Leadership Overview
Global Atlantic has 7 executives leading key functions including investment management, retirement strategy, financial oversight, marketing, administrative operations, legal compliance, and executive coordination.
Focused on delivering robust retirement security and wealth preservation solutions, Global Atlantic empowers individual and institutional clients through sophisticated underwriting, capital efficiency, and innovative financial product design.
Focused on delivering robust retirement security and wealth preservation solutions, Global Atlantic empowers individual and institutional clients through sophisticated underwriting, capital efficiency, and innovative financial product design.
Leadership Roles at Global Atlantic
Logan Marshall - Chief of Staff To the Chief Executive Officer
Logan Marshall, the Chief of Staff To the Chief Executive Officer at Global Atlantic, coordinates strategic priorities and operational workflows across the executive leadership team. Marshall facilitates communication between the Chief Executive Officer and various business units to ensure alignment with corporate objectives regarding retirement security and wealth preservation. Overseeing the execution of high-priority projects, the Chief of Staff To the Chief Executive Officer optimizes internal processes to improve organizational agility. This role involves managing the flow of critical information to the Board and senior management, enabling data-driven decision-making. Logan Marshall drives cross-functional collaboration, ensuring that the firm's underwriting and risk management capabilities remain synchronized with broader business goals. By streamlining administrative functions and managing key stakeholder relationships, the Chief of Staff To the Chief Executive Officer supports the firm's ability to address complex client needs. Marshall maintains operational focus on efficiency, ensuring that leadership initiatives translate into measurable market impact.
Billy Butcher - Co-Head & Chief Financial Officer
Billy Butcher, the Co-Head & Chief Financial Officer at Global Atlantic, manages the financial health and capital structure of the organization. Butcher oversees all fiscal reporting, treasury operations, and financial planning activities essential for maintaining the firm's robust market position in the life insurance and annuity sector. As the Co-Head & Chief Financial Officer, Butcher directs the allocation of capital to support product innovation and risk management strategies. This leadership role involves close coordination with institutional investors to ensure transparency and long-term value creation. Billy Butcher drives the development of financial models that balance attractive returns with the rigorous underwriting standards required for retirement security. By monitoring liquidity and solvency metrics, the Co-Head & Chief Financial Officer ensures the firm remains resilient against market fluctuations. Butcher maintains a focus on capital efficiency, enabling the organization to address gaps in the marketplace through sophisticated financial engineering and disciplined fiscal oversight.

Paula Nelson - President, Retirement
Paula Nelson, the President, Retirement at Global Atlantic, leads the strategic direction and operational performance of the firm's retirement business segment. Nelson oversees the design and distribution of annuity products, ensuring that these offerings meet the evolving needs of clients planning for their financial futures. As the President, Retirement, Nelson drives the integration of sophisticated underwriting and risk management into every product line. This leadership role involves managing large-scale operations that bridge the gap between individual retirement goals and the capital markets. Paula Nelson coordinates with internal teams to maintain a competitive edge in the insurance sector through continuous product innovation. By focusing on the specific requirements of retirement security, the President, Retirement ensures that the firm delivers consistent value to its clients. Nelson manages the growth of this critical business unit, ensuring that operational discipline remains at the forefront of all retirement-focused initiatives. Through this leadership, the firm addresses complex wealth preservation needs effectively.

Lori LaForge - Chief Marketing Officer & Managing Director
Lori LaForge, the Chief Marketing Officer & Managing Director at Global Atlantic, architects the brand strategy and market positioning for the firm's comprehensive suite of insurance and annuity products. LaForge oversees all client-facing communications and distribution initiatives, ensuring that the value proposition of retirement security reaches both individual savers and institutional entities. As the Chief Marketing Officer & Managing Director, LaForge drives the development of targeted campaigns that highlight the firm's actuarial expertise and commitment to wealth preservation. This role involves collaborating with product development teams to translate complex financial solutions into clear, accessible messaging for the marketplace. Lori LaForge manages the firm's reputation, ensuring that marketing efforts align with the organization's core mission of reliable service delivery. By analyzing consumer behavior and market trends, the Chief Marketing Officer & Managing Director optimizes outreach strategies to expand the firm's reach. LaForge ensures that brand identity remains consistent with the firm's reputation for thoughtful product design.
Daniel O'Shea - Managing Director & Chief Administrative Officer
Daniel O'Shea, the Managing Director & Chief Administrative Officer at Global Atlantic, directs the internal infrastructure and operational support systems that sustain the firm's business model. O'Shea oversees corporate services, human capital management, and technology integration to ensure that the organization functions with maximum efficiency. As the Managing Director & Chief Administrative Officer, O'Shea drives the implementation of scalable processes that support the firm's underwriting and risk management capabilities. This role involves managing the administrative framework that allows the company to navigate the complex landscape of the insurance and annuity sector. Daniel O'Shea coordinates with other C-suite leaders to ensure that operational resources align with the firm's strategic goals for growth and service delivery. By optimizing internal workflows, the Managing Director & Chief Administrative Officer enables the organization to maintain its reputation for reliable service. O'Shea focuses on building a resilient operational foundation that supports the firm's commitment to retirement security and wealth preservation.
Katherine Milgram - Chief Legal Officer & Global Managing Director, Atlantic & , Kkr
Katherine Milgram, the Chief Legal Officer & Global Managing Director, Atlantic & , Kkr at Global Atlantic, manages the legal, regulatory, and compliance framework governing the firm's global operations. Milgram oversees the legal strategy for all insurance and annuity products, ensuring that the organization adheres to the highest standards of regulatory compliance while pursuing innovation. As the Chief Legal Officer & Global Managing Director, Atlantic & , Kkr, Milgram directs the firm's response to evolving legal landscapes in the financial services sector. This leadership role involves providing counsel on complex transactions and risk management initiatives that support the firm's market position. Katherine Milgram coordinates with the Board and executive team to mitigate legal risks while facilitating the firm's growth objectives. By maintaining rigorous oversight of all legal matters, the Chief Legal Officer & Global Managing Director, Atlantic & , Kkr ensures that the firm's commitment to wealth preservation remains protected. Milgram drives the development of governance policies that uphold the integrity of the firm's financial solutions.
Mark Symonds - Managing Director
Mark Symonds, the Managing Director at Global Atlantic, directs high-level investment strategies and capital allocation initiatives across the organization. Symonds oversees the integration of actuarial expertise with market-driven financial solutions to ensure long-term stability for retirement-focused products. By managing complex portfolios, the Managing Director aligns institutional capital with the specific risk-return profiles required by the insurance sector. This leadership role involves constant collaboration with the broader executive team to refine underwriting discipline and enhance overall capital efficiency. Mark Symonds maintains a sharp focus on navigating volatile market conditions to protect client assets while driving sustainable growth. Through rigorous analysis of economic trends, the Managing Director secures the firm's competitive position in the annuity marketplace. Ultimately, Symonds ensures that every investment decision supports the core mission of providing reliable financial security to a diverse range of individual and institutional clients.
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