Jo Ann Burns joined MassMutual in 2012 as the Chief Operating Officer of MassMutual Westchester. She was a versatile leader and resource to the staff and leadership team. After the merger in June 2018, MassMutual Westchester has become Fortis Lux Financial, a member of MassMutual Financial Group. Jo Ann continues to handle the human resource and general operating functions for the Westchester office. As Chief Financial Officer, Jo Ann will manage the finance/accounting functions for Fortis Lux Financial.
Jo Ann has worked in the financial service industry for over 20 years, the last seven being with MassMutual. Some of the wealth management firms where she previously held leadership positions include Provident Mutual, which became Nationwide, and Penn Mutual.
She has her Bachelors of Business Administration in Human Resource Management from Pace University. She lives in Tarrytown, New York, and enjoys cooking, reading, and practicing yoga.