08-09-2023 Non-Traditional Career Paths – Insurance

MODERATOR

Ken Chilton, CFA | As an Investment Manager for Farmers Insurance, Ken contributes to the investment decisions for the insurance general account, defined benefit pension fund, defined contribution fund, and non-qualified executive benefits plans. He joined Farmers insurance in 2012, and invests in both public and private asset classes including: fixed income, real estate, and equity. His investment work at Farmers includes asset-liability management, strategic asset allocation, tactical asset allocation, manager selection, and portfolio management. Ken is a CFA Charterholder and a graduate of U.C. Berkeley.

SPEAKERS

Michael Koop, CFA | Michael Koop holds the position of Senior Director, Investment Manager Research at Corebridge Financial (fka AIG Life & Retirement). He is responsible for investment manager research and fund due diligence. Prior to joining the firm in 2018, Michael worked as a Portfolio Manager for Kempen Capital Management based out of Amsterdam, The Netherlands, where he was responsible for the investment management of pension plans, insurance companies, listed fund-of-funds and high net worth individuals. He earned a MS degree in Finance (cum laude) and a BS in Business Economics from Tilburg University.

He holds the Chartered Financial Analysts designation, and is a member of the CFA Society Los Angeles and the CFA Institute. Michael acts as the co-chair of the Career Mentorship Program. Previously, Michael was involved in the USC/CFALA CFA® Review Program as a mentor to student candidates, the co-chair of the Level I Mentor Match Program, and coordinator of the Level I review program. Back To Top ^^

Robert McWilliam, CFA | Robert McWilliam is a Managing Director at Pacific Life, having joined the firm in 2016. He is a graduate of the US Naval Academy where he earned a B.S. in Systems Engineering and is also a graduate of Duke University’s, Fuqua School of Business where he earned a master’s in business administration. His career includes positions held at various companies including Merrill Lynch, T Rowe Price and Brown Advisory. Rob was also the Director of the Market’s Group at the US Treasury from 2012 to 2014 during the Obama administration. Rob is a CFA charterholder
Back To Top ^^

Citlalli Rojas | Citlalli Rojas is the Managing Partner leading the operations of New York Life’s Inland Empire General Office in Southern California. The office is home to Financial Professionals with New York Life, Registered Representatives offering securities through NYLIFE Securities LLC, and Financial Advisors offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Citlalli is committed to expanding the organization in the area by making an impact in the community and providing more career opportunities to qualified and determined individuals.

She started with the company as a College-intern agent in the South Texas General Office and was successful as a Financial Professional and Registered Representative (NYLIFE Securities LLC) before being promoted to become one of the youngest Partners at New York Life. In September 2016, she earned her Senior Partner promotion and shortly thereafter became Managing Partner in the Inland Empire. Citlalli holds a BA in Finance from the University of Texas-Pan American (now University of Texas Rio Grande Valley). Back To Top ^^