Our people.
At Pentegra, our people are our culture. Our deep bench of highly credentialed professionals serves thousands of complex retirement plans and delivers among the highest level of expertise and technical support in the industry today.
Executive Team
Eric Wietsma, President and CEO
Summary: Eric Wietsma is Pentegra’s President and CEO. Eric has been with the organization since 2022 and has been a driving force in Pentegra’s growth. Eric brings a wealth of leadership experience and passion for the business to this role. His creative talent and energy drive the organization’s strategic direction and continually serve to expand Pentegra’s fiduciary solutions.
Experience: Prior to joining Pentegra as Senior Vice President, Chief Operations Officer at Pentegra in 2022, Eric served as Head of Workplace Operations at MassMutual, Inc. where he led an 800-plus employee organization. Prior to that, he served as Workplace Solutions Head of Sales and Education and Senior Vice President of Investment Services and Product Management.
Education And Professional Credentials: Eric holds an M.S. in Applied Statistics from Purdue University and a B.S. in Mathematics from Calvin University. He is a Fellow of the Society of Actuaries (FSA) and holds FINRA Series 7, 24, & 63 licenses.
- Strategic Planning
- Leadership Development
- Employee Engagement
- Product Development
- Organizational Development
- Risk Management
- Process Improvement
- Change Management
Kevin Finnegan, Senior Vice President and General Counsel
Summary: As Senior Vice President and General Counsel, Kevin oversees Pentegra’s legal and compliance teams. As General Counsel he draws upon his broad business knowledge, industry expertise and legal pedigree to serve as the organization’s senior legal and business advisor. With deep knowledge of the law and retirement plan and tax regulations, he brings decades of experience and professional success to the Pentegra team.
Experience: Kevin spent much of his career at MassMutual. Most notably, he served as Lead Counsel, Tax & ERISA and Head of Workplace and Institutional Solutions Law prior to the sale of MassMutual’s retirement business to Empower. Earlier in his career he served as Vice President and Counsel at Pentegra.
Education And Professional Credentials: Kevin holds an LL.M. in Taxation from New York University School of Law, and a J.D. from Quinnipiac University School of Law.
- ERISA Law
- IRS, DOL and PBGC Regulations
- Fiduciary Oversight
- Corporate Governance
- Corporate Law
- Risk Assessment
Matthew P. Mintzer, Executive Vice President
Summary: Matt Mintzer is the Executive Vice President, and leads Pentegra’s Sales and Marketing , Strategic Development, Client Services and Operations areas. He joined the organization in 2019, bringing decades of experience and industry insights.
Experience: Matt has more than 30 years of experience in the retirement industry. Prior to his current role, Matt was a principal at Eyes Up Consulting, where he worked with firms to develop impactful product, sales, marketing, operations and distribution solutions designed to differentiate clients from the competition. His previous senior leadership roles include: Head, Advisor Retirement Business, JPMorgan Asset Management; Head, Advisor Retirement Business, AllianceBernstein (AB); Head, Retirement Marketing, Putnam Investments.
Education And Professional Credentials: Matt earned a B.A. in Finance from Pennsylvania State University and holds FINRA Series 6, 7, 24, & 63 licenses.
- Strategic Planning
- Product Development
- Consultative Sales Strategy
- Thought Leadership
- Customer Engagement
- Relationship Building
- Branding and Positioning Strategy
Charles S. Sorrentino, Senior Vice President & Chief Financial Officer
Summary: Charles is Senior Vice President and Chief Financial Officer at Pentegra. Charles is responsible for overseeing all aspects of the Finance and Accounting functions of the organization. He partners with other functional leaders to drive the organization’s overall strategy, initiatives and goals by providing critical financial analysis and decision support.
Experience: Prior to joining Pentegra, Charles served as Worldwide Controller at The Fram Group. He held the same position at Honeywell Consumer Products Group. Prior to that, he held the position of Director, Financial Planning and Analysis at Sara Lee Corporation. He began his career as a Senior Auditor at Ernst & Young.
Education And Professional Credentials: Charles earned a B.A. in Business Administration and a M.B.A. in Public Accounting from Pace University in New York.
- Financial Analysis
- Financial Reporting
- Planning and Forecasting
- Internal Controls
- External Reporting
- Accounting and Tax
- Process Improvement
Peter Sprague, Senior Vice President Information Technology, Chief Technology Officer
Summary: Pete is Senior Vice President Information Technology and Chief Technology Officer at Pentegra. Pete oversees Pentegra’s Information Technology and Information Security groups and focuses on driving productive and supportive relationships between business partners, technology teams and our customers.
Experience: Prior to joining Pentegra, Pete spent more than fifteen years at Morgan Stanley, most recently as Executive Director, Field and Client Technology, where he led the Sales Technology and Global development teams, where he focused on creating technology solutions.
Education And Professional Credentials: Pete graduated from Marist College, where he received a B.A. in Business.
- Business Process Improvement
- Operational Risk Management
- IT Strategy
- Business Continuity Planning
- Information Security Management
President, Pentegra Investors, Inc.
Scott M. Stone, Senior Vice President & Chief Investment Officer
President, Pentegra Investors, Inc.
Summary: Scott leads Pentegra’s investment management team, where he oversees the investment processes governing over billions in assets comprised of both public and private holdings of fixed income, equity, real estate and alternative investments.
Experience: Scott began his tenure with Pentegra in 2011. Prior to joining Pentegra, Scott was Vice President of investments at Kansas City Life Insurance Company. After 17 years there, he headed to Reinsurance Group of America, where he served as Vice President – Senior Portfolio Manager; Fixed Income Management; Investment Strategy & Research; and Non-Public and Alternative Investments. Scott was also an Adjunct Instructor at Sterling College, where he taught undergraduate level business courses.
Education And Professional Credentials: Scott earned a B.A. in Business, Finance, Marketing, and Quantitative Methods and an M.B.A. in Finance from the the University of Kansas. He also holds Chartered Financial Analyst (CFA) and Fellow Life Management Institute (FLMI) professional designations.
- Investment Strategies
- Alternative Investments
- Fixed Income
- Private Equity
- Hedge Funds
- Endowments
- Asset and Liability Management (ALM)
- Portfolio Management
Colleen Zanicchi, Senior Vice President, Chief Human Resources Officer
Summary: Colleen oversees Pentegra’s human resources policies and programs including recruitment, selection, retention, and compensation and benefit programs. She’s also responsible for managing all of our offices and facilities and making sure our employees are happy and comfortable.
Experience: Colleen has been with Pentegra for over 24 years. She began her career as a Benefits Administrator at General Foods. Following that, she joined Phibro Energy as Human Administrator before moving on in 1992 to become a Human Resources Assistant Consultant at Aon Corporation.
Education And Professional Credentials: Colleen earned a B.A. in Business Administration from the State University of New York. She also holds the Professional in Human Resources (PHR) designation from the Human Resources Certification Institute (HRIC) and the Society for Human Resources Management – Certified Professional (SHRM-CP) designation from the Society for Human Resources Management.
- Employee Relations
- Employee Recruiting
- Employee Benefits & Compensation
- Employment Law
- Employee Development
- Leadership
Boards of Directors
Pentegra Services, Inc.
Cincinnati, OH
Columbus, IN
Topeka, KS
Township of Washington, NJ
Somerville, MA
White Plains, NY
Covington, LA
Hazard, KY
Shelton, CT
Pentegra Defined Benefit Plan for Financial Institutions
Pittsburgh, PA
New York, NY
Boston, MA
Chicago, IL
Cincinnati, OH
Cincinnati, OH
Atlanta, GA
Office of the Comptroller of the Currency
Seattle, WA
Concord, NH
Hazard, KY
Pentegra Defined Contribution Plan for Financial Institutions
Worcester, MA
Newellton, LA
Wichita, KS
Topeka, KS
Windsor, CT
Indianapolis, IN
Shelton, CT
Pentegra Trust Company
Hawthorne, NJ
Shelton, CT
White Plains, NY
Shelton, CT