IIG - Key Persons
Job Titles:
- Director, Client Experience
- Senior Client Relationship Manager at Institutional Insurance Group
Abby Davis Young is a Senior Client Relationship Manager at Institutional Insurance Group, LLC. Abby has worked in the BOLI/COLI market for the past 15 years. Her responsibilities include all aspects of the design, implementation, and ongoing servicing of BOLI plans. Abby joined IIG in 2010 after 11 years with Long Miller and Clark Consulting.
Abby graduated cum laude from Appalachian State University with a Bachelor of Science in Business Administration in Finance. She is a licensed insurance representative and holds her Series 6 and 63 securities licenses. She is a Registered Securities Representative.
Doug is Consulting Actuary at Institutional Insurance Group, LLC. He has over 30 years of experience working at U.S. insurance carriers, much of that in product development, product management and executive roles within divisions focused on institutional markets. With his extensive product and industry background, Doug is well-positioned to help IIG clients and staff understand options and optimize solutions.
Doug earned a BA in Economics from Rutgers University. He is a Fellow in the Society of Actuaries and is also a Registered Securities Representative.
Job Titles:
- Managing Director
- Managing Director of Business Development at Institutional Insurance Group
- Managing Director, Business Development
Ian is the Managing Director of Business Development at Institutional Insurance Group, LLC. He has worked in all aspects of the institutional insurance market. His focus at IIG has been to lead the analyst team in the on-going evaluation of insurance/investment products, providers, and industry developments.
Having been involved in the financial services markets since 2003, Ian has developed a high level of technical skill and industry expertise. As a main point of contact for IIG, he has been able to greatly assist clients in understanding their options and formulating strategy. Ian is a Registered Securities Representative.
Ian has a Bachelor of Arts degree in economics from Colgate University.
Jake is a senior analyst focused on insurance product and investment analysis. He started his career in the institutional insurance market in 2017 with an initial focus on designing and implementing non-qualified executive benefit plans for privately owned organizations. Jake worked with a top 4 accounting firm focusing on assurance. He later spent time working at one of the industry's top life insurance carriers in their fund accounting department. He then moved on to a role at an independent advisory firm focused on the institutional insurance marketplace.
He holds the Certified Public Accountant designation, is a Registered Securities Representative, and is a licensed insurance representative.
Job Titles:
- Member of the Leadership Team
- Senior Managing Principal
Job Titles:
- Managing Principal
- Senior Managing Principal
Larry has been a prominent figure in the institutional insurance market since the beginning in the early 1990's, helping establish regulation and market products for institutional buyers.
He has extensive experience in all phases of the institutional insurancecycle including sales, service, and restructuring. He has collaborated with insurance companies to develop new product solutions for the institutional market. Prior to joining IIG he worked at a major U.S. insurance carrier helping with the management, legal, and marketing channels of product development.
Larry earned his MBA from Columbia, a JD from Fordham Law. He also holds a Chartered Life Underwriter (CLU) designation and is a member of the AALU.
Job Titles:
- Member of the Leadership Team
Job Titles:
- Director, Client Experience
- Senior Client Relationship Manager at Institutional Insurance Group
Michael J. Stein is a Senior Client Relationship Manager at Institutional Insurance Group, LLC. Mike has worked in the BOLI/COLI and Non-Qualified Executive Benefits marketplace for over 15 years. He has in-depth knowledge and experience in the design, implementation and ongoing servicing of non-qualified benefit plans and BOLI/COLI financing solutions.
Prior to joining IIG, Mike spent over seven years at Clark Consulting in various roles; from plan design to management of a team of client analysts. Most recently at Clark, he served as a Client Relationship Manager overseeing the administration of over 50 Bank clients. Mike was also previously employed as a plan administrator in the corporate-owned and bank-owned life insurance division of Prudential Financial.
Mike graduated from St. Olaf College in Northfield, MN earning a bachelor's degree in mathematics. He is a licensed insurance representative and holds both Series 6 and 63 securities licenses. He is a Registered Securities Representative.
Job Titles:
- Senior Managing Principal
Job Titles:
- Director, Operations
- Managing Director
- Managing Director, Investments and Analytics at Institutional Insurance Group
Nathan Butler is a Managing Director, Investments and Analytics at Institutional Insurance Group, LLC. His focus is on the analysis of investment portfolios, new strategy development, and analytical modeling. Nathan brings to IIG a deep knowledge of institutional investment strategies and technical expertise.
Prior to joining IIG, Nathan worked to implement alternative investments and new investment strategies for a large insurance company general account. He was also involved in numerous special projects aimed at improving the management of the insurance company portfolios.
Nathan earned a bachelor's degree from Northwestern University with a double major in Economics and Classics. He is a Chartered Financial Analyst (CFA) charter holder, Chartered Alternative Investment Analyst (CAIA) charter holder, and a Certified Financial Risk Manager (FRM).
Job Titles:
- Director
- Consulting Actuary
- Director, Client Experience & Insurance Analytics at Institutional Insurance Group
Ryan Maliszewski is Director, Client Experience & Insurance Analytics at Institutional Insurance Group, LLC. Ryan has worked in the institutional insurance market for almost twenty years. He has in-depth knowledge and experience in the design, implementation, and administration of Bank and Corporate Owned life insurance programs.
Prior to joining IIG, Ryan spent over 10 years at MassMutual in their Institutional Insurance business. Ryan's role was to manage field relationships with BOLI producers, providing design guidance, product information, and the support needed to offer product solutions appropriate for end clients. Ryan oversaw and facilitated the implementation of BOLI cases ensuring both client and producer satisfaction. Prior to joining MassMutual, Ryan spent over eight years within CIGNA's Corporate Insurance Department holding various roles servicing COLI and BOLI plans, managing service teams, supporting technical compliance initiatives and ultimately as a relationship manager for stable value BOLI clients.
Ryan graduated from the University of Connecticut in Storrs, CT earning a bachelor's degree in Natural Resource Management and Engineering. He is registered with FINRA and holds a Series 6 securities license.