Tax-Smart Retirement Income

Jack Sharry

| EVP, Strategic Development

Jack has nearly 30 years experience in financial services holding senior positions in sales, marketing, product development, operations and distribution strategies for several of the world's leading asset managers, insurance and annuity companies and broker dealers. Prior to LifeYield, Jack was a senior executive with The Phoenix Companies where he developed the first-to-market income guarantee on a money management program. He headed up Phoenix's annuity distribution and built Phoenix Investment Partners into one of the largest managed accounts aggregators in the industry. Jack headed up broker dealer sales, retail marketing and product development at Putnam. At Morgan Stanley he led insurance and annuity sales. Jack is Chairman of the Managed Money Institute's Retirement Solutions Committee.

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News & Events

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LifeYield Adds Mike Mason to Expand Advisor Solutions Group
July 21, 2010 | More »

LifeYield Featured on Morningstar.com
June 9, 2010 | More »

LifeYield Forms Advisor Solutions Group to Support IBD Financial Advisors and RIAs
April 12, 2010 | More »