Credentials

Captives and Alternative Risk

• 27 years of experience in insurance asset management spanning managers including Bankers Trust Company (now Deutsche bank), US Trust/Chase Manhattan Bank (now JP Morgan Chase), Brown Brothers Harriman & Co. and Principal Global Investors
• Over 12 years of expertise developed and focused in the Alternative Risk Markets
• Served over 40 Captive/RRG clients domiciled VT, SC, Cayman, Bermuda, Washingtin, DC and NY
• Present memberships and associate memberships include VCIA, CCF/IMAC, CIC-DC, SCCIA, WCF, CICA, Bermuda, SIIA, DCIA, NRRA, etc.
• Frequent industry speaker & editorial contributor

Commercial Insurers

• 25+ years experience in insurance asset management spanning managers including  Bankers Trust Company (now Deutsche bank), US Trust/Chase Manhattan Bank (now JP Morgan Chase), Brown Brothers Harriman & Co. and Principal Global Investors
• Experience with P&C, L&H and ART insurers, on and off-shore, new formation to run-off, $3MM to multi- billion dollar entities
• Expertise in domestic and international core and specialty fixed income, equities, real estate and alternatives
• Specializing in providing "solutions" for small to mid-size companies
• Specific mandate placements typically for larger insurers
• Total investment outsourcing solutions, as appropriate
• Present and former membership affiliations include PCIA, NAMIC, ACLI, A.M. Best, PIAA, NRRA, IASA, LOMA, etc.
• Frequent industry speaker and editorial contributor