Leadership Overview
Equitable has 10 executives leading key functions including strategy, operations, financial management, technology, and risk management.
Committed to long-term financial security, Equitable delivers comprehensive retirement planning, life insurance, and wealth management solutions to empower individuals and employers across the United States.
Committed to long-term financial security, Equitable delivers comprehensive retirement planning, life insurance, and wealth management solutions to empower individuals and employers across the United States.
Leadership Roles at Equitable
Mark Pearson - President & Chief Executive Officer
Mark Pearson, the President & Chief Executive Officer at Equitable, directs the overarching corporate strategy and long-term vision for the organization. Overseeing the entire portfolio of retirement, insurance, and wealth management products, the President & Chief Executive Officer ensures alignment between business units and shareholder objectives. This leadership role involves navigating complex regulatory environments while expanding market reach across the United States. By fostering a culture of innovation and financial discipline, Mark Pearson drives the company toward sustainable growth and operational excellence. The President & Chief Executive Officer maintains constant communication with the Board to refine capital allocation strategies and enhance product offerings for individual and institutional clients. Through rigorous oversight of the advisory and insurance businesses, the President & Chief Executive Officer secures the firm's position as a leader in the financial services sector, consistently delivering value to stakeholders and policyholders alike.
Devin Afflitto - Director, Chief of Staff To the Chief Financial Officer
Devin Afflitto, the Director, Chief of Staff To the Chief Financial Officer at Equitable, manages the financial reporting infrastructure and supports the strategic planning of the finance department. Overseeing the integration of fiscal data across retirement and wealth management divisions, the Director, Chief of Staff To the Chief Financial Officer ensures accurate forecasting and budget management. This role involves coordinating with the Chief Financial Officer to evaluate investment performance and capital requirements. By analyzing market trends and internal financial metrics, Devin Afflitto provides actionable insights that guide the company's long-term financial health. The Director, Chief of Staff To the Chief Financial Officer facilitates communication between the finance team and other executive functions to ensure alignment with broader corporate goals. Through meticulous attention to detail and rigorous financial oversight, the Director, Chief of Staff To the Chief Financial Officer strengthens the firm's balance sheet and supports the delivery of robust investment solutions.
Daniel Morelli - Chief Financial Officer, Wealth Management
Daniel Morelli, the Chief Financial Officer, Wealth Management at Equitable, manages the financial performance and investment strategy for the wealth management division. Overseeing the allocation of assets and the profitability of advisory services, the Chief Financial Officer, Wealth Management ensures that the business unit meets its growth targets. This role involves monitoring market volatility and adjusting financial models to protect client investments. By collaborating with investment managers and financial advisors, Daniel Morelli optimizes the delivery of wealth management solutions to individual clients. The Chief Financial Officer, Wealth Management provides critical financial analysis to the executive team, supporting decisions that enhance the firm's competitive position in the investment market. Through disciplined fiscal management and strategic oversight of the wealth management portfolio, the Chief Financial Officer, Wealth Management contributes to the overall financial stability and success of the company, ensuring that clients receive high-quality, sustainable investment outcomes.
Andrew Houston - Chief Operating Officer, Equitable Investment Management
Andrew Houston, the Chief Operating Officer, Equitable Investment Management at Equitable, directs the operational activities of the investment management division. Overseeing the execution of investment strategies and the management of client portfolios, the Chief Operating Officer, Equitable Investment Management ensures that the firm delivers high-quality investment solutions. This role involves optimizing the operational infrastructure to support the efficient management of assets across various investment vehicles. By coordinating with portfolio managers and operational teams, Andrew Houston improves the performance and reliability of the investment management process. The Chief Operating Officer, Equitable Investment Management collaborates with other executive leaders to align investment operations with the company's broader strategic objectives. Through disciplined operational oversight and a focus on process improvement, the Chief Operating Officer, Equitable Investment Management drives the success of the investment management business, ensuring that the firm consistently meets the needs of its clients and stakeholders.
Ana Bazar - Chief of Staff
Ana Bazar, the Chief of Staff at Equitable, coordinates executive workflows and facilitates cross-functional collaboration across the enterprise. Managing the daily operations of the executive office, the Chief of Staff ensures that strategic priorities receive adequate attention and resources. This role involves synthesizing complex data from various business lines to support informed decision-making at the highest levels of the organization. By streamlining communication channels between leadership and department heads, Ana Bazar optimizes organizational efficiency and project execution. The Chief of Staff monitors progress on key initiatives related to retirement planning and insurance services, ensuring that all teams remain focused on the core mission of providing financial protection. Through proactive problem-solving and administrative oversight, the Chief of Staff maintains the integrity of corporate governance and supports the seamless implementation of company-wide policies, ultimately contributing to the stability and growth of the firm.
Emily Overstreet - Employee Benefits Chief of Staff
Emily Overstreet, the Employee Benefits Chief of Staff at Equitable, directs the operational strategy for the firm's employer-focused insurance and retirement products. Overseeing the delivery of benefits solutions to institutional clients, the Employee Benefits Chief of Staff ensures that service models meet the evolving needs of the workforce. This role involves coordinating with product development teams to refine offerings that provide long-term financial protection. By analyzing market demand and client feedback, Emily Overstreet optimizes the distribution of benefits programs across the United States. The Employee Benefits Chief of Staff facilitates collaboration between sales, actuarial, and service departments to maintain high standards of client satisfaction. Through strategic planning and operational oversight, the Employee Benefits Chief of Staff drives the expansion of the company's footprint in the employee benefits sector, ensuring that the firm remains a preferred partner for organizations seeking comprehensive retirement and insurance solutions.
Devon Darling - Senior Chief Technology Officer, Tax & Manager
Devon Darling, the Senior Chief Technology Officer, Tax & Manager at Equitable, architects the digital infrastructure supporting tax compliance and management systems. Overseeing the integration of advanced technology into financial reporting processes, the Senior Chief Technology Officer, Tax & Manager ensures that the firm maintains robust data security and regulatory compliance. This role involves leading technical teams to develop scalable software solutions that enhance the efficiency of tax-related operations. By leveraging data analytics and automation, Devon Darling improves the accuracy and speed of financial processing across the organization. The Senior Chief Technology Officer, Tax & Manager collaborates with other technology leaders to align digital initiatives with the company's broader strategic goals. Through the implementation of cutting-edge technology, the Senior Chief Technology Officer, Tax & Manager drives operational excellence and supports the firm's commitment to providing reliable, technology-enabled financial services to all clients.
Monika Czypek - Director, Actuarial Chief of Staff
Monika Czypek, the Director, Actuarial Chief of Staff at Equitable, manages the operational workflow of the actuarial department and supports the development of risk-based pricing models. Overseeing the coordination of actuarial projects, the Director, Actuarial Chief of Staff ensures that the firm accurately assesses and manages the risks associated with its insurance and retirement products. This role involves facilitating communication between the actuarial team and other business units to ensure that product design aligns with financial stability requirements. By streamlining data collection and analysis processes, Monika Czypek enhances the efficiency of the actuarial function. The Director, Actuarial Chief of Staff provides critical support to the leadership team by ensuring that all actuarial activities adhere to regulatory standards and corporate policies. Through meticulous oversight and strategic coordination, the Director, Actuarial Chief of Staff strengthens the firm's risk management capabilities and supports the long-term viability of its insurance offerings.
Lily Mouchantaf - Chief of Staff & Office Director, Accounting
Lily Mouchantaf, the Chief of Staff & Office Director, Accounting at Equitable, directs the administrative and operational functions of the accounting department. Overseeing the daily activities of the accounting team, the Chief of Staff & Office Director, Accounting ensures that all financial reporting processes remain accurate and compliant with industry standards. This role involves coordinating with internal and external auditors to maintain the integrity of the firm's financial records. By optimizing office workflows and resource allocation, Lily Mouchantaf improves the efficiency of the accounting function. The Chief of Staff & Office Director, Accounting facilitates communication between the accounting department and other executive functions to ensure that financial data is effectively utilized for strategic decision-making. Through rigorous oversight and administrative leadership, the Chief of Staff & Office Director, Accounting supports the firm's commitment to transparency and financial excellence, ensuring that all accounting operations contribute to the company's overall success.
Kimberly Chong - Chief of Staff To Chief Revenue Officer - Risk Management
Kimberly Chong, the Chief of Staff To Chief Revenue Officer - Risk Management at Equitable, manages the operational alignment between revenue generation and risk management strategies. Overseeing the integration of risk assessment into the sales and revenue processes, the Chief of Staff To Chief Revenue Officer - Risk Management ensures that the firm pursues growth opportunities while maintaining a prudent risk profile. This role involves coordinating with the Chief Revenue Officer to evaluate market opportunities and develop strategies that balance profitability with long-term security. By analyzing revenue trends and risk exposure, Kimberly Chong provides actionable insights that guide the company's commercial activities. The Chief of Staff To Chief Revenue Officer - Risk Management facilitates collaboration across departments to ensure that all revenue-generating initiatives align with the firm's risk appetite. Through strategic oversight and operational coordination, the Chief of Staff To Chief Revenue Officer - Risk Management supports the firm's goal of achieving sustainable revenue growth.
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Frequently Asked Questions Regarding Equitable Top Executives and Leadership Team
