LAKE MARY, FLORIDA (AUG. 3, 2022) — CapAcuity, the leading executive benefits consulting and asset management firm, announced today that it has appointed Kerry St. George as Director of Marketing and David Baum as Managing Director.
St. George will serve as CapAcuity’s brand ambassador, expanding the company’s distribution in the executive benefit marketplace and further raising awareness of CapAcuity’s products and services. She will develop and manage important relationships with the firm’s intermediary partners, including financial consultants and advisors.
Baum will also develop relationships with advisors, collaborating with them to bring CapAcuity’s suite of services to executive benefit plan sponsors—including non-qualified plan design; asset/liability management; funding and hedging of plan liabilities; and financial reporting.
“We are delighted that Kerry and David will be joining our firm as we continue to expand our significant presence in the executive benefits marketplace,” said CapAcuity Chief Executive Officer Peter Cahall. “Both Kerry and David are well-known and respected in the advisor community, and they both have the knowledge and experience to further accelerate CapAcuity’s growth.”
St. George and Baum each have more than 30 years of experience in in the financial services industry, focusing on the design, funding and administration of both qualified and non-qualified benefit plans.
Most recently, both held positions as Regional Directors with Newport Group, which was recently acquired by Ascensus. St. George was previously a vice president and client relationship manager with MullinTBG, a Prudential Financial company, and held a similar position with Willis Towers Watson (formerly Watson Wyatt). Baum has held senior marketing positions with UBS, MetLife, and other leading financial services firms. Baum and St. George speak regularly to industry groups and have written a variety of articles on the subject of deferred compensation and executive benefits for leading publications.