LEADERSHIP TEAM

A strong foundation of success and achievement

Tom Haines

Chief Investment Officer

As a lead architect of the Lifetime Income Builder target date fund, Tom Haines works closely with insurers and asset managers to launch and implement the solution within portfolios and funds. Before joining Annexus, Tom led equities solutions structuring at UBS Investment Bank. He began his career in index and statistical arbitrage trading within BNP Paribas’ Cooper Neff Division (Paris office) before serving as vice president in the exchange traded products (ETPs) group at NYSE Group and head of ETPs and derivative product solutions at RBS. Tom’s research on index products has been published in top financial journals. He formerly served as a member of FINRA’s Investment Management Committee. Tom holds a bachelor’s degree in quantitative finance from James Madison University in Virginia.

What Can We Do for You?

Whether you are a representative from a financial institution or a financial professional looking to offer your clients innovative solutions, we look forward to helping you. Contact us today to learn how you can leverage Annexus Retirement Solutions to help build a more secure financial future.

Patent Pending
This website is intended for institutional retirement industry professionals.

• Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value

This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt a financial strategy, or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person.

Lifetime Income Builder will be powered by an insured guaranteed income solution issued by an insurance carrier that the plan fiduciary has determined qualifies for the safe harbor provisions of ERISA section 404. All guarantees and protections are subject to the claims-paying ability of the issuing insurance carrier. Lifetime Income Builder does not directly participate in the stock market or any index. It is not possible to invest in an index. Withdrawals are subject to income tax, and withdrawals before age 59½ may be subject to a 10% federal tax penalty.