Winged Keel Group (“Winged Keel”) is pleased to announce that Sean O’Reilly has recently joined the company as Chief Operating Officer. As the firm continues its rapid expansion as the premier national platform for the structuring, implementation, and administration of high-end life insurance, Sean is responsible for managing the firm’s day-to-day operations in support of Winged Keel’s growth initiatives. These responsibilities include scaling existing businesses and sourcing and integrating new M&A opportunities.

Sean has driven growth initiatives at leading private equity-sponsored and Fortune 100 firms, and he has significant experience leading businesses in the affluent and high-net-worth market. He has a successful track record built over decades in financial services, and he has a passion for building and investing in great businesses and great teams.

Winged Keel CEO Eric Naison-Phillips said: “As Winged Keel grows organically and through acquisitions, we are continuing to make thoughtful investments in our teams and our infrastructure to support significant scale. Sean brings a unique combination of proven leadership at large organizations, marketing know-how, and operational expertise to our executive team. The addition of Sean will allow us to accelerate the growth trajectory, while enhancing the client experience. He has quickly jumped into the role, and we are already seeing impactful results for Winged Keel and our clients.”

“I’m thrilled to join Winged Keel at this exciting time,” said Sean O’Reilly. “The firm is well-respected as the leader in the market, and has built an entrepreneurial and client-focused culture, led by a high integrity executive team. The recent strategic investment by GTCR has created an amazing opportunity for us going forward, and I’m excited to work with the Winged Keel and GTCR teams on creating significant value in the years to come.”

Kirk Smith, Principal at GTCR, added: “We’re excited about the investment in Winged Keel, and as the firm continues to expand its geographic footprint, we are confident in Sean’s ability to create scalable processes and innovations that enable each acquired firm to be significantly more successful upon joining the Winged Keel platform.”

Sean is based in Winged Keel’s New York headquarters, and he also spends significant time with the firm’s offices and partners around the country. Winged Keel is excited to welcome him to the team and looks forward to the expertise and value he will provide as the firm continues its rapid growth.

About Winged Keel Group

Winged Keel Group is the premier national high-end life insurance platform focused on creating and implementing customized life insurance solutions for high and ultra-high net worth, family office, and institutional clients. With ten offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit www.wingedkeel.com.

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Winged Keel Group is independently owned and operated. #4837145

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