Jamie Greenleaf, AIF, CBFA, CHSA


My Fiduciary Coach


Jamie Greenleaf is the Co-Founder of My Fiduciary Coach. She has spent her entire career acting in a Fiduciary capacity, helping employers design and implement retirement programs to create better outcomes for employees. In 2019, Jamie founded TILT, a health plan technology and consulting firm, to help employers fulfill their Fiduciary obligations by controlling cost and providing better health benefits. In 2020, after the Consolidation Appropriations Act (CAA) was signed into law, Jamie co-founded OneVision to support employers and brokers to establish the foundation and framework of a Fiduciary process and mitigate the risk for the plan sponsors, while enhancing transparency around health benefits. 

Jamie is a Specialty Leader (Health Care Plan specialization) with the Center for Board Certified Fiduciaries™ (CBCF), a group of fiduciary experts selected for their skills, best practices, and knowledge. She is regularly invited to speak at industry conferences, is a sought after presenter for many continuing education sources, such as Pensions and Investments, HR.com, and SHRM University Conference Services, and is an adjunct lecturer in the Plan Sponsor University certification program for UCLA’s Anderson School of Business-Executive Education.  

Jamie is Speaking At

Deep Dive Workshop: Employer Fiduciary Training – A Procurement Process for your Healthcare Plan

Thursday, June 22

10:45 AM - 2:45 PM