With over thirty years of professional
experience, Campbell is a recognized leader in
the financial services industry today. A
graduate of Princeton University, Campbell is a
Chartered Life Underwriter (CLU), a Chartered
Financial Consultant (ChFC), and holds a Masters
of Science in Financial Services (MSFS). Prior
to the formation of Winged Keel Group, he was a
senior partner and founder of Circle Consulting
Group, a diversified New York based financial
services company.
Campbell is a past President of the
Association for Advanced Life
Underwriting (AALU), the premier life
insurance industry association. AALU,
along with its sister organization,
National Association of Insurance and
Financial Advisors (NAIFA), represent
over 80,000 professionals nationwide.
On the AALU Board, Campbell served as
the Chair of the Business Insurance and
Estate Planning Committee and the
Political Involvement Committee. As
President, Campbell led the AALU
response to the Treasury Department
notices regarding split dollar life
insurance (notices 2001-10 and 2002-8).
A reasonable solution was reached after
many direct negotiations between
industry representatives and the
Treasury Department. Campbell was also
directly involved in the life insurance
industry efforts related to the estate
and gift tax rules which ultimately led
to HR 1836.
Campbell has been a featured speaker at
many major industry meetings, including
annual meetings of the AALU, the Million
Dollar Round Table (MDRT), the Top of
the Table, and the International Forum.
Campbell has authored articles that have
appeared in
Strategic Consulting
magazine, Executive Compensation and
Benefits,
and was the subject of a
feature article in Advisor Today.
Campbell is married with three children
and lives in Rye, New York. He practices
yoga and enjoys squash and golf.
