Jamie Greenleaf, Founder of TILT, joined the Center for Board Certified Fiduciaries (CBCF), a group of fiduciary experts selected for their fiduciary skills, best practices, and knowledge.
Greenleaf will be a Specialty Leader in the Health Care Plan fiduciary field of specialization and will develop the curriculum in that specialty.
“Her deep knowledge and expertise in the Retirement Industry include an understanding of how stewardship behaviors impact the quality of a fiduciary’s decision-making process,” CBCF said in a statement. Greenleaf holds the Accredited Investment Fiduciary®(AIF) and Certified Health Savings Adviser (CHSA).
“I am honored and excited to be working with this distinguished group around the evolving fiduciary duties of health care plan sponsors,” Greenleaf added. “It is a pleasure to be part of a group that has such a meaningful mission and purpose.”
The members of the CBCF are professionals who have demonstrated a mastery of:
- The leadership and stewardship behaviors that define a fiduciary’s sense of purpose.
- A prudent process outlined by the Uniform Code of Fiduciary Conduct.
- Best practices associated with a particular fiduciary specialty.
The organization officially debuted in March with 35 high-profile fiduciary advocates and founding members that they say will seek to “accelerate the development of exemplary fiduciaries.” Notable names include Don Trone, Don Jones, Kate McBride, and Keith Alden Loveland.
The CBCF’s purpose is three-fold
- Affiliate with one or more universities to provide an executive education certificate in fiduciary leadership, stewardship, and governance. Over time, develop the curricula for the first masters with a concentration in fiduciary responsibility.
- Provide the critical infrastructure to conduct and publish research and thought leadership on fiduciary standards and associated best practices.
- Board certify fiduciary professionals in a specific field of specialization. For example, a person may seek to be board certified to work with defined contribution (DC) plans, while another may desire to be board certified to work with foundations and endowments.
MORE INFORMATION ABOUT THE CENTER FOR BOARD CERTIFIED FIDUCIARIES IS FOUND HERE
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
