greenleaf Establishes Boston Office
Corporate retirement plan advisory firm Cafaro Greenleaf added Andrea Vassiliadis to its team of specialist advisers and consultants.
Reported by PLANADVISER staff
Vassiliadis, who has over 20 years of experience working in the retirement plan industry, will lead the firm’s new Boston area office. Jamie Greenleaf, Cafaro Greenleaf lead adviser and principal, says the firm hopes to leverage Vassiliadis’ expertise in plan design and client services in growing the new office.
Vassiliadis began her career as a third-party administrator (TPA) for several years and holds a B.S. in finance from Northeastern University. She also holds Series 6 and 63 licenses from FINRA, and is life insurance licensed. She has earned the qualified 401(k) administrator professional designation awarded by the American Society for Pension Professionals and Actuaries (ASPPA); and the accredited investment fiduciary auditor (AIFA) designation awarded by the Center for Fiduciary Studies.
More information about the firm is available at www.cafarogreenleaf.com.