Working At The Intersection Of Innovators And Investors

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How can we work together?

Insurance and Business Risk

I am a property and casualty insurance producer. I work closely with business innovators and their investors. We support many industries but I focus on life sciences (medical device, clinical research organizations, therapeutics), general technology, professional services (law, accounting, engineering), and construction. Our goal is to develop an understanding of our clients business and create an insurance program to properly manage risk.
Contact me: I welcome an opportunity to learn about your company so that we can perform an insurance risk assessment and a coverage gap analysis.

Strategic Networking

I have built and run several CEO forums. I have focused on technology and life sciences sectors. My network tends to be those professionals that work at the intersection of innovators and investors. We seek relationships with venture capital, private equity, and Angels. We look for companies with intellectual property portfolios. I welcome opportunities to selectively add people to the forums I lead and make strategic connections so all involve benefit.
Contact me: You may be the next perfect addition to one of my CEO forums. Some of my clients and contacts are interested in serving on boards. Some clients are seeking advisors. I welcome any opportunity to connect if you have experience building companies, investing in companies, or advising other business leaders.