Title: Director of Retirement Plan Services

Branch / Location: Cleveland, OH

 

With more than 30 years of experience in the financial services industry, of which the bulk of the time has been dedicated to Retirement Plan Benefits, Genevieve DiPietro was an excellent addition to the team at McDonald Partners in 2016.  In her role as Director of Retirement Plan Services, she is responsible for overseeing the retirement plan business for the company, working with financial advisors and their clients in areas of administration, plan design, investments and fiduciary support. She assists in onboarding new clients and identifying, designing and implementing cost-effective retirement benefit solutions to minimize fiduciary risk.  In addition, she acts as a resource for existing clients, providing guidance, and preparing quarterly and annual plan reviews, while serving as a liaison with the Retirement Plan Provider.  Genevieve always makes client needs her top priority and responds quickly to maintain a high level of customer satisfaction.  She also manages the firm’s processes to maintain compliance and regulatory issues.

Genevieve holds a FINRA Series 7 Securities license and the Chartered Retirement Plan Specialist (CRPS) designation.  She is also a Notary Public.

She grew up in the Eastern Suburbs of Cleveland and currently resides in Highland Heights with her husband, Tony, and their two boys.  Genevieve loves gardening, crafts and watching her sons play sports.