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2019

Top 30 Insurance Chief Investment Officers

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The insurance institutions of the world are some are the largest players overseeing multi-trillion pools of capital. They understand the significant role they will play in the markets, which is why these chief investment officers have built out teams/groups that focus on innovation and technology. Under their leadership, they are identifying ways in which tech-enabled and machine learning startups can radically disrupt their industry. Although the insurance world is a slow-moving industry that is highly regulated, these investment leaders are constantly finding ways to strategically advance their organizations. Presenting Trusted Insight's 2019 Top 30 Insurance Chief Investment Officers:
Todd Hedtke is the chief investment officer at Allianz Life Insurance Company of North America, where he leads the investment management, liquidity planning, hedging, and trading of more than $100 billion of insurance assets. Prior to joining Allianz Life in 2000 as director of Allianz Investment Management and VP for Allianz Life, Hedtke held various finance and investment positions at Cargill, EBF & Associates, and American Express. Hedtke earned his B.A. from Hamline University and an MBA from the University of Minnesota Carlson School of Management. In addition to being a Chartered Financial Analyst, he holds designations as a financial risk manager and Fellow of the Life Management Institute. Show more

Eric Kirsch

EVP & Global Chief Investment Officer, President

Aflac

Eric Kirsch joined Aflac in November 2011 as first senior vice president; global chief investment officer and was promoted to executive vice president in July 2012. In January 2018, Eric’s role expanded, and he was named president of Aflac Global Investments, the asset management subsidiary of Aflac Incorporated. In his role, he is responsible for overseeing the company’s investment efforts including Aflac’s investment portfolio and its investment teams in the United States and Japan. Prior to joining Aflac, he served as managing director and global head of insurance asset management at Goldman Sachs Asset Management, where he managed a global team of 55 professionals and oversaw the management of over $70 billion of insurance assets across the United States, Europe and Asia. Kirsch holds a B.A. degree from Baruch College and an MBA from Pace University. Show more
David Graham is the chief investment officer at American Family Insurance, where he is responsible for all aspects of development and management of company's aspects and strategies. Prior to American Family Insurance, David was the Head of Asset Allocation, at PartnerRe Asset Management and Director of Head of Fixed Income Strategies at Lazard Asset Management. Earlier in his career, David was Portfolio Manager at Prudential Investments, Alliance Capital Management, and Metlife. Graham holds an MBA and bachelor's in finance from Indiana University Bloomington. Show more
Thomas Sorell is executive vice president and chief investment officer of Guardian and Guardian subsidiaries. He is responsible for the firm’s investment policy and strategies for more than $65 billion in assets. This includes investments in both public and private equity, fixed income, and commercial real estate. He is also a director of Lowe Enterprises Investment Management, a national real estate investment services and fund management company. Sorell holds an MBA in finance from NYU Stern School of Business and a B.A. from Colgate University. He has a Chartered Financial Analyst designation, and is a member of the CFA Institute. Show more
Ronald Joelson is the chief investment officer at Northwestern Mutual, where he oversees the management of the company's $235+ billion general account investment portfolio, which is made up of public and private bonds and equities, preferred stock, commercial mortgage loans, and real estate equities. Previously, he was the CIO at Genworth Financial, where he was responsible for the management of a $75 billion general account portfolio. Prior to that, he was managing director at JP Morgan Chase and CIO at Prudential Financial. Joelson holds an MBA from Columbia Business School and a B.A. from Hamilton College. Show more
Christopher Graham is the chief investment officer at Nationwide Mutual Funds, where he oversees the $64 billion mutual fund complex. Before becoming CIO, he served as a portfolio manager at Nationwide Insurance for nearly 12 years. Prior to that, he was a private wealth advisor for Salomon Smith Barney. Graham holds an MBA in finance from the Wharton School and a B.S. in finance from Hampton University. Show more

Scott Sleyster

SVP & Chief Investment Officer

Prudential Financial

Scott Sleyster has been the senior vice president and chief investment officer at Prudential Financial since 2007. He is responsible for asset/liability management, portfolio construction and investment strategy for Prudential’s international and domestic business operations. Since joining Prudential in 1987, he held a variety of leadership positions and has made significant contributions. Sleyster holds an MBA in finance from Northwestern University, Kellogg School of Mangement and a B.S. in business administration from the University of Missouri. He also holds the Chartered Financial Analyst designation and is a member of The New York Society of Security Analysts, Inc. Show more
Anthony Malloy is the executive vice president and chief investment officer at New York Life Insurance, the United States’ largest mutual life insurance company. He is responsible for all of that assets that back the company’s guarantees and investments. He joined New York Life Insurance in 1999 and has held a variety of leadership positions such as the chief executive officer, head of fixed income and senior managing director. Malloy holds an MBA from NYU Stern School of Business and a B.A. in English and economics from Middlebury College. Show more

Dennis Menken

SVP & Chief Investment Officer

Principal Financial Group

Dennis Menken has been the senior vice president and chief investment officer at Principal Financial Group since February 2015. He started at Principal Financial Group in 1999 as an Investment Manager and has held various leadership positions such as vice president and portfolio manager. Before his time at Principal Financial Group, he was an auditor at Deloitte Touche. Menken holds an MA in accountancy from the University of Iowa Tippie College of Business. Show more
Randy Brown is the chief investment officer of Sun Life and Head of Insurance Asset Management for SLC Management – Sun Life’s global institutional asset manager focusing on alternative solutions. He manages over $101 billion in assets across public and private debt, commercial mortgages and real estate. He is an insurance asset management industry veteran with over 30 years of experience at highly-respected global financial firms, including at Deutsche Asset Management (a member of Deutsche Bank), as Global Head of Insurance and Pension Solutions and Head of Asset and Wealth Management for the UK region. Brown holds an MBA in finance from Cornell Johnson Graduate School of Management and MEng/ME degrees from Cornell University. Show more
Bill Cody has been the chief investment officer at Progressive since 2003, where he oversees the investment portfolio and managing the firm’s investment strategy. He joined Progressive in 1996, and has held various leadership positions. He is specialized in administering varies products at Progressive such as their corporate bond, residential mortgage, preferred stock, and municipal bond portfolios. Cody holds an MBA from Columbia University and a BSc in chemical engineering from the State University of New York-Buffalo. Show more

John Rosenthal

EVP & Chief Investment Officer

Brighthouse Financial

John Rosenthal is the executive vice president and chief investment officer at Brighthouse Financial, Inc. where he is responsible for the overall management of Brighthouse Financial’s investment portfolio. Prior to Brighthouse Financial, he was the EVP and head of global portfolio management at MetLife Investments, where he was for over 32 years. Rosenthal holds an MBA from Cornell University and a B.A. in economics from Franklin & Marshall College. Show more

Jamey Sharpe

Executive Director & Chief Investment Executive

Blue Cross and Blue Shield Association

Jamey Sharpe is the managing director of investments and chief investment executive oat Blue Cross and Blue Shield Association. The Blue Cross Blue Shield Association is a national association of 36 independent, community-based and locally operated Blue Cross Blue Shield companies. Sharpe has been with Blue Cross Blue Shield for more than 27 years. Show more

Ellen Cooper

EVP & Chief Investment Officer

Lincoln Financial Group

Ellen Cooper is the executive vice president and chief investment officer for Lincoln Financial Group and is a member of the company's Senior Management Committee. She is responsible for setting, implementing and providing strategic oversight and management of Lincoln’s investment strategy. She joined Lincoln Financial in 2012 from Goldman Sachs Asset Management, where she served as managing director and global head of the insurance strategy. Prior to Goldman Sachs, Cooper was the chief risk officer for AEGON Americas. She has also served in insurance consulting roles at Ernst & Young, LLP and Towers Perrin. Cooper holds a B.A. in actuarial science from Temple University, as well as CERA, CFA and FSA designations. Show more

Brion Johnson

Chief Investment Officer

The Hartford

Brion Johnson is the chief investment officer of The Hartford and president of its asset management subsidiary, Hartford Investment Management Company and Talcott Resolution. Previously, Johnson was Hartford Investment Management Company's chief financial officer and head of strategy and development. Prior to joining The Hartford, Johnson served as executive vice president and head of portfolio management for PPM America, where he built and led an investment team responsible for client relationships, portfolio management, quantitative and risk management and trade execution. Johnson holds an MBA in finance and accounting from the University of Chicago's Booth School of Business and a B.A. in economics from the University of Michigan. He also holds a Chartered Financial Analyst designation. Show more

James Weishan

EVP & Chief Investment Officer

Sentry Insurance

Jim Weishan is the executive vice president and chief investment officer of Sentry Insurance. He also serves as the president and director at Sentry Investment Management, L.L.C. He previously worked in investments at GE Financial Assurance, First Colony Life Insurance and Provident Life and Accident Insurance Company. Weishan holds an MBA from Western Michigan University and a bachelor's degree from Ripon College. Show more

John Dugenske

EVP & Chief Investment Officer

Allstate

John Dugenske has been the executive vice president and chief investment officer at Allstate since March 2017. Prior to joining Allstate, he served as group managing director and global head of fixed income at UBS Asset Management. In this role, he oversaw more than $200 billion in assets across Chicago, New York, London, Zurich, Tokyo, Singapore and Frankfurt,and managed a global team of 175 people and served on the UBS Asset Management Executive Committee. John earned his MBA, master's degree and bachelor's degree in mechanical engineering from the University of Illinois at Urbana-Champaign. He also holds a Chartered Financial Analyst designation. Show more
Carl Thigpen is the executive vice president and chief investment officer of Protective Life Corporation. Thigpen joined Protective in 1984, and has held senior positions such as senior vice president for investments and chief mortgage and real estate officer. Thigpen serves on the boards of Media General, Inc. and the Parkinson’s Association of Alabama, as well as on the Salvation Army Advisory Board. Moreover, he serves on the endowment boards of McWane Science Center and the Alabama Symphony Orchestra. Thigpen holds an MBA from Samford University and a bachelor's degree from Auburn University. He also holds a Chartered Financial Analyst designation. Show more

Jean LaTorre

Chief Investment Officer & Corporate Economist

Aetna Inc.

Jean LaTorre is the chief investment officer and corporate economist of Aetna Inc., where she oversees a $26 billion diversified investment portfolio. She also manages Aetna’s Large Case Pension business and Aetna’s $13 billion of retirement assets. She joined Aetna in 1991, and started off as an investment officer providing credit analysis for portfolio managers of Aetna and its subsidiaries. LaTorre holds an MBA in finance from The Stern School of Business at New York University and a B.S. in business administration from the State University of New York at Albany. She also holds a Chartered Financial Analyst designation. Show more

Urban Angehrn

Group Chief Investment Officer

Zurich Insurance Company

Urban Angehrn serves as the chief investment officer and a member of the executive committee of the Zurich Insurance Company. He has worked with the Zurich Insurance Company in investment management roles since 2007. Previously, he was an investment director in the derivatives marketing department at Credit Suisse. He also served as vice president of derivatives marketing at JPMorgan for five years. Angehrn holds a PhD in mathematics from Harvard University. Show more

Frank Sataline

Chairman, President & Chief Investment Officer

Cigna Investment Management

Frank Sataline has served as the chairman, president, and chief investment officer at Cigna Investment Management since 2012. Cigna Investment Management is an investment advisory based in Bloomfield, Connecticut. The firm operates as an investment arm of Cigna Corporation, providing asset management services for Cigna businesses and employee benefit plans. Show more
Richard Hrabchak is the chief investment officer at Mutual of Omaha. Previously, he was the CIO at Prudential Financial for nearly 8 years. Prior to that, he held various investment professional roles at Prudential. Hrabchak holds an MBA from Wharton School, University of Pennsylvania and a B.A. in economics from Duke University. Show more

Linc Walworth

Vice President of Investments

CSAA Insurance Group

Linc Walworth has been the vice president of investments at CSAA Insurance Group since 2004. At CSAA Insurance Group, he is responsible for the investment management of three portfolios: insurance general account, defined benefit and defined contribution totaling to $7 billion. Previously, he served as the VP Financial Services McKesson Corporation. He has over 25 years of experience in developing and managing teams to solve investment and corporate financial problems. Walworth holds an MBA in international finance from the University of California, Berkeley. Show more

Alban de Mailly Nesle

Chief Risk and Investment Officer

AXA

Alban de Mailly Nesle is the chief risk and investment officer at AXA. He joined AXA in 2000, where he headed mergers and acquisitions for Asia and the United States. In 2007, he took over as the head of Group Corporate Finance and Treasury department, moving on to become a chief financial officer of the Mediterranean and Latin America Region in 2010. Alban graduated from ESSEC business school. Show more
Mikko Mursula is the chief investment officer at Ilmarinen Mutual Pension Insurance Company, a Finland-based employment pension company. Prior to Ilmarinen, he was the chief executive officer at FIM Group and managing director at FIM Asset Management. He joined Ilmarinen in 2000, and started off as a portfolio manager of equities. Mursula holds an M.Sc. degree from the Helsinki School of Economics. Show more

Tod Nasser

Senior Vice President, Investments

Pacific Life Insurance Company

Tod Nasser is the senior vice president of investments at Pacific Life, where he oversees the general account portfolios and advises Pacific Life’s product divisions and subsidiaries on product design, investment opportunities, and hedging strategies. Prior to joining Pacific Life, he was vice president in charge of strategy for municipal bond sales and trading at First Boston Corporation. Nasser holds a B.S.E. in finance and decision science from the University of Pennsylvania, The Wharton School. Show more
Hanna Hiidenpalo has been the director and chief investment officer at Elo Mutual Pension Insurance Company, where she is responsible for two investment units, the listed and unlisted securities. She also leads a team of more than 60 people. Prior to joining Elo, she was the CIO for Tapiola Mutual Pension Insurance Company for over 10 years. She also sits on the board of the Finnish Medical Foundation, Finnish Cultural Foundation, Church Pension fund, as well as on the investment committee of Aalto University and the Diabetes Research Foundation. She holds an M.Sc. in economics. Show more

Bill Kelly

Chief Executive Officer of PFS Investments

Primerica

Bill Kelly has served as chief executive officer of PFS Investments since May 2018, as president and CEO from 2005 to 2018 and in various capacities at the Company since 1985. He also serves as co-head of business technology since December 2017. Kelly holds a B.B.A. in accounting from the University of Georgia. Show more
Reima Rytsola has served as the chief investment officer at Varma Mutual Pension Insurance Company since 2014. Prior to Varma, Rytsölä was the senior executive vice president at Pohjola Bank for nearly 6 years, where he was responsible for Alternative Investments for Oko Bank Group. Rytsölä holds a master's degree in economics from Helsingin Yliopisto University and participated in the Advanced Management Program at Harvard Business School. Show more

David Tremblay

Chief Investment Officer & Deputy SVP

Intact Financial Corporation

David Tremblay is the chief investment officer and deputy senior vice president at Intact Financial Corporation, the largest provider of property and casualty insurance in Canada. He joined Intact in 2001 and has held several leadership positions including deputy CIO, vice president, and portfolio manager. Tremblay holds a master's degree and BAA in finance from the Université de Sherbrooke. Show more

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