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May 04, 2015 11:43 PM ET

Capital Markets

Company Overview of M Financial Holdings Incorporated

Company Overview

M Financial Holdings Incorporated, doing business as M Financial Group, provides financial services design and distribution services in the United States. It offers services in the areas of wealth management, estate planning, executive compensation and benefits, investment management, business planning, charitable planning, retirement planning, disability income protection, employee benefits, and long-term care insurance. The company also offers corporate-owned life insurance and nonqualified plans; design and financing alternatives for executive and director benefit plans for corporations and financial institutions; and life insurance products, annuity products, and qualified plans. In addi...

1125 NW Couch Street

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: 55
Vice President, President of M Financial Re and Chief Operating Officer of M Financial Re
Compensation as of Fiscal Year 2014.

M Financial Holdings Incorporated Key Developments

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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