Leadership Overview
Simplicity Group has 10 executives leading key functions including strategy, finance, operations, technology, human resources, and wealth management.
Driven by a commitment to advisor success, Simplicity Group provides comprehensive financial planning solutions, empowering institutions and consumers to build, protect, and manage wealth effectively through a partnership-driven approach.
Driven by a commitment to advisor success, Simplicity Group provides comprehensive financial planning solutions, empowering institutions and consumers to build, protect, and manage wealth effectively through a partnership-driven approach.
Leadership Roles at Simplicity Group
Bruce Donaldson - Chief Executive Officer
Bruce Donaldson, the Chief Executive Officer at Simplicity Group, directs the overall strategic vision and operational execution for the financial services organization. Donaldson guides the company's mission to support holistic financial planning, ensuring a broad range of wealth management, insurance, and financial planning solutions are available to advisors, financial institutions, broker-dealers, and consumers. This leadership involves fostering a partnership-driven approach built around education, value, and collaboration, which strengthens client relationships and drives business growth for financial professionals. The Chief Executive Officer's oversight extends to the company's market impact and its role in helping clients navigate different life stages by building, protecting, and managing wealth. Bruce Donaldson ensures the organization remains at the forefront of the industry by adapting to evolving market needs and client demands.
Mitchell Leidner - Chief Financial Officer
Mitchell Leidner, the Chief Financial Officer at Simplicity Group, manages the company's financial health and strategic fiscal planning. Leidner oversees all financial operations, including budgeting, forecasting, and financial reporting, ensuring the organization's resources effectively support its mission of providing comprehensive wealth management, insurance, and financial planning solutions. This role is critical in maintaining the financial stability required to offer a broad range of products and services designed to help clients build, protect, and manage wealth. The Chief Financial Officer also plays a key part in evaluating investment opportunities and managing financial risks associated with the company's diverse offerings, such as guaranteed income strategies and life insurance. Mitchell Leidner's financial acumen is essential for driving sustainable growth and supporting the operational and business needs of financial professionals.
Michael Colon - Chief Financial Officer, Simplicity Securities
Michael Colon, the Chief Financial Officer, Simplicity Securities at Simplicity Group, manages the financial operations specifically for the Simplicity Securities division. Colon oversees the fiscal health, budgeting, and financial reporting for this segment, ensuring its alignment with the broader company's mission of providing comprehensive financial planning solutions. This leadership role is crucial for supporting the wealth accumulation and investment-related services offered through Simplicity Securities, contributing to the overall goal of helping clients build, protect, and manage wealth. The Chief Financial Officer, Simplicity Securities' responsibilities include managing financial risks and opportunities unique to the broker-dealer operations. Michael Colon's financial expertise is vital for driving the strategic growth and operational effectiveness of Simplicity Securities within the financial services landscape.
Kenneth McGee - Chief Operating Officer
Kenneth McGee, the Chief Operating Officer at Simplicity Group, directs the day-to-day operational efficiency and scalability of the financial services organization. McGee ensures that the company's infrastructure and processes effectively support the delivery of wealth management, insurance, and financial planning solutions to advisors, financial institutions, broker-dealers, and consumers. This leadership involves optimizing workflows for product and service offerings, including those related to guaranteed income strategies, life insurance, and long-term care planning. The Chief Operating Officer's focus is on enhancing operational performance to facilitate business growth and strengthen client relationships through a partnership-driven approach. Kenneth McGee is responsible for implementing strategies that improve service delivery and operational support for financial professionals, ensuring seamless execution of the company's holistic financial planning mission.
Jeffrey Cusack - President
Jeffrey Cusack, the President at Simplicity Group, drives strategic initiatives and operational oversight across key business units. Cusack's leadership focuses on advancing the company's mission to provide comprehensive financial planning solutions, ensuring a cohesive approach to wealth management, insurance, and financial planning services. This role involves fostering collaboration among different divisions to enhance the value proposition for advisors, financial institutions, broker-dealers, and consumers. The President plays a critical part in expanding the company's market reach and strengthening its partnership-driven model, which emphasizes education and mutual growth. Jeffrey Cusack's strategic direction is instrumental in guiding the organization's efforts to help clients build, protect, and manage wealth throughout their financial journeys.
Erin McCann - President, Simplicity Wealth
Erin McCann, the President, Simplicity Wealth at Simplicity Group, directs the strategic vision and operational execution for the Simplicity Wealth division. McCann leads the development and delivery of wealth management and financial planning solutions, ensuring they meet the diverse needs of advisors, financial institutions, broker-dealers, and consumers. This leadership role is central to the company's objective of supporting holistic financial planning, enabling clients to build, protect, and manage wealth effectively. The President, Simplicity Wealth's responsibilities include driving innovation in financial planning strategies, such as guaranteed income and wealth accumulation, and fostering strong relationships within the industry. Erin McCann's focus is on enhancing the value and impact of Simplicity Wealth's offerings, reinforcing the company's commitment to education, value, and collaboration.
Richard Voight - Founder & President
Richard Voight, the Founder & President at Simplicity Group, established and continues to guide the organization's foundational principles and strategic direction. Voight's leadership is rooted in the company's core mission to provide comprehensive financial planning solutions, emphasizing a partnership-driven approach built around education, value, and collaboration. This role involves overseeing the strategic development of wealth management, insurance, and financial planning services designed to help advisors, financial institutions, broker-dealers, and consumers build, protect, and manage wealth. The Founder & President's vision ensures the company remains committed to supporting holistic financial planning and fostering strong client and partner relationships. Richard Voight's enduring influence shapes the company's culture and its dedication to empowering individuals and institutions through expert financial guidance.
Jeffrey Cusack - President
Jeffrey Cusack, the President at Simplicity Group, drives strategic initiatives and operational oversight across key business units. Cusack's leadership focuses on advancing the company's mission to provide comprehensive financial planning solutions, ensuring a cohesive approach to wealth management, insurance, and financial planning services. This role involves fostering collaboration among different divisions to enhance the value proposition for advisors, financial institutions, broker-dealers, and consumers. The President plays a critical part in expanding the company's market reach and strengthening its partnership-driven model, which emphasizes education and mutual growth. Jeffrey Cusack's strategic direction is instrumental in guiding the organization's efforts to help clients build, protect, and manage wealth throughout their financial journeys.
R. Strait - Chief Technology Officer & Co-Founder
R. Strait, the Chief Technology Officer & Co-Founder at Simplicity Group, architects and oversees the company's technology strategy and infrastructure. Strait drives innovation in the digital platforms and systems that support wealth management, insurance, and financial planning solutions, ensuring a robust technological foundation for advisors, financial institutions, broker-dealers, and consumers. This role is pivotal in developing and maintaining the technological capabilities that enable clients to build, protect, and manage wealth effectively. The Chief Technology Officer & Co-Founder's responsibilities include enhancing cybersecurity, optimizing data management, and implementing cutting-edge solutions for financial planning tools and services. R. Strait's technological leadership ensures Simplicity Group remains competitive by leveraging technology to deliver value and support the evolving needs of the financial services industry.
Heather Peck - Chief Human Resources Officer
Heather Peck, the Chief Human Resources Officer at Simplicity Group, leads the strategic development and execution of human capital initiatives across the organization. Peck oversees all aspects of HR, including talent acquisition, employee development, compensation, benefits, and fostering a positive organizational culture that supports the company's mission. This role is essential for attracting, retaining, and developing the skilled professionals needed to deliver wealth management, insurance, and financial planning solutions. The Chief Human Resources Officer ensures that HR strategies align with the company's partnership-driven approach, emphasizing education, value, and collaboration. Heather Peck's leadership cultivates an environment where employees can thrive, contributing to the company's ability to provide exceptional support to advisors, financial institutions, broker-dealers, and consumers in building, protecting, and managing wealth.
Explore Leadership Teams in Finance
Apex Fintech Solutions LLC, the "fintech for fintechs," is the parent company of Apex Clearing Corporation, a custody and clearing platform that's powering innovation and the future of digital wealth management, and Apex Pro, a trusted clearing partner to broker-dealers, ATS's, routing firms, professional trading firms, hedge funds, institutions and emerging managers. We offer cryptocurrency trading and custody services through Apex Crypto LLC, a wholly owned subsidiary of Apex Fintech Solutions. Collectively, our suite of solutions creates an environment where companies with the biggest ideas in fintech are empowered to change the world. If you've got the guts to dream, we've got the guts to help you realize those dreams. As announced on February 22, 2021, Apex entered into a definitive agreement with Northern Star Investment Corp. II ("Northern Star") (NYSE: NSTB), a publicly traded special purpose acquisition company, which would result in Apex becoming a publicly listed company after the required approval by the stockholders of Northern Star and the fulfillment of certain other conditions set forth in the merger agreement.
Company Leadership
TR
FT
LM
Headquartered in Japan with global presence, Amova Asset Management is a leading asset manager and progressive investment solutions provider, driven by the promise to help you progress towards your goals.
Company Leadership
HA
JS
FR
Founded in 2017, ExodusPoint is headquartered in New York, New York. They employ a global multi-strategy investment approach, seeking to deliver returns by combining complementary liquid strategies.
Company Leadership MG
JS
XL
AH
Northern Arc provides financial services in the scope of capital market investment activities. They provide fund management, debt resolution, and various other services.
Company Leadership PD
MM
Frequently Asked Questions Regarding Simplicity Group Top Executives and Leadership Team
