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HW Kaufman Group Appoints Ed Kelly as Managing Director and Helen Jones-Bak as CFO

PRIVATEJul 31, 2025

Position

Chief Financial Officer

Company

HW Kaufman Group

Helen Jones-Bak
Financial ServicesEmployee BenefitsRisk ManagementInsurance

Description

HW Kaufman Group has established RB Jones Global and appointed Ed Kelly as managing director, along with Helen Jones-Bak as chief financial officer for its international operations. This strategic move aims to enhance the company's global footprint and financial oversight.

Quick answer

HW Kaufman Group Appoints Ed Kelly as Managing Director and Helen Jones-Bak as CFO (July 31, 2025).

Who is the new Chief Financial Officer at HW Kaufman Group?
HW Kaufman Group named Helen Jones-Bak Chief Financial Officer, announced July 31, 2025.
What did HW Kaufman Group announce on July 31, 2025?
HW Kaufman Group has established RB Jones Global and appointed Ed Kelly as managing director, along with Helen Jones-Bak as chief financial officer for its international operations. This strategic move aims to enhance the company's global footprint and financial oversight.
What does HW Kaufman Group do?
HW Kaufman Group is a global insurance organization that specializes in providing a range of services to the insurance and reinsurance markets.
Which similar companies made leadership changes around the same time?
The Hanover Insurance Group (August 7, 2025), Higginbotham (July 16, 2025), Lockton (August 19, 2025) and Ryan Specialty (August 22, 2025) also announced leadership changes within 45 days of HW Kaufman Group.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Employee Benefits

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at HW Kaufman Group, and when

A new leader at HW Kaufman Group brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day HW Kaufman Group raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at HW Kaufman Group, from your own LinkedIn network

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Company Information

Company

HW Kaufman Group

About

HW Kaufman Group is a global insurance organization that specializes in providing a range of services to the insurance and reinsurance markets. The company is known for its innovative risk management solutions and strong commitment to client service. HW Kaufman Group operates both domestically and internationally, supporting clients with industry expertise.

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HW Kaufman Group changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.