Skip to content

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced changes to its board of directors, including the formal approval of a new board chair, a new vice-chair, four new executive committee members, and three new board members.

New Board Officers

Chair, Board of Directors
John Kennedy
Executive Vice President, President
Lincoln Financial Distributors

Vice Chair, Board of Directors
Terri N. Fiedler
President and Chief Executive Officer
AIG Financial Distributors

New Executive Committee Members

John Davis
Principal, Retirement Products
Edward Jones

 

Rob Jameison
Senior Vice President
Head of Insurance/Recordkeeper
Segment & Investments
Fidelity Institutional Asset Management

Laura Pantaleo
Managing Director, Wealth Management–
Insurance and Retirement Solutions
J.P. Morgan

Phil Pellegrino
Executive Director, Head of Annuities
UBS Financial Services

New Board of Directors Members

Doug Brigman
President
Raymond James Insurance Group

Dev Ganguly
Executive Vice President
Chief Operating Officer
Jackson Financial, Inc.

Joe Schultz
Senior Vice President, Chief Client Officer
American Century Investments

 

“IRI is fortunate to have highly committed members and industry leaders who are willing to volunteer their time, energy, and passion to provide governance and strategic guidance to our organization,” said Wayne Chopus, IRI President and CEO. “We look forward to an active and productive year driving our agenda forward to help America’s workers and retirees achieve a secure and dignified retirement.”

# # #

Contact: Dan Zielinski

Stay Informed

Latest News

January 2, 2024

IRI TO LABOR DEPARTMENT: WITHDRAW HARMFUL INVESTMENT ADVICE RULE

“We Do Not Believe the Proposal Can or Should Be Fixed” WASHINGTON, D.C. – A proposed U.S. Department of Labor…

Read more
December 14, 2023

IRI RESEARCH: ADOPTION OF DIGITAL FIRST STRATEGIES ARE CRITICAL TO FINANCIAL PROFESSIONALS’ USE OF ANNUITIES

WASHINGTON, D.C. – Recent research by the Insured Retirement Institute (IRI) found that financial professionals who do not currently use…

Read more
December 12, 2023

IRI URGES U.S. DEPARTMENT OF LABOR TO WITHDRAW PROPOSED INVESTMENT ADVICE RULE

WASHINGTON, D.C. — Wayne Chopus, President and CEO and Jason Berkowitz, Chief Legal and Regulatory Affairs Officer, today testified at…

Read more
Scroll To Top