Northwestern Mutual, a leading financial security company, announces the appointment of Kate Michaels as the new managing partner of its San Jose office. With the mission of “Creating financial security for more families in the San Jose community,” Michaels will oversee the growth and retention of clients, support the office’s advisors, and build a diverse and representative staff.
New Investment in Silicon Valley
This new office in San Jose will provide up to 70 employment opportunities for those in Silicon Valley in 2023, amidst the nearly 75,000 layoffs in the tech industry in the past year. Northwestern Mutual is making a bold investment in the region at a time when many large employers are pulling back, a move that is sure to bring comfort to the local community.
Career Development and Community Representation
Michaels, who began her career with Northwestern Mutual in 2008 as a campus recruiter, is passionate about developing talent and building relationships. In her previous role as district director in Syracuse, she drove significant increases in productivity among new advisors. As the inaugural graduate of the company’s Women’s Leadership Development Program, she also launched the Diversity, Equity, and Inclusion Council for the company’s network office in Syracuse.
Commitment to Helping Clients
The San Jose office will be equipped with the resources needed to best serve clients, and Michaels is committed to guiding clients on their financial journeys. With 15 years of experience at Northwestern Mutual, she is well-equipped to lead this new venture and to support the local community.
In Partnership with Distribution Growth Ventures
The San Jose network office is part of Northwestern Mutual’s investment and expansion in California, in partnership with the company’s Distribution Growth Ventures (DGV) team. This team is focused on growing the company’s distribution system and is dedicated to helping more families achieve financial security.
Michaels is excited to relocate to the West Coast and to bring her expertise to the San Jose community. With her leadership and commitment, the new office is sure to make a positive impact on the lives of local families.

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