GR-NEAM

Senior Client Strategist--Insurance Asset Management

Insurance Asset Management specialist--the Client Strategist role combines portfolio management and client service. Successfully built new client relationships totaling $18.0 billion AUM in the U.S., Bermuda and London insurance markets.
Consistently produced reference-ready clients for new business development.

Insurance AUM Journal

Managing Partner

Insurance AUM helps asset managers growth their insurance GA business. We accomplish this goal with a combination of experience, data and our proprietary publication, the Insurance AUM Journal. Our clients currently manage over $1 trillion in aggregate.

University of Hartford

Adjunct Professor of Finance and Economics

Professor for both Portfolio Management (FIN 432) and Principles of Macroeconomics (EC 110) at the University of Hartford's Barney School of Business, an AACSB accredited business school.

Lake Forest College

Lecturer and Special Advisor on the Practice of Finance

Lecturer of Finance and Special Advisor on the Practice of Finance, MBA Advisor

P-Solve

Head of U.S. Insurance Advisory

Led P-Solve Meridian's greenfield entry into US Insurance Investment Consulting

Actively working with insurance clients in the US, London and Bermuda markets

Broadening and deepening extensive network of insurance industry executives

Worked with and educated Boards, Investment Committees and Executive Management teams

Insurance AUM Journal

Insurance AUM, LLC

Insurance AUM Journal

Insurance AUM, LLC

Insurance AUM Journal

Insurance AUM, LLC

Insurance AUM Journal

Insurance AUM, LLC