About Us

Our private client team includes 200+ professionals throughout the United States and a dedicated 24/7 claims operation. This reach and readiness means we are always there to respond to the evolving needs of our clients.

Meet the leadership team

Providing peace of mind

A family's perspective

Hear how one family’s experience on how we have helped preserve their lifestyle through the years.

Hear their story

Featured Awards and Recognitions

“Best insurance brokerage provider”

— Family Wealth Report

“Best high net-worth insurance broker”

— Private Asset Management

“Outstanding contribution to wealth management thought leadership”

— Family Wealth Report

New York West Palm Beach Greenwich Maumee Chicago Dallas Houston Irvine Los Angeles Walnut Creek Seattle Phoenix

The Leadership Team

Cindy Zobian

Executive Vice President Managing Director Email Cindy

Mark Recht

Executive Vice President Fine Art & Collectibles Email Mark

Tyler Banks

Executive Vice President Growth & Strategy Email Tyler

Linda Bourn

Senior Vice President Family Enterprise Risk Email Linda

Victoria Orrino

First Vice President New Business Manager Email Victoria

Daniel Strozberg

First Vice President Claims Email Daniel

Liz Impellizeri

Vice President Commercial Risk Email Liz

Chelsea Saraf

Vice President Marketing & Communications Email Chelsea

Jocelyn Greco

Vice President Unit Manager Email Jocelyn

Steven Kent

First Vice President Email Steven

Bill Godfrey

Vice President Email Bill

Christine Orlando

Vice President Email Christine

Lisa Sivolella

Vice President Email Lisa

Rosemary Whisler

Vice President Email Rosemary

Mary Wright

Vice President Email Mary

Julie Rison

Senior Vice President Email Julie

Joe Norick

Senior Vice President Equine, Farm & Ranch Email Joe

Francis Harrington

First Vice President Email Frank

Donna Gerard

Vice President Email Donna

Maryann Smith

Vice President Email Maryann

Jim Schwarzkopf

Senior Vice President Collectible Car Email Jim

Aaren Stephens

Vice President Email Aaren

Mary Gould

Senior Vice President Email Mary

Courtney Eber

Vice President Email Courtney

Teresa Beaty

Vice President Email Teresa

Teresa Beaty

Vice President Email Teresa

Tyler Banks

Executive Vice President Growth & Strategy Email Tyler

Donna Moor

Vice President Email Donna

Donna Moor

Vice President Email Donna

Chris Thorndike

Vice President Email Chris

Sarah Steblay

Senior Vice President Email Sarah

Donna Moor

Vice President Email Donna

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About Us

A family's perspective

Featured Awards and Recognitions

The Leadership Team

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