New administrators and board observer convey management expertise throughout monetary companies, insurance coverage, enterprise expertise, AI, {and professional} companies
Gardena, CA, July 14, 2026 /PRNewswire/ — FMG, the advertising automation platform trusted by greater than 80,000 monetary professionals collectively serving over 45 million U.S. traders, right this moment introduced the appointment of three unbiased administrators and one board observer to its Board of Administrators. John Carter, former President and Chief Working Officer of Nationwide Monetary; Janet Malzone, former CEO of Grant Thornton LLP; and Deanna Mulligan, CEO of Ceres Life Insurance coverage and former CEO of The Guardian Life Insurance coverage Firm of America joined as unbiased administrators. Steve Sloan, VP of AWS Advertising and marketing at Amazon and former CEO of Contentful, joined as a board observer.
These new members be a part of a board that features Govt Chairman Mark Casady, former Chairman and CEO of LPL Monetary; CEO and Founder Dave Christensen; and Scott White, former CEO of FMG.
The strategic appointments coincide with FMG’s ongoing growth throughout Registered Funding Advisors, broker-dealers, wirehouses, and insurance coverage organizations, because it continues to advance its development technique beneath GTCR’s possession. This contains the latest acquisition of Testimonial iQ and the appointment of a brand new govt management group. To information its subsequent section of enterprise scale and AI-enabled innovation, FMG is onboarding these leaders to convey deep institutional monetary companies expertise, superior expertise management, and world-class company governance to help the board.
“FMG is serving a bigger, extra advanced, and extra strategic position out there than it was even a number of years in the past,” mentioned Casady. “The corporations we serve are in search of expertise that helps advisors talk constantly, personalize at scale, meet compliance expectations, and switch advertising right into a extra measurable development perform. John, Janet, Deanna, and Steve every convey expertise that maps on to the place FMG goes.”
“GTCR has robust conviction in FMG’s alternative to outline the following section of natural development for monetary companies corporations,” mentioned Michael Hollander, Managing Director at GTCR. “The corporate sits on the intersection of advisor development, enterprise fintech, compliance, and advertising expertise enabled by AI. This board brings the working expertise and governance perspective to assist FMG proceed scaling with the self-discipline and ambition the market requires.”
New Appointments:
- John Carter concluded a 40-year profession in monetary companies as President and Chief Working Officer of Nationwide Monetary, a Fortune 100 firm and one of many nation’s largest suppliers of insurance coverage and retirement options. Throughout his tenure, Carter led Nationwide’s retirement plans, annuity, life insurance coverage and mutual fund companies to unprecedented development and profitability. Earlier in his profession, he held management roles at Prudential Monetary, UBS, and Kidder Peabody, and he has served on the boards of the American Council of Life Insurers, the Insured Retirement Institute, and the Worker Profit Analysis Institute.
- Janet Malzone most just lately served as CEO of Grant Thornton LLP, one of many nation’s largest skilled companies corporations, the place she oversaw the agency’s audit and assurance follow and served on the Govt Committee. With almost 35 years of public accounting expertise serving corporations starting from early-stage companies to giant multinationals, Malzone has been acknowledged twice on NACD’s Directorship 100, the annual recognition of essentially the most influential leaders in and across the boardroom and holds NACD Directorship Certification.
- Deanna Mulligan presently serves as CEO of Ceres Life Insurance coverage and beforehand served as President and CEO of The Guardian Life Insurance coverage Firm of America, a Fortune 250 mutual life insurer, from 2011 to 2020, the place she led product technique, distribution, and digital transformation throughout a decade of sustained development. Earlier in her profession, Mulligan served as a principal at McKinsey & Firm, the place she helped lead the North American Life Insurance coverage Apply, and held senior govt roles at AXA Monetary and New York Life. She beforehand served as a Director of The Vanguard Group, Trustee of the Vanguard Funds, and Chair of the American Council of Life Insurers. She holds an MBA from Stanford Graduate College of Enterprise.
- Steve Sloan presently serves as VP of AWS Advertising and marketing at Amazon, the place he leads the event of promoting groups powered by AI at one of many world’s largest cloud platforms. He beforehand served as CEO of Contentful, a Forbes Cloud 100 composable content material platform, and as Chief Product and Advertising and marketing Officer at Twilio SendGrid and Senior Vice President of Product at Marketo. Earlier in his profession, he held senior product management roles at Amazon Net Companies and Microsoft, and he presently serves as an unbiased board member of AdRoll and beforehand served as Govt in Residence at Bessemer Enterprise Companions.
“I began FMG as a result of I believed advisors deserved higher instruments to develop their practices, and that perception has by no means wavered,” mentioned Christensen. “What has modified is the scope and pace of what we have to ship. Whether or not we’re serving a solo practitioner or one of many largest corporations in wealth administration and insurance coverage, each one among our clients is navigating the identical quickly shifting panorama. This board provides us the expertise to maneuver quicker and the self-discipline to do it proper.”
About FMG
FMG is the main advertising 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 within the T3 Software program Survey Report and has been acknowledged by WealthManagement.com as Greatest Advertising and marketing Automation Platform. A examine performed by a number one unbiased consulting agency discovered that enterprises utilizing FMG achieved Internet Promoter Scores almost 4 occasions the business common, together with enhancements in lead conversion, consumer retention, and time saved on advertising duties. FMG is defining the way forward for natural development for monetary companies corporations. For extra info, go to https://fmgsuite.com/.
About GTCR
Based in 1980, GTCR is a number one personal fairness agency that invests behind The Leaders Technique™, discovering and partnering with administration leaders in core domains to establish, purchase, and construct market-leading corporations by means of natural development and strategic acquisitions. GTCR is targeted on investing in transformative development in corporations within the Enterprise and Shopper Companies, Monetary Companies and Know-how, Healthcare, and Know-how, Media and Telecommunications sectors. Since its inception, GTCR has invested greater than $35 billion in over 300 corporations, and the agency presently manages roughly $45 billion in fairness capital. GTCR relies in Chicago with workplaces in New York and West Palm Seashore. For extra info, please go to https://www.gtcr.com/.
FMG Media Contact
Donald Cutler
HavenTower
dcutler@haventower.com
