Working At The Intersection Of Innovators And Investors

How can we work together?

Insurance and Business Risk

I work with founders and growth stage leaders to design insurance strategies that support long term growth, protect enterprise value, and reduce operational risk. Coverage is built around how your business actually operates, not off the shelf policies.

We are committed to understanding the businesses we insure which includes becoming familiar with clients, contracts and partnerships.   Understanding a business is one of the most fundamental requirements ineffective insurance brokers fail to meet.

Each industry carries its own risk profile and regulatory demands. I leverage deep sector experience to design programs that address real exposure rather than generic assumptions.

Every engagement starts with a detailed understanding of your operations, leadership priorities, and risk tolerance. The result is coverage that evolves as your business grows.

From manufacturing to medical devices, I help leaders manage complex and evolving risk with clarity, structure, and long term perspective.

Strategic Networking

Beyond insurance, I create curated peer environments for founders and executives who value perspective, trusted relationships, and thoughtful decision making at critical growth stages.

I design small, focused peer groups where leaders can think strategically, challenge assumptions, and learn from others facing similar decisions.

My network brings together entrepreneurs, investors, and operators at moments where experience and perspective matter most.

Introductions are intentional and highly relevant. Members benefit from relationships that create real strategic and operational value.

Each forum is built to foster clarity, confidence, and better decision making in an environment grounded in trust and discretion.

Recent Conversations & Events

How to Protect Your Business and Build Strong Networks

A conversation on managing risk, building trust, and creating durable relationships that support long-term growth for founders, executives, and investors.

Innovators and Investors: A Private Forum for Accomplished Leaders

Innovators and Investors is a private forum where founders, executives, and investors connect to share real-world insight, build trusted relationships, and learn through practical experience.

Events

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Speaking Engagements

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LSC - New JerseyOther Speaking Engagements

Business Law Seminar Series: Insurance Issues In M&A Transactions

BUSINESS LAW SEMINAR SERIES: INSURANCE ISSUES IN M&A TRANSACTIONS Overview: September 21, 2023 8:15 AM – 10:15 AM (EDT) Marcum LLP 601 Route 73 North 3rd Floor Marlton, NJ 08053 The...

Business Law Seminar Series: Employment Law Update

BUSINESS LAW SEMINAR SERIES: EMPLOYMENT LAW UPDATE Overview: October 19, 2023 8:00 AM – 10:00 AM (EDT) Marcum LLP 601 Route 73 North 3rd Floor Marlton, NJ 08053 The educational sessions will...

Flaster Greenberg’s Third Annual M&A Conference

Flaster Greenberg’s Third Annual M&A Conference SPONSORED BY FLASTER GREENBERG, M&T BANK, AND KPMG Join us as we partner with our colleagues from M&T Bank and KPMG for Flaster...

A Guide to Cybersecurity Best Practices and Insurance Coverage for Small to Medium Businesses

A Guide to Cybersecurity Best Practices and Insurance Coverage for Small to Medium Businesses Gain valuable insights from our eXpert speakers, learn how to protect your business from potential cyber...