Stephen Cheek Email & Phone Number

Baltimore, Md

Clarity Retirement Partners is a mission-driven organization; that mission is to positively impact the retirement outcomes of Americans workers. We believe American workers deserve the ability to retire with dignity, and the ability to stay comfortably retired. We believe in bringing Retirement Clarity to participants and plan sponsors alike by focusing on three central tenets: 1) By educating employees about the value of your company’s retirement plan and demonstrating its value, you can help provide the potential for positive retirement outcomes.2) Plan advisors should strive to help plan sponsors maximize plan level efficiency from a cost, tax, performance and transparency standpoint. 3) All plan vendors should understand that liability is a growing concern and they should focus significant resources and energy on helping plan sponsors mitigate that risk at every turn.

New York, Ny

Joint role as business development lead and senior consultant. Work with healthcare clients, endowments, foundations providing asset allocation and investment advice for defined benefit and defined contribution plans, operating and reserve funds. We act as fiduciaries in either a 3.21 or a 3.38 capacity and we also act as an outsourced chief investment officer (OCIO) for many clients.

Baltimore, Md

Business development and service of the firm’s discretionary consulting business. Managed East Coast client relationships. Focused on client retention and enhancing existing client relationships. Key driver in managing bid process to retain strategic clients, as well as implementing LDI strategies and transition process.

Denver, Co

Leveraged deep understanding of the Institutional marketplace to develop and implement a strategic roadmap and generate business for Icon Advisors in this segment. Particular emphasis on rebuilding consultant relationships to strengthen firm’s corporate image. Results: Increased assets under management by 40% and improved department profitability by 100%. Additionally, delivered national speaking engagements, expanding brand awareness and product positioning strategies with consulting and plan sponsor communities. Managed institutional sales department; staffing, marketing, and sales management. Major relationships included: Callan Associates, Marco Consulting, Russell Consulting, Mercer, Watson Wyatt, Hewitt Associates, Chicago Firefighters, Chicago Police, San Antonio Firefighters, City of Flint Michigan, City of Brockton Massachusetts, New Orleans Firefighters, National Association of State Treasurers, National Conference on Public Employee Retirement Systems, National Council on Teacher Retirement.

Hartford, Ct

Cultivated partnership relationships with consultants, recordkeepers and plan sponsors, driving significant sales and increasing market share for The Hartford. Applied innovation and strategic thinking to drive new directions and concepts into the organizational culture, building the platform for business growth. Results: Established DC investment only sales effort to plan administrators, generating $279M in first year sales. Initiated group annuity direct sales process through financial advisors resulting in incremental sales of $600M over four years. Led Guaranteed Investment Contract (GIC) sales team to record sales volume.Drove new business development and relationship management for consultants, recordkeepers and plan sponsors. Major clients included: Fidelity, Wachovia, UBS, Merrill Lynch, Ameriprise Financial, CitiStreet, JP Morgan, American Century, Lehman Brothers, Raytheon, Federal Reserve Employee Benefit Systems, Invesco Institutional, Dwight Asset Management, and Vanguard. Role required in-depth understanding of the sales process and marketing strategies, ability to develop strong and productive relationships, as well as advanced communication, presentation and listening skills.

Bachelor’S Degree, Finance, Economics

Public Finance

International Finance