NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Job Titles:
- Partner and Private Wealth Advisor
Cassandra joined our team in March 2018 after spending 4 years in her own successful private practice. Cassandra holds her Life, Accident & Health insurance licenses, as well as FINRA Series 6 and 63 registrations. Cassandra is dedicated to identifying her clients' financial goals, creating a personalized plan and helping them achieve financial success. Ultimately, it is Cassandra's mission to improve her clients experience and help them realize their best possible life. Cassandra is a graduate of Muhlenberg College, and holds a Bachelor of Arts in Business Administration and Entrepreneurial Studies.
Job Titles:
- Director of Operations and New Business
Chuck joined our team in March 2016 and is responsible for a wide variety of investment operations, including all investment planning and the implementation of client portfolios. Chuck utilizes over 20 years of industry experience to assist our investment clients and help ensure their wealth accumulation needs are handled accurately and effectively. Chuck holds a Bachelor of Science in Finance from Stockton University, as well as FINRA Series 7 securities license.
Job Titles:
- Director of Operations and New Business
Christine has been with Northwestern Mutual since 2012 and joined our team in November 2017. Christine is responsible for all new business processing and provides in depth service to our existing client's insurance needs. Christine holds a Bachelor of Arts in English from Rutgers University.
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Partner and Private Wealth Advisor
- Representative of Northwestern Mutual Investment Services
Eric has been with Northwestern Mutual since 2013 and joined our team in 2017. Eric is a registered representative of Northwestern Mutual Investment Services, LLC maintaining Series 6, 63 and 65 registrations, as well as his Life, Accident & Health insurance licenses. He also holds his CFP® and CLU® designations. Eric's main focus is to work with clientele that are growing professionals entering, or within their high earning years. Eric is a graduate of Rider University and holds a Bachelor of Science in Entrepreneurial Studies & Finance.
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Jennifer joined our team in January 2013. Jennifer facilitates the day-to-day practice in the areas of strategy, company vision and business development. Jennifer is also responsible for the teams marketing initiatives and creating a client-centered experience. Jennifer holds a Master of Arts in Strategic Communication from Seton Hall University.
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Founder, Partner and Private Wealth Advisor
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Founder, Partner and Private Wealth Advisor
I am happily married to my wife Liz and have three wonderful children Joseph, Marialana and Rocco
Joseph Burdi, John E Kozakis, Eric Thomas Marion and Cassandra J Kozakis Stahl use Legacy Wealth Planning as a marketing name for doing business as representatives of Northwestern Mutual. Legacy Wealth Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Joseph Burdi, John E Kozakis, Eric Thomas Marion and Cassandra J Kozakis Stahl provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Joseph Burdi, John E Kozakis, Eric Thomas Marion and Cassandra J Kozakis Stahl are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Joseph Burdi, John E Kozakis, Eric Thomas Marion and Cassandra J Kozakis Stahl provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Joseph Burdi, John E Kozakis, Eric Thomas Marion and Cassandra J Kozakis Stahl are Insurance Agents of NM.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Director of Operations and New Business
Kim has been with Northwestern Mutual since 2002, joining the Legacy Wealth Planning team in January 2023. As the team's Assistant Operations Specialist, Kim specializes in client services and ensuring the continuation of an efficient, effective and organized team.
Kim holds her FINRA Series 6 sand 63 securities licenses, as well as life & health licenses.
Kim, known to her grandchildren as Gigi, enjoys spending her time with her grandson Jamison & granddaughter Addalyn.
Job Titles:
- Director of Client Relations
- Member of the Clinton Financial Group
Lindsey is the newest member of the Clinton Financial Group joining the team in August 2019. Lindsey brings 4 years of experience with Northwestern Mutual in practice management, insurance and investment onboarding, and client servicing. She graduated from Rowan University and holds a Bachelor of Science in Marketing.
Liz joined the Clinton Financial Group in 2018, as Director of Marketing, she is responsible for community relations and event management. Prior to joining our team, Liz worked 22 years in the New York fashion industry, reaching President level and earned a Bachelor of Arts from the Fashion Institute of Technology.
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Ryan started his planning career in 2012 with Northwestern Mutual after graduating with a Bachelor of Science in Finance from Rutgers University. Ryan currently holds his Life & Health insurance licenses, as well as FINRA Series 6 and 63 securities registrations. Ryan is dedicated to helping clients discover goals, develop comprehensive financial plans and assisting with all phases of implementation.
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services