Concourse Financial Group, a subsidiary of Birmingham, Alabama-based Protective Life Corp., named David Perry chief executive officer.
Perry succeeds Doyle Williams, who led Concourse as it launched in 2021. William has been named chief marketing officer for Concourse’s parent company, Protective Life.
Perry most recently served as Concourse’s chief operating officer. Earlier, as vice president of corporate strategy at Protective, he was involved in the consolidation of Protective’s distribution companies, which became Concourse. Perry has also served as director of the state of Alabama’s finance department and as chief of staff to the governor of Alabama.
Concourse has roughly $14 billion in assets under administration and more than 450 affiliated financial professionals.
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The agent, Todd Bernstein, 67, has been charged with four counts of insurance fraud linked to allegedly switching clients from one set of annuities to another.
“While harm certainly occurred, it was not the cataclysmic harm that can justify a nearly half billion-dollar award to the State,” Justice Peter Moulton wrote, while Trump will face limits in his ability to do business in New York.
Sieg, 58, was head of Merrill Wealth Management, left in 2023 and returned that September to Citigroup, where he worked before being hired by Merrill Lynch in 2009.
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Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
