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There are two ways to protect a financial institution in 2025: 1. Buy insurance. Hope it works. 2. Engineer a risk management program so resilient, it becomes a strategic asset. Many still do the first. Even the sophisticated ones. That’s why I’ve spent 25 years - and over 85,000 hours - mastering the second. From building multimillion-dollar divisions at Marsh, JLT, and NFP…to recovering over $250 million in claims for clients…to founding LION Specialty, a boutique insurance firm built for the institutions who can’t afford to settle for off-the-shelf solutions. Today, I help financial institutions, private equity firms, and insurance carriers: → Navigate the global insurance markets. → Gain direct access to the best underwriters in the U.S., Bermuda, and Lloyd’s. → Structure D&O, E&O, Cyber, and complex P&C programs that hold up under real-world stress. → Align coverage with board priorities and capital strategy, not just next year’s premium. We stress test programs annually like regulators would. We optimize every renewal. We've honed our claims playbook over three decades. Because in our world, you don’t get rewarded for being insured. You get rewarded for being prepared. Building the New Standard: At my new insurance brokerage firm, LION Specialty, I'm building more than a brokerage. I’m building the broker of the future... → Delivering boardroom-grade insights to thousands of institutions through our weekly "Boardroom Briefings," and daily insights via our social platforms. → Attracting elite talent through a high-performance compensation model and culture. → Making every client feel like they’re our only client. If your institution is ready to rethink insurance as more than a commodity — and turn it into an edge — let’s talk. - FLIP

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