Carmela is a Principal in the firm’s Retirement Plan Services Group, helping plan sponsors comply with the ever-changing rules and regulations to build effective and competitive retirement plans. She has extensive training as a human resources professional and in investment analytics.
Prior to joining Cerity Partners, Carmela was a Managing Director and Senior ERISA Consultant with Blue Prairie Group where she helped clients work through complex and sensitive retirement plan mergers, build thoughtful and responsible defined benefit replacement plans and monitor investments. She began her career with RESOURCES for Retirement serving first as Vice President of Client Services, responsible for the firm’s investment advisory services, and then as President. Carmela led the firm with the same dedication to superior client service that she had in her previous role.
Carmela earned her Master of Arts in Human Resources Management from St. Francis University and her Bachelor of Science degree from the University of Pittsburgh. She holds the Accredited Investment Fiduciary (AIF®) and Certified Behavioral Finance Analyst (CBFA) designations and is a member of Beacon, a membership association of select leaders from a diverse range of industries and business backgrounds.
In 2015, 2017 and 2018, Carmela was named one of the Top Women Advisors in the country by the National Association of Plan Advisors (NAPA). She was recently elected as the Vice Chair of the Financial Literacy Committee for the Retirement Advisor Council. Carmela has also testified before the U.S. Department of Labor’s ERISA Advisory Council on target-date fund analysis.
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