Kushner will focus on delivering participant education and financial wellness programs to Cafaro Greenleaf clients across the U.S., including public and corporate retirement plans. He brings more than 16 years of financial services industry experience to the new role.
Kushner was director of retirement planning at an international investment consulting firm, and a financial adviser at Morgan Stanley Smith Barney and Merrill Lynch. He is a veteran of the United States Air Force and attended Penn State University.
Jamie Greenleaf, lead adviser and principal, says the firm hopes the creation of the participant services director role will round out a more comprehensive service model meant to deliver a dignified retirement for plan participants.
More information on the firm is at www.cafarogreenleaf.com.