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Massachusetts Mutual Life Insurance Company (Enfield)


Massachusetts Mutual Life Insurance Company is a large advisory firm based in Enfield. It manages $39.52 billion of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and Massachusetts.

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Massachusetts Mutual Life Insurance Company provides portfolio management for investment companies and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Massachusetts Mutual Life Insurance Company: assets under management

The assets under management (AUM) of Massachusetts Mutual Life Insurance Company is $39.52 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.52 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $429.58 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Massachusetts Mutual Life Insurance Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Massachusetts Mutual Life Insurance Company

Roger Graham Ackerman has been acting as President since 1 Dec 1991. Laura Jeanne Sen joined the executive team most recently as the Director.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Sheldon Bernard Lubar Director 1 Oct 1977 Other 1484005
Barbara Barnes Hauptfuhrer Director 1 Oct 1979 Other 1462303
William Nelson Griggs Director 1 Jan 1981 Other 1484002
Thomas Beardsley Wheeler Director 1 Jul 1983 Other 464599
Charles Kilvert Gifford Director 1 Feb 1988 Other 4343858
James Lapham Dunlap Director 1 Dec 1989 Other 4343853
William Benoit Marx Director 1 Apr 1990 Other 4343860
Roger Graham Ackerman Director 1 Dec 1991 Other 4343848
Alfred Michael Zeien Director 1 Jan 1992 Other 4343864
Stuart Harry Reese Executive vice president and chief investment officer 1 Feb 1993 Other 1916446
Anthony Downs Director 1 Jun 1993 Other 4343852
Lawrence V Burkett Executive vice president and general counsel 1 Nov 1993 Other 2806649
Isadore Jermyn Senior vice president and actuary 1 Apr 1995 Other 2217341
James Robb Birle Director 1 Mar 1996 Other 1866035
Gene Chao Director 1 Mar 1996 Other 4343849
Patricia Diaz Dennis Director 1 Mar 1996 Other 4343850
William Ben Ellis Director 1 Mar 1996 Other 4343855
Robert Michael Furek Director 1 Mar 1996 Other 4343857
George Burton Harvey Director 1 Mar 1996 Other 4343859
John Floyd Maypole Director 1 Mar 1996 Other 4343862
John Vincent Murphy Executive vice president 1 Feb 1997 Other 2168440
James Ernest Miller Executive vice president 1 Nov 1997 Other 4783486
Robert John Oconnell Chairman, president, director and chief executive officer 1 Jan 1999 Other 2192959
John Robert Skar Senior vice president and chief actuary 1 Jan 1999 Other 425658
Frederick Charles Castellani Executive vice president 1 May 1999 Other 4783483
Patricia Ann Futter Lomeli Senior vice president and secretary 1 Jul 1999 Other 1969055
Howard Gunton Senior vice president and chief financial officer 1 Jan 2000 Other 4143679
Margaret Sperry Senior vice president and chief compliance officer 1 Oct 2000 Other 4783266
Howard Gunton Executive vice president and chief financial officer 1 Apr 2001 Other 4143679
Susan A Alfano Executive vice president 1 Apr 2001 Other 2878833
Matthew Evan Winter Executive vice president 1 Apr 2001 Other 2598136
Marc Racicot Director 1 Aug 2001 Other 4482112
James H. Degraffenreidt Director 1 Feb 2002 Other 4516377
Edward Morris Kline Vice president and treasurer 1 May 2002 Other 4783285
Robert Alan Essner Director 1 Jun 2002 Other 4631264
Andrew Ruotolo Executive vice president, enterprise information systems 1 Oct 2003 Other 4342281
Andrew Oleksiw Executive vice president 1 Oct 2003 Other 2860535
Toby J. Slodden Executive vice president 1 Oct 2003 Other 4357641
Carol A. Leary Director 1 Apr 2004 Other 4896772
Robert Liguori Senior vice president and co-general counsel 1 Jul 2004 Other 4336516
Roger William Crandall Executive vice president and chief investment officer 1 Jun 2005 Other 4486307
Stephen Leslie Kuhn Senior vice president, deputy general counsel and secretary 1 Jun 2005 Other 4340676
Elaine Ann Sarsynski Senior vice president and chief administrative officer 1 Sep 2005 Other 1914019
Elaine Anne Sarsynski Executive vice president 1 Sep 2005 Other 1914019
Mark Douglas Roellig Executive vice president and general counsel 1 Dec 2005 Other 5124825
Michael Foley Chief information officer (interim) 1 Jan 2006 Other 5124826
William Francis Glavin Executive vice president 1 Mar 2006 Other 2666939
Michael Thomas Rollings Executive vice president and chief financial officer 1 Apr 2006 Other 1592402
Thomas Corcoran Barry Director 1 Jun 2007 Other 728784
William Taylor Spitz Director 1 Dec 2007 Other 854043
Kathleen Ann Corbet Director 1 Feb 2008 Other 2198643
Raymond Walter Leboeuf Director 1 Feb 2008 Other 5491144
Bradley J. Lucido Senior vice president and chief compliance officer 1 Jul 2008 Other 5569084
Philip Smith Wellman Vice president and chief compliance officer - mutual funds and massmutual investment advisory activities 1 Nov 2008 Other 4193067
Thomas Michael Finke Executive vice president and chief investment officer 1 Dec 2008 Other 2548996
Michael Robert Fanning Executive vice president 1 Dec 2008 Other 1620072
Cathy E. Minehan Director 1 Oct 2009 Other 5733142
Robert Casale Executive vice president and chief information officer 1 Apr 2010 Other 5774916
Debra Palermino Executive vice president 1 Apr 2010 Other 5774933
Cristobal I. Conde Director 1 Apr 2011 Other 4395524
H. Todd Stitzer Director 1 Apr 2011 Other 5922579
M. Timothy Corbett Executive vice president and chief investment officer 1 May 2011 Other 4633377
Elizabeth Ward Chicares Executive vice president and chief enterprise risk officer 1 Oct 2011 Other 2194754
Laura Jeanne Sen Director 1 Oct 2012 Other 6140458

Based in Enfield

The principal office where Massachusetts Mutual Life Insurance Company performs its advisory services is located at 100 Bright Meadow Boulevard, Enfield, CT 06082 1981, which is also the mailing address of the firm. An additional office of the firm is in Springfield, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (860) 562-1000 or by fax (860) 562-6070. The normal business hours are 8:00 a.m.-4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.massmutual.com.


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