HANOVER STONE PARTNERS - Key Persons
Job Titles:
- Principal / President of Independent Risk Management Advisors LLC
Akos has over 40 years of experience in property and casualty insurance and reinsurance underwriting, management, company startup, marketing and product research and development. In addition to his role as a Hanover Stone senior advisor, Akos founded his own firm, IRCOS, LLC in 2000 to provide insurance and reinsurance consulting and outsourcing services, including company startup and runoff, arbitration, mediation and expert witness services, feasibility studies, product research and development, policy reviews and underwriting audits. Prior to IRCOS, LLC, Akos was Senior Vice President at Kemper Casualty Insurance Company where he established its property department. Akos had a key role in the startup of SOREMA N.A. Reinsurance Co. as its Senior Vice President and Chief Underwriting Officer. He began his career at INA's international operations and subsequently served as Vice President of Construction & Energy for CIGNA (after INA's merger with Connecticut General),; and Senior Vice President of Research and Special Risks at SCOR.
Alexander T. Farley has over 30 years of diverse industry experience and joined Hanover Stone Partners in 2016 as a senior advisor providing tailored solutions in areas such as enterprise risk management (ERM) and ORSA compliance for property/casualty and life/health insurers as well as managed care organizations. Alec is also the President and CEO of American Insurance Management Group, Inc. (AIM), which he founded in 1990 specializing in helping regulators and c-suite executives with solvency and compliance challenges.
Mr. Farley brings skills in executive management, governance, strategic planning, ERM, ORSA/statutory compliance, financial restructuring, reinsurance, company infrastructure and marketing. He has recognized expertise in facilitating action plans to revitalize companies or resolve Form A issues. Mr. Farley often serves as a confidential administrative supervisor to oversee plan implementation and return companies to business and value creation.
Mr. Farley graduated from Connecticut College with a Bachelor of Arts degree in government and economics and now resides in the Philadelphia area. He has served on NAIC ad hoc committees, lectured on distressed company evaluations and revitalization plans, and speaks often on industry topics as requested. He is a Certified Insurance Receiver for all industry sectors as designated by the International Association of Insurance Receivers (IAIR). Alec is also a member of and past Governor of the John Street Club.
Job Titles:
- Leader
- Insurance & Reinsurance - Alternative Risk Finance - Regulatory Compliance - Professional Liability
Andrew has been a thought leader in the insurance industry for four decades, where he developed creative methods to utilize captives, captive governance, reinsurance structures and financial insurance products. His deep industry knowledge crosses the insurance distribution system including admitted and non-admitted insurers, wholesalers, managing general agencies, reinsurers and captives.
Barry E. Thompson, a senior risk advisor of Hanover Stone Partners, leads the firm's WorkersComp Guard (TM) practice, a dedicated, national practice group that helps employers manage workers' compensation costs. A widely recognized thought leader in workers' compensation, Mr. Thompson has devoted his entire career to claims management; his innovative approaches and technology-based solutions have enabled employers in multiple industries, government entities and nonprofits to manage and reduce their workers' compensation costs.
For the past 15 years, he has been president of Risk Acuity, LLC, a national consulting firm he founded that specializes in workers' compensation. Previously, he was National Practice Co-Leader with Deloitte for five years and co-founded the firm's National Disability Management Services Unit.
Earlier, he was vice president and managing consultant with Aon, where he was among the founders of the Aon Management Institute, a practice built around workers' compensation cost containment and education. He began his career with Liberty Mutual where he became senior claims adjuster before joining Marsh in 1986 as assistant vice president and claim account representative. He also served as a claim manager with Air Express International.
Mr. Thompson earned a B.S. degree in communications and public relations from Syracuse University.
Job Titles:
- President of Insurance Advisors LLC
Bernie is President of Insurance Advisors LLC, America's leading provider of insurance consulting and outsourcing services to the commercial real estate finance industry since 1996.
Bringing more than 35 years of experience, Bill joined Hanover Stone as a senior advisor in 2016 and also serves as Principal in the Insurance Advisory Services group at Brown Smith Wallace. As an independent consultant, he can deliver an unbiased recommendation without an affiliation to any one particular insurance agency. His areas of expertise include property and casualty insurance as well as medical benefits consulting. He is knowledgeable at analyzing insurance costs and providing cost reduction recommendations. Additionally, he provides specific cost savings advice related to claims processing, captive insurance company options, safety programs and self insurance. Prior to joining Brown Smith Wallace, Bill served as vice president of risk management and benefits for The May Department Stores Company for over 20 years. He was responsible for the development and execution of all insurance/self insurance programs, including the management of the claims self administration unit and two captive insurance subsidiaries. He also served as senior vice president and Midwest retail practice leader for Marsh USA where he was responsible for the management of Marsh's retail insurance business in the Midwest and oversaw programs for some of the largest retailers in the United States. Bill earned his Bachelor of Arts degree in Psychology from Western Connecticut State University and a MBA in Finance from the University of Connecticut. He is a Chartered Property Casualty Underwriter (CPCU).
Brad Maurer, a senior risk advisor of Hanover Stone Partners, has more than 25 years of experience in environmental risk management, including professional and contractual liability programs in the construction and environmental industries, guaranteed fix-price remediation (GFPR), environmental liability transfer and contaminated real estate development.
Brent was Vice President of the Insurance Derivatives Group at Bankers Trust in New York from 1988 to 1993 and a founding member of a new unit within the Capital Markets Group focused on creating opportunities for the bank in the insurance arena. He assisted in the creation of new liability management products that generated more than $300 million in revenue and $50 million in profit.
Job Titles:
- Insurance - Finance - Real Estate - Transportation
Bruce has more than 30 years of experience in all areas of risk management and insurance services. He began his career with American Financial Group in 1979, rising to the position of vice president, Risk Management responsible for American Financial Group, The Penn Central Corporation, and Provident Bank. In 1995, he moved to Aon Risk Services where he focused on the firm's large corporate clients. He held similar responsibilities in subsequent management roles with Willis, which he joined in 2006, and afterward with Hylant Group. A past president of the Risk & Insurance Management Society (RIMS) Cincinnati Chapter, Mr. Brumbaugh holds the Associate in Risk Management (ARM) professional designation. He earned a B.S. degree in Economics from Ursinus College and an M.B.A. in Insurance and Risk from Temple University.
Jeff has more than 35 years of experience with industry expertise in the global operations of nuclear, natural gas and electric businesses, both regulated and unregulated; energy trading; joint-venture power plant construction and operations, as well as the real estate sector. He specializes in managing captives; captive investments; security/crisis management and business continuity planning; complex claims recovery; OCIPs/CCIPs; M&A and divestitures; and the acquisition/valuation and disposal of real estate. Previously Jeff was Vice President - Continuity, Insurance & Security Services for Duke Energy and served as President and CEO of the captive insurance unit Bison Insurance Company Limited. He was also elected Chairman of the Board of Directors for sEnergy Insurance Ltd., in addition to being elected to the Board of Directors of both Oil Insurance Limited (OIL) and Oil Casualty Insurance Limited (OCIL) while serving on the executive and compensation committees.
Job Titles:
- President of the James F. Hurley Insurance Agency Corporation, Joined the Company Following a 26 Year Career With Willis of New York
A graduate of Northeastern University, Craig started his career in the claims department of a major insurance company before joining Corroon & Black, a predecessor company to what is now Willis. He most recently served as Executive Vice President, Sr. Client Advocate and a member of the Executive Management Committee, and managed a significant book of multinational clients across many industry segments.
Craig Sutherland, President of the James F. Hurley Insurance Agency Corporation, joined the company following a 26 year career with Willis of New York.
Job Titles:
- Conglomerates - Real Estate - Construction - Investment Management
David has 30+ years experience in global risk management, insurance and employee benefits covering a wide variety of industries including professional services, finance, real estate and manufacturing. He's served as President of Strategic Risk Advisors LLC since 2009, focusing on business development and providing professional services. David's also held senior positions at Portman Risk Management as Director of Risk Management and Managing Director of the third party risk management and employee benefits consulting practice. Previously, he was Insurance Manager of Rollins, Inc. David holds an MBA from Georgia State University and counts among his many accomplishments restructuring the insurance program upon separation of the New York Stock Exchange into three separate NYSE entities. He also led the servicing of a construction and operational insurance program for the largest fully-foreign invested real estate project in the People's Republic of China.
David Seibert is a senior risk advisor of Hanover Stone Partners. Based in St. Paul, MN, he joined the firm in 2016, bringing 30 years of experience in risk management, finance, and information systems management.
During the course of a career that has spanned multiple industries, Mr. Seibert has been extensively involved in the development and implementation of various enterprise risk management (ERM) tools and techniques including risk indices, balanced scorecard integration, visualizations for board reporting, cyber-security assessment methods, and regulatory reporting.
Debbra brings 20 years of experience, including senior positions in corporate risk management and insurance brokerage. As the Global Liability Risk Manager for PepsiCo, she managed casualty, excess liability and aviation exposures and also led the department's financial planning and actuarial processes, including Sarbanes-Oxley compliance. Debbra also served as Director of the company's two wholly owned captives. She began her career with Marsh and later joined Willis Risk Solutions, rising to Senior Vice President/Client Advocate and Senior Casualty Broker. For more than a decade, Debbra focused on developing solutions for complex liability exposures, including those involving clients in energy, chemical, utility, pharmaceuticals, and consumer products. While at Willis, she also worked on the Kohlberg Kravis Roberts & Co. L.P. (KKR) portfolio of companies, providing deal-related due diligence, integration strategy, as well as divestiture planning and execution.
Donna M. Pankotai joined Hanover Stone in 2016 and brings three decades of experience in risk management and commercial insurance. During the course of her career, she has held senior positions in global client management and risk consulting with leading insurance and reinsurance brokerages.
Ellen Shew Holland is a senior risk advisor at Hanover Stone Partners and head of the Higher Education practice. She joined the firm in 2018, bringing over two decades of leadership experience in all aspects of risk management. She is also the president of Strategic Risk Frameworks, LLC.
Erik has more than three decades of experience in international insurance broking and risk advisory services. Most recently, he was Director of Strategic Development and International Practice Leader at Rutherfoord International. In addition to working directly with clients that had international exposures, he was responsible for the firm's international placement activities and establishing and maintaining relationships with partner insurance brokerages and networks on a worldwide basis. Previously, he was Marsh' Managing Director and Northeast Region International Practice Leader. Erik began his career with Alexander & Alexander and subsequently as International Client Manager for Johnson & Higgins residing in France, Germany and Denmark. A licensed instructor of the continuing education course on "Multinational Risk Solutions," Erik is a Partner Committee Member of the Worldwide Broker Network (WBN). In addition to English, he speaks Norwegian, Swedish, Danish, and French.
Eunice brings 25 years of experience in risk consulting and insurance brokerage with a variety of firms, initially in New England and more recently on the West Coast. Previously, she was a principal with BRG Risk Advisors, a risk consulting division of Boston Research Group for which she also established an insurance brokerage operation. Prior to that, she was a vice president with HUB International in Boston. Eunice's consulting experience began at PricewaterhouseCoopers where she was the principal consultant in the Risk Management Practice of the Transaction Services Division in Boston, performing due diligence for mergers and acquisitions for several PwC Fortune 500 clients. Eunice began her career in Boston with Alexander and Alexander Inc. where she focused on providing service to major clients with loss-sensitive and self-insured programs and extensive overseas operations, including captives.
A risk management consultant with more than 25 years of experience, Evan Busman is widely recognized for his expertise in the design and implementation of non-traditional risk-financing arrangements, including single-parent and group captives and formal decision-support modeling. Prior to joining Hanover Stone Partners in 2016, he was a senior consultant for a global risk management consulting organization and Midwest leader of the Advanced Risk Solutions unit of a global insurance services firm. A frequent speaker on various risk management topics, Mr. Busman earned a B.B.A. degree with a major in accounting from the University of Georgia and an M.B.A. degree from Georgia State University.
Frank "Skip" Treco is a senior risk advisor with Hanover Stone Partners. He joined the firm in 2018, bringing more than 36 years of experience in the insurance industry, including several leadership roles at insurance brokerages.
Based in Indianapolis, Mr. Treco most recently was a senior vice president of Aon Risk Solutions in Indianapolis responsible for new business production and client relationship management. Earlier, he was president and CEO of Indianapolis Operations at Hylant Group.
From 1990 to 2007, he was with Marsh where he held positions of increasing responsibility, culminating with a 10-year tenure as managing director and head of the Indianapolis office. Mr. Treco began his career in 1982 with Johnson & Higgins in Cleveland, initially working in commercial lines and leading the middle market practice. He became sales leader for the Cleveland office before joining Marsh in 1990.
Fred Travis has more than 30 years of risk management and finance experience, including extensive work in enterprise risk management (ERM) initiatives for a range of businesses and nonprofits. Based in St. Louis, he joined Hanover Stone Partners as a senior advisor in 2013. In 2014, Fred joined the University of Missouri's Trulaske College of Business as Director of the Risk Management & Insurance Program and Assistant Teaching Professor of Finance.
Greg served as the 39th Superintendent of Insurance for the State of New York. During his tenure, New York State saw substantial declines in the cost of automobile insurance, the success of a nationally-recognized health insurance program for the working uninsured, the growth of captive insurance companies as a meaningful alternative to traditional insurance programs, and the commencement of wide-ranging investigations into insurance carrier and broker activities.
Guy brings nearly two decades of experience in captive management, as well as extensive executive leadership and financial management skills to his current role as Chief Executive Officer and Partner of The Towner Management Group's U.S. operations. Previously he was the CEO of Marathon Health, a benefits consulting group with locations throughout the U.S. and also Regional Executive Director of Willis' Captive, Actuarial, Pooling Solutions (CAPS) division. Prior to Willis, Guy served as the Director of Financial Services to the Vermont captive insurance industry for KPMG Peat Marwick and was associated with Ernst & Young for 12 years where he served in a variety of tax management and consulting positions. He was Ernst & Young's Director of Tax Services for the Burlington, Vermont office. While at Ernst & Young, Guy was a Senior Tax Advisor to companies in the telecommunications business.
Job Titles:
- Risk Management Professional
Jerry Ferris is a risk management professional with nearly four decades of experience and has led risk management, safety and claims management functions at several corporations. Jerry joined HSP in 2017 and, most recently, he was director of Risk Management at Petco Animal Supplies. Previously, he was vice president, Risk Management for Kinetic Concepts, Inc., a $2.3 billion medical devices company with operations in 23 countries.
For 12 years, he served as vice president, risk management for Luby's Cafeterias, Inc. During his career, he also was director, Clams Management at Valero Energy Corp. and safety and claims manager for Kentucky Fried Chicken.
He earned a B.S. degree in education from Texas State University and holds the Associate in Risk Management (ARM) professional designation.
John Capasso is a senior risk advisor with Hanover Stone Partners, as well as a member of the leadership team of Hanover Stone Partners Captive Guard SM, which provides a wide range of governance and related advisory services for captive insurance companies and their parent organizations. He joined the firm in 2016, bringing more than 15 years of experience in all areas of alternative risk financing, including the development and management of group and single-parent captive insurance companies.
John F. Riley has over 40 years of industry experience in risk management, risk consulting and claims adjustment. This includes managing risk for a global business information organization, an auto rental and leasing operation, as well as providing consulting services as part of a major consulting practice. John's specialty expertise includes self-insurance and single parent captives, global programs, internet cyber risk, acquisitions and divestitures, and claims management. John served for 19 years as Director of Risk and Insurance Management for The Dun & Bradstreet Corporation. Prior to D&B, John was Senior Manager at Ernst & Whinney and also worked for The Hertz Corporation, which he joined as Claim Manager and became the company's Director of Insurance & Safety. John began his career in insurance and risk management at Allstate Insurance Company, where he served for 13 years in claims management.
John J. Kelly is Managing Partner at Hanover Stone Partners which he founded in 2009 as a holding company with targeted investments in risk management consulting, risk management services, claims and loss control services, specialty insurance brokering and product distribution. He has 40 years of experience in the insurance brokerage industry, with an extensive background in strategic planning, acquisitions, investments, operational management, sales leadership, new business development and senior client relationships. Operationally, John has had responsibility for both property/casualty and employee benefits companies and has overseen operations in all business segments including Fortune 1000, Middle Market Programs, Construction & Environmental, Health Care, Personal Lines, Marine and Aviation. Mr. Kelly earned a degree in Accounting from Baruch College and an MBA from Rutgers University. John currently serves on the boards of numerous charitable organizations and industry associations.
Dr. Milan is a senior advisor and also serves as Principal of JA Milan and Associates, LLC providing Enterprise Risk Management consulting. Throughout his career, he has demonstrated the ability to use cutting edge strategies to convert risk into opportunities that create long-term enterprise value. This includes conducting quantitative analysis and data driven development of value added solutions for clients; and traditional risk management for commercial real estate clients with an emphasis on multifamily properties.
Judy Selby, a senior advisor at Hanover Stone Partners, LLC, provides strategic advice to companies and corporate boards on issues related to commercial insurance, cybersecurity and related risk transfer, and compliance.
Job Titles:
- Principal of KJS Professional Resources
Kathleen is currently Principal of KJS Professional Resources providing a variety of financial modeling service including loss analysis, reserving, cost allocation, data management, income statement and balance sheet modeling for captive insurance companies and other types of business ventures.
Kathleen also held positions with Tillinghast, Nelson & Warren in addition to being an auditor at Ernst & Whinney.
Kathleen has a BBA in Accounting from Texas Tech University and is a Certified Public Accountant.
Job Titles:
- Finance - Insurance - Energy & Utilities
Job Titles:
- Government - Transportation - Defense - Finance
Ken served as President/CEO of Long Island Railroad (LIRR), the largest commuter railroad in North America, including oversight of a $2 billion capital construction program and construction management of the $5.2 billion East Side Access Project. Prior he was Vice President Finance/CFO at LIRR.
Larry Lund, who joined Hanover Stone Partners as a senior risk advisor in 2013, has 31 years of experience in insurance brokerage and risk consulting. Located in Chicago, Mr. Lund focuses on client service and business development for Hanover Stone Partners throughout the U.S. Midwest.
Before joining Hanover Stone Partners, Mr. Lund was a managing director at Marsh. He also served with Johnson & Higgins and held leadership positions in a variety of risk and insurance disciplines at both firms.
Len, one of the most respected and recognizable names in the captive insurance industry began his career in risk management and insurance regulation more than 30 years ago. Under Len's guidance, Vermont's captive insurance legislation became the gold standard, a model for many other states that subsequently started captive insurance operations. In 2008, he joined Towner Management Group as a partner to help jumpstart the company's captive insurance and consulting business domestically. In 1990, Len was named director of captive insurance of Vermont's Department of Insurance and later advanced to Deputy Commissioner and became recognized worldwide as a leading authority on captive insurance regulation. After beginning his career with the Massachusetts Department of Insurance in 1971, Len became chief examiner. In 2007, Len was honored by the Captive Insurance Companies Association (CICA) when the organization gave him its lifetime achievement award.
Marian Cope is a senior risk advisor with Hanover Stone Partners. An attorney with more than 20 years of experience advising clients about risk, she joined the firm in 2018.
Based in Southwestern CT, she concurrently serves as principal and owner of CopeRisk LLC, which works with C-suite executives and others on strategic and operational risk management, and related initiatives.
Previously, Ms. Cope was with New York Life Insurance Company from 1998 to 2017, initially as assistant general counsel in the Office of the General Counsel, where she managed litigation for New York Life and its subsidiaries and handled the risks associated with the divestiture of the health care subsidiaries. Ultimately, she became vice president of the Corporate Insurance Management Division, where she managed and/or advised about enterprise risks from 2003 to 2017.
Marnix is a macro-economist with 30 years in international brokerage and consulting expertise, specializing in analysis of transnational issues and their impact on a parent company, as well as assisting companies to analyze and manage risks in foreign countries. Having worked in the U.S., Europe, Latin and South America, he has also helped local governments build financial structures to protect their assets. Marnix began working in the USA in 1963 as a teacher and subsequently held a variety of senior positions in insurance brokerage, including Vice President of Alexander & Alexander and Chairman of Willis Corroon International. Marnix retired from Willis Corroon in 1999 and started his own consulting firm, ISIS LLC. From 2000 until 2004, he worked as a Senior Consultant to AXA-RE South America. Born in Bruges, Belgium, Marnix is fluent in English, French, Dutch, German and Spanish.
Michael brings more than 30 years of experience in risk management and group benefits for major international corporations. Since 1995 Michael has been providing consulting services to the Global Benefits Department of a major financial institution with responsibility for the procurement, administration and management of claims worldwide for insured and self-insured workers' compensation programs, disability and travel accident. Between 1990 and 1995 he was Vice President - Risk Management at R.H. Macy & Co, Inc where he was oversaw the property/casualty, life and disability programs as well as group health planning and purchasing. Previously, Michael was Vice President at Johnson & Higgins and before that served as Director of Asset & Risk Management with RJR Nabisco, Director of Risk Management with United Brands Company, Manager for Harman International Industries and began his career in the insurance & benefits department of Eastern Air Lines.
An attorney, Michael Scott brings more than two decades of leadership experience in risk management and insurance, including extensive work with captives. Previously, he was vice president, Insurance & Risk Management at Archer Daniels Midland Company (ADM) and president and general counsel of Agrinational Insurance Company, ADM's captive. During his tenure, Agrinational become one of the first captives to receive U.S. Department of Labor approval to reinsure employee benefits.
Earlier, Mr. Scott was a corporate attorney for State Farm Insurance Companies. He is a graduate of the University of Illinois and of Southern Illinois University Law School.
Nancy served as a member of the Executive Management Board, the ERISA Benefits Committee and the Global HR Directors Leadership Team.
Paul Petrylak joined HSP in 2016 and has more than 20 years of experience in risk management, insurance and reinsurance, including the creation and application of innovative financial solutions. Previously, as president, CIT Insurance Services, he deployed diverse risk management strategies - including captives, residual value, trade credit and credit risk - to address inherent banking business risks.
Earlier, he held a number of senior positions at JPMorgan Chase Bank, including CEO of Chase Insurance Group. In this role, he started a fixed-annuity company with sales in excess of $1.5 billion and expanded utilization of on-shore and off-shore captives to help mitigate credit risk.
A past president and chairman of the American Bankers Insurance Association, Mr. Petrylak earned a B.S. degree in industrial engineering from Columbia School of Engineering & Applied Sciences and a M.B.A. in finance and accounting from Columbia Business School.
Peter has more than 35 years of risk management experience, including positions with Fortune 500 companies, such as Arlen Realty Group, Otis Elevator Company, Studebaker-Worthington, Inc. and Fortune Brands, Inc. (formerly American Brands). Currently, Peter is Principal at Viscardi Risk Consulting and previously served as Senior Manager for Ernst & Young in its Insurance and Actuarial Advisory Services practice; Director, Risk Management & Environmental Affairs at Fortune Brands, Inc. where he was also a member of the Capital Appropriations Committee and served as a Director and Vice President of 1700 Insurance Company Ltd. He also served on the Underwriting Committee and as an Alternate Director of Corporate Officers and Directors Assurance (CODA). Before joining Fortune Brands, he held the position of Corporate Risk Manager for Studebaker-Worthington, Inc., and served as Executive Vice President and Chief Operating Officer of the Company's captive insurance division.
Philip Stevens has devoted nearly three decades of his 40-year insurance career on captive insurance company formation, reinsurance and captive management. He concurrently leads Rowayton Risk Consulting, a firm he founded in 2013 that provides a wide range of captive advisory services.
Previously, he was managing director of Marketing and Client Services for Amplitude Reinsurance Company of Delaware, LLC, a captive cell facility. Earlier, he was with AIG Insurance Management Services as vice president of the captive management group, and prior to that was with Aon where he managed the firm's rent-a-captive operations in Bermuda and Cayman, among other captive responsibilities. He earned a B.A. degree in English from Denison University and holds the ARM designation.
Prior, Joseph held a variety of positions including Director of Insurance Operations and Senior Risk Analyst at Apartment Investment and Management Company and was a member of The Risk Management Society ERM Committee.
Ray Alletto, a senior risk advisor with Hanover Stone Partners, has more than 35 years of experience in risk management. He joined the firm in 2018, after having served as vice president, Risk Management at United Rentals, Inc.
Job Titles:
- Food & Beverage - Retail & Consumer Products - Conglomerates - Insurance Program Design
Raymond is a Partner at Triton Value Partners, providing strategic advice in Risk Management , Risk Financing, Self-Insurance, Self-Administration, Budgeting and Operational planning and execution.
Most recently, he was Vice President, Global Risk Manager for Royal Ahold, covering operations in 28 countries and overseeing captives in Vermont and Curacao. Prior, he was Vice President Risk Management of Ahold USA. and Corporate Risk Manager of Stop & Shop Companies, a subsidiary of Royal Ahold.
Richard brings more than four decades of insurance experience to his current role as Founder and President of Project Risk Consultants, dedicated to construction risk management. He is a highly regarded expert in project-related risk and insurance, including the design and development of wrap-up insurance programs. Previously, he was a National Program Executive for Aon's Construction Services Group. He also served as Regional Wrap-Up Practice Leader for The Willis Group and was a Senior Vice President and Director of Tanenbaum-Harber's wrap-up group. Earlier, he held positions in the construction practices of The Allied Group and Johnson & Higgins and is the 2014 recipient of IRMI's "Words of Wisdom" award. A frequent lecturer, he taught classes for The Nassau County Insurance Agents Association and the Pohs Institute Licensing Program. He also served on the faculties of Hofstra University and St. John's University.
Featured in a Business Insurance survey of "100 Leading Women", Sheila is the nation's foremost specialist in historic insurance reconstruction. Under her direction, IAG has pioneered many of the methods now commonly used to reconstruct missing policies. As corporate legal liabilities have escalated, Sheila has broadened the scope of IAG's services to include the reconstruction of an entire portfolio of historic insurance assets. In addition to discovering evidence of missing policies, IAG often designs customized software to organize key insurance records in accessible and user friendly systems. Sheila has published numerous articles appearing in Coverage, an American Bar Association publication, The John Liner Review and The Bureau of National Affairs among others. Sheila has also been featured in Fortune Magazine "On the Rise", the Financial Times, Newsday and the Washington Times and appeared in productions by the BBC and CPCU.
A certified public accountant (CPA) with 20 years of experience in real estate, Ted Dann joined HSP in 2016 and previously was an in-sourced risk management consultant in Chicago for Jones Lang LaSalle (JLL), a large property management firm. Earlier, from 2010 to 2014, he was with AMX International in Raleigh, NC as principal consultant - Enterprise Risk Management and Industrial Real Estate. For 12 years, he was with Highwood Properties, Inc., initially as senior regional controller and subsequently, director of Risk Management. Ted earned a B.S. degree in business administration - accounting from the University of Akron and a certificate in commercial and industrial development management from the University of California at Irvine. He also holds the Associate in Risk Management (ARM) professional designation and is a Certified Risk Manager from the National Alliance for Insurance Education and Research.
Tom brings 40 years of diversified experience as an insurance broker, consultant, and risk manager with extensive expertise in the global chemical and pharmaceutical industries. Since 2001 Tom has been an independent consultant as the owner of TAC Insurance Consulting, LLC. He has a unique expertise in working with the Department of Homeland Security to help developers of anti-terrorism technologies meet risk & insurance qualifications under the Safety Act. Tom also serves as a consultant and expert witness on multiple insurance arbitration cases. Previously Tom was a consultant and risk manager for Syngenta Corporation, Senior Vice President and Global Practice Leader for the Chemical and Pharmaceutical industries at Marsh Inc. Tom has also heald senior roles at Sedgwick and Alexander & Alexander. Other experience includes Director of Risk Management for Cyanamid Company, Assistant Insurance Manager for Philadelphia Electric Company and then Monsanto Company as the Assistant Risk Manager.
Tom has 30 years of experience in risk management, with a specialization in captive insurance management, risk financing, and corporate taxation. In addition to serving as a Hanover Stone senior advisor, Tom is a Principal at JLT Towner, heading the company's consulting practice. Prior, Tom was Managing Director and Practice Leader of Risk Finance Consulting at Aon Global Risk Consulting (AGRC). He previously served as Managing Director for Willis where he was responsible for developing and marketing captive insurance company solutions for corporations and high net-worth individuals, as well as establishing captive offices and implementing an expanded North American captive consulting practice for the company. Before Willis, Tom spent three years with PricewaterhouseCoopers as Tax Principal Consultant; served as Senior Manager with KPMG Peat Marwick; and was a Corporate Tax Director for the Hartford Steam Boiler Inspection & Insurance.
Job Titles:
- Insurance & Reinsurance - Risk Management - Regulatory Compliance - Finance
Winifred brings 30+ years of insurance industry leadership and strategic consulting to Hanover Stone Partners. For 10 years, she was President & Director, Lloyd's America. Subsequently, she joined Beekman Advisory Group, providing strategic consulting to insurance and reinsurance companies. She began her career with Continental Corporation, ultimately becoming President & Chief Underwriting Officer and later joined Minet. Ms. Baker earned a BA from Wells College and serves on the boards of the Taxpayers of Common Sense and Hilton Head Symphony Orchestra. Previous board experience includes Wells College Board of Trustees, Board of Overseers, St. John's School of Risk Management and Gilda's Club. She was a member of the Economic Club of New York and Women's International Forum. In 2000, Ms. Baker was named among the insurance industry's "100 Leading Women" and later honored as a "Women to Watch" by Business Insurance.