Equitable Executive and Leadership Team

Mark Pearson, the President & Chief Executive Officer at Equitable, directs the overarching corporate strategy and long-term vision for the organization. Pearson oversees the integration of retirement planning, life insurance, and wealth management services to ensure consistent value delivery for individual and employer clients. By aligning business units with market demands, the President & Chief Executive Officer maintains the competitive positioning of the firm within the U.S. financial services sector. Mark Pearson drives organizational growth through disciplined capital allocation and the expansion of investment solutions. This leadership role involves constant engagement with the Board to refine corporate governance and operational excellence. Through the management of diverse business lines, the President & Chief Executive Officer secures the financial stability of the enterprise while fostering innovation in product development. Pearson ensures that the company remains a leader in providing essential financial protection to a broad client base.

Alice Luk, the Chief of Staff, Office of the CEO at Equitable, manages the strategic priorities and daily operations of the executive office. Luk coordinates the flow of information to the CEO, ensuring that leadership decisions are informed by comprehensive data and cross-functional insights. By overseeing the execution of key corporate initiatives, the Chief of Staff, Office of the CEO maintains the alignment of all business units with the company's overarching mission. Alice Luk facilitates communication between the CEO and other senior leaders, ensuring that strategic goals are clearly defined and effectively communicated throughout the organization. This role involves managing complex projects that impact the firm's retirement planning and wealth management services. Through the oversight of executive workflows and the management of high-level stakeholder relationships, Luk supports the CEO in driving the company's growth and maintaining its reputation for excellence in the financial services market.

Devin Afflitto, the Director, Chief of Staff To the Chief Financial Officer at Equitable, manages the financial reporting and strategic planning processes that underpin the company's fiscal health. Afflitto coordinates the activities of the finance department, ensuring that budgetary goals align with the broader corporate strategy. By overseeing the preparation of financial analyses and supporting the Chief Financial Officer in capital management, the Director, Chief of Staff To the Chief Financial Officer maintains the integrity of the firm's financial operations. Devin Afflitto facilitates communication between the finance team and other executive functions to ensure transparency and accuracy in reporting. This role involves managing high-priority projects that impact the company's investment solutions and long-term financial stability. Through the rigorous oversight of financial workflows and the implementation of efficient reporting structures, Afflitto supports the executive team in making data-driven decisions that drive growth and maintain market confidence.

Patrick Davidson, the Chief Financial Officer, Life & Director, Mergers & Acquisitions at Equitable, manages the financial performance of the life insurance business while leading the firm's inorganic growth strategy. Davidson oversees the financial health of the life insurance portfolio, ensuring that product pricing and risk management align with corporate profitability targets. By directing the evaluation and execution of mergers and acquisitions, the Chief Financial Officer, Life & Director, Mergers & Acquisitions identifies opportunities to expand the company's market presence and service capabilities. Patrick Davidson coordinates with the executive team to assess the strategic fit of potential acquisitions and ensure seamless integration. This role involves balancing the immediate financial needs of the life insurance division with the long-term growth objectives of the firm. Through the rigorous analysis of market opportunities and the management of capital deployment, Davidson drives the company's expansion and strengthens its position as a leader in the financial services sector.

Andrew Houston, the Chief Operating Officer, Equitable Investment Management at Equitable, directs the day-to-day operations of the firm's investment management arm. Houston oversees the infrastructure and processes required to deliver high-quality investment solutions to clients. By optimizing operational workflows, the Chief Operating Officer, Equitable Investment Management ensures that portfolio management and client service teams function with maximum efficiency. Andrew Houston manages the integration of new investment technologies and ensures that all operational activities comply with regulatory standards. This leadership role involves coordinating with other C-suite members to align investment strategies with the company's overall financial goals. Through the management of internal systems and the oversight of operational performance, Houston supports the delivery of consistent investment results. By focusing on scalable processes and operational excellence, the Chief Operating Officer, Equitable Investment Management maintains the firm's position as a trusted provider of wealth management and investment services.

Ana Bazar, the Chief of Staff at Equitable, coordinates executive workflows and facilitates cross-functional alignment across the organization. Bazar manages the prioritization of strategic initiatives, ensuring that leadership objectives translate into actionable business outcomes. By streamlining communication between departments, the Chief of Staff optimizes the efficiency of the executive office. Ana Bazar monitors the progress of key projects related to retirement planning and insurance services, providing critical insights that support informed decision-making. This role involves managing complex organizational processes and ensuring that internal resources align with the broader mission of providing financial security to clients. Through the facilitation of high-level meetings and the oversight of administrative operations, the Chief of Staff maintains the operational rhythm of the firm. Bazar supports the executive team in navigating market challenges while maintaining a focus on long-term growth and client-centric service delivery.

Kimberly Chong, the Chief of Staff To Chief Revenue Officer - Risk Management at Equitable, manages the intersection of revenue generation and risk mitigation strategies. Chong analyzes market trends to identify potential financial exposures while supporting the Chief Revenue Officer in optimizing product distribution. By overseeing the integration of risk management protocols into sales operations, the Chief of Staff To Chief Revenue Officer - Risk Management ensures that growth initiatives remain within established safety parameters. Kimberly Chong coordinates with internal teams to refine the delivery of annuities and investment solutions, balancing aggressive revenue targets with prudent fiscal oversight. This leadership function involves monitoring the performance of financial professionals and ensuring that risk-adjusted returns meet corporate standards. Through the rigorous assessment of market volatility and the implementation of strategic safeguards, Chong protects the firm's assets while driving sustainable revenue growth across the national landscape.

Emily Overstreet, the Employee Benefits Chief of Staff at Equitable, directs the operational strategy for the firm's employer-focused insurance and retirement products. Overstreet manages the coordination of benefit programs, ensuring that service delivery meets the complex needs of corporate clients. By aligning internal resources with the requirements of the employee benefits market, the Employee Benefits Chief of Staff enhances the competitive edge of the company's group insurance offerings. Emily Overstreet facilitates collaboration between product development and client service teams to improve the overall user experience for plan participants. This role involves monitoring performance metrics and identifying opportunities for process improvements within the benefits division. Through the oversight of strategic projects and the management of cross-departmental workflows, Overstreet ensures that the firm maintains its reputation for reliability and excellence in the employer benefits sector, ultimately supporting the financial well-being of thousands of employees nationwide.

Lily Mouchantaf, the Chief of Staff & Office Director, Accounting at Equitable, manages the administrative and operational functions of the accounting department. Mouchantaf oversees the coordination of financial reporting cycles and ensures that accounting teams adhere to strict regulatory and internal standards. By streamlining the flow of financial data, the Chief of Staff & Office Director, Accounting improves the accuracy and timeliness of corporate financial statements. Lily Mouchantaf facilitates communication between the accounting division and other executive departments to ensure that financial information supports strategic decision-making. This role involves managing the department's resources and implementing process improvements that enhance operational efficiency. Through the oversight of accounting workflows and the management of key administrative projects, Mouchantaf ensures that the firm maintains robust financial controls. By fostering a culture of precision and accountability, the Chief of Staff & Office Director, Accounting protects the company's financial integrity and supports its long-term growth objectives.

Eric Colby, the Chief Technology Officer, Enterprise AI, Cloud & Data Transformation Leader at Equitable, directs the digital modernization and technological infrastructure of the firm. Colby oversees the implementation of artificial intelligence, cloud computing, and data analytics to enhance the delivery of insurance and retirement products. By architecting scalable technology solutions, the Chief Technology Officer, Enterprise AI, Cloud & Data Transformation Leader ensures that the company remains at the forefront of digital innovation in the financial services industry. Eric Colby manages the transformation of legacy systems into agile, data-driven platforms that improve client engagement and operational efficiency. This leadership role involves collaborating with other executives to align technology investments with business goals. Through the oversight of enterprise-wide digital initiatives, Colby drives the adoption of advanced technologies that secure the firm's competitive advantage. By leveraging data and cloud capabilities, the Chief Technology Officer, Enterprise AI, Cloud & Data Transformation Leader optimizes service delivery and supports the company's mission of providing secure financial solutions.