About
I run strategy, finance and operations for a privately held group of mutual insurance companies owned by some of the top AmLaw 100 law firms. I've done that work at Aon in New York since 2011.
My career has been in risk management, finance and corporate governance: managing corporate risk and M&A due diligence at a Fortune 100 company, and building captive insurance and alternative finance programs for multinational clients before that. I hold an MBA from Northwestern's Kellogg School of Management and the CPCU designation.
Outside of work, I spend a lot of time on practical AI adoption, personal finance and technology, plus two long-running hobbies: hi-fi audio and watches.
Experience
- Managing Director, Professional Services Practice – Law FirmsAon · New York · 2011 – presentDirect strategy, finance and operations for a group of mutual insurance companies owned by top AmLaw 100 law firms.
- Manager, Risk ManagementGeneral Dynamics · 2005 – 2011Insurance procurement, M&A due diligence and post-close integration for a Fortune 100 company.
- Account Executive, Captive Insurance & Alternative Finance ProgramsACE (now Chubb) · 2003 – 2005Global property, casualty and marine programs for U.S. multinationals. ACE Leadership Development Program.
Education & Credentials
- MBA, Finance, Management & MarketingKellogg School of Management, Northwestern University
- BBA, Risk Management, Economics & MISFox School of Business, Temple University
- Chartered Property Casualty Underwriter (CPCU)
Areas of Focus
- Risk managementInsurance structure, captives and alternative risk financing
- FinanceStrategy and financial operations for insurance companies
- Corporate governanceGovernance of mutual insurance companies
- AI adoptionPutting AI to practical, responsible use in professional work
Contact
The best way to reach me is on LinkedIn.