Posted on October 4, 2021

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced election results for its Board of Directors.

Executive Committee Elected to Serve Until Next IRI Annual Meeting


  • Chair: John Kennedy, Executive Vice President, Lincoln Financial Group, and President, Lincoln Financial Distributors
  • Vice Chair: Terri N. Fiedler, President and Chief Executive Officer, AIG Financial Distributors
  • Treasurer & Secretary: Paula Nelson, Co-Head & Managing Director - Individual Markets, Global Atlantic Financial Group
  • Immediate Past Chair: Kevin Kennedy, Senior Vice President, Sales and Chief Marketing Officer of Retirement Solutions Division, Pacific Life Insurance Company


    At-Large Members

  • John Davis, Principal, Retirement Products, Edward Jones
  • Robert L. Jameison, Senior Vice President, Head of Insurance/Recordkeeper Segment & Investments, Fidelity Institutional Asset Management
  • Melissa Kivett, Managing Director, Head of Enterprise Strategic Relationship Management, Prudential Financial
  • Laura Pantaleo, Managing Director, Wealth Management – Insurance and Retirement Solutions, J.P. Morgan
  • Phillip J. Pellegrino, Executive Director, Head of Insured Solutions, UBS Financial Services


    The following existing members have been re-elected to new three-year terms, expiring at IRI’s Annual Meeting in 2024.

     Directors Elected to New Three-Year Terms

  • Chris Adam, Managing Director, Head of Personal Retirement Solutions Product Management, Merrill a Bank of America Corporation
  • Blake Bostwick, CEO, Individual Solutions, Transamerica
  • Doug Brigman, President, Raymond James Insurance Group
  • Dev Ganguly, Executive Vice President, Chief Operating Officer, Jackson Financial Inc.
  • Chris Grady, Executive Vice President and Head of Retail, Athene USA
  • Dylan Huang, Senior Vice President, Head of Retail Annuities and Wealth Management Solutions, New York Life Insurance Company
  • Myles Lambert, Executive Vice President, Chief Distribution & Marketing Officer, Brighthouse Financial
  • Bill Lowe, President, Sammons Institutional Group
  • Paula Nelson, Co-Head & Managing Director - Individual Markets, Global Atlantic Financial Group
  • Rob Pettman, Executive Vice President, Wealth Management Solutions, Investor and Investment Solutions, LPL Financial
  • Steve Scanlon, Managing Director - Head of Individual Retirement, Equitable
  • John Schobel, CEO, RegEd
  • Joe Schultz, Senior Vice President, Chief Client Officer, American Century Investments
  • Joseph Toledano, Managing Director, Head of Insured Solutions Group, Morgan Stanley Wealth Management

“Our industry attracts top-tier leaders, and IRI draws from that tremendous talent pool for our Board of Directors,” said Wayne Chopus, IRI President and CEO.  “Our Executive Committee and Board Members provide our organization and this industry with decades of combined experience and insights to guide our efforts to deliver the service and results they deserve. I look forward to facing the coming year’s challenges and opportunities knowing that we have the solid industry leadership needed to succeed.”

To access the complete IRI Board of Directors membership list click here.

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Contact: Dan Zielinski