Bringing more than 30 years of experience across brokerage, underwriting, captive formation, and specialized insurance program development, this Chartered Property Casualty Underwriter (CPCU) serves as an insurance industry practices expert witness. His executive career includes service as President, Chief Executive Officer, and Chairman of a major regional brokerage firm, President of a national brokerage subsidiary, and consultant to chief executive officers of insurance carriers and public entity risk programs. He has negotiated the sale and acquisition of insurance agencies, structured proprietary umbrella and workers’ compensation programs, and formed and managed captive insurance entities, including offshore captives.

Since 2004, he has provided insurance litigation consulting and expert testimony in disputes involving agents’ and brokers’ errors and omissions, underwriting practices, coverage interpretation, and insurance customs and standards. His subject-matter experience includes property and casualty lines, workers’ compensation, umbrella and excess liability, environmental and asbestos coverage, cyber insurance, employment practices liability, products liability, professional liability, public entity programs, private equity-related coverage placements, and certificate of insurance disputes. His testimony history includes depositions and trial appearances in state and federal courts as well as arbitration proceedings, and he has worked on approximately 80 matters providing consulting and expert services. His CPCU designation was awarded by the American Institute for Chartered Property Casualty Underwriters.