Northwestern Mutual
Philadelphia
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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 Philadelphia office is dedicated to doing good for our clients, employees and community.
Tony Stanley
CLF®
Managing Partner
Tony launched his career at Northwestern Mutual in 2002 as a Financial Representative with a desire to embark on a career that deeply impacts lives. In 2004, he began his journey in leadership, and served in various leadership capacities for The Washington Group in Washington, DC. Over the years, Tony successfully led the agency’s recruiting and development team to new heights. In 2015, he was selected to lead the NM Philadelphia agency. As Managing Partner, Tony’s vast leadership experience coupled with his passion for growth and development have created exponential impact on the greater Philadelphia community and the advisors that work within NM Philadelphia’s four local offices.
Alberto Portela
Managing Director
Al joined Northwestern Mutual in April of 2019 following a successful career as an advisor and leader within the industry. As the Managing Director of NM Philadelphia, Al is committed to growing a diverse team of advisors and representatives and developing new talent. He finds a great deal of satisfaction in running his own robust advisory practice and helping his clients achieve their goals.
Erika Jacobi
MBA
Managing Director
As the Managing Director of Northwestern Mutual Philadelphia, Erika is embarking on a mission to become the most prominent financial planning firm in the city. Erika joined Northwestern Mutual over 23 years ago, drawn to its strength and reputation both locally and nationally. At its core, Northwestern Mutual believes that everyone deserves to feel financially confident, capable, and secure. Northwestern Mutual facilitates financial planning with individuals and businesses, along with offering products and services that address your insurance and investment needs.
Rebecca Weaver
CLF®
Director of Development
Rebecca Weaver serves as our Director of Training and Development and oversees our agency’s Financial Planning Services and Client Relations Center. In her vital leadership role, she is focused on the growth, development, and performance of under 5-year advisors while working in concert with our leadership team. Rebecca’s passion for identifying the best in others and working side by side with them to achieve their desired result began in her earlier career as a licensed therapist. Rebecca achieved her master’s degree from the University of Maryland and her bachelor’s degree from the University of Richmond. As a busy and caring mom, Rebecca resides with her two daughters, Charlotte and Adalynn, in the Greater Philadelphia area.
James Hogan
Financial Advisor
James works as a Financial Advisor at Northwestern Mutual Philadelphia and joined the Serviam Financial team in 2021. James works to help clients identify goals and realize their potential. James is a Temple University graduate and joined Northwestern Mutual as a Financial Representative in 2017. He holds his Life, Accident and Health Insurance license as well as his Series 6 and 63 licenses. A dedicated advisor with a passion for lifelong learning, James believes in building enduring relationships with each client so that he can help find the right solutions for their personal, family, or business needs. His ultimate goal is to provide expert guidance to clients for a lifetime of financial security.
Grant Price
Financial Advisor
As a Financial Advisor at Northwestern Mutual Philadelphia, Grant focuses on building everlasting relationships with clients built on trust and expert guidance for a lifetime of financial security. Grant helps people create financial clarity in a complex world by protecting what is most important to them, strategically building wealth, and incorporating tax efficient strategies in the financial planning process. Grant works with families and successful employees from all walks of life, but specifically enjoys helping his clients understand and deploy their hard-earned capital in the most tax-strategic manner.
Sean Fagan
Financial Advisor
Sean Fagan is Financial Advisor at Northwestern Mutual Philadelphia. Sean’s vision is to build lifelong relationships based on trust and loyalty, while providing the opportunity of financial freedom to his clients. Sean serves individuals, families, and business owners to help them build financial strength. After working in a high-profile sales role, Sean found his passion for building relationships rewarding. As a client of Northwestern Mutual, he knew he wanted to make an impact on his client’s lives.
Ashley Kennedy
CFP®
Financial Advisor
Ashley works as a Financial Advisor at Northwestern Philadelphia, and specializes in working with driven, successful professionals looking for financial education, a comprehensive plan, and a long-term relationship. Ashley and her team focus on working with families to help them build financial security and wealth preservation for generations to come.
Joseph Faragasso
CLF®
Growth and Development Director
Joe Faragasso serves as our Growth and Development Director. Upon earning his undergraduate degree from Villanova University, Joe began his career as a Financial Advisor with AXA Advisors in 2013. As his experience in the field broadened, Joe’s desire to share his knowledge and expertise with a team deepened. In his role as a Growth & Development Director, Joe is excited to share his passion for developing industry professionals while adding to the continued success of Northwestern Philadelphia.
Dave Hilton
Financial Advisor
Dave Hilton began his career as a Financial Advisor with Northwestern Mutual in 2011 and joined the Serviam Financial team in 2022. He holds his Life, Accident and Health insurance license as well as his Series 6 and 63 registrations. Starting with Northwestern Mutual as an intern, Dave grew a passion for building relationships with clients, working with individuals and families to create plans to achieve their goals and objectives. After graduating from Cornell University, he joined Northwestern Mutual’s New York City office full-time before returning to Philadelphia in 2014. Since then, Dave has continued to grow his practice in providing meaningful solutions so clients can enjoy their life now and have confidence in their financial security in the future.
Steve Pitel
Financial Advisor
Steve serves as a Financial Advisor at Northwestern Mutual Philadelphia. His mission is to develop enduring relationships with clients by providing guidance to protect, optimize and grow. Whether it's focusing on managing current financial success or on protecting and preserving for the future. Steve focuses on helping individuals, families and business owners that aspire to grow creatively and securely, one conversation at a time.
Thomas Northern
Financial Advisor
Thomas works as a College Unit Director and Financial Advisor at Northwestern Mutual Philadelphia. He is passionate about working with people and their finances to create a better future. Thomas specializes in planning for service driven careers like Police Officers, Firefighters, Nurses, and Military Veterans.
Robert Yost
B.S.
Financial Advisor
Rob works as a College Unit Director and Financial Advisor for Northwestern Mutual Philadelphia. He is dedicated to helping veterans, active-duty military, and proactive families reach their financial goals through personalized financial planning. Rob and his team specialize in finding tax favorability through different saving and investment strategies that align with the client’s goals. Prior to becoming a Financial Advisor with Northwestern Mutual, Rob was in the U.S. Marines for 4 years, and served as a Bulk Fuel Specialist. Rob has been fortunate to make an impact for his clients in over 35 states and strives to help hold his clients accountable to achieving financial security.