Ascensus Executive and Leadership Team

Nicholas Good, the Chief Executive Officer at Ascensus, directs the overall strategic vision and operational execution for the organization. This leadership role involves guiding Ascensus's mission to provide independent retirement and college savings services, ensuring tailored solutions for financial professionals, employers, and individuals. Good oversees the integration of record keeping, administrative, and program management services across retirement plans and college savings accounts. The Chief Executive Officer's focus remains on driving growth and innovation within the finance and investment sectors, maintaining Ascensus's position as a leading provider. By fostering a culture of excellence, Nicholas Good ensures the company consistently meets and exceeds client expectations, solidifying Ascensus's market impact and long-term financial stability.

Marc Mehlman, the Chief Financial Officer at Ascensus, directs the company's financial strategy, planning, and reporting. This executive function involves managing all financial operations, including budgeting, forecasting, and investment analysis, to ensure the fiscal health and sustainable growth of Ascensus. Mehlman oversees financial risk management and capital allocation, supporting the delivery of specialized retirement and college savings services. The Chief Financial Officer's role is integral to maintaining investor confidence and securing the financial resources necessary for expanding record keeping, administrative, and program management capabilities. By providing critical financial insights, Marc Mehlman enables strategic decision-making, reinforcing Ascensus's position as a stable and reliable partner in the finance industry.

James Gearin, the Chief Operating Officer at Ascensus, manages the day-to-day operational efficiency and service delivery across all Ascensus platforms. This executive role involves optimizing the company's record keeping, administrative, and program management functions to support retirement plans and college savings accounts. Gearin ensures seamless integration of services, driving operational excellence to meet the diverse needs of financial professionals, employers, and individuals. The Chief Operating Officer's responsibilities include enhancing service quality and scalability, directly impacting client satisfaction and retention. By streamlining processes and implementing best practices, James Gearin supports Ascensus's commitment to providing reliable and effective financial solutions, contributing significantly to the company's operational integrity and market reputation.

Anthony Pascotti, the Division Group President, Insurance & Education Services at Ascensus, leads the strategic direction and operational oversight for key service divisions. This executive role involves driving growth and innovation within the insurance and education services segments, ensuring Ascensus provides comprehensive solutions for its clients. Pascotti focuses on enhancing the delivery of specialized services, including record keeping and administrative support for retirement plans and college savings accounts. The Division Group President's responsibilities include fostering strong client relationships and identifying new market opportunities within these critical areas. By leading these specialized groups, Anthony Pascotti contributes significantly to Ascensus's overall mission of empowering financial professionals, employers, and individuals.

Kasey Price, the President of FuturePlan at Ascensus, directs the strategic vision and operational execution for the FuturePlan division. This leadership role focuses on delivering specialized retirement plan solutions, catering to the unique needs of employers and financial professionals. Price oversees the comprehensive suite of services offered by FuturePlan, including record keeping, administration, and participant support, ensuring high levels of client satisfaction and service quality. The President of FuturePlan's responsibilities involve driving innovation and growth within the retirement services sector, expanding Ascensus's market reach. By leading this dedicated division, Kasey Price ensures Ascensus remains at the forefront of providing effective and tailored retirement savings solutions.

Daniel Morrison, the President, Retirement at Ascensus, leads the strategic development and operational management of the company's retirement services. This executive position involves overseeing all aspects of retirement plan administration, record keeping, and program management to serve employers, financial professionals, and individuals effectively. Morrison focuses on enhancing the client experience and driving innovation within the retirement savings landscape, ensuring Ascensus provides cutting-edge solutions. The President, Retirement's responsibilities include fostering strong partnerships and expanding the reach of Ascensus's offerings. By guiding the retirement division, Daniel Morrison plays a crucial role in fulfilling Ascensus's mission to help clients achieve their long-term financial goals through robust and reliable retirement planning services.

Michael Dunn, the President of Newport, An Ascensus Company, directs the strategic growth and operational performance of the Newport division. This leadership role involves overseeing the specialized services offered by Newport, focusing on wealth management and financial advisory solutions. Dunn ensures the seamless integration of Newport's offerings within the broader Ascensus framework, enhancing value for clients. The President of Newport's responsibilities include driving market expansion and fostering innovation in wealth management services, supporting Ascensus's commitment to providing comprehensive financial solutions. By leading this key acquisition, Michael Dunn strengthens Ascensus's capabilities in serving a diverse client base with tailored financial planning and record keeping needs.

Emily Pachuta, the Chief Marketing Officer at Ascensus, spearheads the development and execution of comprehensive marketing strategies to enhance brand visibility and market penetration. This leadership position involves defining and communicating Ascensus's value proposition to financial professionals, employers, and individuals, highlighting the company's expertise in retirement and college savings solutions. Pachuta oversees all marketing initiatives, including digital campaigns, content creation, and market research, ensuring alignment with the company's growth objectives. The Chief Marketing Officer's role is critical in driving lead generation and customer acquisition, supporting the expansion of record keeping, administrative, and program management services. By fostering strong market engagement, Emily Pachuta ensures Ascensus remains a recognized leader in the finance and investment sector.

Jeri Hawthorne, the Chief Human Resources Officer at Ascensus, leads the strategic development and implementation of human capital initiatives across the organization. This critical role focuses on attracting, developing, and retaining top talent to support Ascensus's mission of providing expert retirement and college savings services. Hawthorne oversees all aspects of human resources, including talent acquisition, compensation and benefits, employee relations, and organizational development, ensuring a robust and engaged workforce. The Chief Human Resources Officer's efforts are vital for fostering a positive and productive work environment that aligns with Ascensus's commitment to its clients and stakeholders. By championing employee growth and well-being, Jeri Hawthorne ensures Ascensus possesses the skilled personnel necessary to excel in record keeping, administrative, and program management services.

Edwin Twomey, the Chief Risk Officer & Chief Revenue Officer at Ascensus, holds dual responsibility for safeguarding the company's assets and driving revenue growth. This executive function involves identifying, assessing, and mitigating potential risks across all business operations, ensuring compliance and stability in the financial services sector. Concurrently, Twomey directs revenue generation strategies, focusing on expanding market share for retirement and college savings solutions. The Chief Risk Officer & Chief Revenue Officer's integrated approach ensures that risk management supports, rather than hinders, business development initiatives. By balancing prudent risk oversight with aggressive revenue pursuit, Edwin Twomey plays a pivotal role in Ascensus's sustained success and its ability to deliver comprehensive record keeping and administrative services.