About Our Principal
Turning fiduciary responsibility into confident action.
About
Jamie Greenleaf
Jamie Greenleaf is the Founder and Lead Advisor of Greenleaf Advisors and a nationally recognized expert in fiduciary governance, with more than 30 years of experience helping employers, plan sponsors, and fiduciaries meet their responsibilities with clarity, discipline, and confidence.
Jamie built her career in the retirement plan industry, where fiduciary standards have long been shaped by regulation, litigation, and decades of precedent. Today, she applies those same litigation-tested, ERISA-based governance principles to employer-sponsored health care plans—an area that has undergone a fundamental shift following the Consolidated Appropriations Act of 2021 (CAA 2021). Her work focuses on helping employers understand what they are responsible for, how to establish a prudent and repeatable oversight process, and how to document decisions in a way that holds up over time.
Known for her ability to translate complex regulatory and fiduciary requirements into practical, real-world processes, Jamie works alongside employers as an independent, unbiased advisor. She does not sell products or promote vendors. Instead, she helps organizations strengthen governance, evaluate service providers, manage fiduciary risk, and improve outcomes for both the plan and the people who rely on it.
Jamie is a sought-after speaker and educator, delivering keynote presentations and advanced fiduciary training at leading industry conferences and executive education programs. She serves as an adjunct lecturer in the Plan Sponsor University certification program for UCLA Anderson School of Business Executive Education and regularly contributes to continuing education for plan sponsors, advisors, and fiduciaries nationwide. In recognition of her impact on fiduciary best practices, Jamie is a recipient of the Marshall Allen Legacy Award.
Her professional credentials reflect deep technical expertise and a lifelong commitment to fiduciary excellence. Jamie holds a B.A. in Business Administration and maintains multiple financial and advisory licenses. She has earned the Accredited Investment Fiduciary® (AIF®) designation, the Certified Behavioral Finance Analyst® (CBFA®) designation, and the Certified 401(k) Professional® (C(k)P®) designation. Earlier in her career, she served as a Vice President and Retirement Plan Advisor with both UBS Financial and Prudential Securities, consistently ranking among the top retirement advisors nationally.
Jamie has been recognized as one of the Top 300 Most Influential Advisors in Defined Contribution and named among the Top 100 Retirement Plan Advisors in the country. She has advised Fortune 500 companies, publicly traded organizations, nonprofit entities, and public-sector employers, including major corporations, healthcare systems, transportation authorities, and municipal and state governments. Her experience spans plan design, fee and service benchmarking, vendor selection and monitoring, fiduciary compliance, investment oversight, governance documentation, and participant education.
At the core of Jamie’s work is a simple belief: good governance leads to better outcomes. Whether in retirement plans or health care benefits, she is committed to helping employers create benefit programs that are transparent, defensible, and sustainable—so employees receive meaningful benefits and organizations can move forward with confidence, control, and intention.
What Our Clients Are Saying
``As a busy HR executive, staying current with evolving regulations and fully understanding the true cost of doing business can be overwhelming. I have a responsibility to deliver high-quality benefits while remaining cost-conscious for the organization. I had the pleasure of working with Jamie, who helped us clearly identify both the visible and less obvious fees associated with our benefit providers. We were genuinely surprised by the potential savings available simply by gaining a better understanding of how our providers are compensated. These savings could meaningfully contribute to our company’s bottom line without negatively impacting the associate experience. This was truly a win-win, and I’m grateful we were introduced to Jamie.``
“Partnering with Jamie for our health plan review opened my eyes to just how much fiduciary risk and unnecessary cost can exist beneath the surface. The value they provide is clear. It’s a smart way to protect the firm while driving meaningful savings.”
