Leadership Overview
Barnum Financial Group has 6 executives leading key functions including operations, marketing, finance, executive administration, and property and casualty insurance.
Committed to comprehensive financial planning, Barnum Financial Group delivers tailored investment and risk management solutions to individuals, non-profit organizations, and businesses throughout the United States.
Committed to comprehensive financial planning, Barnum Financial Group delivers tailored investment and risk management solutions to individuals, non-profit organizations, and businesses throughout the United States.
Leadership Roles at Barnum Financial Group
Carolina Guerreno - Chief Financial Officer
Carolina Guerreno, the Chief Financial Officer at Barnum Financial Group, manages the firm's fiscal health and long-term financial planning. Guerreno oversees capital allocation, budgeting, and financial reporting to ensure the stability of the organization's investment and risk management services. By monitoring economic indicators, the Chief Financial Officer provides critical insights that guide strategic decision-making for the executive team. Carolina Guerreno directs the financial operations that support the firm's expansion across the United States, ensuring that resources align with the needs of individual and corporate clients. This role involves maintaining rigorous compliance standards and optimizing the balance sheet to support sustainable growth. Guerreno also evaluates potential investment opportunities and manages risk exposure to protect the firm's assets. Through precise financial oversight, the Chief Financial Officer ensures that the company remains well-positioned to deliver high-quality consulting solutions while maintaining the fiscal discipline necessary for continued success in the competitive financial services industry.
Mindee Blanco - Chief Operating Officer
Mindee Blanco, the Chief Operating Officer at Barnum Financial Group, directs all internal business processes and operational workflows. Blanco optimizes the firm's infrastructure to support comprehensive financial planning services across the United States. By streamlining administrative functions, the Chief Operating Officer ensures that investment and risk management teams maintain peak efficiency. Mindee Blanco also coordinates with the executive leadership to implement scalable systems that accommodate the evolving needs of non-profit organizations and corporate clients. This role involves rigorous oversight of daily business activities to guarantee that service delivery remains consistent with the firm's long-standing reputation. Through the implementation of advanced operational protocols, the Chief Operating Officer drives sustainable growth and enhances the overall client experience. Blanco maintains a focus on operational excellence, ensuring that every department aligns with the broader strategic objectives of the organization while managing complex resource allocation across the national footprint.
Joe Vacca - President, Barnum Property & Casualty
Joe Vacca, the President, Barnum Property & Casualty at Barnum Financial Group, leads the specialized insurance division focused on risk management solutions. Vacca directs the development and distribution of property and casualty products designed to protect the assets of individuals and businesses across the United States. By overseeing underwriting and claims processes, the President, Barnum Property & Casualty ensures that the firm provides robust coverage options that complement its broader financial planning services. Joe Vacca collaborates with the executive team to integrate insurance offerings into the firm's comprehensive consulting model. This role involves monitoring market risks and adjusting product strategies to meet the evolving needs of clients. Vacca drives growth within the insurance sector by expanding the firm's reach and enhancing service delivery. Through strategic leadership, the President, Barnum Property & Casualty strengthens the firm's ability to provide holistic financial security, ensuring that clients receive tailored protection alongside investment and planning expertise.
Elizabeth Hiza - Chief Marketing Officer
Elizabeth Hiza, the Chief Marketing Officer at Barnum Financial Group, architects the firm's brand strategy and market positioning. Hiza oversees all outreach initiatives designed to connect individuals and businesses with specialized financial planning and consulting solutions. By analyzing market trends, the Chief Marketing Officer develops targeted campaigns that highlight the value of the firm's investment and risk management products. Elizabeth Hiza collaborates with cross-functional teams to ensure that messaging resonates with diverse client segments, including non-profit organizations. This leadership role involves managing digital presence and public relations to expand the company's reach across the United States. Hiza drives brand awareness through data-driven insights, ensuring that marketing efforts directly support revenue growth and client acquisition goals. By maintaining a cohesive brand identity, the Chief Marketing Officer strengthens the firm's competitive advantage in the financial services sector, ultimately fostering long-term trust and engagement with the diverse client base served by the organization.
Carli LoPresti - Chief of Staff To Executive Vice President
Carli LoPresti, the Chief of Staff To Executive Vice President at Barnum Financial Group, facilitates high-level strategic initiatives and executive communication. LoPresti coordinates the priorities of the Executive Vice President to ensure seamless alignment across all financial planning and consulting departments. By managing complex projects, the Chief of Staff To Executive Vice President enables the leadership team to focus on core business objectives and market expansion. Carli LoPresti acts as a primary liaison between the executive office and various business units, ensuring that operational goals remain synchronized with the firm's mission. This role involves synthesizing data and preparing briefings that inform critical decisions regarding investment products and risk management services. LoPresti drives organizational efficiency by streamlining internal processes and fostering collaboration among senior leaders. Through proactive management of the executive agenda, the Chief of Staff To Executive Vice President supports the firm's ability to provide consistent, high-quality financial solutions to clients throughout the United States.
Amy Granger - Chief of Staff, Office of the
Amy Granger, the Chief of Staff, Office of the at Barnum Financial Group, manages the administrative and strategic functions within the executive office. Granger oversees the integration of corporate policies and ensures that the firm's financial planning and consulting services operate in accordance with established standards. By coordinating cross-departmental efforts, the Chief of Staff, Office of the supports the execution of long-term business strategies. Amy Granger facilitates communication between the executive leadership and the broader organization, ensuring that all teams remain focused on delivering value to individuals and businesses. This role involves managing special projects that enhance the firm's operational capacity and market impact. Granger drives organizational alignment by monitoring key performance indicators and providing actionable feedback to senior management. Through the effective management of the office, the Chief of Staff, Office of the ensures that the firm maintains its commitment to providing comprehensive financial solutions while navigating the complexities of the national financial services market.
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