Longfellow Benefits and Longfellow Advisors Promote Three to Vice President: Experts in Employee Benefits and Retirement Plans
(firmenpresse) - BOSTON, MA -- (Marketwire) -- 09/08/11 -- Longfellow Benefits, a Boston-based employee benefits consulting and advisory firm, promoted Meghan Beaupre to vice president of marketing and communications. Longfellow Advisors, a Boston-based retirement plan consulting and advisory firm, promoted Larry Karle and Adam Miloro to vice president.
Formerly director of marketing and communications, Beaupre initiates, develops, manages, and executes Longfellow's integrated marketing strategy. She holds the Certified Employee Benefit Specialist (CEBS) designation from the Wharton School at the University of Pennsylvania and the Certified Marketing Professional certification from Boston University.
A resident of South Boston, Mass., Beaupre is a graduate of Colgate University. She serves on the Best Practices Committee of the New England Employee Benefits Council (NEEBC) and has written for and been quoted in several professional journals.
Formerly senior consultant, Karle works with clients to provide the most efficient and cost-effective retirement plan strategies. He also educates employees on how to maximize their benefits. With 17 years of experience in the field, he has expertise in defined contribution plan design, monitoring and reviewing investment lineups, plan conversion and fiduciary management.
A resident of Norwell, Mass., Karle is a graduate of Loyola College and received his MBA from the University of Massachusetts. He has been published in and/or quoted by professional journals in his field.
Formerly senior consultant, Miloro helps clients efficiently and cost-effectively manage all aspects of their retirement plans. He works closely with senior level plan fiduciaries and their investment committees to help them pursue optimal plan performance and address fiduciary obligations. He also spends much of his time educating employees either in group settings or one-on-one.
A Milton, Mass., resident, Miloro is a graduate of the University of Massachusetts, Lowell. He was recently granted the Certified Financial Planner™ (CFP®) designation by the Certified Financial Planner Board of Standards. He has written for Employee Benefit Plan Review.
Serving organizations in New England and nationally, Longfellow has been named to Boston Business Journal's Best Places to Work five years in a row. Longfellow Benefits provides employee benefits and executive benefits consulting services. Longfellow Benefits can be followed on Facebook and Twitter.
Longfellow Advisors provides retirement plan consulting services. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor and separate entity from LPL Financial.
For more information, visit and .
Contact:
Henry Stimpson
Stimpson Communications
508-647-0705
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Datum: 08.09.2011 - 14:07 Uhr
Sprache: Deutsch
News-ID 63706
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BOSTON, MA
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Insurance
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