Meet the Team

Greg Webster

Greg Webster is the Head of Eagle Strategies, a subsidiary of New York Life, and is a Vice President for New York Life responsible for the development and execution of Eagle Strategies’ business.

Greg brings to Eagle Strategies over 25 years of experience in insurance, wealth management, and banking including a wide range of roles in finance and business operations.

Prior to joining New York Life, Greg was a Senior Managing Director for HEADWATERS l SC, LP. In this role, he led the Financial Services Industry Advisory and Consulting practice providing Family Held Enterprises with strategic guidance, capital markets, and merger and acquisition transaction execution support. He also served as President of HEADWATERS l SC Group, LP and led Headwaters’ advisory services and support programs for clients of major financial services institutions.

Greg has also held various senior positions including President and Chief Executive Officer of HSBC Brokerage (USA), Inc., Head of North America Wealth Management, and Director of HSBC Securities (Canada), Inc. – Merrill Lynch-HSBC (Canada), Inc. During his tenure, Greg served on the Board of HSBC Asset Management (Americas), Inc. and as the Managing Director, Line of Business Corporate Strategy for HSBC North America Holdings, Inc.

Prior to his tenure at HSBC, Greg served as the President of Park Avenue Securities, LLC, a broker/dealer wholly owned by Guardian Life Insurance Company and as Chief Operating Officer of NYLIFE Securities, Inc., a wholly owned subsidiary of New York Life Insurance Company. In addition, Greg held various positions of increasing responsibility with the Dreyfus Corporation, a subsidiary of Mellon Bank Corporation.

Greg is a past member of the Board of Directors of American Bankers Association of Securities Dealers (ABASA), a BS in Marketing from Arizona State University, a MBA in Finance from Long Island University, C. W. Post, and is Six Sigma Green Belt Certified.

Mitchell Ascione

Mitch Ascione is a Vice President of Eagle Strategies, a subsidiary of New York Life, responsible for the Affiliations and Registration, Commissions, Financial Planning Operations, Operations and Service, and Securities Standards teams.

Mitch has over 20 years of experience with New York Life and over 25 years of experience in the brokerage industry.

Before joining the Eagle team, Mitch served as Vice President in the Insurance & Agency Group where he led Inforce Service and Operations for Registered Products and Annuities. His areas included NYLIFE Securities Service Operations, Call Centers and Inforce Service for Variable Products and Fixed Annuities. He began his New York Life career with NYLIFE Securities where he had responsibility for operations and brokerage services. In 2007, Mitch assumed the additional responsibility of leading the Variable Product Service Center and in 2009 was promoted to Vice President of Registered Products Service. Prior to joining New York Life, he worked for five years at Smith Barney.

Mitch earned his FINRA Series 4,7,24, 53, 55 and 63 licenses and a Bachelor degree in Economics from Stony Brook University.

Mahtab Foroughi

Mahtab joined Eagle Strategies in 2019 and is its Head of Regulatory Support & Oversight, a group which is comprised of the former Securities Standards team, and is also responsible for management of Eagle’s regulatory and operational risk. In the span of her 20 plus year career, Mahtab has been a trial lawyer in England and New York, practicing commercial litigation, and a compliance officer in Prudential Financial Inc.’s Group Insurance business and retail Registered Investment Adviser and Broker-Dealer. Mahtab obtained a Law degree (LLB, Honours) from Queen Mary College, University of London, and an Associate LLM in International Commercial Arbitration from the Queen Mary College Centre for Commercial Law Studies. She is admitted to the Bar of England & Wales, the Bar in New York, and the U.S. District Courts for the Southern and Eastern Districts of New York. Outside Eagle, Mahtab is a mother to two high-schoolers, is an active pro bono attorney, and serves as a Trustee on the Board of the Frost Valley YMCA.

David Ten Broeck

David Ten Broeck is a Corporate Vice President of Eagle Strategies, a subsidiary of New York Life, responsible for Key Strategic Partner Relationships, Product Development and Succession Planning.

David also held a leadership position at New York Life’s subsidiary company MainStay Investments where he was responsible for leading their Third Party Distribution Strategy and Analytics Team.

Prior to joining New York Life, he worked for nine years at The Hartford where he held leadership roles on the product and finance teams of their international division.

David earned a B.S. in accountancy from Villanova University and an M.B.A. from Rensselaer Polytechnic Institute.

Gerard Williams Jr.

Gerard Williams Jr. is a Corporate Vice President of Eagle Strategies, a subsidiary of New York Life, responsible for analytics, strategy, and business planning.

A graduate of NYL’s Corporate Finance Leadership Program, Gerard previously held various positions of increasing responsibility across NYL’s portfolio of businesses and subsidiaries. Throughout his 10 years at NYL, Gerard has worked on a variety of teams responsible for financial reporting, internal consulting, and industry intelligence.

Gerard earned a B.S. from Fordham University having majored in Business Administration, with a dual concentration in Finance and Value Investing, and a minor in Economics. Gerard also completed his M.B.A. in Finance and his Master of Science in Business Analytics from Fordham University.

Eddy Wong

Eddy Wong is a Corporate Vice President of Eagle Strategies, a subsidiary of New York Life, responsible for strategic initiative implementations and program governance.

Prior to joining Eagle Strategies, Eddy held leadership positions at UBS and AIG and worked across seven industries, responsible for change management and business process transformation.

Eddy earned a B.S. degree in Mechanical Engineering and M.B.A from Rutgers University and is a certified Lean Six Sigma Master Black Belt and Project Management Professional.