© Rod Goodman 2010 All Rights Reserved

The Leadership Behind Our Firm

Sam Radin, President

Mr. Radin founded NFP National Madison in 1984 with the express idea of bringing a high level of technical knowledge and long-term service to the professional community and their clients. Mr. Radin, who previously had practiced trusts and estates law, is known as an expert in the sophisticated use and design of life insurance products. With more than thirty years of experience in personal, business planning with an emphasis on income, estate, gift and generation skipping transfer tax planning, Mr. Radin brings a strategic approach to addressing the issues facing the firm’s clients. Because New York City is a world capital, he has developed the firm’s considerable international practice.

He has served as a member of various bar association tax committees, and is a frequent speaker to accountants, attorneys, and financial planning professionals. He has been cited on the topic of estate taxation in The Wall Street Journal, The New York Times and Forbes, and has appeared as a guest commentator on PBS-TV’s Nightly Business Report. A member of the Association for Advanced Life Underwriting (AALU), he is the author of numerous articles. Mr. Radin is a contributing author of Executive Compensation Answer Book (Panel Publishers, New York, 1998) and the co-editor and contributing author of Estate and Retirement Planning Answer Book, Second Ed. (Panel Publishers, New York, 1999). Mr. Radin is listed in Who’s Who in American Law and Who’s Who in America.

A unique aspect of his practice is planning for writers and other creative professionals, including the disposition of their copyright catalogues. Mr. Radin is known internationally as an expert on the writer Evelyn Waugh. A bibliophile, he is a member of the Advisory Council of the Harry Ransom Humanities Research Center at the University of Texas, the leading repository for papers of twentieth century British and American authors. Mr. Radin also served as an adjunct professor at New York University from 2007 through 2012 where he taught a course on the evolution of our legal system.

B.A., Columbia College, 1973
J.D., Boston University School of Law, 1976
Recipient of the Nathan Burkan Memorial Prize

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Gerald A. Blitstein, Managing Director – Corporate Finance

Mr. Blitstein has been an investment banker for 20 years, representing publicly held companies as well as family-owned businesses. As the founder of Blitstein LLC, Mr. Blitstein’s relationship with National Madison brings significant dimension and expertise to the area of corporate finance. Prior to establishing his own financial advisory firm which focuses on mergers, acquisitions and capital raises, he served as Managing Director of Mergers and Acquisitions at First Albany Capital, where he was responsible for new business efforts in the industrial growth sector. Mr. Blitstein was also Executive Vice President and Chief Financial Officer of Safeguard Scientifics where he was responsible for raising over $600 million in both the public and private markets, establishing institutional awareness of the firm and overseeing the financial reporting for over 200 portfolio companies. Prior to Safeguard Scientifics, Mr. Blitstein spent more than thirteen years at PaineWebber Incorporated, serving in the positions of Managing Director of Equity Derivatives Sales and Trading, Managing Director/Head of Reengineering, Executive Assistant to the Chairman, and First Vice President/Mergers and Acquisitions. While at PaineWebber, he was responsible for strategy, proprietary investments, and the negotiation/integration of the Kidder Peabody Incorporated acquisition and was an active member of the firm’s capital commitment committees. Mr. Blitstein’s knowledge of corporate finance — including strategic planning, overseeing critical financial issues, acting in a Chief Financial Officer role to help facilitate coherent analysis of a company’s financial performance, and handling negotiating, structuring, and executing mergers and acquisitions — allows National Madison to better serve their clients’ interests.

B.S., Wharton School of Finance — University of Pennsylvania, 1981
M.B.A., University of Chicago, 1987

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Alex Kim, Director, Case Design

Mr. Kim brings extensive life insurance service and legal experience in the area of case design. Prior to joining National Madison’s staff in 2003, he served as Director for Advanced Sales and Marketing at New England Financial where he produced marketing and strategic plans in the areas of COLI, executive benefits, estate and retirement planning, and individual investments. Mr. Kim has also worked as an asset management analyst for Prudential Insurance Company of America and as an associate in the investment and funding department of Korea First Bank.

B.A., New York University, 1993
J.D., Chicago — Kent College of Law, 1996

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Ann K. Brennan, CLU Managing Director, NFP National Madison

Client Centered – Leading Advisor – Community Leader

Ann K. Brennan advises shareholders, executives, private equity investors and family offices about the design and use of executive benefit plans, many of which use specialized life insurance products. Such plans include deferred compensation, supplemental retirement, retention, ESOPs, phantom stock, succession, executive bonus plans and applications for private placement life insurance.

Ms. Brennan develops executive disability programs for public, private and professional firms, especially law firms. The ABA-ABI engaged Ms. Brennan to develop and to provide disability income programs to some of the largest law firms in the country. With a national reputation for dedicated and personal service, she designs sophisticated, disability income programs for highly compensated executives and law firm partners, both here and abroad.

Ms. Brennan speaks frequently to the corporate and legal community on life insurance topics and executive benefit trends. Engagements have included the Chicago Bar Association, Women’s Bar Association of Illinois and Young Women’s Presidents Association.

Among her community involvements are the University of Chicago Parents and Family Leadership Council, Women of Vision, and the Lumen Christi Institute. She is a co-founder and sponsor of The Cauldron, an International Executive Forum based in Chicago.

Ms. Brennan received her B.A. cum laude in Modern Languages from Boston College and a M.A. in German from Middlebury College. She studied at L’Universite de Paris (Sorbonne) and the Johannes- Gutenberg-Universität in Mainz, Germany. She is fluent in French and German.

Contact Information:
Ann K. Brennan
NFP National Madison, 211 West Wacker Drive, 2nd Floor, Chicago, IL 60606
+1 312 667-1060 (direct), +1 708 502-5959 (cell)
abrennan@nationalmadison.com