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View More Press Releases by Insured Retirement Institute [IRI]

Press release:

Robert DeChellis Elected Chairman of the IRI Board of Directors

Issued by: Insured Retirement Institute [IRI]

Date: Sept. 28, 2016

New Board Members and Officers Announced

WASHINGTON, D.C., September 28, 2016 – The Insured Retirement Institute (IRI) today announced that Robert DeChellis, President and CEO of Allianz Life Financial Services, LLC, has been elected to serve as Chairman of the IRI Board of Directors. As Chairman, he succeeds Nick Lane, who was recently promoted to President and CEO of AXA Japan.

Statement from Robert DeChellis: It’s an honor to have the opportunity to serve as Chairman of the Board of the Insured Retirement Institute. Both IRI and our industry currently stand at a great inflection point. During this next chapter, we must continue to broaden and deepen our affinity with financial advisors. This will require us to shift our focus to supporting a more holistic retirement planning process. As such, IRI’s offerings must continue to evolve to better support advisors working to help their clients achieve financial security and dignity in retirement. As we continue our evolution as an association, the IRI membership will supply us with overwhelming strength and resources. With their support, IRI can become the premier association for all retirement security issues and support the goal of our member companies to help Americans prepare for a financially secure retirement.

Board and Officer Elections

IRI also announced the election and re-election of Board members, as well as the election of officers and Executive Committee members.

Board members elected to fill unexpired terms expiring in 2017 are: Joseph A. Fournier, CFA, Executive Vice President, PIMCO; and John Kennedy, Head of Retirement Solutions Distribution Sales, Lincoln Financial Distributors, Inc. (LFD). Board members elected to fill unexpired terms expiring in 2018 are: Dylan W. Huang, Senior Managing Director & Head of Retail Annuities, New York Life; Kieran Mullins, Head of Client Services & Operations, U.S. Retail Division, MetLife; and Todd Solash, Senior Executive Director and Head of Individual Annuity Business, AXA.

Board members elected to serve three-year terms expiring in 2019 are: Peter Cieszko, Senior Vice President, Chief Client Officer – Americas, American Century Investments; Terri Fiedler, Executive Vice President, Strategic Accounts, AIG Financial Distributors; and Bob Vorlop, Head of Products & Advice, Wells Fargo Advisors. Ms. Fiedler and Mr. Vorlop had been serving on the Board by interim appointment.

Board Members re-elected to serve three-year terms expiring in 2019 are: Benjamin Huneke, Managing Director, Head of Investment Solutions, Morgan Stanley Wealth Management; Jeff Miller, Managing Director, Head of Wealth Management Advice and Platforms, UBS Financial Services, Inc.; James Mullery, Managing Director, Head of Separately Managed Accounts, BlackRock; Caroline O'Connell, Chief Marketing Officer, Investment Services, BNY Mellon; Dave Paulsen, President, Transamerica Distributors; Lorna Sabbia, Managing Director, Head of Retirement and Personal Wealth Solutions, Bank of America Merrill Lynch; and Marc Vosen, President and Chief Executive Officer, Key Investment Services, LLC.

IRI also announced the election of three Board members to serve as officers with Mr. DeChellis. William Morrissey, Managing Director and Divisional President, Business Development, LPL Financial, was elected Vice Chairman; Morgan Stanley Wealth Management’s Benjamin Huneke was re-elected Treasurer/Secretary; and Robert Moore, Chairman of Cetera Financial Group, was elected Past Chairman. Joining them on the IRI Executive Committee as at-large members are: Paula Nelson, Managing Director – Head of Retirement Distribution, Global Atlantic Financial Company; and Scott Couto, President of Fidelity Institutional Asset Management.

IRI offers its appreciation and thanks to its outgoing Board Members for their contributions to IRI and their efforts to advance the work of its Board of Directors. This includes outgoing Chairman Nick Lane; outgoing Vice Chairman William Benjamin, the Chief Executive Officer of U.S. Bancorp Investments; Michael Cogswell, Senior Vice President, Product Manager – Retirement Solutions, PIMCO; David Cruz, Head of Institutional Annuities, New York Life; Elizabeth Forget, Executive Vice President, MetLife Retail Retirement and Wealth Solutions; and Will Fuller, President, Annuity Solutions, Lincoln Financial Distributors and Lincoln Financial Network.

About the Insured Retirement Institute
The Insured Retirement Institute (IRI) is the leading association for the retirement income industry. IRI proudly leads a national consumer coalition of 40 organizations, and is the only association that represents the entire supply chain of insured retirement strategies. IRI members are the major insurers, asset managers, broker-dealers/distributors, and 150,000 financial professionals. As a not-for-profit organization, IRI provides an objective forum for communication and education, and advocates for the sustainable retirement solutions Americans need to help achieve a secure and dignified retirement. Learn more at


View More Press Releases by Insured Retirement Institute [IRI]

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