Insurance & Self-Insurance

Insurance and self-insurance pools have unique challenges, including:

  • Uncertainty of claims amounts and timing
  • Premium cycles that require careful cash management
  • Cyclical swings in reinsurance availability and costs
  • Strong price competition
  • Coordination among internal management and outside actuaries, auditors, state regulators, and rating agencies
  • Need for capital preservation during periods of market volatility
  • Desire to simplify the investment process and minimize administrative overhead

With these objectives and challenges in mind, our asset management group helps insurance and self-insurance clients professionally manage diversified portfolios that are tailored to their individual needs. We do not believe that “one size fits all.” Instead, our strategies are customized to each client’s lines of business, balance sheet and business goals.

As of December 31, 2016, our asset management group managed more than $4.3 billion for insurance and self-insurance clients across the nation using our fixed-income and multi-asset class management strategies.

Investment strategies are customized according to the distinct return objectives and risk tolerance of the self-insurance pool, and can include a combination of the asset management group’s managed portfolio solutions—from cash management and tailored fixed-income portfolios to multi-asset class management approaches (which can include fixed-income, equity, global, and alternative investments).

Meet Our People

Name
Position
Location
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Amy Otten
Client Services Senior Analyst
Philadelphia
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
Marcie Lewis, CIMA
256.419.2911
Senior Managing Consultant
Huntsville
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
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