BRIAN BODER - Key Persons
Job Titles:
- Wealth Management Advisor
Job Titles:
- Member of the Private Client Services Team
- 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:
- Vice President, Investment Products, President, Mason Street Advisors
Brian joined Northwestern Mutual straight from his college campus in 1999. His interest had been piqued during a prior internship and he knew that working in sales was something he wanted to pursue. He was drawn to Northwestern Mutual upon learning of the value proposition of always putting the client first and being able to offer quality products. He is a Founder of Insight Financial as a Financial Advisor. He has his securities Series 7, 6 and 63 registrations, as well as NY life and health licenses. Through his personal commitment and dedication to lifelong learning, Brian has worked hard to establish a reputation as a respected professional. He believes strongly in diversifying his practice between risk management, asset accumulation, and estate planning solutions.
He realized with his chosen career he could help individuals and their families while also making a positive impact on the world. Brian thrives in helping families, employers, and employees build and sustain long term wealth with his integrative, holistic approach. His mission is to help people create a plan through fostering the realization of dreams and the alignment of prudent, insightful financial knowledge with their specific goals. He strives to create a relationship of trust and integrity, focused exclusively on his client's priorities. Ultimately, delivering financial plans that anticipate families' needs, preparing them for today and for their future.
Brian actively supports the Alex's Lemonade Stand Foundation through event organization and his generous donations. He shares the vision, along with the Northwestern Mutual Foundation, that through funding childhood cancer research a cure will be found.
Brian is a graduate of James Madison University with a BBS in Finance. A resident of Greenlawn, New York, on Long Island, with Katherine and their four children who he loves spending time with. He is an avid sports fan, golf enthusiast, he frequents the beach and enjoys travel and trying different New York restaurants.
Carla started working on the Insight Financial team in May of 2021.
She works in the areas of new insurance business as well as policy owner services and would love to expand her capabilities and knowledge in the insurance field.
Carla graduated from St. John's University in 2000 with a degree in Communications. She loves spending time with her growing children, reading a good book, and relaxing on the beach.
Job Titles:
- Investment Operations Associate
Carolyn graduated from the University of California at San Diego with a BA in History and holds an MBA in Management from Fordham's Gabelli School of Business.
Carolyn began her career in finance at Goldman Sachs where she was a Compliance Officer in the Fixed Income division. Subsequently, she worked to help establish the Center for Private Equity and Venture Capital at Dartmouth's Tuck School of Business. After taking some extended time to raise her family full time, she took on the role of Controller for a start-up venture.
Carolyn is passionate about helping individuals and families navigate their futures through insurance and planning as a bulwark against uncertainty. While the team works to provide a comprehensive platform for our clients, Carolyn is primarily focused on investments and operations.
Carolyn is originally from Los Angeles, California and has been in the New York Area for over 25 years. She has served on the Executive Committee of REACH Prep as well as the Parent Associations of both the Brunswick School and Greenwich Academy. Carolyn enjoys: tennis, anything by the beach and spending time with her husband and four children.
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Investment Operations Associate
Danielle graduated from Carnegie Mellon University in 2019 where she pursued a double major in Business Administration and Psychology. After starting her career in Risk Advisory Services with KPMG, Danielle transitioned to pursue her passion of Financial Planning by beginning a career with Northwestern Mutual in April 2022.
Danielle manages operations for Insight Financial. She currently holds her New York life insurance license. She teaches Financial Literacy to high school and elementary school children through programs like MoneyThink and Junior Achievement. Her focus is to develop her knowledge in financial literally in order to help clients build their financial strength.
Danielle currently resides in Westchester, NY. Outside of work, she enjoys yoga, kickboxing, working out, spending time with friends and family, reading and travel.
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Member of the Private Client Services Team
Elisa started her career with Northwestern Mutual in 1991 as a college intern and joined Insight Financial in 2015. She earned the title of Wealth Management Advisor in 2011 and currently became a WMCP® Wealth Management Certified Professional with Northwestern Mutual Wealth Management Company. Elisa is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 7, 6, and 63 registrations, as well as NY life and health licenses. Elisa is a Chartered Financial Consultant® and a Chartered Life Underwriter®. She also holds the certification of CLTC®, which provides her the foundation and expertise to guide her clients through concerns associated with potential challenges related to longevity and solutions to protect the client as well as their family.
Elisa's focus is to develop lifelong relationships with her clients, work together and build meaningful, sound financial plans. Through listening, she learns of the client's personal economic vision as well as their concerns and creates a unique strategy that provides a solid roadmap to guide them into the future.
Elisa is a graduate of Lehigh University, where she majored in Economics. In her free time, she enjoys spending time with her family. Elisa resides in Sands Point, NY, with her husband, Robert, and their two daughters, Jenna and Carly. She loves to ski and play tennis.
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Associate Financial Representative
Gabrielle interned for Northwestern Mutual during the summer of 2013 and started working on the Insight Financial team that September.
She works in the areas of new insurance business coordination and policy owner services. Gabrielle holds her Life, Accident, and Health Insurance license.
Gabrielle is a graduate of Berkeley College in 2011, where she studied Business Management. She grew up in the Bronx but now resides with her boyfriend in a co-op in New Rochelle in Westchester County. She enjoys photography and spending time with her family and friends.
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Kaleena began her career at Northwestern Mutual in 2008. She is responsible for handling client service, scheduling and manages the daily operations.
Kaleena grew up in NY. She graduated from SUNY Albany where she earned a bachelor's in English. She lives with her family and resides in New Jersey.
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Director of Client Relations and Marketing
Katie joined the Insight Financial team in February of 2020 with an expertise in integrated marketing, retail advertising, events, video and social production.
She graduated from the University of Central Florida in 2016, with a major in Human Communications. Katie was born and raised in sunny South Florida, but always knew New York would one day be home and where she would ultimately pursue her career.
She is driven by high integrity and to make an impact with the knowledge she has acquired working alongside top executives and prominent brands within the advertising/marketing sector. Katie is eager to utilize and transfer her background in to the finance world, maintain and enhance the clients experience, while building long-lasting and meaningful relationships with each client.
She enjoys yoga, horseback riding, fishing and spending as much time as possible with her golden retrievers.
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Member of the Private Client Services Team
- 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:
- Director of Insurance Operations and Services
- Insurance Operations Manager
Michelle is an Insurance Operations Manager, with extensive experience in the financial industry of over 20 years. Her goal is to provide exceptional client service.
Prior to joining Insight Financial, working with and Elisa Hecht, she worked as owner/entrepreneur of Pioneer Design and Construction, developing and supervising high-performing teams dedicated to successfully exceeding goals and increasing the revenue base.
She enjoys spending time with her family, streaming Netflix and singing with in her church choir.
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Nicole's goal is to help her clients identify their financial goals and develop personalized plans to help achieve those goals. She specializes in comprehensive financial planning for her clients by building long lasting relationships and consistently updating their plan as their life changes.
Nicole Danielle Berkey, Aaron Bernthal, Brian J Boder, Elisa Davis Hecht and Ross Levine use Insight Financial as a marketing name for doing business as representatives of Northwestern Mutual. Insight Financial 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. Nicole Danielle Berkey, Aaron Bernthal, Brian J Boder, Elisa Davis Hecht and Ross Levine provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Nicole Danielle Berkey, Aaron Bernthal, Brian J Boder, Elisa Davis Hecht and Ross Levine are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Nicole Danielle Berkey, Aaron Bernthal, Brian J Boder, Elisa Davis Hecht and Ross Levine 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). Nicole Danielle Berkey, Aaron Bernthal, Brian J Boder, Elisa Davis Hecht and Ross Levine are Insurance Agents of NM.
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Ross joined Northwestern Mutual in 2012 after spending the prior 15 years in healthcare sales. Northwestern Mutual is in his blood, as his dad has been an Advisor with the firm since 1971. Ross made the switch to financial services because he always had a passion for helping people and he felt he could make more of an impact in this field. He quickly understood that although people may be doing certain things for their financial future, such as contributing to their employer-sponsored 401K, very few had an actual plan which often exposed them and their families to catastrophic risks. Ross also realized people did not know if their savings strategies would be sufficient to meet their retirement goals. By creating a financial plan, Ross helps people visualize their future and create a clear path to helping them achieve their goals.
Having switched industries, Ross initially focused on education by quickly obtaining his life and health licenses, as well as his securities series 6 and 63. Most recently in 2020, Ross obtained the Certified Financial Planner ™ (CFP ®) designation. As a CFP® Professional, he is enhancing the impact he is having on his clients as he is quickly becoming the center of their financial lives. He does this while focusing on building a relationship of trust, integrity, competence, and diligence.
A graduate of Indiana University, Ross currently lives in Plainview, New York with Michele and has 2 daughters. Emma is a competitive dancer and Sydney is a figure skater. He takes great pride in watching them compete.
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Member of the Private Client Services Team
- Portfolio Manager, Private Client Services
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services