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. Overseeing the integration of retirement planning and insurance services, the President & Chief Executive Officer ensures alignment across all business units to maximize value for policyholders and shareholders. This leadership role involves navigating complex regulatory environments while driving growth in the wealth management sector. By fostering a culture of innovation and financial discipline, Mark Pearson maintains the company's competitive position within the U.S. financial services market. The President & Chief Executive Officer collaborates with the Board to execute capital allocation strategies that support sustainable expansion. Through rigorous oversight of operational performance, the President & Chief Executive Officer secures the firm's reputation for reliability and excellence in providing essential financial protection products to diverse client segments nationwide.

Devin Afflitto, the Director, Chief of Staff To the Chief Financial Officer at Equitable, coordinates financial planning and analysis workflows to support the firm's fiscal health. Overseeing the administrative and strategic operations of the finance division, the Director, Chief of Staff To the Chief Financial Officer ensures that budgetary goals align with the company's retirement and investment product offerings. This role involves managing communication between the finance department and other executive functions to maintain transparency and accuracy in reporting. By facilitating cross-functional collaboration, Devin Afflitto enables the finance team to respond effectively to market fluctuations and regulatory requirements. The Director, Chief of Staff To the Chief Financial Officer drives efficiency in capital management processes, ensuring that financial resources support the company's growth objectives. Through meticulous attention to detail, the Director, Chief of Staff To the Chief Financial Officer strengthens the overall financial infrastructure of the organization.

Daniel Morelli, the Chief Financial Officer, Wealth Management at Equitable, directs the financial strategy and performance monitoring for the wealth management division. Overseeing the budgeting, forecasting, and financial analysis for this segment, the Chief Financial Officer, Wealth Management ensures that wealth management services contribute effectively to the firm's overall revenue goals. This role involves managing the financial risks associated with investment advisory services and ensuring that capital is deployed efficiently. By providing actionable financial insights, Daniel Morelli enables the wealth management team to make informed decisions that drive growth and client satisfaction. The Chief Financial Officer, Wealth Management collaborates with other senior leaders to align wealth management objectives with the company's broader financial strategy. Through rigorous financial oversight and performance management, the Chief Financial Officer, Wealth Management supports the long-term profitability and stability of the wealth management business.

Andrew Houston, the Chief Operating Officer, Equitable Investment Management at Equitable, directs the operational infrastructure supporting the firm's investment activities. Overseeing the day-to-day functions of the investment management division, the Chief Operating Officer, Equitable Investment Management ensures that portfolio management and trading operations function with maximum efficiency. This role involves managing the technology and process frameworks that underpin the company's investment solutions. By optimizing operational workflows, Andrew Houston enables the investment team to focus on delivering superior performance for clients. The Chief Operating Officer, Equitable Investment Management collaborates with other senior leaders to integrate investment strategies with the broader financial services platform. Through the implementation of scalable systems and rigorous risk controls, the Chief Operating Officer, Equitable Investment Management drives operational excellence and supports the firm's commitment to providing robust investment products to a diverse client base.

Ana Bazar, the Chief of Staff at Equitable, manages executive workflows and facilitates strategic communication across the leadership team. Coordinating high-priority initiatives, the Chief of Staff ensures that organizational objectives remain synchronized with the broader mission of providing retirement and insurance solutions. This role involves synthesizing complex data from various departments to support informed decision-making at the highest levels of the firm. By streamlining internal processes and optimizing meeting cadences, Ana Bazar enhances the efficiency of the executive office. The Chief of Staff acts as a primary liaison between senior leadership and functional heads, ensuring that critical projects receive necessary resources and attention. Through proactive management of corporate priorities, the Chief of Staff drives operational continuity and supports the successful execution of long-term business goals within the competitive U.S. financial services landscape.

Kimberly Chong, the Chief of Staff To Chief Revenue Officer - Risk Management at Equitable, manages the operational integration of risk assessment and revenue generation strategies. Overseeing the alignment of risk management protocols with sales objectives, the Chief of Staff To Chief Revenue Officer - Risk Management ensures that the firm maintains a balanced approach to growth and protection. This role involves coordinating with internal teams to identify potential market risks while optimizing revenue streams from insurance and investment products. By facilitating communication between the revenue and risk departments, Kimberly Chong enables data-driven decision-making that protects the company's assets. The Chief of Staff To Chief Revenue Officer - Risk Management drives the implementation of strategic initiatives designed to mitigate exposure while expanding market reach. Through rigorous oversight of risk-adjusted performance metrics, the Chief of Staff To Chief Revenue Officer - Risk Management supports the long-term stability of the organization.

Emily Overstreet, the Employee Benefits Chief of Staff at Equitable, coordinates the strategic delivery of retirement and insurance solutions to employer groups. Overseeing the operational execution of benefit programs, the Employee Benefits Chief of Staff ensures that service delivery meets the complex needs of corporate clients. This role involves managing cross-functional projects that enhance the value proposition of the firm's employee benefit offerings. By streamlining communication between product development and client-facing teams, Emily Overstreet drives improvements in service quality and client retention. The Employee Benefits Chief of Staff facilitates the implementation of new benefit initiatives, ensuring that all programs remain compliant and competitive within the U.S. market. Through proactive management of internal resources, the Employee Benefits Chief of Staff supports the growth of the employer-focused business segment, ultimately strengthening the company's position as a leader in workplace financial protection.

Lauren Cappa, the Chief of Staff To the Chief Marketing Officer at Equitable, manages the operational execution of marketing strategies and brand initiatives. Overseeing the coordination of marketing campaigns, the Chief of Staff To the Chief Marketing Officer ensures that promotional efforts align with the company's retirement and insurance product goals. This role involves facilitating communication between the marketing department and other business units to ensure consistent messaging across all channels. By streamlining project management within the marketing function, Lauren Cappa enhances the efficiency of brand-building activities. The Chief of Staff To the Chief Marketing Officer drives the implementation of data-driven marketing programs that increase client engagement and market awareness. Through proactive management of marketing resources and timelines, the Chief of Staff To the Chief Marketing Officer supports the firm's objective of maintaining a strong, recognizable presence in the competitive financial services industry.

Lily Mouchantaf, the Chief of Staff & Office Director, Accounting at Equitable, manages the administrative and operational functions of the accounting department. Overseeing the coordination of financial reporting processes, the Chief of Staff & Office Director, Accounting ensures that all accounting activities adhere to regulatory standards and internal policies. This role involves facilitating communication between the accounting team and other executive functions to support accurate financial oversight. By streamlining internal accounting workflows, Lily Mouchantaf enhances the efficiency of the financial closing process. The Chief of Staff & Office Director, Accounting drives the implementation of process improvements that increase the accuracy and timeliness of financial data. Through proactive management of the accounting office, the Chief of Staff & Office Director, Accounting supports the firm's commitment to financial integrity and transparency, providing a solid foundation for the company's overall financial health.

Rebekah Hansen, the Chief of Staff, Equitable Advisors at Equitable, manages the operational and strategic initiatives for the advisory business unit. Overseeing the coordination of advisor support programs, the Chief of Staff, Equitable Advisors ensures that the advisory team has the resources necessary to provide high-quality financial planning services to clients. This role involves facilitating communication between the advisory leadership and other corporate functions to ensure alignment with the firm's mission. By streamlining internal processes for advisors, Rebekah Hansen enhances the efficiency and effectiveness of the advisory network. The Chief of Staff, Equitable Advisors drives the implementation of strategic projects that support the growth and development of the advisory business. Through proactive management of operational priorities, the Chief of Staff, Equitable Advisors supports the firm's commitment to providing personalized financial guidance to individuals and families across the country.