Eileen
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- Full Name
- Eileen Faye Greenspan
- Title
- Senior Vice President, Senior Retirement Plan Advisor
- Firm
- Sentinel Group (Sentinel Pension Advisors, LLC / Sentinel Benefits & Financial Group)
- Firm Type
- Retirement plan, pension, and employee-benefits advisory firm (registered investment adviser) — *not* a venture capital / private equity firm
- Investment Stage
- Not applicable — she advises on employer-sponsored retirement plans (e.g., 401(k)/pension plans), not startup equity rounds. (The stub's "Seed Round" is unsupported.)
- Check Size
- Unknown / not applicable
- Target Company Profile
- Employers sponsoring retirement plans (plan sponsors), rather than startups
- Sector Focus
- Retirement plan design, fiduciary investment advisory, and employee benefits
- Geographic Focus
- United States
- Location
- Greater New York / New England area (Sentinel Group is headquartered in Wakefield, Massachusetts); originally from Tampa, FL
Background
Eileen F. Greenspan is a Senior Vice President and Senior Retirement Plan Advisor at Sentinel Group, where she serves as an Investment Advisor Representative with Sentinel Pension Advisors, LLC. She joined Sentinel in 2011 through the firm's acquisition of Schloss & Co., LLC, where she had worked since 2000. Across her career she has accumulated more than 30 years of experience spanning all aspects of retirement plans.
She began her career in Corporate Benefits and subsequently moved into plan design, consulting, and investment advisory services. In her current role she focuses on working with plan-sponsor clients to understand their objectives and to design solutions that help them meet those goals for their retirement programs.
Greenspan holds a range of retirement-plan and fiduciary credentials, including QKA® (Qualified 401(k) Administrator), CPFA (Certified Plan Fiduciary Advisor), AIF® (Accredited Investment Fiduciary), and NQPC™ (Nonqualified Plan Consultant), and she carries a FINRA Series 65 license. She is a graduate of Baruch College, City University of New York.
Investment Thesis & Focus
- Advises employers/plan sponsors on the design, consulting, and fiduciary investment oversight of retirement plans (e.g., 401(k) and pension plans) — this is institutional retirement-plan advisory, not venture investing.
- Emphasizes understanding each client's objectives and building "creative solutions" to help them meet plan goals (per her firm bio).
- Operates under fiduciary and qualified-plan frameworks, consistent with her QKA, CPFA, AIF, and NQPC credentials.
- No documented startup, seed, or venture investment thesis exists. If your intent was to reach a seed-stage VC named "Eileen Greenspan," this is likely a mismatched contact record.
Notable Investments
- No venture-capital or startup portfolio investments are documented for this individual. Her work is in employer retirement-plan advisory, which does not produce a startup portfolio. (Do not attribute seed deals to her without independent verification.)
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