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Our private client group advisors are experts in high-net-worth insurance programs, and they work with affluent individuals and families to help them protect their most valuable assets.

Our premier insurance carrier partners cater specifically to the high-net-worth insurance market and our advisors will explain the complexities surrounding these coverages. We will ensure your unique exposures have the right protection to help you preserve your wealth.

James Hickey Portrait
James Hickey

Executive Vice President,
Head of Private Client Group

Mark Lauria Portrait
Mark Lauria, ARM

Executive Vice President,
Principal

CJ Giuditta Portrait
Christopher (CJ) Giuditta, CLCS, CPRM

Vice President, Senior Advisor

Lauren Szerlip Dowling 296x296
Lauren Szerlip Dowling,
CLCS, CISR

Division Service Leader

Adrienne Cullen Portrait
Adrienne Cullen, ACSR

Account Executive

Jonathan Hall -  400x400
Jonathan Hall

Account Executive

Conducting the coverage analysis and risk evaluation is a real eye opener for many of our affluent clients since many portfolios are not constructed in a way that truly protects them at the level they need. We take the time to explain the nuances so they can make informed decisions about their overall risk management program.

Jim Hickey

EVP, Head of World Private Client Group