David A. Roberts is an Audit Partner with Crowe, and is a licensed Certified Public Accountant in the states of Connecticut and Vermont, and is approved to audit insurance entities...
Mat is a Senior Managing Director and the Operations Leader within Brown & Brown’s Captive Practice, managing the Vermont office. His responsibilities revolve around customer management and consultation services including...
Selected as a 2023 Best Lawyers “One to Watch,” in the area of Tax Law, and a Kentucky Super Lawyers Rising Star in Tax Law for 2018-2025, Bailey Roese has...
Heather is currently the Vice President/Director of Regulatory Compliance for Risk Services, LLC. Her diverse experience in the insurance arena includes over twenty-five years with Risk Services. For our captive/risk...
Ms. Suzanne Sadlier is Executive Vice President-Captive Management, North America at Artex Risk Solutions. Previously, she was Managing Director at Artex Risk Solutions (Cayman) Ltd. She was formerly Head of...
Dennis Silvia is the Managing Member of Custom Captive Solutions LLC. Prior to that, he was president of Cedar Consulting LLC, in Chagrin Falls, OH and Director of Group Captive...
Jeffrey K. Simpson is a Director at the Wilmington law firm of Womble Bond Dickinson He is a graduate of Brown University and Villanova University School of Law. Jeff is...
Elizabeth is the Managing Director of the Risk Finance & Captive Consulting (RFCC) Practice. In this role she is responsible for consulting with clients to evaluate and develop unique solutions...
Carl is Founder and Principal of CapVisor Associates, LLC, an SEC-registered investment advisor, that specializes in providing advisory services consisting of highly customized investment management programs to the alternative risk...
Patrick is Managing Director at SRS. In this role, he is responsible for the firm’s United States captive management activities and oversees the operations of the offices in Arizona, Hawaii,...
Lesley has served as the Managing Director of Willis Towers Watson Management (Cayman) Ltd. (“WTW Cayman”) since March 2020 and as Secretary since April 2020. She has over 25 years’...
A veteran of the captive insurance industry, Anne Marie Towle is CEO of Global Captive Solutions and CEO of Global Risk Management for Hylant. She has over 20 years of...
Professional Experience Robert Walling is a Principal and Consulting Actuary with Pinnacle Actuarial Resources, Inc. and has been in the insurance industry since 1989, consulting since 1997. He is focused...
Ben Whitehouse is an attorney with the law firm of Butler Snow LLP and is based in Nashville, Tennessee. Ben is a member of the firm’s Regulatory and Government Relations...
Relevant Experience/Specialization During his career, Bruce has developed a wide range of captive and commercial insurance solutions across numerous industries. He has developed both offshore and onshore single-parent and group...
Mark Wiedeman is Director of the Tennessee Department of Commerce & Insurance. A Utah native, Mark is a graduate of Brigham Young University with a bachelor of arts in history...
Oceana is a Senior Vice President of Davies Captive Management Limited and has over 20 years experience in the Bermuda Insurance Industry. She is a member of the Canadian Institute...
Vince Yezzi is a consulting actuary with WTW’s Philadelphia office, where he has worked since 1986. He specializes in providing consulting services to the health care industry. Vince’s consulting experience...
Gary Osborne is President of USA Risk Group. In this role he is responsible for developing innovative alternative and traditional risk strategies and programs for clients and prospects of USA...
Arthur Perschetz serves as counsel in Baker & Daniels’ insurance and finance services group where much of his practice focuses on forming captive insurers and risk retention groups and is...
Ryan Peruski is a Partner with the law firm Honigman based in Michigan. He has been with Honigman since 2015. Prior to that he was with Ernst and Young, LLP....
Carol is Director, Insurance at Kroll Bond Rating Agency (KBRA) where she focuses on credit-ratings for captives, reinsurers and alternative capital providers. Carol joined KBRA’s analytic team in May 2017...
Christopher is responsible for the management and supervision of a portfolio of single-parent, group captive insurance companies, and risk retention groups managed from the SRS Vermont office. His activities include...
Carolyn is a Partner in the Burlington, VT office and has over 12 years of experience in public accounting. Carolyn’s main focus is providing audit services to the industries that...
PROFESSIONAL QUALIFICATIONS • Over 25 years of experience in effectively managing service teams in meeting company objectives; • Strong project management, analytical, and problem solving skills; • Ability to work...
Sean is a strategic leader specializing in the commercialization of innovation, technology, and analytics around risk. He is a proven collaborator in building differentiated product proposition, go-to-market strategy, and delivering...
Donald J. Riggin, CPCU, ARM – Practice Leader, Alternative Risk Donald J. Riggin joined Albert Risk Management Consultants in April of 2006. As the leader of the firm’s Alternative Risk...
Current responsibilities: Colin is responsible for the day-to-day management of a portfolio of our Cayman Islands captive insurance company clients, providing accounting, regulatory compliance and general management services. He coordinates...
Michael is a partner with DrinkerBiddle. He has been with the firm since 1987. Michael is a vice chair of the firm’s Employee Benefits & Executive Compensation Practice Group. Michael’s...
Geof is Senior Vice President of Risk Management at Banknorth Insurance Group based in Portland, Maine. He is responsible for developing and implementing top-notch risk management programs for Banknorth and...
Peter Toy is Vice President of the Specialty Markets Unit for Munich Reinsurance America, Inc., working exclusively with alternative market clients. His company provides risk transfer, risk sharing and risk...
Craig Watanabe is the Western Regional Manager of Strategic Risk Solutions, Inc. (SRS), a leading independent captive insurance consulting and management firm. He is responsible for the oversight and development...
Kate Westover recently joined Innovative Captive Strategies, Inc. (ICS) as Vice President, Alternative Risk Financing Services. Prior to that Kate was president of Captive Advisory Services, a member of the...
Derick is the Managing Director, Corporate Governance and Compliance of Strategic Risk Solutions, (VT), Ltd. He has been in captive insurance since 1989. Prior to joining SRS, Derick was the...
Charlie Woodman is Senior Vice President and Practice Partner for Willis Risk Finance. He is the practice leader for Risk Finance, a risk management advisory for strategic risk solutions […]
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