NDVR (pronounced “effort”), a company pioneering a new category of wealth optimization for high net worth investors, today announced that Deborah McGonigle has joined its growing advisory board. Former Chief Customer Officer of Liberty Mutual Insurance’s Personal Insurance Division and former Chief Marketing Officer of its Commercial Insurance Division, McGonigle has done extensive work developing and executing strategies that deliver exceptional customer experiences.
NDVR builds sophisticated and personalized portfolios for high net worth clients that are designed to deliver Construction Alpha™. Construction Alpha describes the overall performance improvements expected from investment alpha, cost savings, and tax efficiency. Together, these elements can offer clients a better chance of getting better results.
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The NDVR team is made up of quantitative PhDs, financial services veterans and technology innovators. They have built an investment platform powered by state-of-the-art technology. NDVR clients easily access the platform via digital tools, with advice available from dedicated financial advisors at their convenience. All made available at a remarkable price.
“NDVR’s innovative approach to wealth optimization is reshaping affluent clients’ expectations of their wealth management needs. By combining sophisticated digital interfaces, experienced financial advisors and advanced quantitative investment strategies, affluent investors no longer need to wonder if they could do more with their wealth,” said McGonigle. “I look forward to contributing to this work and collaborating with the other members of the advisory board to help NDVR deliver experiences that delight their customers.”
“Debbie has a passion for serving customers, as evidenced by the customer-centric culture she has helped develop and the transformative impact she has had in delivering exceptional experiences,” said Michael Simon, Founder and CEO of NDVR. “Her relentless client focus throughout her career applies directly to the client experience we are creating at NDVR and the important role she will play in our efforts to fundamentally transform the wealth management industry.
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McGonigle brings more than two decades of customer experience and marketing leadership to NDVR’s advisory board. In addition to serving as chief client officer for Liberty Mutual’s personal insurance division and chief marketing officer for Liberty’s commercial insurance division, she has served as senior marketing manager for other divisions of the company. McGonigle began her career at Liberty Mutual Insurance as an internal strategy consultant. She holds an MBA from Dartmouth College’s Tuck School of Business and a BA in Economics and Accounting from College of the Holy Cross.
McGonigle joins Roger W. Ferguson, Jr., former Assistant Vice Chairman of the Federal Reserve, former CEO of TIAA and former adviser to Presidents Bill Clinton, George W. Bush and Barack Obama, on the advisory board. Other members will be announced later.