August 18, 2017 2:53 PM ET

Capital Markets

Company Overview of M Financial Holdings Incorporated

Company Overview

M Financial Holdings Incorporated, doing business as M Financial Group, provides access to financial services for affluent individuals and corporations through a network of member firms in the United States, the United Kingdom, and the United Arab Emirates. It offers services in the areas of life insurance, individual disability income and long-term care insurance, annuities, corporate benefits, wealth management, and international insurance. M Financial Holdings Incorporated was founded in 1978 and is based in Portland, Oregon.

1125 NW Couch Street

M Financial Plaza

Suite 900

Portland, OR 97209

United States

Founded in 1978

Phone:

503-232-6960

Fax:

503-238-1621

Key Executives for M Financial Holdings Incorporated

Chief Executive Officer, President and Director
Chief Financial Officer and Senior Vice President
Vice President, CEO of M Holdings Securities Inc and President of M Holdings Securities Inc
Chief Executive Officer of M Holdings Securities Inc and President of M Holdings Securities Inc
Vice President and President of M Financial Wealth Management
Age: 58
Compensation as of Fiscal Year 2017.

M Financial Holdings Incorporated Key Developments

M Financial Group Introduces Announces Management Changes

M Financial Group has named Westley V. Thompson as new President and CEO. Wes will oversee all strategic and operational aspects, including the development of resources and services designed to enhance Member Firm success and the overall growth of the enterprise, consistent with core values. Wes, who officially starts on September 1, 2017, and will be a member of the Board, succeeds Fred H. Jonske, whose distinguished service in the same role over the past 21 years fueled tremendous growth and stockholder value. Most recently, Wes has been active in the insurtech world as the founder and CEO of Emerge.

M Financial Holdings Incorporated Presents at AIFA 41st Annual Conference, Feb-29-2016 08:00 AM

M Financial Holdings Incorporated Presents at AIFA 41st Annual Conference, Feb-29-2016 08:00 AM. Venue: Naples Grande Beach Resort, 475 Seagate Drive, Naples, Florida, United States. Speakers: John M. Barry, Director.

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Recent Private Companies Transactions

Type
Date
Target
Private Placement
March 8, 2017
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