Experience & Expertise
Reiley is a Financial Advisor in Greenspring’s Institutional Consulting Group. He previously worked at RBC where he serviced corporate retirement plans and participants. He supports our institutional clients through the client onboarding process, plan conversions, vendor management, creating and maintaining each clients’ fiduciary dashboard, preparing plan reviews and quarterly reporting, providing investment advice and education to participants, and assisting with meeting minutes and follow-up items. He earned the Chartered Retirement Plans Specialist℠ designation by completing a course of study encompassing design, installation, maintenance, and administration of retirement plans. He has also earned the Accredited Investment Fiduciary® professional designation awarded by the Center for Fiduciary Studies and has received formal training in investment fiduciary responsibility.
Favorite Thing About Working With Clients
“I enjoy taking responsibilities and tasks off of our clients’ plates so they can focus on running their businesses.”
My Philosophy On Client Service
“I know I am doing my job well when I can deliver answers, insights, and materials to clients before the client necessarily has to ask for them. The less time a client has to focus on addressing issues with their corporate retirement plan the better I consider my performance.”