Northwestern Mutual

Studies and Research

Northwestern Mutual periodically researches people's attitudes, perceptions, motives and behaviors toward certain financial issues.

Planning and Progress 2014 Study

Northwestern Mutual again explored the state of financial planning in America today to obtain insights into people's attitudes and behaviors.

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Elements of Success Study 2014

Northwestern Mutual sponsored this study to examine U.S. adults’ perceptions of their personal and financial success.

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Long-Term Caregiving Study 2014

Northwestern Mutual sponsored a study looking at how prepared Americans are when it comes to long-term care planning.

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American Reality Study

This study helps gain insight into how Americans handle the economic, political and social changes taking place.

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Cost of Long Term Care Study

The Long Term Care Group, Inc. conducted customized Cost of Care research in specific regions across the U.S.

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Life Insurance Awareness Poll

Northwestern Mutual sponsored a poll to learn attitudes of Americans toward life insurance and financial planning.

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Financial Realities Study

Northwestern Mutual sponsored this study to explore how Americans responded to the economic landscape that existed in 2010.

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Long-Term Care Awareness Study

Northwestern Mutual sponsored a poll highlighting the attitudes and motivations of Americans for planning for long-term care.

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Long-Term Caregiving Study

This study looks at the personal and financial implications that long-term care (LTC) events have on caregivers and their families.

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Planning and Progress 2013 Study

Northwestern Mutual sponsored a study that provides unique insights into people’s attitudes and behaviors.

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Seven Financial Habits Study

Northwestern Mutual conducted a study exploring the connections between financial and physical fitness.

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State of Planning in America Study

Northwestern Mutual sponsored a series of research exploring what type of planners people are and more.

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“Stick with It” Study

Northwestern Mutual sponsored The “Stick with It” Study to gauge Americans’ goal setting, self-discipline and financial tenacity.

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  • Press Releases
  • Executive Bios
  • Fact Sheet
  • Media Contacts

Press Releases

  • Financial Advising: A Compelling Career Option for Veterans

    MILWAUKEE, March 26, 2015 /PRNewswire/ -- With an estimated 300,000 or more service members leaving the military over the next year,  the challenge of transitioning back to civilian life and finding More

  • Northwestern Mutual Acquires LearnVest™ to Redefine the Financial Planning Experience

    MILWAUKEE, March 25, 2015 /PRNewswire/ -- Northwestern Mutual has announced that it will acquire LearnVest™, a leader in online financial planning and client experience technology. This partnership brings More

  • Northwestern Mutual Tower and Commons Preparing for 27-Hour Concrete Foundation Pour

    The Northwestern Mutual Tower and Commons is taking a major step forward March 27 and 28 when the concrete foundation for the 1.1 million square foot project will be formed in a continuous 27-hour concrete More

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Executive Bios

  • John E. Schlifske
    Chairman and Chief Executive Officer

    John E. Schlifske is chairman and chief executive officer of Northwestern Mutual and a member of the company’s Board of Trustees. After joining Northwestern Mutual in 1987 as an investment specialist, Schlifske moved from portfolio manager to senior executive overseeing a variety of its investment operations. He later headed different parts of the company’s business operations.

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  • Gregory C. Oberland

    Gregory C. Oberland is president of Northwestern Mutual and leads the company’s agencies, sales and marketing function. In this role, he is responsible for the company’s strategy of growing and enhancing its field force and delivering financial security to clients. Oberland joined Northwestern Mutual in 1982 as an attorney. He has held numerous executive-level positions with increasing responsibility for a variety of product line and operational areas, including Disability Income, Life Underwriting, Policyowner Services and Information Systems.

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  • Joann M. Eisenhart
    Senior Vice President – Human Resources

    As senior vice president–Human Resources, Joann M. Eisenhart leads the human resources, facilities and philanthropy function, which includes the Human Resources, Facility Operations, and Strategic Philanthropy & Community Relations departments. Prior to joining Northwestern Mutual in 2011, Eisenhart was senior vice president of Human Resources at Pfizer, Inc., where she led a global human resources team that supported more than 100,000 employees worldwide.

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  • Michael G. Carter
    Executive Vice President and Chief Financial Officer

    As executive vice president and chief financial officer, Michael G. Carter is responsible for the company’s financial management functions, strategic planning and enterprise risk management oversight. Carter joined Northwestern Mutual’s law department in 1994 and went on to serve in a number of executive leadership roles in operations, planning and distribution. Since 2008, he has served as the company’s chief financial officer. Prior to joining the company, he was an attorney with Quarles & Brady in Milwaukee.

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  • John M. Grogan
    Senior Vice President – Insurance and Investment Products

    As senior vice president–Insurance and Investment Products, John M. Grogan is responsible for the overall strategy and design of the company’s integrated suite of insurance and investment products. This includes overall leadership responsibility for the Life and Annuity Products, Disability Income, Long-Term Care, and Product Finance departments, and for the Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. Grogan joined Northwestern Mutual as an attorney in 1992. He has a broad background as a company attorney, as well as having agencies and product experience, including leading the Field Services and Support and Disability Income departments. He also served as chief executive officer of the Northwestern Mutual Wealth Management Company during the financial crisis.

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  • Raymond J. Manista
    Senior Vice President – General Counsel and Secretary

    As senior vice president–general counsel and secretary, Raymond J. Manista is responsible for the company’s law and public affairs function, including the Law, Communications, Compliance/Best Practices and Government Relations departments. He also chairs the company’s Executive Leadership Team. Manista has held various leadership roles since joining Northwestern Mutual in 1998, including vice president–Corporate Planning, where he oversaw the company’s strategy development and planning, and vice president–Litigation Counsel. Prior to joining the company, he was a shareholder at Godfrey & Kahn, S.C., in Milwaukee, where he practiced commercial litigation.

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  • Ronald P. Joelson
    Executive Vice President and Chief Investment Officer

    As executive vice president and chief investment officer, Ronald. P. Joelson oversees management of the company’s $174.0 billion general account investment portfolio, which supports the company’s surplus and its insurance and annuity products. Joelson is responsible for the company’s three investment subsidiaries: Mason Street Advisors, LLC; Northwestern Mutual Capital, LLC; and Northwestern Mutual Real Estate Investment, LLC. Prior to joining Northwestern Mutual, he served as chief investment officer of two global insurance companies: Genworth Financial and Prudential Financial.

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  • Timothy G. Schaefer
    Executive Vice President – Operations and Technology

    As executive vice president–Operations and Technology, Timothy G. Schaefer is responsible for the company’s integrated customer operations and enterprise technology. Schaefer joined Northwestern Mutual in 1988 as a programmer in the Information Systems department. He has held numerous leadership roles, including vice president of Life Benefits and senior vice president and chief information officer.

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Fact Sheet

We’re helping people plan for their financial security so they can get more out of life. Learn how we’re helping people reach their goals in our Annual Report stories below. For a more interactive online experience, check out the tablet version of our report.

Download the Company Fact Sheet

Media Contacts

Thank you for visiting Northwestern Mutual’s online News Room. If you’re a member of the media, please contact us via phone or email:


A member of the public relations team will respond to your inquiry at our earliest convenience.

  • Betsy Hoylman
    Director–Media & Public Relations

  • Jennifer Ryan
    Director of Strategic Communications–Philanthropy
  • Autumn Latimore
    Assistant Director–Media & Public Relations

  • Jean Towell
    Assistant Director–Media & Public Relations
  • Peter Balistrieri
    Senior Public Relations Consultant

  • Elizabeth DeLuca
    Senior Public Relations Consultant
  • John Gardner
    Senior Public Relations Consultant

  • Amanda Lee
    Public Relations Consultant
  • Shawn Rolland
    Public Relations Consultant