Press Release

IRI Announces Board of Directors Election Results

Issued by Insured Retirement Institute [IRI]

Mar. 27, 2025

TAMPA, FLORIDA – The Insured Retirement Institute (IRI) announced that 19 members of its board of directors were elected to new three-year terms.

Among those elected are two new board members, Ethan Floyd, Chief Product Officer, RegEd, and Jonathan Lepore, Vice President, Head of Retirement National Accounts and VA Distribution, T. Rowe Price Investment Services, Inc.

“We welcome Ethan and Jonathan to the IRI Board of Directors and look forward to their leadership contributions to the continued success of IRI and the industry,” said Wayne Chopus, President and CEO, IRI. “I also want to thank the returning Board members for their ongoing commitment to IRI. Board members commit their time and energy above and beyond their roles at their respective companies to advance critical efforts to benefit workers and retirees. This takes a special dedication for which I am very grateful.”

The following IRI Board members have been elected to three-year terms:

• Michael Downing, Chief Operating Officer, Athene
• Ethan Floyd, Chief Product Officer, RegEd
• Tim Froehlich, Managing Director, Head of Insurance and Annuities, Wealth & Investment Management, Wells Fargo
• Dev Ganguly, Executive Vice President, Chief Innovation and Technology Officer, Jackson Financial Inc.
• Craig Hawley, President, Nationwide Annuity, Nationwide Financial
• Jay Jackson, Senior Vice President, Investment Management Solutions – Annuities and Insurance, LPL Financial
• Jordan Jackson, Senior Vice President, Head of Insurance Solutions, Raymond James Insurance Group
• Myles Lambert, Executive Vice President, Chief Distribution & Marketing Officer, Brighthouse Financial
• Jonathan Lepore, Vice President, Head of Retirement National Accounts and VA Distribution, T. Rowe Price Investment Services, Inc.
• Jeff Lorenzen, Chief Executive Officer, American Equity Investment Life Insurance Company
• Bill Lowe, President, Sammons Institutional Group
• Colbert Narcisse, Chief Product and Business Development Officer, TIAA
• Paula Nelson, Managing Director & Head of Strategic Growth, Global Atlantic Financial Group
• Jerry Patterson, Head of Advanced Wealth Solutions, Cetera Financial Group
• Steve Scanlon, Managing Director, Head of Individual Retirement, Equitable
• Joe Schultz, Senior Vice President, Chief Client Officer, American Century Investments
• Joseph Toledano, Managing Director, Head of Insured Solutions Group, Morgan Stanley Wealth Management
• Colleen Tycz, Senior Vice President, Head of Strategic Partnerships & Insurance Distribution, Franklin Templeton
• Matthew Wion, Senior Vice President and Head of Retail Annuities, New York Life Insurance Company

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