Jeff Lorenzen, CFA®
Jeff Lorenzen, CFA®, is President and Chief Executive Officer of American Equity, a Brookfield Wealth Solutions company. He has more than 30 years of experience in the investment and life insurance industries, with a strong record of leadership across multiple senior roles. He joined American Equity in 2009 as Chief Investment Officer and served in this role for 12 years.
Prior to becoming CEO, he served as Executive Vice President and Chief Risk Officer, where he played a key role in the company’s strategic and financial direction. Before joining American Equity, Jeff spent the previous 17 years as President and CIO of WB Capital Management Inc. / IMG, a $5.5 billion institutional investment management firm. He started his career at the Statesman Group in the Investment department in 1989.
Jeff is a strong community and industry advocate currently serving on the board of ARAG Group, a prepaid legal insurance company; the Greater Des Moines Partnership; Chair of the Iowa Soccer Development Foundation; Drake University Board of Trustees; Principal Charity Classic; and United Way of Central Iowa.
He also serves on the ACLI (American Council of Life Insurers) Prudential Issues Committee and the board of the IRI (Insured Retirement Institute). He served as a Board Governor for the CFA Institute, the global nonprofit association of investment professionals that awards the CFA® and CIPM® designations and is a past president and board member of the CFA Society of Iowa.
In addition to the Chartered Financial Analyst (CFA®) designation, Jeff received his Bachelor of Business Administration degree in Finance from the University of Iowa and his Master of Business Administration degree from Drake University.
