Next Generation of Leadership to Continue A Legacy

Joseph P. Mallee, III Spearheads MassMutual Eastern Pennsylvania Continued Expansion Efforts


Horsham, PA – December 29th, 2021 MassMutual Eastern PA (MMEPA), a market leader in insurance and wealth management services, announces the appointment of Joseph P. Mallee, III as President and CEO. Previously, Mallee acted as Co-President and CEO for MMEPA, alongside Walter W. Wolak, ChFC, CLU. Mallee will continue to drive the firm’s expansion plans, benefiting their clients, members of the firm, and the community.

“Succession planning is about finding the right leader to take over when you move on and making sure they are prepared for when the time comes,” explains Wolak. “Working closely with Joe to reorganize our firm, has given me great confidence that our financial professionals, our clients, and the community, are in highly capable hands.”

Mallee’s vision for the firm to maintain its unwavering course of bringing in top financial advisory talent, while leveraging state-of-the-art technology to best serve our financial professionals and their clients, still reins true. “Our firm has been an integral part of the community for over 100 years,” explains Mallee. “I am excited to continue the track record of growth and success the firm has recognized since our original merger, we will continue to focus on creating a world class experience for both our clients and our advisors.”

MMEPA’s more than 200 financial professionals, management and staff provide professional services to our more than 41,000 clients, over $3 Billion in client assets serviced and over $10.4 Billion1 in insurance protection of throughout the Greater Eastern Pennsylvania region and New Jersey. With our primary locations in Horsham, Center Valley, Kingston, and Center City Philadelphia. MMEPA is well-positioned to be one of the largest insurance and wealth management firms in the region.


If you’re interested in learning about career opportunities with MMEPA at our new office, contact Erica Ng at


About MassMutual Eastern Pennsylvania

MassMutual Eastern Pennsylvania is dedicated to providing you with complete financial solutions, specifically focused on building long-term relationships with individuals, employees, and business owners to achieve financial independence and security. Pivotal life events often occur without warning. We take great pride in knowing that we have helped members of our community make good decisions when it comes to being financially prepared for the unexpected.

 For more information, visit or follow MassMutual Eastern Pennsylvania on LinkedIn, FacebookTwitter and  Instagram.

Check out our firm’s podcast, Tips from the Top, hosted by Joe Mallee.


1Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2020).


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.  Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (  220 Gibraltar Rd Suite 350 Horsham, PA 19044 Phone (215) 441-8200CRN202212-1396002