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Some personal insurance needs fall outside the lines of a traditional property and liability coverage portfolio, but that doesn’t make them any less important.
The breadth of specialty practices within Risk Strategies enables Private Client Services to extend its reach. Your broker is a gateway to this team of multidisciplinary experts, augmenting your perspective and ensuring a seamless client experience.
A successful lifestyle usually is a busy lifestyle. Perhaps you are flying privately, hosting charity events, or cheering on your children at sporting events. You may be embarking on vacation home renovations or looking to shore up your family’s digital footprint.
When warranted, we tap into the wider Risk Strategies network for supplemental solutions to keep your world secure. Here are just a few areas of expertise:
Risk Strategies embraces a risk management philosophy across the enterprise. We couple your coverage selections with actionable advice and loss avoidance tactics. Claims can’t always be avoided, but we always look for ways to minimize friction and frustration.
Despite the volume of experts who inform your specialty insurance selections, we also strive to deliver simplicity. Your broker remains your primary relationship manager, offering coverage explanations and year-round support.
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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