Cafaro Exits Advisory Business

Dorann Cafaro has joined Fiduciary Benchmarks as a Senior Vice President, Advisor Sales. 

Cafaro’s daughter, Jamie Greenleaf, is taking over the business Cafaro began in 1981.  Originally known as The Cafaro Group, LLC, the company changed names in 2008 (see “Cafaro Group Changes Name).

Greenleaf has been working for the business for 18 years and has been a principal and partner since 1995.

Speaking to PLANADVISER, Cafaro says it is a pleasure for her to come back to the side of the industry where she started, helping advisers build their business.

At Fiduciary Benchmarks, Cafaro will be working with Chief Executive Officer, Tom Kmak.

Cafaro was named PLANSPONSOR Retirement Plan Adviser of the Year in 2006 (see “HALL OF FAME – Advisers of the Year”).