meet our team of experts
and advisors

We’re in the relationship business and our leadership team exemplifies the integrity and trustworthiness that we bring to every encounter. Explore our most important resource – the team that makes our success possible!

Tedd Meyer

Director

Tedd Meyer Director at Newcleus Credit Union Advisors

Tedd Meyer

Director

Tedd brings more than seven years of experience in proposal development, program management, and process improvement to Newcleus. As Regional Managing Director, Tedd is responsible for engaging new clients, servicing existing clients, providing cutting edge solutions, and refining processes in order to better benefit them.

Prior to Newcleus, Tedd worked as a Sales Associate at Meyer-Chatfield Credit Union Division. Before that, Tedd was a Project Manager at Northrop Grumman, leading management of programs ranging from $50-$100 million, and participated on proposal development for programs ranging from $500-$1,000 million.

Tedd is a graduate of the University of Alabama, earning a Bachelor’s degree in Management Information Systems, and a Masters degree in Operations Management. He is an avid golfer and holds the Series 66, 7, and Life and Health Licenses.

Contact Tedd at tmeyer@newcleus.com.

John Moreno

Managing Partner

John Moreno Managing Partner at Newcleus Credit Union Advisors

John Moreno

Managing Partner

John has been serving the needs of credit unions and their members since 1999. His career in the movement began with CUNA Mutual Group as a face-to-face financial advisor. Following that start in the Credit Union industry, he moved to Madison, Wisconsin to work with Members Capital Advisors in the institutional client service, marketing and sales.

After his time at MCA, he re-joined CUNA Mutual Group as a specialist in non-qualified deferred compensation plans and non-703 investments. After leading his division in client acquisition and service for 4 consecutive years, John joined Meyer-Chatfield to bring truly innovative institutional investment and insurance solutions from the large bank market and insurance market to credit unions.

Contact John at jmoreno@newcleus.com.

Glenn Smeraglio

Business Development Manager

Glenn Smeraglio Business Development Manager at Newcleus Credit Union Advisors

Glenn Smeraglio

Business Development Manager

Glenn Smeraglio started his financial services career in 1995 with The Creative Financial Group in Newtown Square, PA. He worked specifically with business owners to develop business continuation and estate plans. After seven years honing his craft, Glenn moved on to work with National Life and the Shevlin Group for five years.

In 2007, along with two long time colleagues, Glenn formed Wealth Planning Strategies located in his hometown of Newtown, PA. WPS was a comprehensive one stop shop for business owners and individuals to plan their financial future. Glenn joined Meyer Chatfield in 2016 and helped to create the foundation for the Credit Union Division. As Manager of Business Development, Glenn still uses his specific skills to cultivate relationships and connect leaders in the credit union space to ideas and products unmatched in the industry.

Since 1995 I have enjoyed working with people in finding solutions to their individual financial needs. After joining Meyer Chatfield CU Division in 2016 I have had the pleasure of speaking with and helping leaders of this industry in forming plans that lead to the continuation of strong community values rooted in the credit union space. I have melded my passion for golf and fishing into a way to spend more time with these leaders to further understand their specific future concerns. I have a one grown son and have been happily married to my wife Colleen for 31 years.

Our executive team

Daniel L. Barbaree

President and CEO

Daniel Barbaree President and CEO of Newcleus

Daniel L. Barbaree

President and CEO

Dan Barbaree serves as President of Newcleus, the preferred national provider of benefit and insurance administration formed from the combination of Bank Financial Services Group and Meyer-Chatfield Group. Dan leads the development of the organization by ensuring foundational philosophies and first-class servicing standards remain upheld. His supervision ensures all departments meet their goals in alignment with Newcleus’ vision and the needs of the ever-evolving marketplace.

Dan’s career began as a consultant working with various financial and technology companies in the Tri-State area. He began working at JPMorgan Chase in 2002 and was later appointed as the Senior Financial Manager for the Home Equity and Capital Markets IT businesses, overseeing $150 million in expenses and $350 million in resources. In February of 2008, Dan joined BFS Group as Chief Financial Officer and Chief Operating Officer where his role played an integral part in the development and growth of BFS Group’s national sales team and back office support in Newtown. In 2013, he was named President of BFS Group.

Dan is licensed for life and health insurance in over 40 States and also holds his Series 6 and Series 63 securities licenses.

 

Kamel Boulos

EVP, Chief Operating Officer

Headshot of Kamel Boulos, Newcleus Chief Operating Officer

Kamel Boulos

EVP, Chief Operating Officer

Kamel Boulos is Newcleus’ Chief Operating Officer, responsible for overseeing all aspects of the company’s operations and information technology. A strategic business leader with over 25 years of operations and IT success in financial services, his past accomplishments include improving operational efficiency and delivering innovative technology solutions that drive growth, increase profitability and improve customer experience.

As CTO for Strong Home Mortgage, a non-bank mortgage lender, Kamel enhanced the sales technology that led to the attainment of revenue goals. By streamlining operations, he increased efficiency which enabled rapid company growth.

Prior to Strong Home Mortgage, he was CTO for ClosingCorp where he oversaw the development and management of their proprietary data platform that handled a third of all US residential mortgage applications. Kamel designed and implemented operational processes to provide exceptional customer service and support some of the largest mortgage lenders in the country.

 

 

Mike Dudrear

EVP, Chief Financial Officer

Headshot of Mike Dudrear, Newcleus' Chief Finance Officer

Mike Dudrear

EVP, Chief Financial Officer

Michael Dudrear serves as Chief Financial Officer of Newcleus and is responsible for overseeing all aspects of the company’s financial reporting and accounting activities.

Mike brings over 20 years of financial management experience to Newcleus from roles in investment banking, public accounting, and corporate finance. Mike’s experience in investment banking includes the successful execution and completion of over 60 high-value equity and debt financing transactions (IPO’s, follow-ons and private placements) and M&A transactions that totaled more than $10B of transaction value.

In his most recent roles, Mike has served as CFO and VP of Finance at leading companies in the technology and healthcare verticals including Paragon Technologies, Keeler USA and PRN Vision Group. Mike has led teams overseeing accounting, HR, and IT functions and has delivered improved financial performance by optimizing financial reporting, implementing cost-saving initiatives, and introducing advanced business analytics tools. Proficient in budgeting, M&A, financial reporting and analytics, and corporate audits, Mike plays an important role contributing to the future success and growth of Newcleus.

Mike graduated from Villanova University with a BS in Accounting and received his MBA (Finance) from Columbia Business School and is a Certified Public Accountant.

Richard Pearson

EVP, Chief Client Officer

Richard Pearson, EVP, Chief Operating Officer at Newcleus

Richard Pearson

EVP, Chief Client Officer

Rich is a graduate of Lehigh University, class of 2003 with a Bachelor of Science degree in Business Information Systems. He went on to hold positions with Wyeth Pharmaceuticals as the Client Services Support Leader and with The Vanguard Group as a Web Support Specialist.

Rich joined BFS Group in 2006, and has worked in various departments including roles within Design & Analysis, Client Service and Information Technology. In October of 2014, Rich was appointed Chief Administrative Officer (CAO) of BFS Group, a role he continued to serve under Newcleus.

Currently, as Chief Client Officer, Rich oversees all enterprise resource management systems, which include Newcleus MINTS, processes related to compliance, new business and benefit plan servicing.

Christopher J. Pezalla

EVP, Chief Product Officer

Christopher J Pezalla

Christopher J. Pezalla

EVP, Chief Product Officer

Chris Pezalla serves as Executive Vice President and Chief Product Officer of Newcleus, a national executive benefits and BOLI/COLI consulting firm.

With his extensive background in life, annuity and investment products, taxation, regulatory compliance, accounting methodologies and actuarial modeling, Chris works with Newcleus’ clients to design, implement, and administer executive benefit plans and financing strategies. He also manages insurance carrier relationships and works to design new products and strategies. For example, our proprietary LINQS+ strategy provides lifetime retirement benefits for a fixed expense, and the Titanium plan transfers the plan liability off the sponsor’s balance sheet and provides the executive more control of their benefits. Being an industry thought leader, recently he has been called upon by the FFIEC to participate in the Emerging Issues Conferences and assist in educating the national banking regulators on bank and credit union-owned life insurance.

Prior to working in the executive benefits and BOLI/COLI space, Chris has worked for three insurance carriers in a variety of actuarial roles including financial reporting, asset liability modeling, product development, marketing, underwriting, and administration.

Having graduated from the University of Minnesota at Morris with a BA degree in Statistics and Economics, Chris received his master’s degree in Actuarial Science from the University of Iowa. He also is a fellow in the Society of Actuaries (FSA), and a member of the American Academy of Actuaries (MAAA). He has his FINRA series 7 and 63, and life insurance licenses.

Our core staff

Jonathan Barnes, Vice President of Business Development at Newcleus

Jonathan Barnes

VP, Non-Qualified Benefits

Bill Barr, Network Administrator at Newcleus

Bill Barr

Network Administrator

Shera Brady, Director of System Operations

Shera Brady

AVP, Dir of System Ops and Product Management

Mike Bruschini, VP, Account Executive at Newcleus

Mike Bruschini

VP, Products and Solutions Manager

Kevin Burns, SVP, Director of IT at Newcleus

Kevin Burns

SVP, Director of IT

Tara Canniff, Sr. Policy Serving Specialist at Newcleus

Tara Canniff

AVP, Director of Policy Services

Headshot of Melissa D'Amico

Melissa D’Amico

Director of Compliance and Agent Operations

Amy Feminella, Director of Marketing at Newcleus

Amy Feminella

Director of Strategic Programs

Mark Grant , VP, Non-Qualified at Newcleus

Mark Grant

SVP, Non-Qualified

Sarah Grutka, Executive Assistant at Newcleus

Sarah Grutka

Manager of Marketing Ops, Events and Hospitality

Yul Hawkins, Account Executive at Newcleus

Yul Hawkins

AVP, Client Success Manager

Headshot of Amanda Hoffman, VP Account Executive at Newcleus

Amanda Hoffman

VP, Client Success Manager

Steve Kezel, Jr. Software Developer at Newcleus

Steve Kezel

Jr. Software Developer

Dolores Marinucci, Accounting Support Associate at Newcleus

Dolores Marinucci

Accounting Support Associate

Brian McCracken, VP, Account Executive Director at Newcleus

Brian McCracken

SVP, Director of Administration

Karen Reed, Sr. Accounting Specialist at Newcleus

Karen Reed

Sr. Accounting Specialist

Jill Ricci, Executive Assistant at Newcleus Credit Union Advisors

Jill Ricci

Business Development Manager

Andrea Sandlin Account Executive at Newcleus

Andrea Sandlin

AVP, Client Success Manager

David Schwartz VP, Account Executive at Newcleus

Dave Schwartz

VP, Analyst

Joe Verrecchio Newcleus Systems Coordinator

Joe Verrecchio

Analyst

Jared Watson, Account Executive at Newcleus

Jared Watson

Analyst

Headshot of Rachel Wentz, VP Account Executive at Newcleus, LLC

Rachel Wentz

VP, Client Success Manager