# BRIGHTHOUSE INVESTMENT ADVISERS, LLC

BRIGHTHOUSE INVESTMENT ADVISERS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 107312
- Type: SEC-registered investment adviser
- SEC file number: 801-47459
- Location: 11225 NORTH COMMUNITY HOUSE RD, CHARLOTTE, NC, 28277
- Phone: 980-949-4641
- Latest filing: 2026-03-27
- Regulatory AUM: $132.6B
- Discretionary AUM: $131.2B
- Non-discretionary AUM: $1.4B
- Clients: 29
- Accounts: 5,705

## Business model

- Compensation: % of AUM, Other
- Clients served: Charities, Other

## Officers, owners & control persons (37)

_Showing 25 of 37 people._

| Name | Role | Location |
| --- | --- | --- |
| Kristi Nmn Slavin | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHAIR OF THE BOARD OF MANAGERS | — |
| Terrence Timothy Santry | SENIOR VICE PRESIDENT AND TREASURER | — |
| Alan Ronald Otis | EXECUTIVE VICE PRESIDENT AND MEMBER OF THE BOARD OF MANAGERS | — |
| Anna Nmn Koska | VICE PRESIDENT AND MEMBER OF THE BOARD OF MANAGERS | — |
| Katie Elizabeth Hellmann | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | — |
| Thomas Hilary Watterson | EXECUTIVE VICE PRESIDENT, CHIEF LEGAL OFFICER, SECRETARY AND MEMBER OF THE BOARD OF MANAGERS | — |
| BAKAL LEONARD MARK | CHIEF COMPLIANCE OFFICER & SENIOR VICE PRESIDENT | — |
| PEARSON RICHARD CARL | SENIOR VICE PRESIDENT | — |
| FORGET ELIZABETH MARY | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHAIR OF THE BOARD OF MANAGERS; VICE PRESIDENT | — |
| HALPERIN JEFFREY PAUL | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT; CHIEF COMPLIANCE OFFICER & SENIOR VICE PRESIDENT | — |
| LELAND ALAN CAMPBELL | CHIEF FINANCIAL OFFICER AND TREASURER; CHIEF FINANCIAL OFFICER (SINCE 12/1994) AND MANAGER (SINCE 06/2006); CHIEF FINANCIAL OFFICER SINCE 12/1994 AND MANAGER SINCE 06/2006 | — |
| GUTHRIE JOHN FRANCIS | MANAGER AND SENIOR VICE PRESIDENT | — |
| LENZ THOMAS MATTHEW | GENERAL COUNSEL AND CLERK; SECRETARY | — |
| CELLUPICA PAUL GERARD | SENIOR VICE PRESIDENT AND MANAGER; SENIOR VICE PRESIDENT AND SECRETARY; SENIOR VICE PRESIDENT,  SECRETARY AND MANAGER | — |
| MCDEVITT THOMAS CHARLES | VICE PRESIDENT | — |
| DUFFY PETER HANLON | SENIOR VICE PRESIDENT | — |
| MCHAFFIE HUGH CHARLES | PRESIDENT, CHAIR OF THE BOARD OF MANAGERS, CHIEF EXECUTIVE OFFICER | — |
| BERNIER JEFFREY LEE | SENIOR VICE PRESIDENT | — |
| GOGGIN ANNE MARIE | PRESIDENT, CHAIR OF THE BOARD OF MANAGERS, CHIEF EXECUTIVE OFFICER | — |
| GANGOLF ANDREW LAWRENCE | EXECUTIVE VICE PRESIDENT, SECRETARY, CHIEF LEGAL OFFICER AND MANAGER; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, SECRETARY AND CHIEF LEGAL OFFICER (+2 more) | — |
| HARTSTEIN STEVEN ERIK | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | — |
| SLAVIN KRISTI | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHAIR OF THE BOARD OF MANAGERS; SENIOR VICE PRESIDENT | — |
| SOTO VICTOR MANUEL | EXECUTIVE VICE PRESIDENT AND MANAGER | — |
| SANTRY TERRENCE | SENIOR VICE PRESIDENT AND TREASURER | — |
| LAWLOR MICHAEL PATRICK | SENIOR VICE PRESIDENT AND ASSISTANT SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107312/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107312/similar
- Related entities: https://search.stillhousedata.com/firm/107312/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107312

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.