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The Board of Directors
The Secure Retirement Institute® Board of Directors reflects a diverse cross-section of the industry, with representation from asset managers, banks, brokerage firms, insurance carriers and record-keepers, and with input from academicians, public-policy experts and consumer groups. Working together, we are committed to making the current retirement system better in the future.
Our ultimate goal is to promote industry best-practices that will enable Americans to achieve a financially secure retirement. We believe that these include:
- broad access to employer-sponsored retirement savings programs
- increased employee participation in these programs
- adequate saving levels
- protection of accumulated savings from “leakage,” and
- increased financial literacy.
To accomplish this goal, the Board provides a forum for dialogue between diverse financial services organizations for fostering the thought leadership needed to continue evolving and delivering a highly-effective private sector retirement system. In pursuit of these goals, the Board will encourage creativity and innovation focused on the development of new ideas and new approaches to promote retirement readiness. The Board also helps to set the retirement-related strategic priorities for LIMRA and LOMA, and guide allocation of resources.
Bill S. Harmon
BOARD CHAIR
Chief Client Officer
Voya Financial
Sandy McCarthy
VICE CHAIR
President of Retirement Services
OneAmerica Financial
Lynda Abend
Head of Strategy and Transformation,
John Hancock Retirement
Lynn Murphy Abbott
Vice President, National Sales Manager and Funds Management, President of RiverSource Distributors, Inc.
Adam Brown
Senior Vice President, Actuarial Product Development, Allianz Life Insurance Company of North America
Anthony Bunnell
Head of Retirement, Wealth Management
Morgan Stanley
Gerry Burke
Principal, Institutional Investor Group
Vanguard
Gary Carrai, CFA
Executive Vice President,
Strategic Partners, Retirement Plans, & Fortigent
Wealth Management Solutions
Joseph Celentano
Executive Vice President, Retirement Solutions Division
Pacific Life Insurance Company
Douglas Chittenden
Executive Vice President and CEO of Institutional Relationships
TIAA Financial Solutions
Graham Cox
Executive Vice President, Head of Retirement & Income Solutions
MetLife
David Cruz, CFA
Senior Managing Director,
Head of Institutional Annuities
New York Life
John M. Davis
Principal, Retirement Products
Edward D. Jones
Yanela Frias
President, Group Insurance
Prudential Financial, Inc.
Thomas M. Hurley, Series, 6, 7, 24 and CFS
Senior Vice President, Market Research & Strategy
Jackson National Life Distributors
Steve Joyce, CLU, CFP
Senior Vice President, Insurance Product Management
Capital Group Companies
Donald MacQuattie
Vice President, Head of Sales, Institutional Fiduciary Solutions
Raymond James
Kenneth Pardue
Managing Director of Retirement Products and Trust
Wells Fargo Advisors
John J. Quinn
Head of Institutional Retirement Product Management & Distribution, Bank of America
Scott Ramey
Vice President, Retention and Growth, Nationwide Retirement Plans Distribution
Nationwide
Scott Rowland
Head of FILI Solutions Support,
Fidelity Investments
Tina Sanchez
Managing Director,
Head of BlackRock's U.S. & Canada Defined Contribution National Accounts
BlackRock
Dee Sawyer
Vice President, Head of Individual Investors and Retirement Plan Services
T.RowePrice
Sharon Scanlon
Senior Vice President, Customer Experience and Producer Solutions, Lincoln Financial Group
Aaron Seurkamp
President, Retirement Division
Protective Life Corporation
Todd Solash
Chief Executive Officer, Individual Retirement and Life Insurance, AIG Life & Retirement
Tina Wilson
Senior Vice President and Chief Product Officer
Empower Retirement
Brant K. Wong
Head of Retirement Global Strategic Relations
JP Morgan