Meet the Clearview Team

Leadership Team

Gregory Fiore

Managing Partner

“If a client has the same values and culture, and they view the world the way we view it, then we want to partner with them.”

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Jennifer Pearson

Vice President

“Over time, you just naturally find a better process, tweaking it here and there.”

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Consultant Team

Edward Wojton

Lead Consultant

“We treat every situation as a unique, individual situation.”

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Katie Green

Lead Consultant

“We continue to reinvest and look for creative ways to help both employers and employees.”

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Toby Regal

Lead Consultant

“We help our clients today, so their employees are ready for tomorrow.”

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Account Management Team

Chris Thurman

Account Manager

"Our clients want their employees to be successful in their retirement programs."

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Langdon Vance

Account Manager

"Planning for retirement is personal, so our approach and solutions are personal, as well."

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Katelynn Adams

Account Manager

"Our goal is to help employers create a holistic approach to retirement for their employees."

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Investment Team

Glenn Shaw

Investment Consultant

"Our clients can focus on running their business while we manage their employee savings plans."

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Henry Young

Investment Analyst

"We focus on what's most important to our clients and their employees."

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Operations Team

Nan Hong

Operations Manager

"We are a perfect fit for our clients."

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Kate Barton

Marketing Manager

"Communication is essential for maintaining strong relationships with our clients."

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Brooke Saunders

Accounting

"Our goal is to make retirement planning simple and meaningful for our clients."

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Abou Gbane

Client Service Specialist

"We're constantly looking for ways to improve because we believe customers deserve the best."

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Gabrielle Marseille

Client Service Specialist Intern

"We're always trying new things and learning about the needs of our clients."

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