Global Atlantic Executive and Leadership Team

Logan Marshall, the Chief of Staff To the Chief Executive Officer at Global Atlantic, manages the strategic priorities and daily operations of the executive office. Marshall facilitates communication between the Chief Executive Officer and the broader leadership team, ensuring that corporate objectives are clearly understood and executed. By analyzing internal performance data and external market conditions, the Chief of Staff To the Chief Executive Officer provides critical insights that inform high-level decision-making. This leadership role involves overseeing key projects that span multiple business units, from retirement solutions to capital management. Logan Marshall drives the implementation of strategic initiatives that enhance the firm's market position and operational efficiency. Through careful management of the executive agenda, the Chief of Staff To the Chief Executive Officer ensures that the firm remains focused on its mission of providing financial security. Marshall supports the Chief Executive Officer in navigating complex industry challenges, ensuring organizational alignment and long-term success.

Billy Butcher, the Co-Head & Chief Financial Officer at Global Atlantic, directs the financial strategy and fiscal health of the entire organization. Butcher oversees all accounting, financial reporting, and treasury functions, ensuring transparency and accuracy in every transaction. By managing the firm's capital structure, the Co-Head & Chief Financial Officer supports the long-term growth objectives of the business. This leadership role involves close collaboration with the Board and executive peers to align financial planning with the broader mission of providing retirement security. Billy Butcher drives the implementation of advanced financial systems that improve operational efficiency and risk assessment capabilities. Through rigorous oversight of budgeting and forecasting, the Co-Head & Chief Financial Officer ensures that resources are allocated effectively to support key business units. Butcher maintains a focus on fiscal discipline, ensuring that the company remains resilient in the face of market volatility while continuing to deliver value to stakeholders.

Paula Nelson, the President, Retirement at Global Atlantic, directs the strategy and growth of the retirement business unit. Nelson oversees the development and distribution of annuity products designed to provide long-term financial security for individuals. By analyzing retirement market trends and consumer needs, the President, Retirement identifies opportunities to expand the firm's footprint in the pension risk transfer space. This leadership role involves collaborating with investment teams to ensure that retirement products are backed by robust capital management strategies. Paula Nelson drives the operational success of the retirement division, ensuring that service delivery meets the expectations of policyholders. Through effective management of sales and distribution channels, the President, Retirement enhances the firm's market presence and supports the overall mission of providing reliable financial solutions. Nelson fosters a culture of innovation, ensuring that the retirement business remains a cornerstone of the company's commitment to long-term financial planning.

Lori LaForge, the Chief Marketing Officer & Managing Director at Global Atlantic, directs the brand strategy and market positioning for all insurance and financial services. LaForge oversees the development of communication campaigns that articulate the value of retirement and financial security solutions to diverse audiences. By analyzing consumer behavior and market trends, the Chief Marketing Officer & Managing Director crafts messaging that highlights the unique combination of insurance expertise and investment management capabilities. This leadership role involves managing relationships with distribution partners to ensure consistent brand delivery across all channels. Lori LaForge drives the digital transformation of marketing efforts, utilizing data analytics to improve engagement and lead generation. Through strategic oversight of public relations and corporate communications, the Chief Marketing Officer & Managing Director enhances the firm's reputation as a leader in the financial services industry, ensuring that the company's mission resonates with both individual clients and institutional partners.

Michele Fisher, the Vice President, Chief of Staff at Global Atlantic, coordinates executive operations to ensure seamless alignment across all departments. Fisher manages the flow of information between the leadership team and various business units, facilitating efficient decision-making processes. By overseeing special projects and strategic initiatives, the Vice President, Chief of Staff supports the execution of the company's core mission. This leadership role involves organizing high-level meetings and tracking progress on key performance indicators to ensure that organizational goals remain on schedule. Michele Fisher drives cross-functional collaboration, breaking down silos to foster a unified approach to financial services and insurance product delivery. Through meticulous planning and administrative oversight, the Vice President, Chief of Staff enables the executive team to focus on long-term strategy and market impact. Fisher ensures that the firm's operational rhythm remains consistent, supporting the overall objective of providing secure financial solutions to clients.

Samuel Ramos, the Chief Legal Officer, General Counsel & Secretary at Global Atlantic, directs all legal, regulatory, and compliance functions for the firm. Ramos oversees the management of legal risks associated with insurance products, reinsurance agreements, and pension risk transfer services. By providing guidance on complex regulatory requirements, the Chief Legal Officer, General Counsel & Secretary ensures that all business activities align with legal standards across all operating jurisdictions. This leadership role involves managing corporate governance and supporting the Board of Directors in fulfilling fiduciary duties. Samuel Ramos drives the development of legal strategies that protect the firm's interests while enabling innovation in financial services. Through proactive monitoring of legislative changes, the Chief Legal Officer, General Counsel & Secretary mitigates potential liabilities and safeguards the company's reputation. Ramos ensures that the firm maintains the highest standards of integrity, supporting the overarching mission of providing reliable financial security to clients.

Daniel O'Shea, the Managing Director & Chief Administrative Officer at Global Atlantic, directs the internal infrastructure and operational support systems that enable the firm to function effectively. O'Shea oversees human resources, information technology, and facilities management, ensuring that the organization has the tools and talent necessary to succeed. By optimizing internal processes, the Managing Director & Chief Administrative Officer improves efficiency and supports the scalability of the business. This leadership role involves managing the firm's operational risk and ensuring that all administrative functions align with the company's strategic goals. Daniel O'Shea drives the implementation of technology solutions that enhance data security and operational agility. Through careful oversight of organizational development, the Managing Director & Chief Administrative Officer fosters a productive work environment that supports the firm's mission of providing financial security. O'Shea ensures that the company's operational foundation remains strong, enabling the business to deliver consistent value to clients and stakeholders.

Jurgen Schweigert, the Managing Director at Global Atlantic, directs complex reinsurance initiatives to bolster institutional financial security. Schweigert oversees the integration of sophisticated risk management frameworks, ensuring that capital allocation aligns with the broader investment capabilities of the firm. By analyzing market volatility across North American sectors, the Managing Director identifies opportunities for pension risk transfer and long-term asset growth. This leadership role involves constant collaboration with investment teams to optimize portfolio performance while maintaining strict regulatory compliance. Jurgen Schweigert drives the development of bespoke financial structures that cater to the specific needs of institutional clients. Through rigorous oversight of underwriting standards, the Managing Director mitigates exposure and enhances the overall stability of the insurance portfolio. Schweigert maintains a focus on sustainable growth, ensuring that every strategic decision supports the overarching mission of providing reliable retirement solutions for a diverse client base.

Steve McIntyre, the Managing Director at Global Atlantic, architects scalable annuity product strategies to expand market reach within the retirement sector. McIntyre manages the lifecycle of financial offerings, ensuring that individual security solutions remain competitive in a shifting economic landscape. Overseeing product development teams, the Managing Director aligns internal resources with evolving consumer demands for funeral planning and life insurance products. This leadership role requires deep engagement with actuarial departments to refine pricing models and improve profitability. Steve McIntyre drives operational efficiency by streamlining the transition from product design to market launch. By monitoring performance metrics across regional markets, the Managing Director identifies key areas for service enhancement and customer retention. McIntyre ensures that all product initiatives adhere to the high standards of risk management expected of a KKR subsidiary, ultimately securing the financial future of policyholders through disciplined, data-driven decision-making processes.

Mark Symonds, the Managing Director at Global Atlantic, leads capital management operations to ensure the firm maintains a robust balance sheet. Symonds oversees the deployment of capital across various insurance lines, balancing risk and return to support long-term financial planning for clients. By coordinating with investment management experts, the Managing Director optimizes the firm's asset-liability matching strategies. This leadership role involves evaluating macroeconomic trends to adjust hedging activities and protect against market downturns. Mark Symonds drives the execution of complex financial transactions that strengthen the company's position in the reinsurance market. Through constant monitoring of liquidity requirements, the Managing Director ensures that the firm remains well-positioned to meet all future obligations. Symonds fosters a culture of analytical rigor, ensuring that every investment decision contributes to the overall mission of providing secure, reliable financial products to individuals and institutions seeking stability.