Highland Capital Brokerage Principals



   
Nick Catrini
Managing Principal, New York Metro
Email: ncatrini@highland.com
Website: https://www.highlandbrokerage.com/NYMetro

C. Nick Catrini serves as Managing Principal of the Highland Captital Brokerage - New York Metro office. Nick serves on the Highland Capital Brokerage Advisory Committee and has been the sole principal of Cranford, New Jersey, based Consolidated Brokerage Services since 1982. From 1969 to 1979, Nick held several key positions with Aetna Life and Casualty, during which he created a school for property and casualty agents still in use today and now accredited for state Life and Health licensing requirements. From 1979 to 1982, he was instrumental in the initiation and enrollment of the single most successful sale of Retired Lives Reserve (RLR) involving a Fortune 100 Company. Nick is active in several professional societies, is frequently asked to serve on major insurance companies' General Agent Advisory boards, and was a founding partner of the R.E. Lee Group/US L.P., of which he had the honor of serving as its first Chairman and is currently serving on the Board of Governors of Forsgate Country Club.

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Robert G. DiMeo
Managing Principal, Los Angeles
Email: rdimeo@highland.com
Website: https://www.highlandbrokerage.com/LosAngeles

Robert G. DiMeo, is Managing Principal of the Highland Capital Brokerage - Los Angeles office. Bob started his career in 1980 with Equitable as a life insurance agent and became the district manager in 1981. Bob joined Merrill Lynch in 1983, working as the Estate Planning Specialist in the Life Department. From 1988 to 1990, he continued in this area at Dean Witter. In 1991, he joined R.E. Lee International as an Associate General Agent and became a Vice President in 1997. Bob's vast experience in the advanced sales arena has credited him with over 4000 face-to-face estate-planning interviews with brokers and clients.

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Marty Dooley, CLU, ChFC
Managing Principal, Milwaukee
Email: mdooley@highland.com
Website: https://www.highlandbrokerage.com/Milwaukee

Marty Dooley serves as Managing Principal for the Highland Capital Brokerage - Milwaukee office. Marty began his insurance career in 1985 as a Disability Sales Consultant in the UNUM Chicago regional office. There he qualified for three Leaders Conference awards and was promoted to Senior Sales Representative. In his third year with the company, Marty also had the distinction of becoming the youngest Sales Representative to complete UNUM's Management Training Program. In 1989, Marty joined Great-West Life's Chicago office as a Senior Marketing Representative. During his two-year tenure, he was twice recognized as both the Proficiency and New Producers Leader among his peers. By 1992, Marty became the Branch Manager of Great-West Life's office in Milwaukee, Wisconsin.

He is a student member of the American College and has served on the Milwaukee Chapter of CLU and ChFC membership committees. Marty is also a member of NALU and has been affiliated with GAMA and HIAA.

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Trey Fairman, J.D., L.L.M.
Managing Principal, San Diego
Email: tfairman@highland.com
Website: https://www.highlandbrokerage.com/SanDiego

Trey Fairman, J.D., L.L.M., is Managing Principal of the Highland Capital Brokerage - San Diego office. Originally from Baltimore, Maryland, Trey received his Bachelor of Science Degree in Finance from the University of Delaware and his Law Degree from the University of San Diego. In addition, Trey was awarded a Master of Laws in Taxation from the San Diego School of Law in May of 2001. Upon graduation from college, Trey was hired as a brokerage representative for Connecticut Mutual Life Insurance Company in Philadelphia, Pennsylvania. Receiving a promotion to Director of Advanced Sales, he was transferred to San Diego, California, in January of 1995. He joined R.E. Lee in April of 1997 and is responsible for all of the Highland Capital Brokerage partners in San Diego County. Trey focuses his attention on partnering with financial consultants to provide estate and business planning solutions to their wealthier clients.

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Paul M. Harrington, CLU
Principal, Heartland
Email: pharrington@highland.com
Website: https://www.highlandbrokerage.com/Indianapolis

Paul M. Harrington, CLU, serves as Principal of the Highland Capital Brokerage - Heartland office. Paul has more than 11 years of experience in the insurance industry and specializes in providing a business support role to financial professionals in the Personal, Estate Planning, and Executive Compensation markets. Prior to joining the Heartland office, he was president and part owner of a family business and a national director for a computer software firm serving the insurance industry. He is an active member of both industry and community organizations. He is a member in the National Association of Insurance and Financial Advisors (NAIFA), and served as Past President for the Society of Financial Service Professionals (SFSP) Indianapolis Chapter. He is actively involved in the community through his Alma Mater, Butler University, and past president of the Sigma Chi House Corporation. He is also an active member and does fund raising for the Leukemia Society. He attended Butler Univesity on a football scholarship and received a B.S. degree in Finance. He is an active member of his church, serving as Campaign chair for the annual Diocese fundraiser and as President of the parish council.

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Christopher D. Heyn, CLU, ChFC
Managing Principal, Atlanta, South Florida, and Knoxville
Email: cheyn@highland.com
Website: https://www.highlandbrokerage.com/Atlanta

Christopher D. Heyn serves as Managing Principal of the Highland Captial Brokerage – Atlanta, South Florida, and Knoxville offices. Chris entered the insurance industry in 1972 in the Property and Casualty agency business. As a partner in the firm C. W. Heyn and Associates, he gravitated toward the life insurance field. In 1980 he became a full time career agent with Massachusetts Mutual Life Insurance Company. In 1992, Chris entered the independent brokerage general agency business as president and managing partner of INSouth Financial Group, a founding member of The R. E. Lee Group, US/LP. Chris serves as a member of the board of directors of The Atlanta Society of Financial Service Professionals and is a member of the board of directors of The Link Counseling Center. He earned his Chartered Financial Consultant and Chartered Life Underwriter degrees from The American College in Bryn Mawr, Pennsylvania.

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Eleanor I. Johnson, CPA, CLU
Managing Principal, Northwest
Email: ejohnson@highland.com
Website: https://www.highlandbrokerage.com/Seattle

Eleanor I. Johnson is a Certified Public Accountant and Managing Principal of the Northwest Offices of Highland Capital Brokerage, which includes offices in Seattle, Portland, San Francisco, Honolulu, Salt Lake City, and Denver.

Eleanor and her team act as a resource to both institutional accounts and independent insurance professionals to design and implement appropriate life insurance programs for their clients. Areas of specialization include estate planning, retirement distribution planning, and business succession planning strategies.

Eleanor is on the Board of Directors for the Association for Advanced Life Underwriting (AALU). She also currently serves on the NFP Advisory Council and is the Chairperson of the NFP Life Insurance Subcommittee. Eleanor is a frequent presenter on a variety of estate planning and life insurance topics. She has been a featured speaker at the annual meetings of both AALU and MDRT, and for several Estate Planning Councils across the country.

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Rick Keidan, CLU, ChFC
Managing Principal, Mid-Atlantic (Charlotte office)
Email: rkeidan@highland.com
Website: https://www.highlandbrokerage.com/charlotte

Rick Keidan serves as Managing Principal of the Highland Captial Brokerage - Mid-Atlantic office and the Highland Capital Brokerage - Charlotte office. Prior to that, Rick served as President and CEO of Highland Capital Brokerage from 2002 to June 2007. Under his leadership, HCB enjoyed a 30% compound annual growth rate.

Prior to joining Highland Capital Brokerage, Rick served as President and Chief Operating Officer of Phoenix Home Life’s broker dealer, W S Griffith and Company. Prior to joining Phoenix, he was the Senior Vice President of Independent Distribution for MetLife/New England.

Over the course of his career, Rick has had extensive experience in almost all aspects of both the retail and the brokerage side of financial service distribution. He has spent more than 30 years in the Life Insurance industry, including over 15 years of successful personal production in addition to extensive field and corporate leadership roles. He is an active member in numerous industry organizations including: National Association of Independent Life Brokerage Agencies, Society of Financial Services Professionals, and the Association for Advanced Life Underwriting.

A graduate of Penn State University, Rick and his wife Nancy have two sons, Geoffrey and Matthew, and a daughter-in-law Michelle.

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John T. Mulheran, CLU, ChFC
Managing Principal, Heartland
Email: jmulheran@highland.com
Website: https://www.highlandbrokerage.com/Indianapolis

John T. Mulheran, CLU, ChFC, serves as Managing Principal for the Highland Capital Brokerage - Heartland office. John’s primary duties include strategic guidance and management within the firm, identifying and developing strategic relationships and working with key affiliates and clients in Estate Planning, Executive Compensation, and Business Planning affairs. He is a 30-year veteran of Life Insurance, primarily in distribution, but also in home office management positions. John served as board Chairman of Advantage Insurance Network (AIN) from 1995 - 1999. He is the winner of numerous carrier and industry awards, including national sales leader for (AIN) and is a recipient of The John L. Robinson award for the leading firm in the Highland Capital organization. He is an active member of numerous industry organizations including: The Association for Advanced Life Underwriting (AALU), National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Services Professionals (SFSP), and The American College Endowment (ACE). John attended The University of St. Thomas, St. Paul, MN, where he majored in Business Administration. An active participant in local community affairs, he served as sports commissioner for the 1987 Pan-American Games and in various roles for the 1991 Men's PGA and 1993 USGA Women's Open and more recently as a contributor to the 2007 USGA Women’s Amateur. John and his wife, Mollie, are also major contributors to Providence Christo Rey, a Jesuit high school for underprivileged inner city youth. He is an active participant in his church, having served on parish council and as chair and organizer for the annual fundraiser.

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Michael Pariano, CLU
Managing Principal, New England
Email: mpariano@highland.com
Website: https://www.highlandbrokerage.com/newengland

Michael Pariano serves as Managing Principal of the Highland Capital Brokerage - New England office. He entered the life insurance brokerage business in 1981 and works with independent producers in the design, implementation, and administration of their clients' estate, retirement, and business plan needs. He specializes in helping representatives of other disciplines such as property and casualty agents, employee benefits producers, stockbrokers, banks, and CPAs to diversify their practices by selling life insurance products to fulfill their clients' objectives.

Michael graduated in 1981 with a BA degree from Kenyon College and has earned the Chartered Life Underwriter designation. He is currently the President of the Connecticut Estate and Tax Planning Council, Chair of the Board of Trustees of Westminster Presbyterian Church, and President of The Country Club of Farmington, Connecticut, as well as a member in several trade associations.

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Paul M. Pistilli, CFP, CLU, ChFC
Managing Principal, Mid-Atlantic (Philadelphia office)
Email: ppistilli@highland.com
Website: https://www.highlandbrokerage.com/philadelphia

Paul Pistilli serves as Managing Principal for the Highland Capital Brokerage - Mid-Atlantic office and the Highland Capital Brokerage - Charlotte office. With more than 15 years of experience in the financial services industry, he specializes in assisting institutional clients identify cross-marketing and new client opportunities. Paul understands the needs and pressures of client acquisition and has developed an on-going seminar series, which he conducts periodically for clients, that assists clients in recognizing sales opportunities.

His background in planning for affluent individuals and business owners came prior to joining HCB. Paul, co-founder of The Summit Group, Inc., helped grow the firm into a multi-million dollar financial services marketing organization. While at The Summit Group (who in 1998 became a wholly-owned subsidiary of Highland Capital Holding Corporation, also the parent company for HCB), he was instrumental in the development and growth of Highland's Wealth Strategies Group and the Non-Qualified Retirement Planning Group.

Before founding The Summit Group, Paul started his career in 1988 with The New England Mutual Life Insurance Company as a corporate controller. After a few short years he began to use his accounting and tax background for marketing purposes and started to work extensively with corporate clients and the advanced marketing design team of The New England.

A graduate of Temple University with a BS degree in Accounting, Paul received an Honorable Discharge with Citations from the U.S. Air Force. Committed to personal and professional development, he has earned several professional designations including CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter and Chartered Financial Consultant. In addition, Paul is a member of the Association of Advanced Life Underwriters, National Association of Insurance and Financial Advisors, Financial Planning Association, Society for Financial Services Professionals, and the Philadelphia Estate Planning Council.

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Joe Presutti
Managing Principal, Southwest
Email: jpresutti@highland.com
Website: https://www.highlandbrokerage.com/Southwest

Joe Presutti serves as Managing Principal for the Highland Capital Brokerage-Southwest office. This territory encompasses Arizona and Texas and certain areas in and around Las Vegas.

Joe brings over 30 years of industry experience to Highland. During that span, Joe owned and operated his own corporate and executive benefits firms. Additionally, Joe spent 10 years with The MONY Group. Most recently, Joe served as Senior Vice President of Business Development for NFP, specifically working with NFP acquired retail firms.

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Gary L. Wright
Managing Principal, Chicago
Email: gwright@highland.com
Website: https://www.highlandbrokerage.com/Chicago

Gary L. Wright serves as Managing Principal for the Highland Capital Brokerage - Chicago office. Gary began his insurance career as a Brokerage Sales Representative with Great-West Life in 1981. He was a Regional Sales Manager with UNUM from 1985 to 1989. From 1989 to 1992, Gary was the Regional Manager for GWL in Chicago where he was a consistent Award of Excellence recipient and sat on the Managers' Advisory Council. Gary conducted a brokerage sales study with DePaul University in 1983 and co-authored an article on the results in the CLU Journal. This study has impacted the way many insurance companies conduct brokerage distribution today. Gary was a founding member of AIN. He has been a five-year National Management Award recipient and a three-year Master Agency Award holder. He is an active member of the Strategic Coach program and has been a featured speaker on several occasions working closely with Dan Sullivan, the founder.

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