Ascensus Executive and Leadership Team

Nick Good, the Chief Executive Officer at Ascensus, directs the overarching corporate strategy and long-term vision for the financial technology platform. Good oversees the expansion of recordkeeping capabilities and administrative services, ensuring the company maintains its position as a leader in tax-advantaged savings programs. By aligning internal resources with the needs of financial institutions and government organizations, the Chief Executive Officer drives sustainable growth across all business lines. This leadership role involves constant evaluation of market trends to optimize the delivery of retirement and education savings solutions. Nick Good maintains close collaboration with the Board to refine operational priorities and enhance the value provided to millions of savers. Through rigorous oversight of the platform infrastructure, the Chief Executive Officer secures the integrity of financial services provided to clients throughout the North American market.

David Musto, the President & Chief Executive Officer at Ascensus, manages the daily execution of business objectives and the integration of financial-services infrastructure. Musto coordinates the efforts of diverse departments to ensure seamless administration of savings plans for employers and individual savers. As the President & Chief Executive Officer, David Musto prioritizes the scalability of the technology platform, enabling efficient recordkeeping and data management for complex financial programs. This role requires balancing immediate operational demands with the strategic goal of broadening the reach of healthcare-related savings initiatives. By fostering partnerships with investment managers and banks, the President & Chief Executive Officer strengthens the company's market presence. Musto ensures that all service delivery models remain compliant and effective, ultimately supporting the financial well-being of millions of participants across the national landscape.

Marc Mehlman, the Chief Financial Officer at Ascensus, manages the financial health and fiscal strategy of the organization. Mehlman oversees capital allocation, financial planning, and reporting, ensuring that the company maintains the resources necessary to support its technology-enabled platform. As the Chief Financial Officer, Marc Mehlman drives the analysis of business performance to inform strategic decision-making regarding investments in recordkeeping and administrative services. This role involves maintaining transparency with stakeholders and ensuring compliance with financial regulations. By optimizing the cost structure and revenue streams, the Chief Financial Officer supports the company's long-term growth objectives. Mehlman collaborates with other C-suite leaders to align financial goals with operational priorities. The Chief Financial Officer ensures that the company remains financially robust while continuing to provide essential savings solutions to millions of savers across the nation.

Jim Gearin, the Chief Operating Officer at Ascensus, architects the internal processes and service delivery frameworks that support the company's vast array of savings programs. Gearin oversees the operational efficiency of recordkeeping systems, ensuring that administrative services meet the high standards required by government organizations and financial institutions. As the Chief Operating Officer, Jim Gearin drives the optimization of workflows to handle the massive volume of data associated with retirement and education savings. This leadership role involves streamlining cross-functional collaboration to improve service speed and accuracy for all clients. By implementing robust operational protocols, Gearin supports the company's ability to scale its platform across diverse markets. The Chief Operating Officer maintains a focus on operational excellence, ensuring that the infrastructure remains resilient and capable of supporting the evolving needs of millions of savers throughout the country.

Anthony Pascotti, the Division Group President, Insurance & Education Services at Ascensus, leads the specialized business units focused on insurance and education savings programs. Pascotti oversees the operational and strategic direction of these specific divisions, ensuring that the platform meets the unique needs of state governments and educational institutions. As the Division Group President, Insurance & Education Services, Anthony Pascotti drives the development of tailored administrative services that simplify the savings process for participants. This leadership role involves managing relationships with key partners and ensuring that service delivery remains compliant with industry regulations. By focusing on the growth of these specific segments, the Division Group President, Insurance & Education Services supports the company's broader mission of expanding access to financial programs. Pascotti ensures that these divisions contribute effectively to the overall success of the platform across the national market.

Daniel Kravitz, the National Practice Leader At FuturePlan and President of Kravitz Inc at Ascensus, directs the specialized retirement plan consulting and administration services. Kravitz oversees the delivery of high-touch financial services to employers, ensuring that retirement plans are managed with precision and expertise. As the National Practice Leader At FuturePlan and President of Kravitz Inc, Daniel Kravitz drives the integration of advanced recordkeeping capabilities into the consulting practice. This leadership role involves guiding teams to provide customized solutions that address the complex needs of diverse clients. By focusing on the quality of plan administration, the National Practice Leader At FuturePlan and President of Kravitz Inc supports the company's goal of helping individuals achieve financial security. Kravitz ensures that the practice remains a leader in the retirement services industry, providing consistent value to employers and their employees throughout the country.

Michael Dunn, the President of Newport, An Ascensus Company at Ascensus, manages the operations and strategic growth of the Newport business unit. Dunn oversees the delivery of specialized financial services, including retirement and executive benefit plans, ensuring alignment with the broader company platform. As the President of Newport, An Ascensus Company, Michael Dunn drives the expansion of service offerings to meet the demands of financial advisors and institutional clients. This leadership role involves coordinating with other divisions to leverage the company's technology-enabled infrastructure for improved service delivery. By focusing on the unique requirements of the Newport client base, the President of Newport, An Ascensus Company supports the company's overall market impact. Dunn ensures that the unit maintains high standards of administrative excellence, contributing to the financial well-being of participants across the national landscape.

John Schroeder, the Chief Information Officer at Ascensus, directs the development and maintenance of the technology-enabled platform that powers the company's financial services. Schroeder oversees the security, reliability, and innovation of the digital infrastructure used for recordkeeping and data management. As the Chief Information Officer, John Schroeder ensures that all software solutions align with the complex requirements of tax-advantaged savings programs. This role involves leading engineering teams to build scalable tools that support employers, financial advisors, and state governments. By prioritizing cybersecurity and system performance, the Chief Information Officer protects the sensitive financial data of millions of participants. Schroeder drives the digital transformation strategy, enabling the company to remain at the forefront of financial technology. The Chief Information Officer continuously enhances the platform to provide a seamless user experience for all institutional partners and individual savers.

Emily Pachuta, the Chief Marketing Officer at Ascensus, drives the brand strategy and market positioning for the company's suite of financial services. Pachuta oversees the communication of value propositions to employers, financial institutions, and government organizations, ensuring clear understanding of the platform's capabilities. As the Chief Marketing Officer, Emily Pachuta executes campaigns that highlight the benefits of retirement, education, and healthcare savings programs. This leadership role involves analyzing market data to identify growth opportunities and tailoring messaging to diverse audiences. By managing the company's public image and industry presence, the Chief Marketing Officer supports the acquisition of new institutional partners. Pachuta collaborates with product teams to ensure that marketing efforts accurately reflect the technological advancements of the platform. The Chief Marketing Officer secures the company's reputation as a trusted partner in the financial services sector.

Edward Baker-Greene, the Chief Human Resources Officer at Ascensus, directs the talent strategy and organizational culture that underpin the company's service delivery. Baker-Greene oversees recruitment, employee development, and performance management, ensuring that the workforce possesses the expertise required to manage complex financial programs. As the Chief Human Resources Officer, Edward Baker-Greene drives initiatives that foster a high-performance environment focused on supporting employers and financial institutions. This leadership role involves aligning human capital with the company's strategic goals for growth and innovation. By cultivating a diverse and skilled team, the Chief Human Resources Officer ensures that the organization can effectively scale its operations. Baker-Greene implements programs that promote employee engagement and retention, which are critical for maintaining the quality of service provided to millions of savers. The Chief Human Resources Officer supports the overall mission by building a strong, capable workforce.