Putting
people first.
Get to know our leadership team
Leadership at the New York Park Avenue office is dedicated to doing good for our clients, employees and community.
Adam Seiden
CLU®, CLF®
Managing Partner
Adam joined the Northwestern Mutual Home Office, in Milwaukee, in March of 2008 and over the next four years, held multiple Director level roles within the Agency Department. In August 2012, Adam assumed the role of Director - Agency Development with The Nemec Financial Group in New York City. Adam assumed the...
Adam joined the Northwestern Mutual Home Office, in Milwaukee, in March of 2008 and over the next four years, held multiple Director level roles within the Agency Department. In August 2012, Adam assumed the role of Director - Agency Development with The Nemec Financial Group in New York City. Adam assumed the role of Managing Partner of Northwestern Mutual – Park Avenue in February 2015. Adam lives in Darien, Connecticut with his wife Christine, four children; William, Caleb, Margot, and Scooter and their dogs Thule and Baxter. When not focused on his business, Adam enjoys spending time with his family, traveling, golfing, skiing and coaching his children’s various baseball and softball teams.
Chris joined Northwestern Mutual as an intern in 2006 and began his career in financial planning with Northwestern Mutual in 2007, after graduating with a Bachelor of Arts in Business and Economics from Lehigh University. He maintains securities Series 6 and 63 registrations and holds his Life, Accident & Health...
Chris joined Northwestern Mutual as an intern in 2006 and began his career in financial planning with Northwestern Mutual in 2007, after graduating with a Bachelor of Arts in Business and Economics from Lehigh University. He maintains securities Series 6 and 63 registrations and holds his Life, Accident & Health Insurance license. Appointed to Managing Director of the Norwalk, CT, District Office in 2018, Chris is committed to building a diverse and inclusive culture, focused on providing remarkable client experiences and adding new Financial Representatives who understand the complexities of the financial landscape and craft individualized plans to meet the needs of their clients today and tomorrow. With his recent move to Darien, CT, with his wife, Kelly, and sons Liam and Brodie, Chris looks forward to becoming actively involved in his new community. He enjoys playing golf and participating in triathlons.
Edward joined Northwestern Mutual in October of 2008, giving him over a decade of experience in the financial services industry. He began his career as a financial representative after graduating with a bachelor’s degree in finance and economics from the AACSB accredited School of Management at Marist College....
Edward joined Northwestern Mutual in October of 2008, giving him over a decade of experience in the financial services industry. He began his career as a financial representative after graduating with a bachelor’s degree in finance and economics from the AACSB accredited School of Management at Marist College. In 2011, Edward transitioned into being a financial advisor, and in 2018 became a Wealth Management Advisor. He continued his studies and expanded his expertise by becoming certified in financial planning and obtaining his CFP® along with the CLTC (Certified Long-Term Care) designations. In addition, Ed holds his series 7, 66, 63, 6 and 26 securities licenses, along with the life, accident, and health insurance licenses. Edward took on the Managing Director role of the Paramus, NJ, District Office in 2017. Under his guidance the office has expanded the number of advisors and representatives as well as its philanthropic impact in the surrounding community.
I am the Managing Director at Northwestern Mutual- Park Ave in New York City. I lead a team of expert advisors who provide superior financial plans with advice regarding investment, insurance, and wealth management services. Our mission is to build high quality relationships with our clients while helping ensure...
I am the Managing Director at Northwestern Mutual- Park Ave in New York City. I lead a team of expert advisors who provide superior financial plans with advice regarding investment, insurance, and wealth management services. Our mission is to build high quality relationships with our clients while helping ensure they can accomplish their personal and financial goals.
I began my career in the New York City office in 1987 and I have integrated my practice into various leadership roles within the organization. In 2001 I became the Managing Director of the New York's Long Island District Office. As Managing Director, I balance my time between providing financial solutions for...
I began my career in the New York City office in 1987 and I have integrated my practice into various leadership roles within the organization. In 2001 I became the Managing Director of the New York's Long Island District Office. As Managing Director, I balance my time between providing financial solutions for my clients and developing new financial representatives.
Theresa Calabrese
CLF®
Chief Growth Officer
Theresa Calabrese is the Chief Growth Officer (CGO) for Northwestern Mutual - Park Avenue lead by Managing Partner, Adam Seiden. Theresa is responsible for the growth and development of experienced Financial Advisors. She serves as a business coach and consultant to the solo-practitioners, teams, and top-producing...
Theresa Calabrese is the Chief Growth Officer (CGO) for Northwestern Mutual - Park Avenue lead by Managing Partner, Adam Seiden. Theresa is responsible for the growth and development of experienced Financial Advisors. She serves as a business coach and consultant to the solo-practitioners, teams, and top-producing ensembles. As a member of the firm's Executive Leadership Team, Theresa partners with Advisors and Representatives to help them connect to the firm, the home office, 3rd party consultants, and the resource they need to achieve their vision. She is the co-founder of her firm's Diversity and Inclusion Council and is a member of Northwestern Mutual's Women's Leadership Program.
Doly Vasquez
MBA
Chief Operating Officer
Doly F. Vasquez is the Chief Operating Officer for Northwestern Mutual – Park Avenue lead by Managing Partner, Adam Seiden. As an active member of the firm's leadership team, she is responsible for the development of agency policies and procedures in conjunction with the strategic vision set forth by the Managing...
Doly F. Vasquez is the Chief Operating Officer for Northwestern Mutual – Park Avenue lead by Managing Partner, Adam Seiden. As an active member of the firm's leadership team, she is responsible for the development of agency policies and procedures in conjunction with the strategic vision set forth by the Managing Partner. Including operational, development and human resource policies, Doly is also responsible for the overall financial health and the daily accounting function for the network office and the three district network office operations, as well as oversight of the office’s financial growth. Doly graduated with her Masters of Business Administration in Corporate Finance and has completed her Leadership Fellowship Certificate from the American College. She resides on Long Island, New York and in her free time enjoys traveling and spending time with her family.
Marc Beekman
Director of Planning
Marc is a native New Yorker, raised in Kings Park on Long Island. He has been happily married to his wife, Michelle for 11+ years. Currently, he resides in the Long Island City and has adopted his community by championing local businesses. He enjoys supporting his wife’s work with a local nonprofit organization...
Marc is a native New Yorker, raised in Kings Park on Long Island. He has been happily married to his wife, Michelle for 11+ years. Currently, he resides in the Long Island City and has adopted his community by championing local businesses. He enjoys supporting his wife’s work with a local nonprofit organization called Zone 126. Marc’s enjoys the outdoors via traveling and hiking. He has been given the nickname “Beekman Yelp” for his interest in dining in different restaurants across the country. Marc is a diehard sports fan of the four major sports: Baseball, Hockey, Football and Basketball. He can be found calling into live sports talk radio and does guest appearances on multiple sports podcasts. Prior to joining our firm in 2014, he held positions as a financial advisor, mutual fund and annuity wholesaler in Denver, Colorado. Marc possesses the Series 7, 63, & 66 along with the Life & Health Insurance Licenses.
Andrew Birgel
Director of Development
As Development Officer, Andrew is responsible for the selection and coaching of a team of advisors out of the 245 Park Avenue office. He is currently in partnership with a Team of 20 Advisors with the most extraordinarily diverse and inclusive backgrounds. His experience in the financial services industry spans...
As Development Officer, Andrew is responsible for the selection and coaching of a team of advisors out of the 245 Park Avenue office. He is currently in partnership with a Team of 20 Advisors with the most extraordinarily diverse and inclusive backgrounds. His experience in the financial services industry spans over 15 years, which has included significant recognition. In the Summer of 2018, Andrew joined the preeminent Northwestern Mutual - Park Avenue office in the role of Development Officer. "I have had the pleasure to work with some of the most accomplished professionals in our Industry. At Northwestern Mutual - Park Avenue, I have witnessed not only a firm that operates with the highest of standards: Integrity, and professionalism; but also a group of Industry thought leaders that authentically work to make one another better. Andrew resides in Middletown, NJ with his brilliant wife, Alyse, and their incredible children, Logan and Charlotte.
Travis Caruso
Director of Training and Development
Travis began his career after graduating in 2004, as a Financial Advisor with JP Morgan Chase Bank on Park Avenue in New York City. After building a successful practice he started developing young advisors new to the industry. Travis has over 15 years of Industry experience prior to joining Northwestern Mutual...
Travis began his career after graduating in 2004, as a Financial Advisor with JP Morgan Chase Bank on Park Avenue in New York City. After building a successful practice he started developing young advisors new to the industry. Travis has over 15 years of Industry experience prior to joining Northwestern Mutual – Park Avenue, with JP Morgan Chase as well as Wells Fargo and Guardian in both leadership development and advisor roles. Travis’ s passion is to help new advisors gain the confidence in their planning practice to help their clients reach their financial goals while protecting what matters most to them. Working side by side with our new advisors we create a planning process that examines every area of our client’s financial life, integrating each facet into a single strategy unique to our client’s goals. At the same time build and grow our new advisors business based on a strong foundation with limitless opportunity. It is not what we do, but WHY WE DO IT!
Elizabeth Frunzi
Director of Marketing
Elizabeth is the Director of Marketing for Northwestern Mutual -Park Avenue lead by Managing Partner, Adam Seiden. She is responsible for the firm's holistic marketing strategies including digital and social media, public relations, communications, media relations,event planning and execution and client experiences....
Elizabeth is the Director of Marketing for Northwestern Mutual -Park Avenue lead by Managing Partner, Adam Seiden. She is responsible for the firm's holistic marketing strategies including digital and social media, public relations, communications, media relations,event planning and execution and client experiences. Elizabeth also consults with financial advisors and their teams to build revenue driving marketing plans and strategies. Elizabeth is a leader on the firm's Diversity and Inclusion Council as well as the Culture and Philanthropy Council. Elizabeth enjoys traveling and spending time with her family and their three dogs.
Michael Stenson
Director of Operations
Mike Stenson is the Director of Operations for Northwestern Mutual – Park Avenue. Mike started in the White Plains office in 2011 before coming to NM-Park Avenue in 2014. He has held the Operations Manager/Director of Operations role since 2017. Mike partners with Doly Vasquez to develop the firm’s long-term...
Mike Stenson is the Director of Operations for Northwestern Mutual – Park Avenue. Mike started in the White Plains office in 2011 before coming to NM-Park Avenue in 2014. He has held the Operations Manager/Director of Operations role since 2017. Mike partners with Doly Vasquez to develop the firm’s long-term vision for office Operations. He works alongside our Facilities, Technology & Sales Execution Teams to create a robust and efficient infrastructure for our Financial Representatives. He strives to create value in our Advisors’ practices and is dedicated to the growth and development of our firm. Mike lives in Rye, NY with his wife Dana, and enjoys New York Sports, cooking and travelling the world.
James Carlson-Zyats
Director of Supervision
James Carlson Zyats is the Director of Supervision for Northwestern Mutual - Park Avenue lead by Managing Partner, Adam Seiden. James takes a collaborative approach in developing the supervision strategy and risk management approach for the office. One of James’ goals is to help maintain the competitive advantage...
James Carlson Zyats is the Director of Supervision for Northwestern Mutual - Park Avenue lead by Managing Partner, Adam Seiden. James takes a collaborative approach in developing the supervision strategy and risk management approach for the office. One of James’ goals is to help maintain the competitive advantage that Northwestern Mutual provides for its financial professionals and their clients. James has more than 20 years compliance experience with a diverse background working for an investment bank, an independent investment advisor, and as an examiner for the Financial Industry Regulatory Authority.
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
As one of the top advisors in the New York area I’m able to offer a premier wealth management experience by using state-of-the-art technology developed by Northwestern Mutual. This consistent, level of service offered inspires my clients that their financial affairs are handled with the highest level of competency....
As one of the top advisors in the New York area I’m able to offer a premier wealth management experience by using state-of-the-art technology developed by Northwestern Mutual. This consistent, level of service offered inspires my clients that their financial affairs are handled with the highest level of competency. Our team promotes forward thinking, creativity, and open communication.
My mission is to help people define what financial security means to them, and create strategies that help them achieve their goals and objectives with the highest probability of success. Financial security is confidence, a confidence I wish to impart into others, as it is the feeling my family had when we needed...
My mission is to help people define what financial security means to them, and create strategies that help them achieve their goals and objectives with the highest probability of success. Financial security is confidence, a confidence I wish to impart into others, as it is the feeling my family had when we needed it the most.
As a Financial Advisor with Northwestern Mutual- Park Avenue, I serve clients in NYC as well as Long Island and the greater tri-state area.. My team specializes in pulling a thread through investment, insurance, tax, and holistic financial and estate planning ideas. We strive to help individuals, their families,...
As a Financial Advisor with Northwestern Mutual- Park Avenue, I serve clients in NYC as well as Long Island and the greater tri-state area.. My team specializes in pulling a thread through investment, insurance, tax, and holistic financial and estate planning ideas. We strive to help individuals, their families, and businesses: protect their vulnerabilities; achieve financial security; attain their financial goals.
As College Unit Director (CUD), Nicole mentors interns by teaching them how to implement Northwestern Mutual's financial planning process with clients. She conducts weekly team meetings, as well as one-on-one meetings as needed, to develop their skill set and enhance product knowledge. The interns learn first-hand...
As College Unit Director (CUD), Nicole mentors interns by teaching them how to implement Northwestern Mutual's financial planning process with clients. She conducts weekly team meetings, as well as one-on-one meetings as needed, to develop their skill set and enhance product knowledge. The interns learn first-hand how to plan for the clients' financial futures through collaboration with senior joint work partners. In her first year as CUD, two of Nicole's interns ranked 1st and 2nd in the agency's Intern of the Summer Contest and she could not be more proud of their accomplishments.
Alex joined Northwestern Mutual after graduating from Stony Brook University in 2009 with a degree in Business and Economics. Alex focuses on helping to provide financial security through a holistic and personalized approach to each of his clients based on their specific needs. Providing them with sound financial...
Alex joined Northwestern Mutual after graduating from Stony Brook University in 2009 with a degree in Business and Economics. Alex focuses on helping to provide financial security through a holistic and personalized approach to each of his clients based on their specific needs. Providing them with sound financial advice, holistic and comprehensive financial planning, through innovative solutions and personal commitment. Alex is a Growth & Development Director, he balances his time working with his own clients on their personal financial planning as well as helping the office recruit and develop new Financial Advisors. Since joining Northwestern Mutual he has qualified for Million Dollar Round Table several times. He's also attended both the Leadership Academy and Fastrack Academy at Northwestern Mutual's home office in Milwaukee, Wisconsin.
J.T. joined Northwestern Mutual in 2018 through our internship program. During school, he also obtained his Life, Accident, and Health, Series 6 and 63 registrations. Now, he is a Financial Advisor and College Unit Director. He's committed to creating a culture of discipline, authenticity, and personal development...
J.T. joined Northwestern Mutual in 2018 through our internship program. During school, he also obtained his Life, Accident, and Health, Series 6 and 63 registrations. Now, he is a Financial Advisor and College Unit Director. He's committed to creating a culture of discipline, authenticity, and personal development for his team and clients as he coaches them to become the best version of themselves