Putting
people first.
Get to know our leadership team
Leadership at the Boston office is dedicated to doing good for our clients, employees and community.
Aaron Miller
CLU®, ChFC®
Managing Partner
Aaron started his career with Northwestern Mutual in 2003 as a financial professional and quickly moved into leadership, holding management positions of College Unit Director, Field Director, and in 2007, was promoted to Managing Director. After a decade running a nationally recognized advisory practice, Aaron...
Aaron started his career with Northwestern Mutual in 2003 as a financial professional and quickly moved into leadership, holding management positions of College Unit Director, Field Director, and in 2007, was promoted to Managing Director. After a decade running a nationally recognized advisory practice, Aaron was appointed Managing Partner of the Boston office in October of 2016. As a board member of Horizons for Homeless Children, Aaron regularly contributes philanthropic efforts to disadvantaged youth, a cause that is near to his heart. Aaron is an avid Boston sports fan and lives in Winchester with wife Lauren, and their three children: Bailey, Max, and Maverick. Together, they enjoy spending time traveling, eating, cooking, and relaxing at their beach house in Maine. Aaron lives by his mantra “Work hard, play often, and dream big”, and he hopes to inspire those dear to him, personally and professionally, to do the same.
Nicole Bernardo joined Northwestern Mutual in 2008 upon graduation from Central Connecticut State University. Prior to her current role, Nicole spent 8 years managing a high producing Forum personal production practice for her now Managing Partner. In her role today as Director of Development for the Network Office,...
Nicole Bernardo joined Northwestern Mutual in 2008 upon graduation from Central Connecticut State University. Prior to her current role, Nicole spent 8 years managing a high producing Forum personal production practice for her now Managing Partner. In her role today as Director of Development for the Network Office, Nicole is responsible for driving New Rep Growth and Development & Recruiting through the oversight of the firm’s development framework. Nicole takes pride in fostering a culture of respect and high performance. Outside of the office, Nicole enjoys creating memories with her family, spending time on the ocean or at the beach and dining at local restaurants. Nicole lives in Andover, MA with her husband Keith and their two children, Alex & Mila.
Angela Canale
Chief Growth Officer
With more than two decades' experience navigating the business landscape, Angela is a strategic thought leader in her community and the financial services industry. Angela has an accomplished track record of generating growth, engaging audiences, and innovating brands, all while maintaining high level projects,...
With more than two decades' experience navigating the business landscape, Angela is a strategic thought leader in her community and the financial services industry. Angela has an accomplished track record of generating growth, engaging audiences, and innovating brands, all while maintaining high level projects, transforming the consumer experience, creating meaningful relationships, and leading high performing teams. Angela greatly values philanthropy and found meaningful work as an active board member of the March of Dimes from 2004-2020. At present, she is involved with charities such as the Northwestern Mutual Foundation, Alex's Lemonade Stand, Dana Farber Jimmy Fund and within her community. She believes deeply that hard work, generosity, and collaboration are pillars of both personal and professional relationships. Angela and her husband, John, live in Milton with their children, Amanda, Kristina, Johnny, and Michael, and their two Frenchie puppies, Brody and Sophie.
Steven Long
Chief Financial Officer
Steven Long, CPA, MBA is an accomplished financial professional who joins the Northwestern Mutual team with over a decade of experience in corporate leadership, project management, and data analytics. As Chief Financial & Operations Officer, he ensures the company’s overall financial health, oversees the day-to-day...
Steven Long, CPA, MBA is an accomplished financial professional who joins the Northwestern Mutual team with over a decade of experience in corporate leadership, project management, and data analytics. As Chief Financial & Operations Officer, he ensures the company’s overall financial health, oversees the day-to-day accounting, finance, operations, supervision, and business support function, while also supporting growth and development to the organization. He is a licensed CPA and earned an MBA from Bentley University. In both his professional and personal life, Steven welcomes opportunities to coach and mentor others. A passionate fitness enthusiast, Steven is CrossFit Level 1 certified. Growing up, he played football and competed in track and field. When he’s not working, Steven enjoys traveling and sampling new cuisines. Steven lives in Waltham, MA with his wife Susan, and their Bernese Mountain dog, Bentley.
Jay Kalil, CLU, CLTC graduated from Merrimack College as a Finance and Economics Major in 2003. Jay was an Intern with Northwestern Mutual while at Merrimack and converted to a full-time Financial Representative upon graduation. In addition to being a Financial Representative, Jay is the Managing Director in our...
Jay Kalil, CLU, CLTC graduated from Merrimack College as a Finance and Economics Major in 2003. Jay was an Intern with Northwestern Mutual while at Merrimack and converted to a full-time Financial Representative upon graduation. In addition to being a Financial Representative, Jay is the Managing Director in our Woburn District office. In this role, Jay is focused on the personal and professional development of other Financial Representatives. Simply put, Jay’s mission is to build dynamic, high performing teams by attracting and developing the industry’s best representatives so that we can bring financial security to our communities. Outside of work, Jay is an avid sports fan. He also enjoys growing, cooking and most importantly, eating food. Jay lives in Winchester with his wife, Nicole, and their daughter, Jalyn.
Jay comes to us from New York Life where he started as an intern in 2002 before he went full time in 2003 after graduation from Southern New Hampshire University. Jay was a multiple MDRT qualifier before becoming a partner in 2006 and a Senior Partner in 2012. Since then, he has run a very successful district...
Jay comes to us from New York Life where he started as an intern in 2002 before he went full time in 2003 after graduation from Southern New Hampshire University. Jay was a multiple MDRT qualifier before becoming a partner in 2006 and a Senior Partner in 2012. Since then, he has run a very successful district in the South Shore focusing on attracting and developing talent to impact his community one life at a time. Jay brings a level of passion and results that will add to our already amazing culture and these qualities will no doubt help us in our vision of being the premier financial planning firm in Boston. Jay resides in Hanover with his wife Abby of 10 years, and their sons William and Benjamin and their French bulldog, Pogey. Jay loves to give back, especially to children in need. He is a volunteer and regional board chair with "Read to a Child" and a volunteer track coach at Hanover's Family and Community Engagement summer track program.
As Managing Director, Evan Olson finds fulfillment in recruiting and developing full-time representatives and operating the college internship program for his office. He is an accomplished financial advisor, whom, in 2019, was recognized by the National Association of Insurance and Financial Advisors of Massachusetts...
As Managing Director, Evan Olson finds fulfillment in recruiting and developing full-time representatives and operating the college internship program for his office. He is an accomplished financial advisor, whom, in 2019, was recognized by the National Association of Insurance and Financial Advisors of Massachusetts (NAIFA) as one of their “4 Under 40” advisors at their annual event. During his third year in business, Evan qualified for Million Dollar Round Table and has not looked back since. Evan is committed to helping others achieve success in building sustainable financial planning practices that deliver excellent service and solutions for their clients, as well as to his own. Evan and his wife, Kelsey, reside in Canton, MA. He enjoys spending time with friends, playing basketball, golfing, and snowboarding in the winter months. During the summer, he frequents York Beach, Maine where he spends time with his family.
Paul Maslowski
Director of Supervision
Paul joined the Northwestern Mutual Boston office in 2010. He is the Director of Network Office Supervision/Compliance Officer. Paul spent 22 years at Fidelity Investments Capital Markets then joined Morgan Stanley as Compliance Officer prior to coming to NM. Outside of Northwestern Mutual, Paul spends time with...
Paul joined the Northwestern Mutual Boston office in 2010. He is the Director of Network Office Supervision/Compliance Officer. Paul spent 22 years at Fidelity Investments Capital Markets then joined Morgan Stanley as Compliance Officer prior to coming to NM. Outside of Northwestern Mutual, Paul spends time with his wife, 3 kids, his dog and 2 cats.
Christopher Ray
CFA®
Director of Investments
Chris joined Northwestern in 2018 and brings with him considerable experience including a track record of strong investment performance, innovative, client-driven investment solutions and successful new business growth over his more than thirty years in Boston’s investment community. He has the depth and breadth...
Chris joined Northwestern in 2018 and brings with him considerable experience including a track record of strong investment performance, innovative, client-driven investment solutions and successful new business growth over his more than thirty years in Boston’s investment community. He has the depth and breadth of knowledge to design, implement and manage customized, multi-manager, multi-asset investment solutions on behalf of discerning clients. Chris is a CFA® charterholder and member of the CFA Society Boston where he serves as a mentor to younger members and is actively involved in the society’s financial literacy program. Chris also holds his MA Life, Accident & Health insurance licenses as well as Series 7, 24 and 63 securities registrations. A fitness enthusiast, you will find Chris running along the Charles River most mornings. In his spare time, he escapes to Vermont where he enjoys golf and skiing, hikes in the woods with his dog and a good book.
Madison Shifley
MBA, CFP®, WMCP®, CLF®, RICP®
Director of Training and Development
Having grown up in a Northwestern Mutual family in Upstate NY, Madison officially joined NM Boston in June 2017. She is now the Director of our Financial Planning Department. The team partners with representatives to provide practice management support on insurance services, case preparation, investment client...
Having grown up in a Northwestern Mutual family in Upstate NY, Madison officially joined NM Boston in June 2017. She is now the Director of our Financial Planning Department. The team partners with representatives to provide practice management support on insurance services, case preparation, investment client onboarding, and advisor staff member training/development. Madison considers herself a lifelong learner and has obtained her CFP®, ChFC®, WMCP®, CLF® and RICP® designations as well as her FINRA Series 7 & 63 licenses and Life and Accident & Health Insurance licenses. Before NM, Madison graduated Summa Cum Laude from St. Lawrence University and went on to receive her MBA from Clarkson University with top honors. Outside of the office, Madison can be found working out all over the city or enjoying a little too much pasta in Boston’s North End.
Andrew Grande joins the Boston office as a Growth & Development Director after spending the last year and a half as a Partner at New York Life managing the South Shore Sales Office. As a Partner he was responsible for recruiting and development of new financial professionals. Andrew graduated from The University...
Andrew Grande joins the Boston office as a Growth & Development Director after spending the last year and a half as a Partner at New York Life managing the South Shore Sales Office. As a Partner he was responsible for recruiting and development of new financial professionals. Andrew graduated from The University of Massachusetts, Dartmouth with a B.A. in Economics. He was a four-year starter at Center for the football program which won an ECAC championship in 2003. Andrew and his wife Jessica live in Kingston with their 3 daughters, Olivia, Sofia & Isabella (twins). He is die-hard Patriots fan and a season ticket holder.
My goal is to help clients reach their financial and personal goals in the most efficient and appropriate way. Through risk management, wealth accumulation, and tax efficiency planning we are able to reduce the stresses and unknowns of financial planning so clients can focus on the areas in their lives that are...
My goal is to help clients reach their financial and personal goals in the most efficient and appropriate way. Through risk management, wealth accumulation, and tax efficiency planning we are able to reduce the stresses and unknowns of financial planning so clients can focus on the areas in their lives that are most important to them.
Heidi joined Northwestern Mutual in 2013 after graduating with a degree in Marketing and Communications. She was joining a very much male dominated industry but had a passion for paving the way. Heidi's vision has always been to recruit other women to this limitless career, which has led her to become the first...
Heidi joined Northwestern Mutual in 2013 after graduating with a degree in Marketing and Communications. She was joining a very much male dominated industry but had a passion for paving the way. Heidi's vision has always been to recruit other women to this limitless career, which has led her to become the first female advisor at Northwestern Mutual - Boston to not only become a Field Director but to lead a team of women advisors. Heidi's passion is coaching other advisors and clients to their goals-personally, professionally and financially. Her values are Commitment, Empowerment, and Authenticity, and she is focused on demonstrating these on a daily basis. She is a self-admitted "foodie" but also maintains a very strong background in fitness. She trains to compete in fitness competitions and takes her diet very seriously. In her free time, Heidi and her dog, Cooper take trips to the beach.