Management Biographies

Click on the person’s name to read their full biography.

Partners:
Michael A. Book - Managing Partner - California Insurance License #0B92754
Gregory K. Large - Managing Partner - California Insurance License #0B92058
Richard P. Van Benschoten - Managing Partner - California Insurance
License #0C20577 Registered NFLPA Player Financial Advisor
Stefan Greenberg - Partner - California Insurance License #0C38434
Thomas J. Henske - Partner - California Insurance License #0D91781
Gregory L. Olsen - Partner - California Insurance License #0D81159
Steve Serotte - Partner - California Insurance License #0C37536. Head
of San Francisco office

Relationship Managers:
Jack Aspir - Senior Vice President- CA Insurance License #0H53033
Robert M. Burger - Senior Vice President - California Insurance License #0C78833
Jonathan Davis - Managing Director - California Insurance License #0C39797
Joseph Eagan - Vice President
Eilon Even-Esh - Associate - California Insurance License #OE81966
Paul Felix – Vice President of Sales
Paul Ferrante - Senior Vice President
Jared Funk - Associate
Darren Gerstenblatt - Senior Vice President
Scott Greenfield - Senior Vice President
Ari B. Greenman - Senior Vice President - California Insurance License #0F25758
Laurence Greenwald - Associate, California Insurance License #0G92199
Joseph Guevara - Associate
Robert Hartnett - Managing Director - California Insurance License #0E63673
Elizabeth Holland - Associate
David J. Jorgensen - Vice President, Sports & Entertainment Group
Gregory Kamp - Associate
Paul Karlitz - Managing Director
David Kates - Managing Director - California Insurance License #0G46328
Brendan Kenny - Senior Vice President - California Insurance License #0F58787
DeWitte T. Kersh, III - Associate
Abbe F. Large - Senior Vice President - California Insurance License #0B97028
Brian Large - Managing Director - California Insurance License #0F58087
Bruce Lederman - Vice President; Chicago office; California Insurance License #0E69787
John Lepore- Associate
Paul B. MacDonald - Vice President
Jim McClure - Managing Director - California Insurance License #0D42142. Head of Chicago office
William McDermott - Vice President of Sales
John J. Miller - Senior Vice President
Patrick L. Murphy - Managing Director
Brian R. Owens - Associate
Jonathan Perry - Vice President
Zachary Rawlings - Associate
Russell Rolnick - Senior Vice President - California Insurance license #0G78055
Bradley R. Scoular - Vice President - California Insurance License #0E09266
Stephen M. Seligman - Senior Vice President; California Insurance License #0F04888
Jeff Snyder- Vice President, Sales Manager
Craig Stearns - Senior Vice President
Britt A. Szostak - Managing Director - California Insurance License #0C37535

Other Key Executives:
Dimple Anderson - Director of Operations, Private Wealth Management
David M. Carter - Chief Investment Officer
Matt Gordon - Managing Director, Financial Planning
Ann Gunst - Vice President, Financial Planning
Kyle Healy - Vice President, Group Benefits
Michael R. Kuziw - Senior Vice President, Asset Management Group
Angie LeMar - Director of Group Benefits
Justin Loonie - AIF®, Vice President, Corporate Retirement Plan Consultant
Stephanie Scherr Olson - General Counsel
Eric Semelka - Chief Administrative Officer
Kevin Sherman - Managing Director, Financial Services
Kristi Vassak - Senior Vice President, Operations and Business Excellence
Jonathan Wittlin - Senior Vice President, Financial Planning

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*Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management services through MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML Investors Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC.

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