Next Chapter Names 12 New Advisory Council Members
Next Chapter Names 12 Additional Advisory Council Members
May 18, 2022 – New York City –
Next Chapter, a leadership initiative to reimagine retirement solutions, today announced additions to its Advisory Council. The 15 financial industry professionals are each noteworthy for their experience, perspective and many contributions to improving retirement solutions. We welcome their ongoing commitment to developing the next generation of industry leaders through the activities of Next Chapter. They join the 36 inaugural Council members that have served since Next Chapter's founding in May 2020.
“These extraordinary individuals are all champions of better solutions for consumers and making delivery easier for advisors. They occupy diverse roles across the retirement industry. They know how to make a difference. We are fortunate to have their guidance”, said Steve Gresham, managing partner of Next Chapter.
Next Chapter Advisory Council – New Additions
Brian Brogan
Senior Fellow, Institute for Family Success, PNC Hawthorn
Mike Harris
Senior Educational Advisor, Alliance for Lifetime Income
Cynthia Hewitt
Senior Partner and Managing Director, Snowden Lane Partners
Melissa Kivett
Managing Director, Head of Enterprise Strategic Relationship Management, Prudential Financial
Elizabeth Koehler
Managing Director and Head of USWA Advisor Insights, BlackRock
David Lau
CEO, DPL Financial Partners
Michael Liersch
Head of Advice & Planning, Wealth & Investment Management, Wells Fargo
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Myles McHale, Jr.
President and Founder, Wealthcare Advisers and Consultants and Adjunct Professor at Cannon Financial Institute
Christian Snyder
Chief Operating Officer, Wealth Strategies Group at Ayco, A Goldman Sachs Company
Colleen Tycz
SVP, Head of Retirement and Insurance Strategic Accounts, Franklin Templeton
Tom West
Senior Partner, Signature Estate & Investment Advisors, LLC
Steve Zuschin
Executive Vice President, LifeYield
About Next Chapter:
Next Chapter is a leadership initiative dedicated to the design and delivery of better retirement solutions for consumers, their advisors and advisory firms. More than 100 financial services executives from more than 60 companies work on the key issues of retirement across our Executive Leadership Advisory Board, Advisory Council and the Next Chapter Leadership in Action supporting our industry rising stars. Next Chapter was founded in May 2020 by The Execution Project, LLC, the Money Management Institute and Financial Advisor magazine. Our business partners include EY, the Alliance for Lifetime Income, and our financial sponsors.
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Map Your Career Path to MegaWealth | Follow for How-To Videos | Author MegaWealth, MegaWealth: Careers, and MegaWealth: Investing | Fmr. #1 Fund Manager
2yLove reading this article, Steve Gresham. Glad to see the names of the new Advisory Council Members.
Chief Revenue Officer (CRO) | GTM Enthusiast | CRO School Graduate
2yThank you all so much for creating a space to collaborate and break boundaries! I can’t wait to see what this group can cook up together.
UHNW Strategist at RBC Wealth Management
2yI hear the session with Kevin Ruth and Angie O'Leary is a must-see!
Global C-Suite Financial Services Leader | Board & Advisor
2yExcited about what we can do when we come together to help more people achieve their goals in the next endeavor in retirement- or next chapter of life.
Past Publisher, Head of Global Sales and Marketing, Barron's Magazine (Dow Jones & Company). Former CEO, Charter Financial Publishing Network - Financial Advisor Magazine
2yGreat group of committed and talented professionals.