Our Speaker Lineup
Take a peek at our lineup of extraordinary speakers ready to share their top advice at the 2022 SPARK Forum!
Ed leads the Retirement Services group at Infosys McCamish. Ed has over 30 years of experience in the financial services industry. As the head of the Retirement Services business unit he is responsible for business process outsourcing (BPO) and software-as-a-service (SaaS) delivery, client implementation consulting and system development, and ongoing client support.
Ed has served as an officer of a large national bank, as well as a national data processing services company. Prior to joining McCamish Systems, Ed accumulated several years’ experience in investment banking and 401(k) administration, serving as a functional manager, operations team manager, and client relationship manager for two plan providers.
Ed holds a Bachelor of Business Administration degree in Finance, and a Master of Business Administration degree in Information Systems.
Mike serves as the Head of Workplace Wealth Solutions Sales and Relationship Management for UBS which encompasses Retirement Plan Consulting, Equity Plans, Institutional Consulting and Financial Wellness businesses. Located in Charlotte, NC, Mike joins us from Merrill Lynch, where he was the Head of Institutional Client Acquisition within their Institutional Retirement Group.
Mike brings over 25 years of retirement and financial industry experience with him. At Merrill Lynch, Mike held several leadership roles. Prior to his latest role at Merrill Lynch, Mike also served as the Head of Retirement Sales; Market Head for the Bloomfield Hills, MI Market; served as a Branch Manager in Destin, FL and was a retirement specialist in Birmingham, AL. Prior to Merrill Lynch,. Mike served as an attorney specializing in ERISA law.
Mike received his undergraduate degree from Auburn University, his Juris Doctorate from Cumberland School of Law and his MBA from Samford University. Mike and his wife Carrie have four children: Reid (15), Winn (13), Candler (10) and Arden (7).
David N. Levine is a principal at Groom Law Group, Chartered. Mr. Levine advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters, from health and welfare to retirement and executive compensation matters.
Mr. Levine was previously the Chair of the IRS Advisory Committee on Tax Exempt and Government Entities (2011-2013) and is currently a member of the Executive Committee of the Defined Contribution Institutional Investment Association. Mr. Levine regularly speaks on plan design, fiduciary governance, and legislative issues. He is recognized in the Chambers USA guide for Employee Benefits & Executive Compensation. Mr. Levine received his J.D., from the University of Pennsylvania Law School and his B.A., with general and departmental honors, from Johns Hopkins University.
Shawn leads the U.S. Retirement research practice, which focuses on the defined contribution (DC) and individual retirement account (IRA) markets. He also leads and supports strategic consulting projects for asset managers on their DC-related market entry and product distribution strategies.
Prior to joining Cerulli Associates, Shawn worked as a Research Associate at Harvard Business School, where he co-authored case studies on investment management for professional and personal investors and managing and innovating in financial services. Prior to that, he worked in the Currency Management group at State Street Global Markets, employing currency overlay strategies for large asset managers and asset owners.
Lee Regan has over 20 years of product development, graphic design, UX/UI, and advertising experience. He leads Product Development at Financial Fitness Group, working closely with financial service firms to create financial education experiences. Lee has worked with such large companies as Lockheed Martin building training simulators for the US Navy as well as played a major creative role in branding products lines such as Qualcomm – Mirasol. Lee spent 3 years before arriving at Financial Fitness Group as a Public speaker with Google traveling the country for the Google Partner program.
Mike Westhoven has been at the forefront of connecting lifetime income to retirement plans for over 16 years. His in-depth knowledge of lifetime income product design, risk and operation has been instrumental in an industry leading number of successful income launches across multiple institutional platforms.
Mike brings more than 25 years of operational, financial and insurance business experience to this role. Most recent to joining TIAA, he worked with a number of Fintech companies and came directly from his Product Leader role at Micruity helping employers add lifetime income to retirement plans through cutting-edge technology. Prior, he led DST Retirement Income Solutions and served as Vice President, Institutional Retirement Income Group, for Genworth Financial after leading GE Financial Assurance’s fixed deferred and immediate annuity products lines.
Mike earned an MBA from Virginia Commonwealth and a B.S. in Engineering from the University of Notre Dame. He is a USAF veteran and currently resides in Richmond, VA with his wife. His three children are (mostly) out of the house.