News & Events

2015 Investment Forum at Old Chatham Golf Club


On April 2, 2015 Managing Director Jimbo Huckabee and his team hosted an investment forum at the Old Chatham Golf Club with Ronald P. Joelson, Northwestern Mutual Executive Vice President and Chief Investment Officer and Michael G. Carter, J.D., CPA, Northwestern Mutual Executive Vice President and Chief Financial Officer. Ron, who oversees Northwestern Mutual’s $174.0 billion general account investment portfolio, and Mike, who is responsible for the company’s financial management functions, strategic planning and enterprise risk management, shared their insights on Northwestern Mutual’s investment philosophy, performance and market expectations with those in attendance. The presentation was followed by a Q&A session with local investment professionals from the Triangle area. 

Top 20 Interns

James Huckabee is proud to announce that two of its summer interns, Matthew Dellaero and Willis Wan, are ranked as two of the top 20 financial representative interns, based on production, with Northwestern Mutual which has offices throughout the country.

Dellaero, a sophomore majoring in psychology, is the top financial representative intern at Northwestern Mutual. Wan, a rising senior majoring in economics, is ranked number 17.

As students at University of North Carolina at Chapel Hill, Dellaero and Wan were accepted into our nationally ranked internship program in May and quickly began to lead the internship program by helping individuals and families develop financial security strategies.

We offer internship opportunities each fall, spring and summer semester. For more information about the internship, contact Becca Goldmann at (919) 401-0353 or


As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

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Looking for a supportive team atmosphere that will provide guidance and mentorship? Do you not just want an internship, but one where you can truly make an impact on others? Need one that works around your school schedule?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck