Gregory Leone
Director, Retirement Plan Services AIF®, CIMA®, CPFA
Operating within a network of top insurance carriers and mutual fund companies, technical advisors, and service professionals, Greg works with client organizations to help establish both qualified and non-qualified retirement programs. He consults with clients to develop an understanding of current and long-term objectives, provide an in-depth analysis of existing programs, and subsequently offer recommendations on plan design, informal financing, and administration. His goal is to provide clients with an effective and efficient risk-managed business solution, addressing the impact of retirement program options on cash flow, earnings, shareholder value, and other financial and corporate objectives.
Greg is an Investment Advisor Representative and has over twenty five years of insurance and investment related experience. Prior to joining Georgetown Financial Group, he worked for several national and regional firms, most recently serving as Director, Retirement and Executive Benefit Services at Crystal & Company. He was also Vice President of Sales and Marketing for Meyer Chatfield, a Philadelphia-based firm specializing in the placement of Bank Owned Life Insurance, Manager of Design and Analysis for Clark Consulting in Dallas, Texas and a Senior Financial Analyst for the Newport Group in Orlando, Florida.
The FT 401 Top US Retirement Advisors is a list of professionals who specialize in advising US employers on their defined contribution (DC) plans. Applicants were required to advise on at least $75m in DC plan assets and have at least 20 percent of their client assets in DC plans. The top factors in the scoring are: DC assets under management (AUM), Growth rate in DC plan business - measured by changes in both DC plan clients and assets, Specialization in the DC business - measured by what percentage of the overall assets managed by the advisor are in DC plans and how that concentration has changed, Experience advising on DC plans - tracks years spent managing DC plan assets through different economic and market environments, Industry certifications, and Compliance record. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 401. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.