Our Principals

Jane Mancini, CEO
Jane Mancini is a 30-year veteran of the financial services industry.
She has held senior management positions at Putnam Investments, MFS, Sun Life Financial, and Rydex Investments, and is a past-Chairwoman of the National Association of Variable Annuities. In addition to her professional experience, Jane serves on the board of several charities and nonprofit organizations.
Jane founded I-Pension to provide financial advice to middle-income Americans who are largely ignored by most financial services firms. Her past experience with mutual funds, 401(k) plans, and annuities provides a powerful springboard from which to run this enterprise.

Phil Fragasso, President
Phil Fragasso has over 25 years of experience in financial services including mutual funds, annuities, 401(k) plans, and exchange traded funds (ETFs). He has held senior management positions at Sun Life Financial, Columbia Funds, and Rydex Investments.
Phil's diverse experience has one common element: a focus on translating arcane and complicated subject matter into language that is simple and understandable. Phil puts himself in the place of the individual investor and develops personalized solutions that meet their specific needs.
Phil's drive and passion have built a reputation for innovative thinking and creative leadership. He's an adjunct professor at Boston College and is the author of
several books including Your Nest Egg Game Plan and Marketing for Rainmakers.

