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Success doesn’t come standard. The assets you acquire, the passions you pursue…every endeavor contributes to your legacy. Risk Strategies Private Client Services celebrates what sets you apart. In fact, we were built for it.
As unbiased yet deeply informed advisors, we can assess your needs today, anticipate tomorrow’s concerns, and curate a personal insurance plan that grows along with you and your family.
Our community of diverse risk specialists is united by their commitment to your property and lifestyle protection.
Your Risk Strategies broker is part of a robust network dedicated to analyzing, addressing, and minimizing personal risk. This tapestry of experts spans dozens of disciplines to keep you abreast of evolving trends, from extreme weather to cyber threats.
Our insights become yours, empowering you to improve resilience and reduce frustration in the event of a claim.
Here are just some of our specialties:
Whether you seek transactional policy support or year-round risk consultations, we flex to your concerns. Tiered individual and family protection results in more precise solutions from the most reputable carriers:
National Private Client Services Practice Leader
National Private Client Services Practice Leader
Alison joined Risk Strategies in 2021, developing and leading the overall national growth strategy for Private Client Services. She focuses on enhancing the client experience for our high net worth clients and delivering tailored solutions that better serve their unique insurance and risk management needs.
Chief Operating Officer, Personal Lines
Tim joined Risk Strategies in 2022 as the Chief Operating Officer for the Private Client Practice to help develop and implement the strategic vison for the practice and to manage day-to-day practice operations and technologies. His responsibilities include driving operational efficiencies across all offices and regions, enhancing the client experience through the use of technology, standardizing and optimizing workflows and helping to oversee the management of the Private Client Practices' largest carrier relationships.
In addition to his practice leadership role, Tim is also a personal risk advisor and works directly with successful families across the county. He assesses client needs, identifies future risks, and develops customized, comprehensive personal insurance solutions that align with their risk management priorities.
With nearly 25 years of experience in the insurance industry, Tim brings a wide range of experience having spent dedicated time on the retail, wholesale, and carrier sides of the business. He founded and sold Platinum Partners, a successful wholesale business focused exclusively on the private client segment. He also served as Executive Vice President of Orchid Underwriters, a private equity backed specialty MGA which he joined after selling his firm. In addition, Tim spent nearly a decade at Chubb Personal Risk Services where he held several executive level positions in both underwriting and marketing, including leading the New England Region.
Tim earned a Bachelor of Arts degree in Political Science from Drew University. He is a member of PRMA (Private Risk Management Association), a longtime member of the Boston Estate Planning Council, and a former member of the Family Office Exchange.
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