Gallagher Appoints Retirement Services Managing Director

Gallagher has named Luke Kaplan as U.S. Financial & Retirement Services Managing Director.

In his new role, Kaplan will be overseeing the strategic growth of the business line’s practices: Defined Contribution Consulting, Defined Benefit Consulting & Administration, Institutional Investment Consulting, Financial Planning, Executive Planning, and the Life & Annuity Brokerage.

Kaplan brings more than 20 years of experience to the position, most recently as the leader of Gallagher’s US Executive Life & Benefits Practice. He will now be responsible for driving organic and M&A growth and integrating and expanding a suite of financial solutions.

“Luke’s strategic vision will be instrumental in accelerating the growth and success of Gallagher’s Financial & Retirement Services in the US,” said Jeff Leonard, global managing director of financial & retirement services at Gallagher. “His promotion is a testament to Luke’s exceptional leadership and the remarkable achievements he has made in his previous roles.”

“I am honored to take on this new role and excited about the opportunity to expand our capabilities and help improve all aspects of an individual’s and organization’s financial wellbeing. My goal is to continue building on our strong foundation, introduce new and innovative solutions, and ensure that we are meeting the unique financial needs of our diverse client base,” said Kaplan.