The Next Chapter, a collaborative leadership initiative launched by the Money Management Institute, Financial Advisor magazine and The Execution Project LLC, has appointed the first members to its Advisory Council, the company announced today in a news release.

The Next Chapter Advisory Council will be key to implementing changes designed to improve the financial outcome for clients planning for or already in retirement, the release said. The appointees are senior executives from across the wealth and asset management industry, recruited for their expertise, leadership and coaching ability. 

Upon installation, they will work with editorial contributors from Financial Advisor to identify the most important issues facing industry execution efforts, work to capture opportunities that address them, and overcome obstacles and operating friction impeding implementation.

In alphabetical order, the Next Chapter Advisory Council appointees are:

·      Gary Carrai, CFA – senior vice president, strategic partners and platform technology, LPL Financial.

·      Jim Devaney – head of U.S. distribution, PGIM Investments LLC.

·      Kate Healy – managing director, institutional marketing, TD Ameritrade Institutional.

·      Ben Huneke – managing director, Morgan Stanley.

·      Heather Kelly – senior vice president, advisory sales and strategic Accounts, Allianz Life.

·      Scott Killgallen – managing director, head of North America Intermediary, Neuberger Berman

·      Jud Mackrill – chief marketing officer, Carson Group.

·      Frank McAleer, CFP, CIMA – senior vice president, wealth planning, Global Wealth Solutions, Raymond James.

·      John Moninger – managing director, retail sales, Eaton Vance.

First « 1 2 » Next