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About Us

Saltzman Associates is a strategic marketing consultancy providing consulting services and solutions to institutional distributors and underwriters of investment and insurance products.

We work with banks, credit unions, broker-dealers, RIAs, investment banks, insurance companies and related financial services companies to provide services including market intelligence, business development, marketing and product development. Whether the need is information-based consulting, due diligence, or identifying new opportunities, we can help you identify the most profitable strategies, resources and programs.

Formed in 2009, Saltzman Associates’ focus is to improve our client’s profitability by providing information-based solutions and leveraging our broad network of resources. From the beginning, our focus has been on assisting our clients by providing data, information, and forums for learning in order to improve our industry’s overall performance.

Saltzman Associates has been proud to work with many of the country’s leading institutions in the financial services industry. We are very appreciative of their continued support and contributions to our meeting discussions. A sampling of the firms that have participated in our meetings can be found here.

Saltzman Associates is a proud supporter of 

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Our Team

Dedication. Expertise. Passion.


Founder and Principal

+1 704 243 4512, ext 101

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Steve Saltzman is the primary business Principal at Saltzman Associates, focusing on our company’s activities related to research, business development consulting, and our popular industry roundtables. As a student of the industry, Steve spends a great deal of time learning from others and translating those insights into actionable information to improve the overall results of our industry.

He organizes and facilitates a number of different industry roundtable groups that are focused on helping institutional distributors grow their investment and insurance business through the use of research, best practices, and benchmarking tools.

In addition to working with banks, broker-dealers and RIAs, Saltzman provides counsel to investment banks, asset managers, insurance underwriters, and other service providers to assist them with improvements to marketing and support strategies, product design, and entering new markets.

With more than 30 years in the financial services industry, Mr. Saltzman has held executive positions at Northstar Financial Services (Bermuda) Ltd., JPMorgan Chase and First Union Bank.

A graduate of the University of Southern Mississippi, Saltzman lives with his wife, Jennifer, and their two sons in the Charlotte, NC area.



Vice President, Business Development

+1 704 243 4512, ext 107

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As a Vice President of Saltzman Associates, Giesing's focus is on business development, partnerships, and strategic growth initiatives for the firm. Giesing also serves as a co-moderator and a content creator for the very popular series of Saltzman Associates Roundtables. Todd will provides consulting services, oversee the firm’s annuity benchmarking studies, and leads various research projects.

As a respected thought leader in the industry, Todd has overseen U.S. and Canadian annuity benchmarking programs, U.S. and Canadian annuity forecasting programs and numerous annuity related research projects. Todd has been a frequent speaker at industry events. An accounting graduate of Eastern Connecticut State University, Giesing also has served as a financial advisor and annuity wholesaler.   



Director of Marketing & Events

+1 704 243 4512, ext 101

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Jennifer Saltzman is the Director of Marketing for Saltzman Associates. She is responsible for strategy, tactics, and programs to create interest, demand, and recognition for the company's services.

Her responsibilities include designing, organizing, and managing marketing functions and website initiatives to achieve the company's objectives while ensuring a marketing message consistent with the corporate direction. Jennifer is also responsible for the event planning associated with the company’s numerous roundtable meetings.

Jennifer has a background in the financial services industry, having held management positions at large insurance companies and bank programs within their sales, marketing, and operations areas.



Business Development

+1 704 243 4512, ext 106

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Chris is responsible for various functions including research and data analysis, technology implementations, and improvements.


Chris Murphy has over 30 years of experience in the financial services industry, which includes both the distributor and carrier perspectives. Chris brings broad experience in program management, technology design, and development, distribution support, and marketing.

Prior to joining Saltzman Associates, Chris was most recently Vice President of Operations Business Development/Corporate Projects for Northstar Financial Services (Bermuda) LTD.



Director of Technology Solutions

+1 704 243 4512, ext 104

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As Director of Technology Solutions & Consulting, Chris brings extensive industry experience with over 30 years of designing and managing successful Life and Annuity Programs from both the distributor and product provider perspectives. 

With expertise in project management, product development, operations, systems, compliance, and marketing, Chris leads Saltzman Associates’ efforts in designing and implementing technology solutions for our clients.

Prior to joining Saltzman Associates, most recently Chris was Executive Vice President of Operations at Northstar Financial Services (Bermuda) LTD for 14 years. 

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