Trevor is the Chief Executive Officer of The Baldwin Group. Trevor joined the Firm in 2009 as a Commercial Risk Advisor working primarily with healthcare and private equity clients, over time he led the firm’s Commercial Risk Management Group as Managing Director, followed by being The Baldwin Group’s President & CEO.

Trevor has a background investing in and working with companies to shape their goals and success. Before joining The Baldwin Group, Trevor worked at the private equity firm HealthEdge Investment Partners, LLC. While at HealthEdge, Trevor divided his time between working with portfolio companies on operational improvements and assisting in the execution of new transactions.

Trevor graduated from Florida State University with a BA in Risk Management & Insurance. He received his FAA Pilot’s license and USCG Captain’s license. Trevor is an avid outdoors enthusiast, enjoys spending time with friends and family, and resides in Tampa.

As the General Counsel and Corporate Secretary, Seth is responsible for leading The Baldwin Group’s legal, compliance, and regulatory function. Seth has been with The Baldwin Group since February 2020, most recently serving as Deputy General Counsel, Legal Operations & Strategic Initiatives, and Chief Information Security Officer. Seth brings more than 20 years of experience working across multiple industries. Prior to joining The Baldwin Group, he served as Senior Vice President, Legal – Strategic Initiatives at Savills North America. Prior to that, he served in a number of leadership positions within the legal department at Cisco Systems, Inc., after having spent time at Sonnenschein Nath & Rosenthal (now Dentons) and leading his own law firm.

Seth received a BA in criminology and criminal justice from the University of Florida in 1998 and a JD from The George Washington University School of Law in 2001. Seth is an avid Gator fan, loves fishing, boating and golf, and lives in Tampa with his wife, their two daughters, and their two dogs.

Dan is President, The Baldwin Group and Chief Executive Officer, Retail Brokerage Operations which includes the Insurance Advisory Solutions (IAS) segment and the Medicare and Mainstreet personal insurance businesses. He has responsibility for the operating segment’s day-to-day P&L responsibility, operational excellence, and acceleration of best practice sharing across the organization.

Since joining the firm prior to its 2019 initial public offering, as Chief Operating Officer, Dan led The Baldwin Group’s significant expansion in retail broking, responsible for sales strategy and execution throughout all operating groups. He oversaw the integration of 41 partner firms, built a national platform, and established and implemented The Baldwin Group’s specialization strategy across the Commercial Risk Management, Employee Benefits and Private Risk Management lines of business. In addition, Dan also led the effort to design and build a sustainable shared services infrastructure to support The Baldwin Group’s operating businesses for increased executional effectiveness and economies of scale.

Prior to The Baldwin Group, Dan began his career at Cintas Corporation in 2003 and after 10 years in various operations and sales leadership roles, was head of sales for the Document Management division. In May 2014, when Cintas Document Management and Shred-it entered into a joint venture, Dan was appointed as Executive Vice President of Sales, running Sales and Sales Operations for the organization. In October 2015, Shred-it was acquired by Stericycle where Dan was named Senior Vice President of Sales, running Sales for all of Stericycle’s Compliance Service Businesses in North America. Dan’s team at Stericycle was responsible for driving $2.5 billion in annual revenue.

Dan graduated with a B.A. from Cornell University in Ithaca, NY in 2003, where he majored in Government with a minor in Economics. He played four years on the Varsity Squash team. He and his wife are originally from the Northeast (Connecticut and Long Island), but currently reside in Tampa, FL with their 5 young children. Aside from spending time with family, Dan enjoys exercise, racquet sports and fishing.

Brad Hale has served as Chief Financial Officer of The Baldwin Group since April 2021, after previously serving as Chief Accounting Officer since joining The Baldwin Group in 2019. Prior to joining The Baldwin Group, Mr. Hale served as Managing Director and Shareholder at CBIZ MHM, LLC, where he led the Accounting Advisory group on projects primarily focused on the application of technical accounting. In addition, Mr. Hale signed both private company and public company audit reports and served as a subject matter expert within the firm’s national office for a variety of complex GAAP areas. Before joining CBIZ, he was the Director of Accounting & Risk Management at Bloomin’ Brands, Inc,. after having grown up in the Big 4 with Deloitte, LLP.

Brad has a Bachelor’s and Master’s degree in Accounting from Wake Forest University and is a Certified Public Accountant in Florida. He serves as the Treasurer of Voice for Children and volunteers on various committees at Hyde Park United Methodist Church and St. Mary’s Episcopal Day School. Brad and his wife, Amy, have two children and reside in Tampa.

Rajasekhar Kalahasthi joined The Baldwin Group as Chief Digital & Information Officer (CD&IO) in 2021.

Raj comes to The Baldwin Group from Comerica Bank where he served as Chief Information Officer for their Retail and Wealth Management divisions. Prior to that, he led technology teams at Fortune 100 companies: HSBC, Citibank, and General Electric in the United States, Latin America, and India. He has over two decades of IT leadership experience with a history of helping companies and teams navigate through intense periods of transformational change and growth.

Raj actively engages in the business community by serving on advisory boards of product companies and mentoring start-ups. He also volunteers with non-profit organizations focused on education and talent development.

He holds bachelor’s and master’s degrees in Information Technology from BITS-Pilani and IIIT-B in India and an MBA from the University of Michigan – Ross School of Business.

Erin joined The Baldwin Group as Chief Colleague Officer in July 2020. She brings 25 years of experience in human resources from a Fortune 100 organization. As Chief Colleague Officer, Erin oversees human capital functions and is responsible for driving organizational effectiveness and fostering The Baldwin Group’s powered by people culture. She has a passion for cultivating environments that focus on providing exceptional customer experiences to meet organizational goals.

Prior to joining The Baldwin Group, Erin began her career at Publix Super Markets, Inc. in 1990, where she held several senior leadership roles within human resources and developed strategic systems and functions related to talent sourcing and development, leadership, and learning development, performance management, and total rewards. She has in-depth experience with organizational development and planning, change management, succession planning, and culture sustainment strategies.

Erin graduated with a Master’s Degree in Human Resources from Rollins College in Winter Park, FL and a B.A. in Political Science from University of Central Florida. She is a certified senior human resources professional (SHRM-SCP) and a compliance and ethics professional (CCEP). Erin lives in Lakeland, Florida, with her husband and two children.

Corbyn Lichon has served as Chief Accounting Officer of The Baldwin Group since April 2021, after previously serving as Director of Accounting since joining The Baldwin Group in 2019. As CAO, Ms. Lichon is responsible for leading the accounting department through the business’s growth trajectory with accurate and informative financial reporting while being responsive to the demands of integration and partner support.

Corbyn began her career in the Assurance practice of CBIZ & MHM Tampa Bay, where she planned and executed financial statement audits of privately-held and publicly-traded companies. While at CBIZ, Corbyn served as a technical leader focusing specifically on transaction-related accounting, business combinations and revenue recognition.

Corbyn graduated with honors from the University of South Florida with a bachelor’s degree in Accounting. She remains an active alumnus as a business corporate mentor in the USF Muma College of Business. Corbyn is also a Certified Public Accountant. She enjoys traveling and cheering on the Bulls at USF football games.

Jim Roche is President, The Baldwin Group and CEO, Underwriting, Capacity, and Technology Operations, encompassing the businesses in the Underwriting, Capacity and Technology Solutions (UCTS) segment and the Westwood operations. Jim has responsibility for the operating segment’s day-to-day P&L responsibility, operational excellence, and acceleration of best practice sharing across the organization. Most recently, Jim served as the firm’s Chief Insurance Innovation Officer. As a member of The Baldwin Group’s executive leadership team, he spearheads insurance product and technological innovations across the organization to ensure it stays competitive in a rapidly changing industry.

Jim has nearly 20 years of insurance experience across strategy, marketing, product development, and IT, with significant expertise in technology solutions and new product incubation. In 2015, Jim co-founded and served as Managing Partner of Millennial Specialty Insurance (MSI). In 2019, MSI partnered with The Baldwin Group, and under Jim’s leadership, MSI grew to become one of the largest non-carrier affiliated managing general agencies (MGAs) in the United States, offering a wide range of insurance products across commercial, personal, and specialty lines. Jim has also held senior leadership positions at QBE Insurance, Bank of America, Balboa Insurance Company, and Progressive Insurance, where his responsibilities included ownership of auto, renters, and homeowners P&Ls and the management of multiple policy administration and billing system implementations.

Jim has a bachelor’s degree in Computer Science and Electrical Engineering with a minor in Mathematics from Vanderbilt University and an MBA from the University of Virginia. Outside of work, he enjoys spending time with his family and overseeing a soccer training facility.

David Smith joined The Baldwin Group as President & Executive Operating Officer of Guided Solutions in 2021.  In his role, David oversees the strategic and operational efforts of the MainStreet and Medicare businesses, with a focus on enhancing  their current strategies and processes and working towards their goal of transforming Guided Solutions into the nation’s preeminent resource for personal insurance, small business insurance, and Medicare services. David also works closely with the team at the MGA of the Future to drive technology enhancements and new proprietary products through Guided Solutions’ distribution networks.

David joined from Cardinal Financial where he held progressive roles, including Chief Operating Officer, as they rapidly grew the mortgage lending firm. David has over 30 years of proven experience creating innovative and scalable sales and service capabilities in the financial services industry. 

As the Chief Marketing Officer, Rich leads marketing and communications strategy across the firm, delivering programs designed to drive profitable growth and long-term brand recognition. He has more than 20 years of diverse experience at several Fortune 500 brands with a history of building and deploying world class marketing and communications programs.

Mr. Tallo joined The Baldwin Group from Chubb where he served as Executive Vice President, Marketing & Communications. In this role, he had executive oversight of the company’s marketing and communications operations in North America. Prior to that, he held several senior marketing and communications roles at global insurance carriers and brokers. He holds both undergraduate and graduate degrees from the University of Connecticut.

Lowry Baldwin has served as Chairman since co-founding the Company in 2011. Mr. Baldwin’s insurance career began in 1981 at Aetna Property & Casualty. Two years later, he joined Baldwin & Sons. In 1991, Mr. Baldwin and Chuck Davis merged their firms to found Davis Baldwin Insurance and Risk Management. In 2006, Mr. Baldwin and his partners, Elizabeth Krystyn and Laura Sherman, formed what is today the Middle Market Operating Group. In 2012, Mr. Baldwin and his partners formed Baldwin Risk Partners to serve as a holding company for further investment into the insurance brokerage space. In 1997, Mr. Baldwin co-founded Advantec Solutions, Inc., a national Professional Employer Organization serving small and mid-size businesses by providing outsourced payroll, human resources, employee benefits and benefits administration and workers compensation. Mr. Baldwin earned a Bachelor of Science in Psychology from Wake Forest University.

Trevor Baldwin has served as Chief Executive Officer of the Company since May 2019 and has served as Director since September 2019. Mr. Baldwin joined what is today the Middle Market Operating Group in 2009 as a Commercial Risk Advisor working primarily with healthcare and private equity clients, over time he led the firm’s Commercial Risk Management Group as Managing Director, followed by being Baldwin Risk Partners’ President & Chief Operating Officer. Before joining Baldwin Risk Partners, Mr. Baldwin worked at the private equity firm HealthEdge Investment Partners, LLC. Mr. Baldwin graduated from Florida State University with a Bachelor of Arts in Risk Management & Insurance.

Jay Cohen has served as a Director of the Company since June 2021. From 1995 to 2020, Mr. Cohen served as Managing Director of Equity Research at BofA Securities Inc., where he covered property and casualty insurance companies and insurance brokers.  From 1990 to 1995, Mr. Cohen was an Equity Research Analyst with Salomon Brothers. Prior to that, Mr. Cohen served as a Senior Representative, Bond Department with Aetna Casualty & Surety. Mr. Cohen is currently a Board Member of the United Way of Putnam and Westchester County and serves on the Parents Network Board of Claremont McKenna College. Mr. Cohen holds a BA in Managerial Economics from Union College and an MBA in finance from Columbia University.

Joseph J. Kadow has served as a Director of the Company since February 2020. From 2005 to 2019, Mr. Kadow served as the Chief Legal Officer of Bloomin’ Brands, Inc. Prior to his role as Executive Vice President and Chief Legal Officer of Bloomin’ Brands, Inc., Mr. Kadow was Vice President and General Counsel of Bloomin’ Brands from 1994 until 2005. Prior to that, he served as a partner in the Orlando, Florida office of the national law firm, Baker Hostetler LLP. Mr. Kadow is a past Chairman of the Board of Directors of the National Restaurant Association and past Director, Audit committee member, and Chair of the Special Committee of Habit Restaurants, Inc. until March 2020, when Habit Restaurants, Inc. was acquired by Yum! Brands, Inc.  Mr. Kadow received his Bachelor’s Degree in Accounting from the University of Scranton and his J.D. from the Dickinson School of Law at Pennsylvania State University.

Barbara Matas has served as a Director of the Company since February 2020. Ms. Matas has over 35 years of corporate finance and banking experience. From 2013 to 2016, Ms. Matas served as the Chairman of Citigroup’s Leveraged Finance business. Prior to serving as Chairman of Citigroup’s Leveraged Finance business, Ms. Matas was Head and Co-Head of the group from 2006 to 2013. Ms. Matas joined Citicorp in 1985 and held various other leadership positions in leveraged finance and high yield capital markets at Citicorp, Salomon Brothers and Citigroup until 2006. Currently, Ms. Matas serves as a director of Apollo Investment Corporation, a position she has held since 2017, and a director of Sleep Number Corporation (formerly known as Select Comfort) since 2016. Ms. Matas holds a B.S. in accounting and quantitative analysis from New York University and an M.B.A. in corporate finance from the University of Michigan.

Sathish Muthukrishnan was named chief information, data and digital officer for Ally Financial Inc. in December 2019. In this role, Muthukrishnan is responsible for advancing Ally’s technical and digital capabilities, including cyber security and infrastructure, and accelerating the company’s growth and evolution as a leader in the digital financial services sector. He is based in Ally’s Charlotte corporate center and reports to Ally CEO Jeffrey J. Brown. Sathish has held a number of senior technology leadership roles with substantial scale and global reach, and previously served as the first chief digital and information officer for Honeywell Aerospace, a nearly $14 billion revenue business within Honeywell International. He brings to Ally more than 20 years of technology leadership experience in complex businesses with high availability and reliability requirements on their technology, ten of which were spent in financial services with American Express prior to joining Honeywell.

Sathish graduated from University of Madras with a degree in engineering specializing in computer science. He is a member of the Advisory Board of WIT International and was recipient of the Chairman’s Award for Innovation for several years at American Express. Muthukrishnan has over 25 filed patents in the manufacturing, payments and the digital technology space.

Ms. Parasuraman currently serves as the Head of Investments, New Product Experimentation at Meta (Facebook), focused on investing in early-stage startups. Prior to that, she served as Facebook’s Global Head of Treasury and as Head of Treasury for Facebook’s blockchain initiative. She serves on the board and on the finance, governance, and nomination committees of the IIT Bombay Heritage Foundation. Ms. Parasuraman holds a bachelor’s degree in Engineering from the Indian Institute of Technology (IIT), Bombay, a master’s degree in Engineering from the University of Pennsylvania, and an M.B.A. from the University of California, Berkeley’s Haas School of Business.

Ms. Shook currently serves as the Chief Leadership and Human Resources Officer for Accenture, a global professional services company. She is focused on helping the 674,000 people of Accenture succeed both professionally and personally. Prior to that, Ms. Shook held Chief Human Resources and Global Human Resources roles with Accenture. She is a member of the World Economic Forum’s Global Shaper Community Foundation Board, the Women’s Leadership Board of the Women and Public Policy program at Harvard’s Kennedy School, and serves on the board of directors for Paradigm for Parity and the HR Policy Association. She also serves on the executive committee of the Professional Roundtable of CHROs and is active in both the NY Jobs CEO Council and HR50. Ms. Shook holds a B.S. from Purdue University.

Chris Sullivan has served as a Director of the Company since September 2019. Mr. Sullivan is a founder of Outback Steakhouse, and former Chairman & CEO of Outback Steakhouse. From February 1991 to March 2005, Mr. Sullivan was CEO of OSI Restaurant Partners, Inc. (now OSI Restaurant Partners, LLC). Since 2012, Mr. Sullivan continues to serve as Chairman of MenuPad Inc. and since 2013, Mr. Sullivan continues to serve as Chairman of Omnivore Technologies, Inc. Since 2014, Mr. Sullivan continues to serve as Co-Chair of Consul Partners LLC. Currently, Mr. Sullivan serves as the Co-Chairman and Board of Directors for The First Tee of Tampa Bay, and Board of Directors for Copperhead Charities and Horatio Alger Association of Distinguished Americans. Mr. Sullivan is active in numerous charitable organizations focusing on education, catastrophic diseases, and is Chairman of ART International, a PTSD focused nonprofit group. Mr. Sullivan received a BS in business and economics in 1972 from the University of Kentucky.

Mr. Williams previously served as the Sales Strategy and Sales Operations President at United Parcel Service Inc. (UPS). In this role, he oversaw data analytics, sales budget, sales compensation and performance, CRM technology, business development, sales strategy and training, process improvement, negotiations, and executive presentations. Mr. Williams has extensive board experience. He has served or serves on the following boards: the MARCH (Mutual Alliance Restoring Community Hope Foundation) Board; VisionX, a Machine Vision and Machine Learning AI Company, as an Advisory Board Member; Atlanta Public Schools CTAE Board, as Chairman; the Career Training Agricultural and Education Board; the Business Administration & Economics Board at Morehouse College; the Albert W. Smith Scholarship Committee Board; The Center for Advance Logistics Management Board at Albany State University; and the 100 Black Men Board. Mr. Williams holds a B.B.A. from Albany State University in Albany, GA, and a M.B.A. from Florida Metropolitan University at Tampa College.

Lowry Baldwin has served as Chairman since co-founding Baldwin Risk Partners (now The Baldwin Group) in 2012. Mr. Baldwin’s insurance career began in 1981 at Aetna Property & Casualty. Two years later, he joined Baldwin & Sons. In 1991, Mr. Baldwin and Chuck Davis merged their firms to found David Baldwin Insurance and Risk Management. In 2006, Mr. Baldwin and his partners, Elizabeth Krystyn and Laura Sherman, formed what is today the Insurance Advisory Solutions operating group. In 2012, Mr. Baldwin and his partners formed Baldwin Risk Partners to serve as a holding company for future investment into the insurance brokerage space. In 2024, Baldwin Risk Partners was rebranded as The Baldwin Group. 

In 1997, Mr. Baldwin co-founded Adventec Solutions, Inc, a national Professional Employer Organization serving small and mid-size businesses by providing outsourced payroll, human resources, employee benefits and benefits administration and workers compensation. 

Mr. Baldwin earned a Bachelor of Science in psychology from Wake Forest University. 

Elizabeth co-founded BKS Partners in 2006 and Baldwin Risk Partners (now The Baldwin Group) in 2012. BKS consistently posts industry-leading growth and superior client retention rates and is the recipient of numerous local and national awards, which recognize the firm’s growth and excellence in the insurance industry and as an employer. 

Elizabeth was Senior Vice President of Wachovia Insurance Services and led both their regional Benefits Administration Operations and national bank sales integration efforts when she left after an 18-year tenure. During that time, Elizabeth managed Wachovia’s largest employee benefits group client as well as Wachovia’s largest Fortune 50 client. 

She is particularly passionate about translating an employer’s unique culture to their benefits offering to increase employee engagement. A pioneering insurance geek, Elizabeth obtained her Certified Employee Benefits Specialist designation from the Wharton School of the University of Pennsylvania and has taught several CEBS courses. 

She has been recognized by many periodicals, such as Tampa Bay’s 40 under 40 by Tampa Bay Business Journal in 2001, featured in Tampa Bay Times Top 100 Workplaces: special awards as a top leader in 2013, Insurance Business America’s Elite Business Woman in 2016, Employee Benefit Adviser’s most influential women in benefit advising in July 2017 and was recently featured in Leader’s Edge Professional Profiles.  

Elizabeth has a finance degree from the University of South Florida. She and her husband have two sons, and she enjoys spending time with them doing anything outside, even pulling weeds.

Laura Sherman, CAPI, CPRM, has over twenty-five years of experience solving the risk management needs of family offices, collectors and successful families, and currently leads the Family Office practice group at BKS. As a cofounder of Baldwin Krystyn Sherman Partners (BKS Partners) and Baldwin Risk Partners (now The Baldwin Group), she built the Private Risk Management Team and marketing presence for the firm and served as one of the primary cultural evangelists for the first twelve years of the firm. Previously, she served as Senior Vice President and Managing Director for the Private Risk Management Group for Wachovia Insurance Services in Atlanta, GA. Laura also worked with Chubb where she held various roles from underwriter to the Assistant Worldwide Marketing Manager for the personal insurance division and was responsible for the creation of the Ferrari Insurance Program, marketing collateral, national public relations, and traveled with the PBS television show, Antiques Roadshow. 

A primary focus of Laura’s is client education, loss prevention and resiliency, and helps spread the word by authoring white papers, and speaking at various educational forums and conferences. She is also a contributor on articles to help further the industry and empower the next generation of insurance colleagues. She serves on several industry and insurer boards, such as the PURE National Broker Council, Advisory Board of the Council for Insuring Private Clients (CIPC), AIG Private Client Group National Broker Council and National Alliance advisory board for the CPRM designation. Laura is a two-time winner of Power Broker for Private Client by Risk & Insurance, a 2018 Agents of the Year by Insurance Journal, named one of Insurance Business America Magazine’s Elite Women in Insurance on multiple occasions, and has been a Tampa Bay Business Journal Businesswoman of the Year honoree. She earned the Certified Advisor of Personal Insurance (CAPI) designation in the inaugural class in conjunction with Chubb and The Wharton School at the University of Pennsylvania and the Certified Personal Risk Manager (CPRM) designation in the inaugural class and is an instructor with the National Alliance for the CPRM designation. 

Laura serves on the Board of Directors for Meals on Wheels of Tampa, Children’s Dream Fund, the Council of Professional Advisors for the Community Foundation of Tampa Bay, Devin White’s Get Live 45, small group at church and as a board member of Fe League, a women in leadership group to advance women in corporate roles. Laura has a bachelor’s degree in economics from DePauw University and has done graduate work at The J. Mack Robinson College of Business of Georgia State University. She and her husband have two sons and enjoy spending time with family, traveling, college football and the outdoors. 

Trevor is the Chief Executive Officer of The Baldwin Group. Trevor joined the firm in 2009 as a Commercial Risk Advisor working primarily with healthcare and private equity clients. Over time he led the firm’s Commercial Risk Management Group as Managing Director, followed by being appointed President & CEO. 

Trevor has a background investing in and working with companies to shape their goals and success. Before joining The Baldwin Group, Trevor worked at the private equity firm HealthEdge Investment Partners, LLC. While at HealthEdge, Trevor divided his time between working with portfolio companies on operational improvements and assisting in the execution of new transactions.  

Trevor graduated from Florida State University with a bachelor’s degree in risk management & insurance. He received his FAA Pilot’s license and USCG Captain’s license. Trevor is an avid outdoors enthusiast, enjoys spending time with family and friends, and resides in Tampa. 

Kelly is responsible for delivering best-in-class platforms and services for the firm’s Insurance Advisory Solutions clients. She supports regional leaders in building and executing national capabilities for client service, operations, placement, and other client-facing resources. Kelly joined The Baldwin Group in 2017 and most recently served as Regional President of the southeast region (formerly BKS Partners.) She was responsible for Commercial Risk Management, Employee Benefits, and Private Risk Management. She has been recognized as a Power Broker by Risk and Insurance and an Elite Woman in Insurance, by Insurance Business America.  

Kelly came to The Baldwin Group with nearly 15 years of experience in the high-net-worth insurance industry and family offices. She has earned both the Certified Advisor of Personal Insurance (CAPI) designation through Chubb and Wharton, and the Certified Personal Risk and Insurance Advisor (CPRIA) designation through St. Jonh’s University and the Private Risk Management Association. 

Kelly earned her Bachelor of Science and Bachelor of Arts degrees from Oregon State University. She lives in the Tampa Bay area with her husband and two young children. 

As President of Business Development, Ryan is responsible for supporting The Baldwin Group’s U.S. regions in building sales leadership, implementing best practices, and developing the firm’s network of advisors across Insurance Advisory Solutions. He develops and delivers strategies and programs across the organization to build on the firm’s track record of exceptional organic growth. 

Ryan joined The Baldwin Group in 2020 as part of the firm’s partnership (The Baldwin Group’s nomenclature for a strategic acquisition) with Insgroup, Inc. Most recently, he served as Managing Director, Middle Market Business Strategy. He was responsible for developing the firm’s annual and long-term business development and sales enablement plans. His focus on strategic growth helped the firm achieve a growth rate of nearly twice the industry average. Previous roles include serving as the firm’s Director of Brokerage and Vice President of Production, and Vice President for Arthur J. Gallagher & Co. 

Committed to his craft, Ryan has earned the designations of Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM) from The National Alliance for Insurance Education and Research. He is a graduate of North Dakota with a Bachelor of Arts in history. Ryan lives in the Tampa Bay area with his wife, Ashley, and their two children.

As regional president, Jeff has holistic responsibility over business across the southeast region of the U.S. He joined the firm in 2019 as the Managing Director of Employee Benefits in the region, where he led the team to become a top-performing business, identifying and implementing more efficient business processes, creating a scalable leadership infrastructure, and allowing for continued specialization within the business.  

Before joining the firm, Jeff spent 14 years in the service industry working for industry-leading corporations Cintas, Shred-It, and Stericycle. During this time, Jeff developed and led several regional teams in both service and sales and was called on regularly to take on underperforming teams and transform them into top-performing groups. Jeff’s  leadership experience includes 12 years of successfully managing multi-million-dollar P&Ls, identifying and developing top-tier talent, fostering and maintaining engaged and inclusive working environments, and being a positive change leader through multiple large M&A events. 

Jeff is originally from southeastern Pennsylvania and attended Muhlenberg College in Allentown, PA. Jeff and his wife Marcela moved to Tampa in 2012, where they currently reside with their two children. 

Brian Kapiloff is the regional president of the southwest region (formerly Insgroup) and leads his organization with what colleagues would describe as a combination of fearlessness and an uncommon amount of trust in his executive team. 

Brian began his career with Insgroup in 1992 as a personal lines risk advisor, becoming the fourth generation in his family to work in the industry. Three years later, he began working with commercial risk insurance clients and honed his expertise in real estate, manufacturing, wholesale/retail trade, financial and professional services, and not-for-profit organizations. He is regarded as an expert on the creative design, placement, and servicing of large, complex, and catastrophe-exposed property risks, and is often invited to participate on through leadership panels and industry advisory councils. 

Brian became an Insgroup shareholder in 2001 and was named President in 2009. In 2018, he became CEO, leading the company to double in size. In 2020, Brian was named as one of Houston’s Most Admired CEOs by the Houston Business Journal.  

He earned a Bachelor of Arts degree in history from the University of Texas at Austin and received the designation of Certified Insurance Counselor (CIC) from The National Alliance for Insurance Education and Research. 

With a passion for supporting local non-profit organizations, Brian has served as Vice President of the Board of Trustees at Seven Acres Jewish Senior Care Services, as well as Congregation Emanu El of Houston. Brian is a true believer in helping each other and our communities in times of need. 

As regional president, John manages the day-to-day operating responsibilities for the region. In this role, he focuses on organic growth, partnership integrations, operational excellence, and colleague experience across the region’s operations. 

With more than 30 years in the insurance industry, John has a track record of being a definitive leader who creates a culture of excellence, delivers revenue and margin growth, and drives continuous people and process improvement. Most recently, John held the role of Managing Director of Sales in the region, achieving strong new business results and improvements in advisor recruitment and development. 

Prior to joining the firm, John was the President and CEO of People’s United Insurance Agency, a $35 million regional firm with ten offices in six states. Before that, he held roles at USI Insurance Services and Willis, where he worked for 21 years. At Willis, he was the Managing Partner of the New England Region, responsible for a $90 million operation across all lines of business with offices in six states. 

As regional president, John manages the day-to-day operating responsibilities for the region, focusing on organic growth, partnership integrations, operational excellence, and colleague experience across the region’s operations. 

John has more than 30 years of extensive experience managing large books of business, serving benefits clients, leading sales teams, driving revenue across businesses, integrating partnerships for CRM, EB, and PRM, and attracting and hiring talent. Most recently John was responsible for leading the CRM sales organization in Southwest Florida, which saw robust book of business growth and increased performance under his leadership, along with significant improvements in advisor recruitment and development.  

Before joining the firm, John served as Executive Regional Insurance President at McGriff Insurance Services, with responsibility for a $140 million operation across all lines of business. Prior to that, he was Regional Insurance President at BB&T Insurance Services. 

David Robinson is the President of The Baldwin Group’s northeast regional firm, RogersGray. A graduate of Tabor Academy and the University of Colorado at Boulder, David became another second-generation at RogersGray when he joined the agency in 2004, working in the financial services and employee benefits department as an advisor. He worked his way up to lead the employee benefits and personal insurance teams. He later became a shareholder in 2008 and continued to focus on the growth and retention of clients and colleagues. In 2014, he was named the President & CEO of the agency, responsible for leading agency operations and its people. 

Highly involved in the community, Dave is a member of the Board of Directors for CapeAbilities and the South Shore Economic Development Corporation. He is a former Board of Trustees member of the South Shore Hospital and former board member of the South Shore Chamber of Commerce, Cape Cod Young Professionals, and the Community Leadership Institute.  

A co-founder of the South Shore Young Professionals and recognized as a “40 Under 40” and “Rising Star 40 Under 40”, Dave sits on various advisory councils for insurance companies an dis committed to helping professionals grow and thrive in the insurance industry.  

Michael Robinson is the President of The Baldwin Group’s northeast regional firm, RogersGray. 

He became the second generation to work at RogersGray in 2003 when he joined the firm as an advisor on the business insurance team and quickly rose to the Sales Manager position with the agency. Five hears later, Mike became a shareholder in the agency and in 2014 became the Chairman at RogersGray, responsible to lead strategic operations, finance, sales, and the board of directors.  

Prior to joining RogersGray, Mike worked in finance and strategic planning for Spaulding Rehabilitation Hospital and Partners Health Care System in Boston, MA. He holds a bachelor’s degree in health care administration from Ithica College in New York and a master’s in business administration from the University of Massachusetts.  

A current board member at Tarmika, cooperator at the Cooperative Bank of Cape Cod, and a member of the Joshua A. Nickerson Society. He was recognized as a “40 under 40” by Cape and Plymouth Business Magazine and is the co-founder of the Cape Cod Young Professionals. 

Passionate about the industry, community involvement, and Cape Cod, he has been involved with numerous carrier advisory boards as well as the Cape Cod Museum of Art, A Baby Center, and the Cape Cod Foundation. He is a past board member of the Hyannis Chamber of Commerce, the Cape Cod YMCA, and the Rotary Club of Harwich-Dennis. 

Joe Charczenko is the President of The Baldwin Group’s Construction Risk practice (formerly Construction Risk Partners.) In 2010, Joe joined Construction Risk Partners as a partner to lead the company’s expansion. Joe designs some of the most creative and complex insurance solutions, including wrap ups, captive programs, Subguard®, collateral and other unique programs. His experience in understanding construction risk, cultivating client relationships and developing teams are all significant assets. 

Prior to that, Joe was an assistant vice president and northeast regional construction manager for Zurich, overseeing the region’s $350M+ construction book of business. His responsibilities included the management of customer and broker relationships, new business growth, underwriting quality, operational improvement, and talent development. 

Joe previously worked for Peter Kiewit Construction Company on the Boston Central Artery Project (“Big Dig”) as an estimator, project engineer and superintendent. The experience gained working with a large contractor on large projects has been invaluable. 

In recognition of his accomplishments to date, Joe was named by Business Insurance as one of the “Top 40 Under 40 Brokers” in the United States of America in October of 2015. 

Joe received a Bachelor of Science degree in civil engineering (structural design and construction project management) with honors from Worcester Polytechnic Institute. 
 

As President of MGA Solutions, Amy Carlisle is responsible for the MGA platform, supporting a scalable model built on the principles of superior underwriting performance, operational excellence, and opportunistic delivery of new programs across the MGA businesses. 

Amy has spent nearly two decades in the insurance industry, with a career spanning personal and commercial lines, having held leadership positions across product management, technology, claims and strategy organizations prior to joining The Baldwin group in 2022. Amy has a passion for building high performing organizations and cultivating a culture of inclusion and trust with colleagues and partners. 

Amy holds a bachelor’s degree in economics and German from the University of Notre Dame. She lives in the Boston area with her husband, three children and many household pets.

As President of the Multifamily Group for MSI, Adam steers the strategic direction and execution of innovative renters insurance products that meet the evolving needs of the market while ensuring regulatory compliance. 

Adam brings more than 15 years of insurance experience in leading the development and growth of multifamily and single=family renters and master programs, in addition to security deposit programs. At MSI, Adam grew the business to more than 1 million renters policies through strategic partnerships, a seamless digital experience, and by building the MSI brand as a trusted partner. 

His expertise includes leading organizational transformation, improving processes, and implementing technologies to monitor key performance indicators and business intelligence. With a focus on analyzing various measures to uncover opportunities that can improve an insurance carrier’s business, Adam excels at designing solutions that leverage those opportunities. 

Prior to joining MSI in 2022, Adam served as Senior Vice President and General Manager at RealPage, where he was responsible for insurance and deposit replacement programs. Adam initially joined RealPage in 2015 to drive an expanding insurance business. In 2018 he took over leadership of insurance products, applying industry knowledge and best practices to enable efficient and effective growth. Prior to joining RealPage, Adam was the Director of Process and Continuous Improvement at Liberty International Underwriters, a Liberty Mutual Company. 

Adam has a J.D. from New York Law School and a bachelor’s degree in organizational studies from the University of Michigan. He is a board member of Young Texans of the American Cancer Society and a board member of the Alumni Association of the University of Michigan, Dallas Chapter. He lives in Dallas, Texas with his wife, Alexis and their dog, Melvin. 

As Managing Partner for Aura and our Preferred Property Program, Ken is responsible for the pricing, profitability, and underwriting/control of the MGA platform and played a significant role in growing it to more than $175 million in written premium. He works with internal and external actuaries and underwriting staff to maintain viable products for the commercial habitation accounts. 

Ken began his insurance career 37 years ago at JGS insurance, a specialized insurance broker focused on providing commercial insurance services to middle-market clients across the country. In his most recent role, he served as Principal and Chief Operating Officer at JGS and played a pivotal role in transforming it into the largest privately held insurance broker in New Jersey. JGS began its partnership with The Baldwin Group in 2021, bringing a proven ability to innovate and develop world-class commercial property programs in the construction and habitational real estate industries. Ken has also served in senior leadership positions at Agency Network Exchange, Preferred Property Program, and Preferred Property Risk Purchasing Group. He began his career as a sales agent at JGS. 

Ken lives with his wife in Tinton Falls, New Jersey and was past Vice President of the Tinton Falls board of Education. He is passionate about boating and fishing and enjoys reading various book genres. 

Jeff Irvan joined The Baldwin Group in 2023 to spearhead the creation of Juniper Re, a new reinsurance division. He is responsible for building global, specialist capabilities to compete in the reinsurance broking marketplace. 

Jeff brings more than 25 years of reinsurance broker experience and an extensive network of relationships to the firm. Most recently, he served as Chief Property Officer of BMS Re where he contributed to new revenue development, advised existing property clients, and shaped analytics offerings. Prior to BMS, Jeff spent over 20 years with Willis Re in their Philadelphia and Atlanta offices in roles of increasing responsibility, including his nearly decade’s work as Atlanta Branch Manager and Excess & Surplus (E&S) Property Specialty practice leader. 

Jeff earned his bachelor’s degree in economics from the University of Michigan. Currently, he resides in Folly Beach, South Carolina with his wife and two dogs. For recreation, Jeff enjoys fishing and devastating the competition in pickleball. 

As Managing Director of Emerging Markets at Millennial Specialty Insurance, Rajiv Matta leads a team that specializes in building and scaling insurance programs and solutions. Rajiv has over 17 years of broad property and casualty experience spanning tenure at insurance carriers, reinsurance carriers, and MGAs.

Rajiv thrives on the challenge of developing comprehensive risk management solutions to address the unique needs of Baldwin Group clients in an evolving and ever-changing landscape. He has demonstrated a keen ability to identify growth opportunities and drive market expansion.

Rajiv is the inventor of a machine learning patent related to insurance purchase optimization. He holds a bachelor’s degree in chemical engineering from Mumbai University, a master’s degree in environmental engineering from Clemson University, and an MBA from the University of North Carolina at Chapel Hill.

Naimish joined the Baldwin Group in 2021 and serves as President, Homeowners Insurance Group for MSI where he is responsible for building and scaling a suite of tech-enabled, homeowners-focused MGA solutions for insureds across the United States. 

For over 20 years, Naimish has held leadership roles at some of the most established insurance companies in the U.S., including AIG, Farmers, and Liberty Mutual. With a career spanning management of marketing, product, claims and other functions, he brings a wealth of hands-on insurance company operating experience to The Baldwin Group leadership team. More recently, Naimish has helped launch and scale several data & analytics focused Insurtech startups, including Gradient AI where he served as the company’s Chief Product Officer. 

Naimish earned his MBA, MPH, and bachelor’s degrees in English Literature and Biological Sciences from Rutgers University. He currently lives in Boston, MA with his wife and two children. Naimish and his family are avid travelers and love spending time in the great outdoors. 

As President of Capacity Solutions, Rock is responsible for the firm’s growing suite of non-MGA, capacity-focused businesses, including the recently established reinsurance broking platform, Juniper Re, LLC and the Company’s captive management practice, while also optimizing the MGA’s relationships with insurance and reinsurance carrier partners.

Previously, as Executive Director of Strategy and Innovation, Rock was directly involved in key initiatives associated with expanding the MGA product suite and driving the long-term growth potential of the UCTS segment. Rock joined The Baldwin Group in early 2020, shortly after the Company’s initial public offering, which he helped lead in his prior role at the investment bank J.P. Morgan.

Rock holds a bachelor’s degree in financial economics and philosophy from Moravian College. He resides in Tampa, FL with his fiancé, Marie and Yorkshire Terrier, Leo.

Colin Treend comes to The Baldwin Group with a proven track record of building, cultivating and leading high performing teams across several client-facing financial services firms including Mutual of Omaha Wholesale Mortgage, Cardinal Financial Company, and Bank of America Merrill Lynch. 

His experience and approach lend themselves well to bringing talent and teams together collaboratively to do their best work serving clients and creating opportunities. His leadership experience across multiple disciplines has given Colin a unique perspective in his current role as Managing Director, Medicare for Mainstreet Insurance Solutions. 

Colin is keenly focused on making sure that those around him are successful, respected, and confident in their roles, and fully understand their position on the field to meet marketplace needs and deliver for our clients. He also believes it’s okay to have fun at work. 

Colin achieved his master’s degree in business administration at Queens University of Charlotte and holds a private pilot certificate. He, his wife, two children and their two dogs enjoy spending time in Hilton Head, South Carolina.

The Baldwin Group welcomed Blake McCoy to the team in August 2020 as part of the acquisition of his companies. Blake now serves as the Executive Director of Medicare within the Guided Solutions division. With over 20 years of experience in the Medicare industry, Blake has managed every aspect of the business including building an FMO and a captive channel business. He believes that an appreciated and knowledgeable team can achieve great things together while having fun.
 
Outside of work, Blake enjoys traveling with his family, exploring new cultures, taking his Jeep offroad, and spending time with their animals. 

Marc brings over twenty-five years of experience in residential lending including the building of and management of mortgage conduits across various business platforms to The Baldwin Group.

 As the Managing Director of Production – National Mortgage & Real Estate at The Baldwin Group, he is thrilled about the exceptional opportunity to collaborate with a dynamic team of professionals to expand one of our company’s core embedded insurance businesses. Marc’s particularly excited about the prospect of forging new partnerships with both regional and national clients in the Residential, Special Assets, and Mortgage Servicing markets.

 From 2008 to 2016, he was a Senior Vice President at Fortress Investment Group where he developed relationships in the Non-Performing, Re-Performing and Non-QM Residential Markets. Marc also worked in a business development role for the Residential Tax Lien and Cardinal Financial Company, Limited Partnership investments.

From 2000 to 2008, he was a Director at Credit Suisse. As a senior member of the Correspondent Sales Team, Marc helped grow the conduit business to almost two billion of monthly production across the country. Prior to the merger with Credit Suisse, he  was a Vice President at Donaldson, Lufkin, and Jenrette for the Residential Mortgage business unit starting in Collateral Analysis and finishing as part of the Trading Department. 

As President of Westwood Insurance Agency, Alan is responsible for the overall performance and management of the agency, including strategic direction, partnership development, sales, customer service, and operations. During his 30-year tenure with Westwood, he has driven substantial agency growth by leveraging homegrown talent, technology, and operational efficiencies, all focused on pursuing new insurance markets and distribution channels. 

Alan attended the Fashion Institute of Design and Merchandising in Los Angeles, California and De La Salle University in Manila, Philippines. 

 With over two decades of leadership in Financial Services, Brian is fueled by a profound passion for nurturing and empowering people. It is his core belief that there’s nothing quite like witnessing the spark of excitement in someone as they realize their potential and thrive alongside their colleagues.

 As the Managing Director of Production at The Baldwin Group, Brian leads our Guided Solutions National Sales division which offers customized and innovative personal insurance solutions for consumers nationwide.  His mission is to deliver unparalleled service, foster collaboration, diversity, and operational excellence at every turn.

In his prior role as Divisional Executive Vice President at Cardinal Financial, Brian orchestrated growth, revenue, and innovation across the division’s operations spanning five sites nationwide. Through strategic leadership and boundless energy for success Brian and his team propelled Cardinal Financial to the forefront as one of the nation’s top five volume-producing consumer direct mortgage operations.