New hires from EY-Parthenon, Bain, Goldman Sachs, Salesforce, IBM and ISS strengthen management as agency scales its compliant development platform throughout enterprise wealth administration, broker-dealers, insurance coverage and asset administration
GARDENA, Calif., August 3, 2026 /PRNewswire/ — FMG Suite (FMG), the main advertising and development platform for monetary advisors, insurance coverage professionals and enterprises, in the present day introduced 4 additions to its senior group: Christian Brief as Senior Vice President of AI Technique & Operations; Nathan Worthington as Senior Vice President of Buyer Success; and Kevin Jurick and Jeremy Kowalski as Strategic Enterprise Account Executives.
These appointments observe FMG’s latest board growth and replicate the corporate’s accelerating funding within the subsequent part of its platform technique. As broker-dealers, RIAs, wirehouses, insurance coverage organizations and asset managers more and more deploy FMG on behalf of advisors and brokers at scale, the agency is increasing management within the areas that matter most to enterprise success: AI technique and infrastructure, buyer success and enterprise gross sales. Collectively, these hires strengthen FMG’s capability to assist establishments ship compliant development, deepen advisor engagement and convey extra of the wealth administration ecosystem onto the platform.
“FMG is coming into a brand new part. We’re evolving from a advertising platform into the compliant development platform for the monetary companies {industry}, and that requires management constructed for the place the market goes,” mentioned Dave Christensen, CEO of FMG Suite. “Christian’s rent will allow us to offer a transparent AI technique throughout our whole product line, serving to our shoppers not solely say they’re AI-enabled however truly benefit from the effectivity and productiveness beneficial properties these instruments present in a advertising and development technique. Kevin and Jeremy deepen our capability to deliver that platform to extra enterprise companies, and Nathan ensures we ship the form of buyer expertise that turns enterprise relationships into long-term development.”
New Crew Members
- Christian Brief joins as Senior Vice President of AI Technique & Operations, reporting to Christensen. Brief comes from EY-Parthenon, the place he served as Senior Director and co-architected Enterprise Reimagined, a flagship AI transformation product for monetary companies shoppers and drove the commercialization of EY Progress Platforms, a neurosymbolic AI product. Earlier than EY, he spent greater than seven years at Bain & Firm targeted on monetary companies and personal fairness, based a venture-backed telehealth firm and served as interim CEO of a client well being model by means of a nationwide retail launch. Earlier in his profession, he labored alongside FMG Suite Govt Chairman Mark Casady as chief of workers at Vestigo Ventures, an AI/Fintech enterprise agency led by Casady.
- Nathan Worthington joins as Senior Vice President of Buyer Success, the place he’ll lead FMG’s buyer success group throughout SMB and enterprise segments. He will probably be liable for serving to shoppers understand worth extra shortly, deepen their adoption throughout the platform and increase their long-term development with FMG. Worthington joins from Institutional Shareholder Providers (ISS STOXX) the place throughout a greater than 16-year profession as a Managing Director, he led a worldwide shopper success group that strengthened relationships, deepened partnerships and in the end drove industry-leading renewal charges.
- Kevin Jurick joins as a Strategic Enterprise Account Govt targeted on broker-dealers, RIAs, wirehouses, insurance coverage organizations and asset managers. Jurick brings greater than 20 years of institutional monetary companies expertise, most not too long ago as Managing Director and Head of Strategic Accounts (US) at Institutional Shareholder Providers (ISS STOXX) the place he managed a shopper portfolio spanning asset managers, insurance coverage firms, public pension funds and wealth platforms. Earlier than main Strategic Accounts (US), he managed the agency’s North American asset administration gross sales group. Earlier than that, he spent a decade at Goldman Sachs as a Vice President and Designated Market Maker on the NYSE.
- Jeremy Kowalski joins as a Strategic Enterprise Account Govt alongside Jurick. Kowalski comes from Salesforce, the place he served as a Strategic Account Director for practically six years, managing partnerships with State Avenue and Fannie Mae, and main prolonged groups of 15 to twenty folks to drive C-suite relationships and platform growth inside advanced enterprise accounts. Kowalski beforehand held enterprise gross sales and enterprise improvement roles at IBM, the place he offered AI options and earned the agency’s Better of IBM recognition in his first yr. He served in strategic roles in a number of startups and spent eight years at UBS in fixed-income gross sales and operations.
“Enterprise development on this market isn’t just about successful offers, however incomes belief after which delivering outcomes that increase over time,” mentioned Matt Newman, Chief Income Officer at FMG Suite. “Kevin and Jeremy know how you can navigate advanced institutional gross sales, and Nathan brings the self-discipline to construct a buyer success group that retains these relationships rising lengthy after the contract is signed. Collectively, this group offers us extra scale throughout the total enterprise lifecycle.”
About FMG Suite
FMG Suite is the main advertising and development platform for monetary advisors, insurance coverage professionals, and enterprises, empowering them to scale compliant, client-centered advertising that drives natural development. Trusted by greater than 80,000 monetary professionals reaching over 45 million U.S. traders, FMG is constantly ranked primary in market share and buyer satisfaction within the T3 Software program Survey Report and has been acknowledged by WealthManagement.com as Greatest Advertising and marketing Automation Platform. An unbiased examine discovered that enterprises utilizing FMG achieved Web Promoter Scores practically 4 occasions the {industry} common, together with enhancements in lead conversion, shopper retention, and time saved on advertising duties. FMG is defining the way forward for natural development for monetary companies companies. For extra info, go to https://fmgsuite.com/.
FMG Suite Media Contact
Donald Cutler
Haven Tower Group
dcutler@haventower.com
