Foresters Financial Executive and Leadership Team

September, 2026

Leadership Overview

Foresters Financial has 4 executives leading key functions including strategy, operations, human resources, and regional market development.

Committed to long-term financial security for families, Foresters Financial delivers comprehensive investment and insurance solutions while maintaining a legacy of member-focused service and community impact across North American markets.

Leadership Roles at Foresters Financial

  • Chief Executive Officer & Director - Caroline Banhidy
  • President - Sam Schwartz
  • SF Bay Area President - Jeffrey Greenwald
  • Drh - Hafsa Aboubakar
  • Caroline Banhidy - Chief Executive Officer & Director

    Caroline Banhidy, the Chief Executive Officer & Director at Foresters Financial, directs the overarching strategic vision for the organization. This leadership role involves managing the delivery of mutual funds, life insurance, and annuity products to a diverse client base. By aligning corporate objectives with the needs of policyholders, the Chief Executive Officer & Director ensures sustainable growth and financial stability. Caroline Banhidy maintains rigorous oversight of the board and executive team to guarantee operational excellence. Through the implementation of long-term retirement planning initiatives, the Chief Executive Officer & Director strengthens the market position of the firm. This executive leadership focuses on expanding the reach of insurance services while upholding the core mission of providing security to families. By fostering innovation in financial product development, the Chief Executive Officer & Director drives the company toward future success in the competitive insurance landscape.

    Sam Schwartz - President

    Sam Schwartz, the President at Foresters Financial, executes the daily operational mandates required to maintain high-quality service standards. Overseeing the integration of college savings plans and investment services, the President ensures that all departments function in harmony with the broader corporate strategy. Sam Schwartz manages the execution of complex financial workflows, ensuring that every client interaction reflects the commitment to excellence. This leadership role requires constant coordination with other C-suite members to optimize resource allocation and improve operational efficiency. By monitoring market trends and adjusting service delivery models, the President secures the competitive advantage of the firm. The President also evaluates performance metrics to drive continuous improvement across all insurance and investment divisions. Through disciplined management of internal processes, the President supports the long-term growth objectives of the organization while maintaining the highest standards of professional integrity.

    Jeffrey Greenwald - SF Bay Area President

    Jeffrey Greenwald, the SF Bay Area President at Foresters Financial, drives regional growth initiatives within the competitive West Coast market. Overseeing the expansion of insurance and investment services, the SF Bay Area President ensures that local operations reflect the broader corporate commitment to financial security. Jeffrey Greenwald manages regional client relationships and identifies opportunities for market penetration in the annuity and college savings sectors. This leadership role requires deep engagement with local stakeholders to build brand awareness and trust. By coordinating with the executive team, the SF Bay Area President aligns regional activities with the national strategy of the firm. The SF Bay Area President also monitors regional performance metrics to ensure that growth targets are met consistently. Through the effective management of local resources and market outreach, the SF Bay Area President strengthens the presence of the company in a critical geographic territory.

    Hafsa Aboubakar - Drh

    Hafsa Aboubakar, the Drh at Foresters Financial, architects the human capital strategy necessary to support a large-scale insurance and investment firm. Managing talent acquisition, employee development, and organizational culture, the Drh ensures that the workforce remains aligned with the mission of providing financial security. Hafsa Aboubakar implements robust training programs that enhance the expertise of staff members regarding annuities and retirement planning. This leadership role involves designing compensation structures that attract top-tier professionals to the organization. By fostering an environment of professional growth, the Drh drives employee engagement and retention across all departments. The Drh also collaborates with executive leadership to ensure that organizational values permeate every level of the company. Through the strategic management of human resources, the Drh directly impacts the ability of the firm to deliver superior service to clients while maintaining a high-performance culture throughout the entire organization.

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    Frequently Asked Questions Regarding Foresters Financial Top Executives and Leadership Team

    Who leads Foresters Financial?
    Foresters Financial is led by Caroline Banhidy (Chief Executive Officer & Director), along with executives such as Sam Schwartz (President) and Jeffrey Greenwald (SF Bay Area President).
    Who is part of Foresters Financial’s executive team?
    The executive team of Foresters Financial includes leaders such as Caroline Banhidy (Chief Executive Officer & Director), Sam Schwartz (President), Jeffrey Greenwald (SF Bay Area President) and other senior executives.
    How many executives does Foresters Financial have?
    Foresters Financial has 4 executives leading key business areas.
    What roles are included in Foresters Financial’s leadership team?
    The leadership team of Foresters Financial includes roles such as Chief Executive Officer & Director, President, SF Bay Area President, Drh.