EQH - Leadership updates

Transaction accelerates growth strategy for Equitable's Wealth Management business Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), announced today that its affiliate has entered into an agreement to acquirei Stifel Independent Advisors, LLC. The transaction is expected to close in the first quarter of 2026, subject to required regulatory approvals and other customary closing conditions. Stifel Independent Advisors is a premier independent broker-dealer, a registered investment adviser and a subsidiary of Stifel Financial Corp. (NYSE: SF), with more than 110 independent advisors managing approximately $9 billion in cli

Equitable Holdings, Inc. (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced the appointment of Nick Chan as Head of M&A. Chan will continue to report to Equitable Holdings Chief Financial Officer Robin M. Raju and will join Equitable's Operating Committee. In this new role, Chan will lead a disciplined M&A strategy for the company focused on accretive opportunities that further Equitable Holdings' strategic growth objectives and drive long-term value for shareholders. In addition, Chan will lead Equitable's Business CFO function. "Nick is a proven finance leader and asset to Equitable, who has played a pivo

Vincent Xuan named Head of Life Insurance for Equitable Equitable Holdings, Inc. (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced it has named Kurt Meyers as Chief Legal Officer and Corporate Secretary. Meyers joins the Equitable Holdings Management Committee and will report to President and Chief Executive Officer Mark Pearson. A six-year veteran of the company, Meyers will lead the law department with responsibility for all legal, compliance, regulatory and governmental affairs at Equitable Holdings. Most recently, he served as Equitable's Head of Life Insurance, where he led a strategic transformation

Seasoned leader with 25 years of marketing expertise to help accelerate company's growth strategy Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the appointment of Greg Boosin as Chief Marketing Officer. He will report to Nick Lane, President of Equitable, and join the company's Operating Committee. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250623067765/en/Greg Boosin, Chief Marketing Officer of Equitable "Greg is a dynamic and proven marketing leader in the financial services industry, with experience delivering measurable go-to-market

Equitable Holdings, Inc. (NYSE:EQH) today announced the appointment of Douglas Dachille as an independent member of its Board of Directors, effective immediately. Mr. Dachille has amassed a distinguished career across three decades with proven expertise in the most strategic matters facing the insurance, banking and asset management industries. This includes leading complex corporate transactions, understanding capital markets and designing innovative investment solutions to meet insurance liabilities. "On behalf of the Board of Directors, I am delighted to welcome Doug Dachille to Equitable Holdings," said Joan Lamm-Tennant, Chair of the Equitable Holdings Board of Directors. "His expe

Industry veteran, Jim Kais, named Head of Group Retirement; succeeds Jessica Baehr, who was appointed President of Equitable Investment Management Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE:EQH), today announced the appointment of Jim Kais as the Head of its Group Retirement business, effective April 1, 2024. Kais will report to Nick Lane, President of Equitable, and join the company's Operating Committee. Kais succeeds Jessica Baehr, who was recently named President of Equitable Investment Management.1 "With nearly three decades of experience, Jim is a proven and respected leader in the retirement industry with a stron

Equitable Holdings, Inc. (NYSE:EQH) announced today that S&P Dow Jones Indices will be adding the Company to the S&P MidCap 400 Index, effective with the start of trading on Monday, December 18, 2023. "After five years as an independent listed company, we are pleased to now be included in this prestigious index, which we believe will increase our visibility and exposure to a broader investor base," said Mark Pearson, President and Chief Executive Officer. "We see significant opportunity ahead for growth, underscored by favorable demographic trends, as we continue to meet our clients' needs for advice, retirement income and asset management." About S&P Dow Jones Indices S&P Dow Jones I

NEW YORK, Dec. 1, 2023 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, December 18, to coincide with the quarterly rebalance. The changes ensure each index is more representative of its market capitalization range. All companies being added to the S&P 500 are more representative of the large-cap market space, all companies being added to the S&P MidCap 400 are more representative of the mid-cap market space, and all companies being added to the S&P SmallCap 600 are more representative of the small-cap market space. The companies being removed from t

Leading research analyst joins from AllianceBernstein subsidiary Autonomous Research Equitable Holdings, Inc. (NYSE:EQH) today announced the appointment of Erik Bass as Head of Investor Relations, effective immediately. Bass will report to Robin M. Raju, Chief Financial Officer for Equitable Holdings, and serve on the company's Operating Committee. In this role, Bass will be responsible for communicating the company's strategy and financial performance as well as maintaining and expanding relationships with the investor and analyst communities. Bass joins the company after his seven-year tenure with AllianceBernstein's sell-side research subsidiary, Autonomous Research, where he served

Equitable Holdings ((EQH), a financial services holding company comprised of two complementary and well-established principal franchises, Equitable and AllianceBernstein, today announced the appointment of Arlene Isaacs-Lowe as an independent member of its Board of Directors, effective immediately. With a career spanning more than three decades, Ms. Isaacs-Lowe has amassed a global reputation for driving growth and profitability for major firms throughout the financial services sector and integrating environmental, social and governance strategies into company culture. "On behalf of the Board of Directors, I would like to extend Arlene a warm welcome to Equitable Holdings," said Joan Lamm

Equitable Holdings, Inc. ((EQH), a financial services holding company comprised of two complementary and well-established principal franchises, Equitable and AllianceBernstein, today announced the appointment of Craig MacKay as an independent member of its Board of Directors, effective immediately. Mr. MacKay is a leading investment banking executive with over 30 years of experience in private finance spanning business services, communications and media, energy, financial services, healthcare, heavy industry, retail, technology and transportation. "On behalf of the Board of Directors, I am pleased to welcome Craig MacKay to Equitable Holdings," said Joan Lamm-Tennant, Chair of the Equitab

Equitable Holdings Board Director since January 2020, Lamm-Tennant brings significant industry, corporate governance and risk management expertise Equitable Holdings, Inc. (NYSE:EQH), a leading financial services company comprised of principal franchises Equitable and AllianceBernstein, today announced the appointment of Joan Lamm-Tennant as independent Chair of the Equitable Holdings Board of Directors, effective immediately. In addition, Ms. Lamm-Tennant was elected to the AllianceBernstein Board of Directors and appointed as independent Chair, effective immediately. Ms. Lamm-Tennant has been a Director of the Equitable Holdings Board since January 2020, serving as a member of its Audit

NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (NYSE:EQH), the financial services holding company comprised of Equitable and AllianceBernstein, today announced the appointment of Robin M. Raju to Chief Financial Officer, effective April 1, pending approval from the Equitable Holdings Board of Directors. Raju will report to Mark Pearson, President and Chief Executive Officer of Equitable Holdings, and continue to serve on the company’s Management Committee. “Robin has been at the core of our pivotal moments as an independent organization, helping to grow our business, manage our capital and enhance our risk framework. I have every confidence that, as CFO, Robin will continue to

NEW YORK--(BUSINESS WIRE)--Equitable Holdings, Inc. (NYSE: EQH), the financial services holding company comprised of Equitable and AllianceBernstein, today announced it has named Jose Ramon Gonzalez as Chief Legal Officer and Corporate Secretary. Gonzalez joins the Equitable Holdings Management Committee and will report to President and Chief Executive Officer Mark Pearson. Gonzalez will lead the law department with responsibility for all legal, compliance, regulatory and governmental affairs at Equitable Holdings. He will succeed Dave Hattem, who plans to retire later this year following a distinguished 26-year career with the company. “We have the great fortune of welcoming Jose