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Executive appointment

Mark Forman

Optifino → DPL Financial Partners

Reported

What changed

Named head of experience at DPL; previously CMO at Optifino and held experience roles at Jefferson National and Nationwide Financial, plus CMO at RetireOne.

Reported / discovered
Oct 23, 2026
Effective
Not reported
New role
Head of Experience
Previous role
Not reported
Market
Not reported
Reported book
Not disclosed
Reported team size
Not disclosed
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

InvestmentNews ↗Oct 23, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.

Oct 25, 2026Source evidence reconciled
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