AdvisorFacts

Meet the Team

Newport Group's Qualified Client Services Leadership Team

At Newport Group, our team of exceptional, dedicated, knowledgeable specialists is what sets us apart. Rebecca DiCeglie, Marc Farbman and Karla Pedretti lead the Qualified Retirement Clients Services teams in their respective regions. Each is responsible for delivering high-quality compliance oversight and customer service to plan sponsors, plan participants and advisors. Here’s more about Rebecca, Marc and Karla. 

Rebecca DiCeglie, QKA
Vice President, Client Services

Rebecca leads the company’s west coast Client Service organization. She has nearly 20 years of experience in the industry. Prior to joining Newport Group, she served as Senior Manager of Pension Operations with CKS Employee Benefit Systems, Inc., where she managed all aspects of the company's TPA services, including plan design, implementation and administration for general defined contribution plans, cross-tested profit sharing plans, safe harbor plans and defined benefit plans. 

Rebecca earned her degree in accounting. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and she holds a Qualified 401(k) Administrator (QKA) designation.
 

Marc Farbman
Vice President, Client Services

Marc leads the company’s east coast Qualified Client Service organization. He has nearly 30 years of experience in the retirement industry. He began his career with Dreyfus Mutual Funds working in qualified retirement plan administration. He also served as a manager of client services at Wachovia Bank where he oversaw the daily recordkeeping operation.

Marc earned his bachelor’s degree in institutional management from Johnson and Wales University.
 

Karla Pedretti
Vice President, Client Services

Karla leads the company’s central region Qualified Client Services organization. With 30 years of experience at Newport Group, Karla has proven success as a results-oriented leader. In addition to Client Services, she also has led Newport Group’s Operations, Conversions, Defined Benefit and Compliance teams. 

Karla earned her bachelor’s degree in Business Management from the University of Wisconsin–La Crosse. She is also a Six Sigma Yellow Belt.
 

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and InterServ, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and InterServ, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment adviser. when offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer.
Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.