Join WiPN OR for a lively Men as Advocates panel with speakers: Jon Anderson, Cetera Financial Group; Greg Koleno, Zuna Holdings; Craig Rosenthal, Fiduciary Benchmarks; and Matt Stuart, Mesirow Financial. Moderated by Ivana Polonijo. Fiduciary Benchmarks, the conversation will explore the speakers’ personal and professional experiences and touch on a variety of topics including gender equality, diversity, inclusion, and the significance of male advocacy for female colleagues in the retirement industry.
Networking time is built into the event agenda, and food and beverages will be served.
About Our Speakers
Jon Anderson is the Head of Retirement Plan Solutions at Cetera Financial Group, and a member of Cetera’s Advisor Growth and Innovation leadership team, where he leads the strategic expansion of the group’s retirement plan offerings to help advisors win, retain and grow retirement plan assets. Prior to joining Cetera, Jon’s extensive experience with strategic planning and unique perspective includes roles at BrightScope, LPL Financial, Colorado Financial Partners and AIG Retirement. In 2017, Jon was selected as a member of the InvestmentNews 40-Under-40, an elite group of young professionals who represent the industry’s future based on their accomplishments, leadership and contributions.
Greg Koleno is the CEO of ZUNA Holdings based in Portland, Oregon, which provides consulting, payroll, and advisory services through its subsidiaries. Greg believes that operating a company is easier through engagement and collaboration between a company’s service providers. These providers often fail to collaborate and align themselves to provide a holistic solution to their mutual client. Under his leadership, the ZUNA team is out to change this. After a 26-year career including painting houses, executive recruiting, working on a vineyard in southern France, starting a software company, starting a mergers and acquisition advisory firm and working as a VP, an SVP and an EVP with various financial services companies, Greg is excited to be teamed up with a great group of people who are ready to do things the right way for the right reasons.
Craig Rosenthal is a Principal of Fiduciary Benchmarks, (FBi) and serves as Senior Vice President of Sales and Service and Marketing. Craig is responsible for marketing, sales, service, product development, and partnerships in the financial advisor/consultant, broker/dealer and DCIO channels. Prior to joining FBi, Craig was PLANSPONSOR’s Chief Technology Officer and President of PLANSPONSOR Pathfinder.
Matthew Stuart is a vice president and key account manager in the Investment Strategies department at Mesirow Financial, where he is responsible for collaborating with key partners on strategic initiatives, business development, sales, and marketing. Matthew has more than 14 years of experience in the retirement industry. Prior to joining Mesirow in early 2018, he held various roles in the Retirement Services group within Voya Financial/ING. Most recently he served as Vice President, Business Development Manager overseeing intermediary relationships for the Small-Mid Corporate Markets.
Ivana Polonijo is a Vice President, Client Success with Fiduciary Benchmarks (FBi), whose clients include some of the industry’s biggest and most respected 401(k) service providers. With a keen eye for the importance of relationships and commitment to meaningful connections, Ivana ensures integrated customer experience for new and existing clients. With background in academic research as a social anthropologist, and as an advocate for empowering women in the workplace, she is a co-chair of the Oregon chapter of Women in Pensions Network (WiPN). She is passionate about creating awareness that intentional personal growth is professional.