Meet our Senior Management Team

T. Scott McCartan
Chief Executive Officer

Gary Anetsberger
Chief Operating Officer

Joan Ackerman
Chief Technology Officer

Karla Mansfield
Chief Financial Officer

Brad Markham
General Counsel

Kevin Clark
SVP, Automatic Rollovers

Terry Dunne
SVP, Automatic Rollovers/403(b)s

Scott Foster
SVP, Alternative Solutions Group

Mary Hackbarth
Director of Marketing

Reggie Karas
SVP, Alternative Solutions Group

Sandra Reese
SVP, Real Estate Investing

TommyJoe (TJ) Valenzuela
SVP, Alternative Solutions Group

James Wagner
SVP, Alternative Solutions Group

Jim Anderson
VP, Alternative Solutions Group

Belinda Cheeks
VP, Investment Advisor Client Services

Jeremy Christensen
VP, Alternative Solutions Group

Jayne Fahlen
VP, Automatic Rollovers

Lisa Lowery
VP, Operations

Jean Moran
VP, Manager of Special Projects

Jeanne Reder
VP, Client Services

Danita Spears
VP, Alternative Investments Client Services

Meg Zwick
VP, Securities Operations

Libra Carter
AVP, Futures Department

Kathy Herbert
AVP, Automatic Rollovers

Dawn Jurewicz
AVP, Alternative Investments Client Services

Maribeth Servello
AVP, Trust Officer

Janice Vlaisavich
AVP, Investment Advisory Group