Wealth Management
Background
Wealth Management is aligned around four core business groups - Global Annuity, Mutual Funds, Retirement Plans and Individual Life. The core businesses are supported by three specialized organizations - Actuarial, Strategic Initiatives and Strategic Markets.
Wealth Management helps people identify and attain their lifetime financial goals by protecting families and businesses, accumulating wealth, providing income security, and preserving assets for their loved ones.
Leadership
Dave Levenson, President, Wealth Management
Jim Davey, Executive Vice President of Mutual Funds
Brian Murphy, Executive Vice President of Individual Life and Chairman, Woodbury Financial Services
Sharon Ritchey, Executive Vice President of Retirement Plans
Robert Arena, Executive Vice President of Global Annuity
Michael Gregg, Senior Vice President of Strategic Markets
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