ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Peter Tian Appointed Group Treasurer of Equitable Holdings

Equitable Holdings, Inc. (the “Company”) (NYSE:EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced that Peter Tian has been named Group Treasurer, effective June 3, 2024. Tian will report to Robin M. Raju, Chief Financial Officer of Equitable Holdings, and join Equitable’s Operating Committee.

In this role, Tian will manage the Company’s banking relationships and oversee capital and liquidity management and hedging programs as well as third-party debt and funding programs (FABN, FHLB). Tian succeeds Julia Zhang, who was recently named Equitable Holdings Chief Risk Officer. The Company also announced that Erik Bass, Head of Investor Relations, will assume responsibility for ratings agency relationships.

“Peter is a proven leader at Equitable with more than a decade of experience managing risk and capital effectively across different economic cycles, including his most recent role leading pricing and in-force management for Individual Retirement, our largest segment,” said Robin M. Raju. “Combined with his prior experience advising top life insurers, Peter has amassed deep expertise and respect across the industry. He is a valued colleague and asset to Equitable as we deliver on our growth strategy and create value for our stakeholders.”

As the Head of Product and In-Force Management at Equitable, Tian led product development, pricing, new business strategy and in-force optimization for the Individual Retirement segment. He joined Equitable in 2019 as the Deputy Chief Risk Officer, overseeing the Company’s market risk, credit risk and insurance risk management functions. Prior to Equitable, Peter was a Principal at Oliver Wyman, where he advised U.S. and global life insurers on corporate strategy, product design, in-force optimization and capital and liquidity management.

Tian graduated from Yale University summa cum laude with a Bachelor of Science degree in Biomedical Engineering.

About Equitable Holdings

Equitable Holdings, Inc. (NYSE: EQH) is a leading financial services holding company comprised of complementary and well-established businesses, Equitable, AllianceBernstein and Equitable Advisors. Equitable Holdings has $974 billion in assets under management and administration (as of 3/31/2024) and more than 5 million client relationships globally. Founded in 1859, Equitable provides retirement and protection strategies to individuals, families and small businesses. AllianceBernstein is a global investment management firm that offers diversified investment services to institutional investors, individuals and private wealth clients. Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) has 4,300 duly registered and licensed financial professionals that provide financial planning, wealth management, retirement planning, protection and risk management services to clients across the country.

Reference to the 1859 founding applies specifically and exclusively to Equitable Financial Life Insurance Company (NY, NY).

Contacts

Data & News supplied by www.cloudquote.io
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.