Leadership changes at two major financial services groups are set to reshape regional and client leadership in North America’s insurance and wealth management markets, with Aon plc announcing a senior reshuffle and iA Financial Group installing a new CEO at Richardson Wealth.
Aon has transitioned its North America CEO role from Lori Goltermann to Anne Corona, effective immediately, and will elevate Goltermann to vice chair of Aon from March 31, 2026.
At the same time, Farheen Dam has been appointed CEO of Enterprise Clients and chief client officer.
As CEO of North America, Corona (pictured, left) will lead Aon’s largest geography. She brings more than 25 years’ experience at Aon, most recently as CEO of Enterprise Clients and global chief commercial officer. Her prior roles include CEO of Asia Pacific, president of Aon’s Financial Services Group and chief of staff to the global CEO.
Corona will remain global chief commercial officer while Aon runs the process to appoint a successor.
Goltermann (pictured, center), who has been with Aon for more than 30 years, will serve as vice chair into 2027. In that capacity, she will advise on long‑term growth and firmwide priorities, including workforce development, women’s health and talent advancement across the industry.
Most recently, as CEO of Regions and North America, Goltermann helped develop and deliver Aon’s risk capital and human capital offerings to enterprise, large multinational and middle‑market clients globally.
Meanwhile, Dam (pictured, right), who joined the company in 2022, now leads Aon’s Enterprise Client Group and the delivery of integrated risk capital and human capital solutions to large clients across regions. She previously served as North America Health Solutions leader.
Her remit includes expanding the “Aon Client Leadership” experience across segments and industries and representing client needs as employers navigate challenges across trade, technology, weather and workforce.
iA Financial Group has appointed Julie Gallagher as president and CEO of Richardson Wealth, effective immediately.
Gallagher, a more than 20‑year financial services veteran, will provide strategic direction, drive growth and profitability, and continue to strengthen support for Richardson Wealth’s advisory teams. She was previously senior vice president and head of investment products and solutions and capital markets at iA Wealth, and in recent months had already taken on expanded responsibilities supporting Richardson Wealth advisors.
Gallagher described the role as a “dynamic new chapter” for the combined organization and emphasized continuity with Richardson Wealth’s existing culture and advisor‑led model.