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New Life Company and Investment Management Company presidents also named
March 7, 2014 – Longtime company leader and Executive Council member Chris Claus has chosen to leave USAA March 31. Claus finishes a 20-year career at the organization that included serving as president of two USAA companies and creating USAA’s financial advice team.
“During the past 20 years that Chris has devoted to USAA, he has been at the forefront of the investment management and financial advice capabilities USAA provides to our military families,” said USAA CEO and President Maj. Gen. Josue “Joe” Robles Jr., U.S. Army (Ret.). “His contributions have been significant, and I know the entire USAA team joins me in wishing him every success in the next chapters of his life.”
Claus joined USAA in 1994 and became president of USAA Investment Management Company in 2001. He then served as president of USAA’s Financial Advice and Solutions Group beginning in 2007 and rounded out his career at USAA by creating the Enterprise Advice Group to provide actionable, relevant financial advice and tools to USAA members.
“It has been a tremendous honor to be part of this great organization,” Claus said. “When I joined USAA in 1994, I knew this was a special place – one with a purpose-driven mission and a place where I could contribute to the financial security of our military members and their families. USAA is one of the greatest companies in the world, with amazing employees who serve those who serve us every day. I have really lived my dream here at USAA.”
New presidents named for USAA Life Company and USAA Investment Management Company
USAA also named Brandon Carter as president of USAA Life Company and Brooks Englehardt as president of USAA Investment Management Company. Both will report to Dan McNamara, president of USAA’s Financial Advice and Solutions Group.
Carter currently is the general manager for USAA’s office in Phoenix and also serves as a vice president on USAA’s Member Experience team. He joined USAA in 1997 and has held several Life Company and Member Experience leadership positions. Carter will continue to serve as GM of the Phoenix office until a successor is named.
Englehardt currently leads the USAA Investment Solutions team after joining USAA in 2009 as vice president, USAA Investment Management Company. As president, he will be responsible for leading teams offering USAA’s investment products and managed investment accounts to members as well as teams managing USAA’s investment portfolios. He will also manage teams overseeing USAA’s third-party distribution efforts and retirement solutions.
Use of the term “member” or “membership” does not convey any eligibility rights for auto and property insurance products, or legal or ownership rights in USAA. Ownership rights are limited to eligible policyholders of United Services Automobile Association.
Investments provided by USAA Investment Management Company and USAA Financial Advisors Inc., both registered broker dealers.
Life insurance and annuities provided by USAA Life Insurance Company, San Antonio, TX and in New York by USAA Life Insurance Company of New York, Highland Falls, NY. All insurance products are subject to state availability, issue limitations and contractual terms and conditions. Each company has sole financial responsibility for its own products.
USAA means United Services Automobile Association and its affiliates.