About | Luzern Risk

Previously Entrepreneur-In-Residence at Point72

7+ years insurance experience, Russell Reynolds Alum

Co-Founder of successfully acquired claims-focused AI Insurtech

Captain & Airborne Ranger, US Army, 101st Airborne Division

Previously VP of Marketing at Pindrop

16+ years experience, B2B
Sales & Marketing

Head of Marketing for successfully acquired Y Combinator Tech startup

Yale University

CEO & Co-Founder of Dragonfly Insurance; Co-Founder & Chair of Domino Data Lab

Former Chief Market Intelligence Officer at Point72; Co-Head of Research at Bridgewater Associates

Harvard College & Harvard Business School, George F. Baker Scholar

Previously Head of Digital Transformation & Client Technology at Bridgewater Associates

25 years leadership experience in financial services technology

Business Insider’s Top 8 POWER PLAYERS in Tech Innovation

Oxford University Alum

Previously Vice President at Lazard

8+ years experience in finance and strategy

US Army, 101st Airborne Division

Wharton School of Business

Previously led RRG with $60M GWP, and directed $200M+ in admitted and captive assets

Founder & President of Magnet Insurance Agency, with $1.5B in insurable value

Deutsche Bank Alum, advising $1.35B+ in transactions

Previously Senior Accountant
at Brown & Brown

7+ years insurance experience in Captive Accounting

Captive Insurance Times Emerging Talent April 2020 Issue

Bachelor of Science in Mathematics, Union College

Previously held sales and consulting roles at Captive Resources, EyeMed, and Sun Life

12+ years in risk management and benefits strategy, with a focus on stop-loss and employee benefits captives

Leads captive consulting efforts across Colorado, Utah, and New Mexico for Luzern Risk

Previously Assistant VP, Captive Management at Marsh

16+ years insurance experience in risk and captive management

Masters in Accounting and Financial Management

Luzern Risk

Total Clarity

Access a full picture of captive operations and performance to align strategy and gain control

Custom Fit

Tailored captive structures and coverage options that align with your unique needs.

Digital Platform

Easy-to-use online dashboard for tracking performance, automating tasks, accessing insights, and streamlining renewals.

Faster Underwriting

Simplified, transparent processes reduce friction and make it easier to grow.

Flexible Financial Solutions

Bespoke collateral structures, financing options, and premium arrangements to meet needs.

Transparent Pricing

Clear and competitive fees with no hidden costs.

Mid-Market Accessible

Designed to accommodate the diverse needs of clients across industries and coverage lines

Traditional Captive Managers

Black Box

Captive details are held or difficult to track, making it harder to assess and control

One-Size-Fits-All

Limited flexibility with pre-set coverage models, captive structures, and underwriting requirements.

Antiquated Systems

Disjointed tools, manual processes, and outdated methods make for a frustrating experience and create administrative hassle

Complex Submissions

Lengthy, opaque submission processes delay onboarding and decision-making.

Limited Financial Services

Limited customization, often requiring clients to fit rigid financial frameworks.

Opaque Fees & Markups

Ambiguous cost structures

Enterprise-Focused

Focused on large corporations with extensive resources, with few outside-the-box options

Meet the Leadership Team