Axcelus Financial

As a leader in the private placement space, we provide access to a broad base of traditional and alternative investments designed to meet the unique financial goals of your high-net-worth clients.

Our Growth Journey

Our Values

Innovative & Nimble:

We are challengers of the status quo.

Service-Oriented:

We put client needs and priorities first.

Value Creator:

We prioritize long-term value.

Purpose-Driven:

We are committed to serving our clients, partners, employees, and communities.

Trusted:

Honesty and integrity drive every interaction.

Intellectually Rigorous:

We are always innovating new insurance-based solutions to deliver better outcomes.

Our impact quantified

30+

years

of experience delivering exceptional service and pioneering insurance-based solutions

$19B+

in Assets Under Administration
Largest PPLI provider by AUA among carriers reporting in the Lion Street PPLI Market Report 2026
as of June 30, 2026

A-

(Excellent)

rating by AM Best
as of November 26, 2025

A BroadRiver Asset Management Portfolio Company

Through our advocacy partnership with Finseca, we support the development of financial security professionals and the broader financial services industry to help advance financial security for all.

Board Members

Hon. Thomas B. Considine

Board Member

Michael Fanning

Board Member

Tanya Holcomb, Esq.

Board Member

Nicholas Kabcenell

Board Member

Cynthia Meyn

Board Member

Andrew Plevin

Board Member

Philip Siller

Board Member

Leadership Team

*board member

Michael Farrell*

Chief Executive Officer

Chuck Nachman*

President, U.S. & Chief Operating Officer

Satish Bhat

Chief Information Officer & Head of Client Experience

John Fischer

Senior Executive Vice President & International Head of Distribution

Scott Hedgepeth

Chief Financial Officer & Chief Actuary

Ryan Henry

General Counsel, U.S.

Virginia Klein

Executive Vice President, Head of Investments

Jessica Lloyd

Senior Vice President, Organizational Strategy

John Reilly

Executive Vice President, Chief Legal Officer, and Secretary

Ryan Roebuck

Senior Vice President, Actuary & Chief Risk Officer

Alison Soderberg

Chief Compliance Officer, U.S.

Jim Totten

Executive Vice President & U.S. Head of Distribution

Jaclyn Green Waterman

Vice President, Marketing & Strategic Initiatives

Distribution Team

Liam Doviak

Senior Managing Director, Investments & Market Solutions Group

John Gatesman

Senior Managing Director

Amy Lavoie

Senior Managing Director, Insurance & Market Solutions Group

Brian McGrath

Senior Managing Director

Michelle Pedigo

Senior Managing Director

Addison West

Senior Managing Director

Careers

Work with Axcelus Financial

Contact Us

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