Winged Keel Group
Christian Lysinger, CFA, serves as the Director of Client Services at Winged Keel Group since January 2014, where responsibilities include managing Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) portfolios, overseeing customized reporting, and conducting portfolio reviews and analytics. Previous roles at Winged Keel Group include Senior Associate, where Christian Lysinger mentored Reporting Analysts and facilitated client communications, and Client Services Associate, responsible for handling a significant PPLI/PPVA portfolio. Prior experience encompasses positions at Pine Grove Asset Management, Golub Capital, and Bain & Company, along with volunteer work at the American Red Cross. Christian Lysinger holds a BA in Chinese Studies and Rhetoric and Communication from the University at Albany.
Winged Keel Group
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $55 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart. Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com. Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.