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February 10, 2016 4:51 AM 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 and the United Kingdom. It offers advisory solutions 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





Key Executives for M Financial Holdings Incorporated

Chief Executive Officer, President, Director and Chairman of Nominating Committee
Chief Financial Officer and Senior Vice President
Vice President, 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: 56
Vice President, President of M Financial Re and Chief Operating Officer of M Financial Re
Compensation as of Fiscal Year 2015.

M Financial Holdings Incorporated Key Developments

M Financial Holdings Incorporated Announces Board Appointments

M Financial Group announced the addition of Grace Vandecruze and Gabriel L Shaheen to the M Financial Holdings Incorporated (MFH) Board of Directors. The MFH Board approved the recommendation of the MFH Nominating Committee during its meeting on July 16, 2015. The MFH Board is comprised of 13 Directors: nine who are Principals of M Member Firms, three outside Directors, and the President and CEO of M Financial Group, Fred Jonske. Grace Vandecruze is the Founder and Managing Director of Grace Global Capital LLC. Gabriel L Shaheen is the President and CEO of GLS Capital Ventures, and a Partner in NxtStar Ventures.

M Financial Group Names Michael A. Mingolelli to its M Financial Holdings Incorporated Board of Directors

M Financial Group announced the addition of Michael A. Mingolelli, Jr. to the M Financial Holdings Incorporated (MFH) Board of Directors. The MFH board approved the recommendation of the MFH Nominating Committee during its meeting on February 16, 2015. Michael is the CEO of Pinnacle Financial Group, an M Member Firm based in Southborough, MA, where he consults with ultra-affluent clients on the design, implementation, and monitoring of wealth transfer life insurance portfolios. His clients include executives of public and private companies, hedge and private equity fund partners, business owners, and family offices, as well as advisors focused on wealth management, law, tax, and accounting.

Standard Retirement Services, Inc. Announces Co-Marketing Relationship with M Financial Group

Standard Retirement Services, Inc. has announced a new co-marketing relationship with M Financial Group for distributing qualified retirement plan products, including 401(k), 403(b) and 457 plans. The relationship became effective Feb. 3, 2014. Both firms are located in Portland, Ore. The Standard's retirement plan business unit is coming off a record-setting year in which they achieved five-year highs in both client retention and sales.

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