Northwestern Mutual
Tri-Harbor Financial Group – New York
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Leadership
Putting people first.
All of our leadership are dedicated to doing good for our clients, employees, and community.
Get to know our leadership team
Leadership at the Tri-Harbor Financial Group – New York office is dedicated to doing good for our clients, employees and community.
Matt Russo
CLU®
Managing Partner
Matt Russo received a bachelor’s degree in Hotel and Restaurant Administration from Cornell University. He held management positions with major restaurant associations and one of the largest spirit purveyors in New England before joining Northwestern Mutual in 1995. As a financial representative, he achieved Forum Honors and won numerous sales awards. In 1999, Matt was named Managing Director of The North Shore Group in Wakefield, MA. Under his direction, the office was awarded the District Network Office Growth Award, and the award for Outstanding Achievement in Recruiting and Selection. From 2000-2006, Matt was a member of the Northwestern Forum, a group of the Top 150 financial representatives in the company. He became Managing Partner of The Russo Group in midtown NYC in 2006. That office merged with district offices in Braintree, MA, Wellesley, MA, and Providence, RI, in 2023 to form The Tri-Harbor Financial Group, the largest Northwestern Mutual office in the country.
Lynn Simon
CLF®
Director of Supervision
Lynn Simon has been with Northwestern Mutual for over 25 years. As the Director of 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.
Robert Rabold
FLMI
Chief Operations Officer
Bob Rabold was born and raised in Queens, NY. He graduated with a degree in Statistics from Baruch College in 1981, and immediately began his career in Financial Services. Bob has been an associate with Northwestern Mutual since 1990, and received his Fellow Life Management Institute (FLMI) certificate in 1997. In 1993 he married his wife Anna. They currently reside in Queens with their 2 children, Billy and Christina. Bob serves as the Executive Director of his children's PTA, where he has helped raise over a million dollars for enrichment programs and various other campaigns for education.
Lorena Pagan
Director of Client Services
Lorena Pagan has been with Northwestern Mutual for over 20 years. She received her B.A. with a major in Finance and minor in Economics, and holds Life and Health Licenses, as well as her Series 7 and Series 63. Lorena 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 resides in Upstate New York with her husband and son.
Andrew Kerr
Managing Director
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 Growth & Development 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 Connecticut with his wife Elizabeth, and enjoys travel and spending time with friends and family.
Jonathan Romero
CLU®, ChFC®, RICP®, CLTC®
Managing Director
Jonathan Romero joined Northwestern Mutual in 2014, and considers that move to be one of the best decisions of his life. After spending years in asset management, trading and market-maker roles, he wanted to remain in the financial services industry, but more specifically in a role that would allow the opportunity to impact people directly. In his role as a Financial Advisor, he is able to do exactly that by helping people achieve their financial goals while protecting those most important to them. As Managing Director, Jon leads a team of Financial Representatives and helps them make the same impact with their clients. Jon grew up in New York City and currently lives on Long Island. In his down time, he enjoys spending time with his wife, Katy, and his three children. He has completed three marathons and a triathlon. Jon has a strong passion for giving back to the community and is highly involved in various charitable causes including Parkinson’s Foundation and Alex’s Lemonade Stand.
Ron Shahar
Managing Director
Ron Shahar joined Northwestern Mutual in 2016. In addition to his role as Managing Director, Ron serves as Chief Recruitment Officer, and helps introduce candidates to careers that will allow them to live their best life professionally and personally. Before joining Northwestern Mutual, he worked 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.
Bridget O'Brien
Chief Marketing Officer
Bridget O‘Brien joined our group in late 2022. As the Chief Marketing Officer, she works with the firm’s top financial advisors to create marketing plans that support their short- and long-term business goals. She leads a team of digital marketing and event planning professionals who work to enhance the brand of the firm and its financial representatives. Before joining Northwestern Mutual, Bridget spent the bulk of her career in healthcare marketing, most recently as the Director of Marketing for the Department of Surgery at the Mount Sinai Health System. Bridget graduated from Marist College with a bachelor’s degree in Advertising. She currently lives on Long Island with her partner, Brendan, and their daughter, Fiona.
Robert Puff
MPA
Growth and Development Director
Robert Puff is the Chief Growth Officer and a Growth and Development Director with the Tri-Harbor Financial Group of Northwestern Mutual. He was previously a Partner at New York Life Insurance Company, consistently being recognized as one of the top performing leaders nationwide. Rob grew up in Cortlandt Manor, NY and attended UConn for his undergraduate studies, earning a BS in International Business Management and a BA in Political Science. He earned a Master of Public Administration from Columbia University with a concentration in International Economic Policy Management. Rob currently resides in Ramsey, NJ with his wife Lauren, son Brady, and his dog Jack. He volunteers his time with several local charities, and loves golf, running, and spending time with family and friends.
Andrew Feigenbaum
Growth and Development Director
I am a proud New Yorker and University of Wisconsin grad. The best part of my job is helping individuals and business owners protect their income, their families and their companies. I also review existing policies to ensure there are no gaps in the coverage. After all, if your existing plan isn't doing what it's supposed to be doing, when would you want to know about it?
Ervin Lleshi
ChFC®, RICP®, CLU®
Growth and Development Director
I understand that financial planning means something unique to everyone. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision for your future.
David Szelingowski
Field Director
I'm a suburban Summit, NJ dad by way of Hamilton and Princeton that found myself working in Midtown NYC. My team and I focus on developing enduring relationships with clients from across the country who are passionate about planning, protecting, and growing their wealth for the future. We create highly customized financial plans tailored to help them achieve their family's goals, not ours.
Skip Dunphy
Field Director
With a background in finance and business, my practice is built on establishing new relationships and helping existing clients achieve total financial security. My process alleviates risk while providing opportunity to accumulate wealth to individuals and their families. We offer contemporary solutions using world class insurance services and internationally recognized investment products.