Alice Ericson

Thomas A. Williams Named Interim Chief Financial Officer

HARTFORD, Conn., Aug. 2, 2022 – Nassau Financial Group has named Thomas A. Williams Interim Chief Financial Officer while the company searches for a permanent replacement for Diana Piquette, who passed away on July 18, 2022.

Tom served as Nassau’s Chief Financial Officer from 2016 until his retirement in 2020. He has continued to serve on Nassau’s insurance company board.

“Tom is intimately familiar with the role and with our business, so I greatly appreciate his willingness to step in to serve our company at this difficult time,” said Phil Gass, Chairman and Chief Executive Officer.

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Alice EricsonThomas A. Williams Named Interim Chief Financial Officer
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Nassau Financial Group Mourns the Loss of Diana Piquette, Chief Financial Officer

HARTFORD, Conn., July 21, 2022 – Nassau Financial Group mourns the loss of Diana Piquette, our Chief Financial Officer, who passed away on July 18, 2022.

“Diana played a key role in driving Nassau’s success over the past several years, with her brilliant mind, strong work ethic, and talent for managing complex initiatives. Above all, Diana was a trusted advisor and good friend to her colleagues across the company,” said Phil Gass, Chairman and Chief Executive Officer.

“We extend our heartfelt condolences to Diana’s family during this difficult time,” he said.

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Alice EricsonNassau Financial Group Mourns the Loss of Diana Piquette, Chief Financial Officer
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The Nassau Companies of New York Announces Cash Tender Offers to Purchase Notes due 2032 and 2034

HARTFORD, Conn., May 12, 2022 —The Nassau Companies of New York (the “Company”) announced today the commencement of cash tender offers (the “Tender Offers”) for (i) up to an aggregate principal amount of its 7.45% Quarterly Interest Bonds due 2032 and (ii) up to an aggregate principal amount of the 7.15% Surplus Notes due 2034 issued by Nassau Life Insurance Company, a wholly-owned subsidiary of the Company (collectively, the “Notes”), such that the aggregate consideration paid by the Company in respect of each series does not exceed the designated “Maximum Series Tender Cap” as set forth in the table below.

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Alice EricsonThe Nassau Companies of New York Announces Cash Tender Offers to Purchase Notes due 2032 and 2034
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Nassau Partners with USAT Long Course Nationals 2022

HARTFORD, Conn., Feb. 21, 2022 – Nassau is proud to sponsor the USAT Long Course Nationals hosted by the TOUGHMAN Triathlon as the event’s swim partner. Taking place on September 24-25, 2022, at the scenic location of Lake Welch in Harriman State Park, Stony Point NY, the event will include a half iron triathlon, half iron duathlon and half iron aquabike. A sprint triathlon, Olympic triathlon and aquabike, as well as the 14th annual TOUGHKids triathlon also will take place on race weekend.

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Alice EricsonNassau Partners with USAT Long Course Nationals 2022
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Balance Point Capital Partners Announces Strategic Minority Investment from Nassau Financial Group

WESTPORT, Conn., November 4, 2021 – Balance Point Capital Advisors (“Balance Point”), the manager of Balance Point Capital Partners, a leading provider of debt and equity capital solutions to lower middle market companies, today announced it has received a strategic investment from Nassau Financial Group (“Nassau“), a Hartford, CT-based financial services company with assets of more than $27 billion. Nassau’s investment will take the form of a non-controlling minority interest in Balance Point. Balance Point will continue to operate on a stand-alone basis under its present executive leadership. Financial terms of this transaction were not disclosed.

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Alice EricsonBalance Point Capital Partners Announces Strategic Minority Investment from Nassau Financial Group
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