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Barbara Novak
Managing Director at Winged Keel Group


Barbara has spent her 20+ year career developing deep expertise in life insurance solutions for ultra-affluent individuals and their families. As a Managing Director of Winged Keel Group, she specializes in the structuring, implementation, and administration of both traditional and private placement life insurance and annuities, working directly on many of the firm’s largest and most complex portfolios.

Leveraging extensive experience interacting with clients and their professional advisors, Barbara drives the development of Winged Keel’s operational platform and integrates new technologies to optimize the firm’s ability to provide best-in-class services to its clients. She plays a key role in strategic planning initiatives, supervises the development of client reporting systems, and facilitates automation and process improvements to deliver consistent, high-quality work across the firm.

Prior to joining Winged Keel in 2008, Barbara spent 14 years managing the implementation and administration of life insurance portfolios for affluent individuals and families at another insurance advisory firm, while developing their operational platform.

Graduating from Columbia University in 1994 with degrees in History and Sociology, Barbara also earned an MS in Statistics and Operations Research from New York University’s Leonard N. Stern School of Business in 2001. She is a Chartered Life Underwriter® and holds FINRA Series 6 and 63 securities licenses.

Barbara Novak's Network

Agenda Sessions

  • How to execute PPLI/VA in practice: broker dealers, licenses, custodians and reporting