NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Adam started his career with Northwestern Mutual in 2005. He is a passionate Wealth Management Advisor. He resides in Andover, MA with his beautiful wife Denise, and 3 children; Will, Ella and Brooke.
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:
- Wealth Management Advisor
A former clinical psychologist and family therapist, Allan has over 30 years of experience delivering financial planning services to affluent individuals and families. The core of his practice is to help people recognize and articulate their most fundamental values, dreams, and goals. Along with his expert team, Allan then designs, implements, and monitors a plan that allows your vision to become a reality.
Ashley joined our team in November 2021. She is the team's Practice Manager and oversees all client cases. She graduated from Salem State College in 2009 with a Bachelor's degree in Business Management and worked as Human Resource Manager prior to joining Monument Financial Group.
Ashley resides in Hudson, MA and enjoys golfing and spending time with family and friends.
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Job Titles:
- Manager of Investment Operations
Brian first joined Northwestern Mutual as an intern while attending Boston University. He graduated in the Spring of 2020 with a Bachelor's degree in Finance and and transitioned to the Northwestern Mutual - Boston office's Financial Planning Department as an analyst. In January of 2022, he joined Monument Financial Group to oversee the investment operations. Brian currently holds his Life Accident & Health Insurance Licenses, Series 7, Series 63, and WMCP designation.
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:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Financial Security Professionals
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Financial Advisor
- Financial Representatives With
George began his career with Northwestern Mutual in 1974, after graduating from Wesleyan College. George has consistently ranked among the top production financial representatives with Northwestern Mutual.
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Associate Financial Representative
Jeff first joined Northwestern Mutual as an intern while attending Providence College before graduating with a bachelor's degree in Finance. Upon graduation in 2019 - he joined Monument Financial Group, helping expand outreach to new clientele and maintaining existing relationships for the firm. Jeff holds his Life Accident and Health Insurance Licenses.
Jeff resides in Jamaica Plain, MA and spends his free time backpacking or on the beach with friends, family and his dog - Bruce.
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
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Kennedy joined our team in February 2019. She is responsible for new business and in-force service of life, disability, and annuity products. She graduated Cum Laude from St. Lawrence University in 2018 with a Bachelor's degree in Communications. Kennedy holds her Life Accident and Health Insurance licenses along with her Chartered Life Underwriter designation (CLU®).
She resides in Boston, MA, and enjoys being on the water, spending time with family, friends and her dog Loretta.
Lauren joined the team in 2018 and oversees all business operations. She graduated from Union College in 2013 with a degree in Psychology and has prior experience in Project Management. Lauren holds the Series 6 and Series 63 securities registrations along with MA Life Accident and Health Insurance Licenses.
Lauren resides in the Boston area and enjoys spending her time hiking with her two dogs, Bogey and Rosey, traveling and spending time with family and friends.
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Insurance Operations Manager
Marianne first joined Northwestern Mutual in 1982 working with various agents and in multiple roles over the years. She joined the Monument Financial team in March 2020. As a team member, she manages the new business underwriting process and is responsible for servicing of existing clients.
She graduated from UMass / Harbor Campus with a Bachelor's degree in Theatre Arts. Marianne holds her Life, Accident and Health, LTC insurance licenses.
Marianne resides in Natick, MA; and in her spare time enjoys travel, theatre, creative projects and spending time with friends
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
Job Titles:
- Associate
- Financial Advisor
Rachel is originally from Glastonbury, CT but moved to Boston to attend Boston University where she graduated Magna Cum Laude in 2016. She has worked at Northwestern Mutual for since 2016 and obtained Life, Health and Accident licenses as well as Series 6, 7 and 63 registrations. In her free time, she loves skiing, playing soccer, and walking dogs.
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