T: 212-485-1536 | F: 212-485-1537

Team

Partners

Thomas J. Fanning, Sr.

Co-Managing Partner

James R. Fitzgerald

Co-Managing Partner

Business Development

Senior Vice President, Business Development

Senior Vice President, Business Development

Senior Vice President, Business Development

Directors

Chris R. Halvey, ChFC ®, CLU ®

Director, Insurance & Case Design

Diane Carnesi Giddens

Director, Underwriting

Keith McMahon

Director, Estate & Business Analysis

Katherine A. Bachmann

Director, Client Development

Jeremy Nagler

Director, Asset Analysis

Matthew Coleman

Director, Group Medical and Property & Casualty

Robert S. Mathes

Managing Director

Heather Fanning Geyer

Director, Human Resources and Compliance

Administration

Maryann Tusa

Executive Assistant to Thomas J. Fanning, Sr.

Amanda Kahane

Executive Assistant to Alexander Shapses

Jessica Varkey

Client Services Associate

Emilie Marshall

Client Development Associate

Lisa Siegfried

Receptionist/Office Manager

Charlotte Ricci

Associate

John Decabia

Associate