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 thirty years of experience solving the risk management needs of family offices, collectors and successful families. 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, family office group, 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, Apogee Award Winner for large company from Tampa Bay Business and Wealth (TBBW), Women who Win finalist from TBBW, 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, Metropolitan Ministries, Children’s Dream Fund, the Council of Professional Advisors for the Community Foundation of Tampa Bay, recently co-chaired the Leukemia & Lymphoma Society’s Light the Night and serves on the capital campaign for FL Aquarium and St. Joe’s Children’s Hospital. Involved in her sons’ schools, Laura serves on the booster board, leads the Parent Involvement & Education Committee, the booster parent for football team and the lacrosse team parent. 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.