Management Team

Our business is about relationships, and we have a strong management team in place which understands this. The team is committed to furthering the development of our financial representatives through training and guidance, so that the representatives can in turn establish enduring and solid relationships with their clients.

 

 
 Matt Russo

Matt Russo

Managing Partner
matt.russo@nm.com
Office 212-867-8989

Matt Russo received a Bachelor of Science in Hotel and Restaurant Administration in 1990 from Cornell University. His industry experience includes management positions with major restaurant associations, as well as a wholesaler of fine wines with one of the largest spirit purveyors in New England.

Matt joined Northwestern Mutual in 1995, concentrating his market within the medical field and the hospitality industry. As a financial representative he achieved Northwestern Mutual Forum Honors, and was the recipient of numerous individual sales awards. In 1999, Matt was named Managing Director of The North Shore Group in Wakefield, Massachusetts. Under his direction, The North Shore Group was awarded the District Network Office Growth Award, and the Outstanding Achievement in Recruiting and Selection. From 2000 to 2006, Matt was a member of the Northwestern Forum, which consisted of the Top 150 financial representatives in the company.

In June 2006, Matt was appointed Managing Partner of the Midtown Manhattan network office, which is consistently one of the highest producing agencies in the United States with over 100 financial representatives. Matt is committed to the continued organic growth and success of the office. The Network Office is currently producing sales of over $18 million annually, and has been the recipient of several awards from Northwestern Mutual, including the Achievement Award, Growth Award, Premium Leader and Persistency Leader.

Matt has been with the company for 15 years, has been a client of Northwestern Mutual for 19 years, and his family have been clients since 1964. 

Matt resides in New Canaan, CT with his wife, Tonya, and their sons, Thomas and Chad. He enjoys coaching football, wine collecting, growing grapes, making maple syrup and spending time with his family.

 

 
 Philomena Daly Billman

Philomena Daly Billman

Development Officer
Office 212-867-8989

Phia Billman grew up in Dublin Ireland, and currently lives in Long Island, New York. She has been with Northwestern Mutual for 35 years, and currently serves as Development Officer, where she manages business growth and production. In her spare time, she enjoys spending time with her husband, playing golf and singing in the church choir.

 
 Lynn S Simon

Lynn S Simon

Director of Network Office Supervision
lynn.simon@nm.com
Office 212-867-8989

Lynn Simon has been with Northwestern Mutual for over 25 years. She currently lives in Long Island with her husband and 2 children. As the Director of Network Office Supervision, she ensures compliance by the firm's associates of applicable laws and guidelines, industry regulations, and company rules related to the sale and servicing of insurance and securities products. Lynn lives on Long Island with her husband and 2 sons, and has been a volunteer and shift leader with Last Hope Animal Rescue in Wantagh, New York, for over 5 years.

 
 Lorena Pagan

Lorena Pagan

Director of Client Relations
lorena.pagan@nm.com
Office 212-867-8989

Lorena Pagan grew up in Northern New Jersey. She has been with Northwestern Mutual for 18 years, and has been recognized for her commitment and great work by receiving the Commitment to Excellence and Growth Award, and the Client Relations Center Growth Award. She currently resides in Upstate, New York with her husband and son.

 
 Ron Shahar

Ron Shahar

Financial Representative
Office 212-433-1164

Ron Shahar joined Northwestern Mutual in 2016. Before joining Northwestern Mutual, he worked for as a Partner at New York Life Insurance Company. Ron received his Bachelor's Degree in Business Management from Roger Williams University and Master’s Degree in Security Management from Webster University. He resides in Livingston, New Jersey, with his wife Robin and two children.  He is a veteran of the United States Army, where he served in the 82nd Airborne Division. 

 
 Rachel Doherty

Rachel Doherty

Executive Director of Recruitment
Office 212-867-8989

Rachel Doherty moved to New York City from the San Francisco Bay Area of California. She has been with Northwestern Mutual for over ten years, and has recruited over 100 financial representatives into the NYC Midtown office. In 2014, she received Northwestern Mutual's Recruiter of the Year Award. She has taken pride in participating in the Team Connor Cancer Foundation relay race every year since its inception, and is a dedicated donor to Circle of Care and Alex's Lemonade Stand Foundation, which fund pediatric cancer research, as well as the Humane Society to help stop cruelty towards animals. Rachel enjoys travel, working out, and spending time with friends and family.

 
 Alexander B Bierce

Alexander B Bierce, J.D., CFP®

Field Director
Office 212-373-8962

My Networks: LinkedIn

Alex Bierce grew up in Saddle River, New Jersey and spent his youth playing soccer. He joined Northwestern Mutual after receiving his J.D. from Syracuse University. In addition to his work as a Financial Advisor, he also serves as a Field Director, managing a team of financial representatives. In his free time, Alex enjoys learning about different cultures through his travels abroad. He currently lives in Summit, New Jersey, with his wife Kaitlin and their dog Phil.

 

 
 Adam Lincoln Gilson

Adam Lincoln Gilson, J.D.

Field Director
Office 212-784-5602

Adam Gilson serves as a Director for the agency, managing a group of Financial Representatives. He received his JD from Syracuse University College of Law. Outside of work, Adam enjoys spending time with his family.

 
 Andrew W Kerr

Andrew W Kerr

Field Director
Office 212-867-8989

My Networks: LinkedIn

Andrew Kerr joined Northwestern Mutual in 2012. He grew up in State College, Pennsylvania, and attended Princeton University, where he played varsity football. In addition to his work as a financial advisor, he also serves as a Field Director, managing a team of financial representatives. Andrew is a Board Member for Youth Represent Social Justice Investment Council (“SJIC”) – a fundraising and outreach collaborative effort with Youth Represent, a youth defense and advocacy non-profit organization. He currently resides in New York City, and enjoys travel and spending time with friends and family.

 
 Evan Kass

Evan Kass

Field Director
Office 212-867-8989

Evan Kass attended Syracuse University and has been with Northwestern Mutual for 27 years. He grew up in New Rochelle, and currently resides in Katonah, New York. Evan's extensive experience allows him to provide our incoming financial representatives with invaluable guidance and support as they grow their practices. In his free time, Evan enjoys playing golf and tennis, and spending time with his wife and children.

 
 Rogel Shaheed Spencer

Rogel Shaheed Spencer, CFP®, ChFC®, CLU®, CASL®

Field Director
Office 212-373-8964

My Networks: LinkedIn

Rogel Spencer was born in Brooklyn, NY and grew up on Long Island. Prior to joining Northwestern Mutual, he worked as an architect for Toll Brothers. Rogel received his degree from Temple University, where he played on the Division 1 football team. In addition to his work as a financial advisor, Rogel also serves as a Field Director, managing a team of financial representatives. He now lives in New Jersey with his wife and children, and enjoys staying active, playing golf, snow boarding and travel.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

 

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck