WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today announced changes to its board of directors.
Joining the IRI board of directors are Steve Scanlon, Head of Individual Retirement, Equitable, and Rob Pettman, Executive Vice President, Wealth Management Solutions, LPL Financial.
In his role at Equitable, Scanlon drives the strategy for the Individual Retirement business, including distribution, product, inforce portfolio, M&A, capital, and strategic relationships.
Pettman is responsible for leading LPL Financial’s investment product management, advisory platform development, and strategic relationships. Currently, his work is focused on the firm’s wealth management strategy.
“Our board of directors is a team of highly engaged, dedicated, and passionate advocates who invest their time, knowledge, and talents to help lead our industry and organization,” said Wayne Chopus, IRI President and CEO. “We welcome Steve and Rob and their commitment to helping IRI navigate the challenges and opportunities our industry faces.”
# # #
Contact: Dan Zielinski
Stay Informed
Latest News
March News Clips
News Articles IRI is quoted or mentioned. 401k Specialist – IRI Urges Congress to Mandate Lifetime Income Option in DC…
STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON PROPOSED DOL ALTERNATIVE INVESTMENTS RULE
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is encouraged by the inclusion of lifetime income strategies in the proposed…
IRI VISION: CLOSING THE CLIENT EXPECTATION GAP
Recently, I spoke at the BISA Conference about a reality we can no longer ignore: the client of tomorrow is…