Based in Cleveland, Ohio, Sarah Parker is a Director, Retirement Plan Consulting with over 17 years of experience serving both for-profit and not-for-profit clients. She specializes in investment oversight and design, alternative investments, ESG implementation, ERISA compliance, vendor management, managed accounts, and financial wellness.
Recognized as a NAPA Top Female Advisor in 2024 and part of the Top DC Team in 2022, Sarah serves as a 3(21)/3(38) fiduciary, supporting qualified and non-qualified plans, including 401(k), 403(b), Cash Balance, and Defined Benefit Plans. She also acts as an investment consultant for endowments, foundations, and healthcare organizations.
Education and Credentials:
- MBA, Weatherhead School of Management
- S. in Finance, Magna Cum Laude
- Accredited Investment Fiduciary (AIF®)
- Certified Plan Fiduciary Advisor (CPFA®)
- Non-Qualified Plan Consultant (NQPC)