Back to about

Steve Dorval, CFA

Head of Wealth Management & Insurance

Steve Dorval joined Powerlytics in 2020 as Head of Wealth Management and Insurance. Steve is responsible for delivering value to customers in the Wealth Management and Insurance sectors through Powerlytics data and solutions. Previously, Steve was President of John Hancock Personal Financial Services LLC and Head of Advice and Innovation for John Hancock.  Prior to that, Steve spent 15 years at New York Life Investments in a range of leadership roles spanning strategy, investments, operations, distribution, and marketing.  Steve graduated with a BA in English from Providence College and is a CFA charter holder. He is a member of the CFA Institute and the Boston Security Analysts Society, Inc.  He is also an active mentor with MassChallenge and a member of the Worcester State University Center for Innovation and Entrepreneurship Advisory Board.

Explore more of our team

Kevin Sheetz

CEO and Co-Founder

Kevin co-founded Powerlytics in 2011 and serves as CEO and Board Chair. Kevin is responsible for setting the strategic vision for Powerlytics and overseeing the execution of that vision to ensure Powerlytics unique and proprietary…

Full Bio

John Kim

Founder and Managing Partner, Brewer Lane Ventures

John Kim is currently Founder and Managing Partner of Brewer Lane Ventures. Previously, John was President and Chief Investment Officer of New York Life Insurance Company where he led the growth of the Company’s assets from $213 billion to $582 billion, while managing the aftermath of the 2008 financial crisis. John started New York Life Ventures in 2012, which over the years, produced top quartile performance. John formerly held CEO roles at Prudential Retirement, CIGNA Retirement and Investment Services, and Aeltus Investment Management. John is currently a board director at three insurtech startups (Socotra, Avibra, and Ladder Life) and is...

Full Bio

Bob Keith

CEO and Co-Founder TL Ventures

Bob is Co-Founder and CEO of TL Ventures, a venture capital firm with over $1.5 billion under management since 1988. Prior to TL Ventures, Bob had a 22-year career at Fidelity Bank in Philadelphia, a leading regional…

Full Bio

Janice Burg-Levi

Chief Executive Officer, Intracoastal Marketing and Strategy Group (IMSG)

Janice Burg-Levi is the Chief Executive Officer for Intracoastal Marketing and Strategy Group (IMSG), a full-service marketing firm that helps businesses realize the greatest impact from their marketing investment. She also hosts…

Full Bio

Jay Mossman

Founder and CEO, AKUVO

Jay Mossman is Founder and CEO of AKUVO, a technology, analytics, and services company helping credit unions manage member and portfolio risk. Prior to starting AKUVO, he was the founder of Akcelerant, the developer of…

Full Bio

In Memoriam

KEN DALY

Retired, President and CEO of NACD

WHEREAS, the Powerlytics, Inc., Board of Directors and its employees were deeply saddened by the passing of Ken Daly on June 14, 2021; and

WHEREAS, Ken joined the Powerlytics Board with a group of its first independent Directors on January 24, 2014; and

WHEREAS, Ken brought to the Board his astute business judgement and broad range of experiences garnered from a long and distinguished career that served as a guidepost to the strategy and business decisions of this early-stage company; and

WHEREAS, Ken blessed the Board with his passion for the success of the business, his quick wit and his never-ending library of jokes; and

WHEREAS, Ken shared his considerable list of senior executive level contacts and leveraged his impeccable reputation to provide Powerlytics entry into leading Fortune 500 Companies; and

WHEREAS, Ken served as a lifelong mentor and trusted advisor to the CEO of Powerlytics; and WHEREAS, Ken at all times acted with unparalleled integrity; and

WHEREAS, Ken gave selflessly of his time to help ensure Powerlytics’ success; and

WHEREAS, Ken’s passing leaves a void that will be difficult to fill;

NOW, THEREFORE BE IT RESOLVED that this Board celebrates the life and accomplishments of Ken Daly and expresses its admiration for a life well lived.

BE IT FURTHER RESOLVED, that this Board is grateful for the leadership, guidance and impact Ken has made on Powerlytics.

BE IT FURTHER RESOLVED, that this Board expresses our sincere condolences to Ken’s beloved wife Donna, his sons, Matt and Andy, and their family and friends. Signed on this Twenty-fourth Day of August, Two-Thousand and Twenty-One

Kevin Sheetz, Chairman and CEO Powerlytics, Inc.

Ken Daly

Retired, President and CEO of NACD

Ken served as Senior Advisor to the KPMG Board Leadership Center. Ken was the president and CEO of the National Association of Corporate Directors (NACD), from May 2007 until January 2017. As the former head of the nation’s largest member-based organization for board directors, Daly was a recognized expert on corporate governance and board transformation. Under his leadership, NACD grew in size and in scope, more than quadrupling its revenue and increasing membership by nearly 100 percent. Prior to joining the organization, Daly was an audit partner at KPMG, where he also served as the partner-in-charge of the national risk management practice. Retiring in 2005 from the firm, he assumed the role of executive director of KPMG’s Audit Committee Institute. He had extensive experience as an auditor and consultant with companies in the banking and insurance industries. He was especially knowledgeable about the financial services industry. Daly was a frequent speaker and writer on many timely issues confronting corporate boards, including executive compensation. He regularly appeared in media and was quoted in The Wall Street Journal, The New York Times, The Atlanta Journal-Constitution, Reuters, AP Radio and Fox News Radio, among others. He was on the board of Lutheran Services of America a $25 billion not for profit serving the broad community.

Default Team Title

Default Job Title

Some default content