The new appointees include John Carter, former President and COO of Nationwide Financial; Janet Malzone, former CEO of Grant Thornton LLP; and Deanna Mulligan, current CEO of Ceres Life Insurance. Joining them as a board observer is Steve Sloan, VP of AWS Marketing at Amazon. These additions supplement an existing board that features Executive Chairman Mark Casady, CEO Dave Christensen, and Scott White.
FMG Scales Board of Directors Amidst Rapid Platform Expansion
San Diego-based marketing platform FMG has appointed three independent directors and one board observer to its leadership team. The move follows the company’s growth to 80,000 users and aims to bolster its enterprise-scale strategy, AI-driven innovation, and governance as it navigates a shifting financial services landscape under GTCR ownership.
FMG, which serves over 45 million U.S. investors, is currently scaling its operations to better support large-scale Registered Investment Advisors, broker-dealers, and insurance firms. According to Casady, the expanded board is designed to provide the institutional expertise necessary to meet rising demands for measurable marketing growth and compliance-focused automation. The company recently completed the acquisition of Testimonial iQ, signaling an aggressive push toward integrating AI tools into its core offerings. For CEO Dave Christensen, the board expansion represents a transition to a more complex market role where consistency and personalization at scale are essential for both solo practitioners and major financial institutions.
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