Lincoln Financial Names Leader for New Insights Team

In the US, insurance and investment management business Lincoln Financial Group has set up a new Consumer Insights division, with a team of six qual and quant researchers headed by Emily Pachuta.

The Philadelphia-based firm had assets under management of $153 billion as of last September. The new team is dedicated to building an understanding of the end-consumer's decision-making process as it relates to their financial future, across the firm's four businesses - annuities, life insurance, group protection, and retirement plan services.

Pachuta joined Lincoln in 2007, since when she has held the roles of Retirement Income Marketing Director and VP and Head of Strategic and Product Marketing. Earlier in her career, she was Director of Field Marketing at Merrill Lynch's Global Private Client Group.

In her new role as Head of Consumer Insights, Pachuta reports directly to Kristen Phillips, Lincoln Financial's Head of IS/RS Marketing and Strategy.

Phillips comments: 'Lincoln Financial recognizes the need and value of expanding our definition of the consumer to be more multi-dimensional - to include our end-consumer. Clearly understanding their behaviors and decisions will be valuable to our advisors and partners, while also driving product positioning and innovation.'

Reporting to Pachuta is Daniel Gangemi, who joins the team as a Director with a focus on retirement plan participants and professionals. He previously held market research positions at Prudential Investments, OppenheimerFunds and AllianceBernstein.

Web site: www.lfg.com .

All articles 2006-23 written and edited by Mel Crowther and/or Nick Thomas, 2024- by Nick Thomas, unless otherwise stated.