Equitable Executive and Leadership Team

June, 2026

Leadership Overview

Equitable has 10 executives leading key functions including strategy, finance, operations, and technology.

Driven by a commitment to financial security, Equitable empowers individuals and employers with comprehensive retirement planning, life insurance, and wealth management solutions, shaping the future of financial well-being across the nation.

Leadership Roles at Equitable

  • Chief Executive Officer - Mark Pearson
  • Group Chief Financial Officer, Business For The Retirement & Employee Benefits Businesses - Jessica Alfonzo
  • Chief Financial Officer, Wealth Management - Daniel Morelli
  • Director, Chief of Staff To the Chief Financial Officer - Devin Afflitto
  • Chief Operating Officer, Equitable Investment Management - Andrew Houston
  • Chief Operating Officer, Marketing - Eve Snyder
  • Chief of Staff To Chief Revenue Officer - Risk Management - Kimberly Chong
  • Chief of Staff, Equitable Advisors - Rebekah Hansen
  • Director, Actuarial Chief of Staff - Monika Czypek
  • Senior Chief Technology Officer, Tax & Manager - Nicole Hughery
  • Mark Pearson - Chief Executive Officer

    Mark Pearson, the Chief Executive Officer at Equitable, directs the overarching strategy and vision for the company's financial services and insurance operations. Pearson guides the organization's mission to provide long-term financial protection and retirement-focused products to individuals and employers nationwide. Overseeing all business segments, including retirement planning, life insurance, annuities, and wealth management, Pearson ensures alignment with market demands and client needs. This leadership role involves fostering innovation and driving growth across Equitable's advisory and insurance businesses. By championing a client-centric approach, Mark Pearson solidifies Equitable's position as a trusted partner in financial well-being.
    Mark Pearson

    Jessica Alfonzo - Group Chief Financial Officer, Business For The Retirement & Employee Benefits Businesses

    Jessica Alfonzo, the Group Chief Financial Officer, Business For The Retirement & Employee Benefits Businesses at Equitable, manages the financial health and strategic fiscal planning for critical business units. Alfonzo oversees budgeting, forecasting, and financial reporting specifically for the retirement and employee benefits sectors, ensuring robust financial performance and compliance. This role involves close collaboration with operational leaders to optimize resource allocation and drive profitability within these key areas. By analyzing financial trends and identifying opportunities for fiscal improvement, Jessica Alfonzo supports the company's commitment to delivering long-term financial protection. The financial strategies implemented by Alfonzo directly contribute to the stability and growth of Equitable's retirement and employee benefits offerings.

    Daniel Morelli - Chief Financial Officer, Wealth Management

    Daniel Morelli, the Chief Financial Officer, Wealth Management at Equitable, directs the financial strategy and oversight for the company's wealth management division. Morelli is responsible for financial planning, analysis, and reporting that supports the growth and profitability of Equitable's investment solutions and advisory services. This executive role involves managing financial operations, optimizing investment performance, and ensuring fiscal discipline across all wealth management activities. By providing critical financial insights, Daniel Morelli enables the wealth management team to deliver exceptional value to clients seeking to grow and protect their assets. The financial acumen of Morelli is essential for maintaining Equitable's strong market presence in wealth management.
    Daniel Morelli

    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, provides essential strategic and operational support to the company's Chief Financial Officer. Afflitto coordinates financial initiatives, manages key projects, and facilitates communication across finance departments and other business units. This role involves enhancing financial planning processes, analyzing financial performance, and ensuring the effective implementation of fiscal strategies. By streamlining operations and driving cross-functional collaboration, Devin Afflitto contributes to the overall financial health and strategic objectives of Equitable. The support provided by Afflitto is vital for the efficient functioning of the finance organization.

    Andrew Houston - Chief Operating Officer, Equitable Investment Management

    Andrew Houston, the Chief Operating Officer, Equitable Investment Management at Equitable, oversees the operational framework and efficiency of the company's investment management division. Houston directs the execution of strategies designed to enhance investment performance, streamline operational processes, and ensure regulatory compliance within the investment management sector. This executive position involves managing critical operational functions, including portfolio administration, trading operations, and risk management systems. By optimizing operational workflows and driving technological advancements, Andrew Houston supports Equitable's commitment to delivering robust investment solutions. The operational leadership of Houston is key to maintaining the integrity and effectiveness of Equitable's investment management services.

    Eve Snyder - Chief Operating Officer, Marketing

    Eve Snyder, the Chief Operating Officer, Marketing at Equitable, directs the operational execution and strategic initiatives within the marketing division. Snyder oversees the implementation of marketing campaigns, manages departmental operations, and ensures alignment with the company's overall business objectives. This executive role involves optimizing marketing workflows, managing budgets, and driving efficiency in all marketing-related activities. By enhancing operational effectiveness, Eve Snyder supports Equitable's efforts to build brand awareness and engage target audiences. The operational leadership of Snyder is crucial for the successful delivery of marketing strategies and initiatives across the organization.

    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, provides critical support and strategic coordination for revenue generation initiatives with a focus on risk mitigation. Chong facilitates communication and operational alignment between the Chief Revenue Officer and various risk management functions, ensuring that revenue strategies are sound and sustainable. This position involves analyzing market opportunities, developing strategic plans, and overseeing the execution of key revenue-driving projects while maintaining a strong emphasis on risk assessment and control. By streamlining processes and enhancing cross-functional collaboration, Kimberly Chong supports the effective implementation of revenue growth objectives. The insights provided by Chong are vital for maintaining Equitable's financial integrity and market competitiveness.

    Rebekah Hansen - Chief of Staff, Equitable Advisors

    Rebekah Hansen, the Chief of Staff, Equitable Advisors at Equitable, drives operational efficiency and strategic execution within the Equitable Advisors business segment. Hansen coordinates key initiatives, supports leadership decision-making, and ensures seamless communication across various teams focused on client advisory services. This role involves enhancing operational processes, managing special projects, and fostering a culture of high performance among advisors. By facilitating strategic alignment and operational improvements, Rebekah Hansen contributes significantly to the effectiveness and growth of Equitable Advisors. The leadership provided by Hansen is instrumental in empowering advisors to deliver superior financial guidance and client experiences.

    Monika Czypek - Director, Actuarial Chief of Staff

    Monika Czypek, the Director, Actuarial Chief of Staff at Equitable, provides strategic support and operational coordination for the company's actuarial functions. Czypek facilitates the efficient execution of actuarial analyses, product development, and risk assessment initiatives, ensuring alignment with business objectives. This role involves managing key projects, enhancing communication between actuarial teams and other departments, and supporting the Chief Actuary in strategic decision-making. By streamlining actuarial processes and fostering collaboration, Monika Czypek contributes to the accurate valuation of liabilities and the development of sound financial strategies. The support provided by Czypek is crucial for maintaining Equitable's financial stability and product innovation.

    Nicole Hughery - Senior Chief Technology Officer, Tax & Manager

    Nicole Hughery, the Senior Chief Technology Officer, Tax & Manager at Equitable, leads the technology strategy and implementation for tax-related operations and management systems. Hughery oversees the development and deployment of innovative technological solutions that enhance efficiency, accuracy, and compliance within Equitable's tax functions. This executive role involves managing IT infrastructure, driving digital transformation initiatives, and ensuring the security and reliability of technology platforms. By leveraging advanced technology, Nicole Hughery supports the company's ability to navigate complex tax regulations and provide seamless services to clients. The technological vision of Hughery is critical for modernizing Equitable's operational capabilities.

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    Frequently Asked Questions Regarding Equitable Top Executives and Leadership Team

    Who leads Equitable?
    Equitable is led by Mark Pearson (Chief Executive Officer), along with executives such as Jessica Alfonzo (Group Chief Financial Officer, Business For The Retirement & Employee Benefits Businesses) and Daniel Morelli (Chief Financial Officer, Wealth Management).
    Who is part of Equitable’s executive team?
    The executive team of Equitable includes leaders such as Mark Pearson (Chief Executive Officer), Jessica Alfonzo (Group Chief Financial Officer, Business For The Retirement & Employee Benefits Businesses), Daniel Morelli (Chief Financial Officer, Wealth Management) and other senior executives.
    How many executives does Equitable have?
    Equitable has 10 executives leading key business areas.
    What roles are included in Equitable’s leadership team?
    The leadership team of Equitable includes roles such as Chief Executive Officer, Group Chief Financial Officer, Business For The Retirement & Employee Benefits Businesses, Chief Financial Officer, Wealth Management, Director, Chief of Staff To the Chief Financial Officer, Chief Operating Officer, Equitable Investment Management.