Michael Garberich has joined the firm as Senior Investment Officer and as Director of Analytics at its investGrade software venture, LeafHouse Financial announced June 28.
Garberich has spent years in the retirement plan investment world and his deep knowledge in ERISA investment specialization will serve to enhance the LeafHouse investment team led by CIO Kyle Smith, the announcement notes. “Michael’s role as Director of Analytics will be a key position as we continue to innovate in both our Investment Fiduciary line of business, and our technology company, investGrade,” said Todd Kading, President at LeafHouse. “Our initiatives in transformational leadership will benefit from Michael’s unique insights and understanding within the retirement plan industry.”
“I am thrilled to be joining LeafHouse and investGrade,” added Garberich. “I look forward to contributing my expertise and collaborating with the team to bring powerful new retirement solutions to market and help the firm grow.”
LeafHouse is a national discretionary investment manager and consultant for all types of retirement plans, acting in both a 3(21) and 3(38) fiduciary capacity for a multitude of private and public retirement plans that range from start-up to large institutions. Owned by sister company LeafHouse Financial Services, investGrade is a cloud-based software solution that provides the financial industry with investment research and reporting, data aggregation and communication services.
