Cafaro Greenleaf

Firm Profile

Cafaro Greenleaf has been a boutique firm of registered investment advisors and retirement plan consultants to corporate, public, and not for profit clients nationwide for over 30 years, with an exclusive focus on retirement plans. Our primary and metro New York offices are located in Red Bank, New Jersey, with additional consultant offices in Massachusetts, Maryland, South Carolina, Florida, and Texas in order to best serve our national client base. Since our founding in 1981, we have become one of the foremost authorities in the retirement plan space, and are widely recognized as experts and leaders in the industry. We are frequent guest and panel speakers at employer and industry pension forums across the country, including recent engagements at the Mid-Size Pension and Retirement Plan conference in Boston and the Florida Public Pension Trustees training conference, and are adjunct lecturers for The Plan Sponsor University program through U CLA&rsqu o;s Anderson School of Business. Additionally, Cafaro Greenleaf is asked regularly to contribute our knowledge and expertise in writing articles and columns for various industry publications and media outlets including Pensions and Investments, Bloomberg, PlanAdvisor, 401kWire, Executive Benefits online, and PlanSponsor.

Our founder, Dorann Cafaro was an early pioneer in the modern day retirement plan industry; among the architects of National Retirement Partners (NRP), a national network of independent retirement experts; a founding board member of the Institutional Retirement Income Research Council (IRIRC), whose overall mission is to support and facilitate the culture shift of retirement plans; a member of the DC Plan Investment Council; the national “Retirement Advisor of the Year” awarded by PlanSponsor magazine; and was inducted to the PlanSponsor “Hall of Fame” of Retirement Advisors, in 2011.

Cafaro Greenleaf is a boutique firm dedicated entirely to the professional practice of providing registered investment advisory and independent consulting services to retirement plans. Because of this exclusive focus, our knowledge of the industry is extensive and unparalleled. Our entire staff is committed to helping plan sponsors and fiduciaries manage plan costs, monitor investment performance, maximize fiduciary protection, educate employees, and ensure the plan is continually in regulatory compliance. We have a genuine passion for educating plan trustees and participants, and providing the best solutions for our clients.

Cafaro Greenleaf strives to assure that our retirement plan Trustees have a process in place to achieve top plan and investment performance; while also being able to attract and retain the very best employees with the most appropriately designed, cost-effective, and legally compliant plans; and that our plan participants are able to achieve all of their financial goals in retirement.

Jamie Greenleaf, Lead Advisor/Principal – 732-530-8129,
Brian Clark, Director of Operations – 732-530-8129,


Small ($1 million – $10 million)
Mid ($10-$100 million)
Large ($100-$250 million)

• Business Development Consultants
• Recruiter for Retirement Plan Advisors
• Participant Advice/Participant Services
• Allows Fiduciary Declaration 3(21)/3(38)
• Plan Design Consulting
• Plan Sponsor Fiduciary Training
• Stable Value Analysis
• Cafaro Greenleaf seeks to Partner with retirement plan advisors nationally that share our philosophy – leveraging our name, experience and resources, to the to the best interest of our mutual clients.

8 home office employees supporting the retirement business