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.

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.

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%..

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.

Bachelor’S Degree, Finance, Economics

Public Finance

International Finance