Putting we before me

As the CEO of The Baldwin Group, Trevor is accountable for setting the organization’s vision and strategy and steering its growth. With more than 15 years of experience in insurance, risk management, and private equity, Trevor brings a unique cross section of skill sets and expertise to his role as he leads The Baldwin Group in its mission to become the leading “broker of the future” and protecting the possible for its clients.

Before ascending to his current role as CEO, Trevor held several roles across the firm before taking the company public in 2019. Prior to joining The Baldwin Group, he sharpened his investment and operational abilities while working in private equity.

Trevor holds a BA in Risk Management & Insurance from Florida State University. He serves on the Board of Directors for the HopeWill Foundation, a Florida-based charity that supports research for Nephrotic Syndrome, and on the Board of Trustees for The Institutes, the leading non-profit provider of risk management and insurance education and resources.

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.

Sandeep Bajaj joined The Baldwin Group as Chief Technology Officer, Retail Brokerage, in 2025. In this role, he supports our growth and “broker of the future” vision by designing and executing a comprehensive technology strategy that enhances client and colleague experiences while ensuring operational productivity, information security, and business continuity. Sandeep leads critical strategies to accelerate digital innovation, ensuring that our AI, machine learning, and data initiatives deliver value and align with our revenue and profit goals.

Sandeep has more than 25 years of technology leadership experience supporting innovation and growth across the entire insurance value chain, including all insurance business lines and sales channels. Previously, he served as Group Chief Information Officer for Players Health, a growth-stage startup providing insurance and safety solutions for more than five million athletes and over 40,000 sports organizations. His team leveraged analytics, AI, and best-in-class digital platforms to rapidly scale the business and drive go-to-market product and technology strategies that generated significant premium growth.

Prior to that, Sandeep advanced through technology leadership positions at insurer and reinsurer Everest Group, including a long-term dual role as the group’s Chief Digital Officer and Chief Information Officer for the reinsurance business. In his last role at Everest, Sandeep led a team in designing a modern data architecture. Through his 15 years at Everest Group, he developed and implemented a data-driven analytics strategy that resulted in an impressive increase in digital revenue. Earlier in his career, Sandeep was Senior Technology Officer with insurer and reinsurer Quanta Holdings and Vice President, Deputy Head of Global Development, with reinsurer Converium (now SCOR).

Sandeep has earned several technology awards and serves as a mentor and collaborator for The Institutes, Rutgers University, and Stevens Institute of Technology.

He holds a BS degree in Electronics Engineering from Mumbai University in Mumbai, India, and an MBA in Finance from Fordham University in New York. He also completed an Executive Education course in Leadership from the Wharton School.

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 in 2021 and serves as President & Executive Operating Officer of Mainstreet and Health Insurance Solutions. In this role, he leads strategic and operational initiatives aimed at positioning The Baldwin Group as the nation’s preeminent resource for personal and health insurance services. David also partners closely with the MGA of the Future team to drive technological innovation and bring proprietary products to market through our 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.

As the CEO of The Baldwin Group, Trevor is accountable for setting the organization’s vision and strategy and steering its growth. With more than 15 years of experience in insurance, risk management, and private equity, Trevor brings a unique cross section of skill sets and expertise to his role as he leads The Baldwin Group in its mission to become the leading “broker of the future” and protecting the possible for its clients.

Before ascending to his current role as CEO, Trevor held several roles across the firm before taking the company public in 2019. Prior to joining The Baldwin Group, he sharpened his investment and operational abilities while working in private equity.

Trevor holds a BA in Risk Management & Insurance from Florida State University. He serves on the Board of Directors for the HopeWill Foundation, a Florida-based charity that supports research for Nephrotic Syndrome, and on the Board of Trustees for The Institutes, the leading non-profit provider of risk management and insurance education and resources.

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 customer experience, data & analytics, cyber security and infrastructure, and accelerating the company’s growth and evolution as a leader in the digital financial services sector. He reports to Ally’s CEO.
 
Muthukrishnan has been nationally recognized as a leader focused on digital transformation and emerging technology. In 2024, he was named Innovator of the Year by American Banker, inducted into the CIO Hall of Fame, and joined the Forbes CIO Next list for technology executives guiding their organizations into a new era. His teams have been honored multiple times by the CIO 100 and CSO 50 for top technology projects that demonstrate outstanding innovation, leadership and business value.
 
Prior to joining Ally, Muthukrishnan held several senior technology leadership roles with substantial scale and global reach, and previously served as the chief digital and information officer for Honeywell Aerospace, a $14 billion business within Honeywell International. He has more than 20 years of technology leadership experience in complex businesses with high availability and reliability requirements on their technology. He spent 10 years in financial services with American Express prior to joining Honeywell.
 
Muthukrishnan 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 at American Express. He joined the Board of Directors at The Baldwin Group in 2023. Muthukrishnan has more than 25 filed patents in the manufacturing, payments and digital technology space.

Ms. Parasuraman is a senior technology executive who has built and scaled world-class teams at Meta (Facebook), VMware, Genentech, and Apple. Ms. Parasuraman most recently served as the Head of Investments, New Product Experimentation at Meta (Facebook) and, prior to that, served as Facebook’s Global Head of Treasury and Head of Treasury for Facebook’s blockchain initiative (Libra).

Ms. Parasuraman currently serves on the Board of IREN (NASDAQ: IREN), a leading clean energy data infrastructure company, where she is Chair of the Audit and Risk Committee. She also serves on the Board of the IIT Bombay Heritage Foundation and chairs the governance, nomination and finance Committees.

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 brings extensive leadership experience in sales strategy and operations, most recently serving as President of Sales Strategy and Sales Operations at United Parcel Service Inc. (UPS). In this role, he was responsible for critical functions including data analytics, sales budget and compensation, CRM technology, business development, sales training, process improvement, negotiations, and executive presentations.

He also possesses significant board experience, having served on the boards of the MARCH Foundation (Mutual Alliance Restoring Community Hope), PackageX (as an Advisory Board Member for the Machine Vision and Machine Learning AI Company) who is also reshaping the world of logistics by building the world’s first unified platform for every step of the logistics journey, as well as Chairman of the Atlanta Public Schools CTAE Board. His board service also includes the Business Administration & Economics Board at Morehouse College, the Albert W. Smith Scholarship Committee Board and The Center for Advance Logistics Management Board at Albany State University.

Mr. Williams holds a B.B.A. from Albany State University and an M.B.A. from Florida Metropolitan University at Tampa College.

Paul Sparks sits on The Baldwin Group Board of Directors.

Most recently, Paul served as Chairman of CAC Group where his leadership was instrumental in vaulting CAC into one of the industry’s preeminent specialty insurance brokerage and advisory platforms.

He brings more than 40 years of underwriting and brokering experience with focuses on traditional Executive Liability insurance as well as non-traditional risks, All-Risk Professional Liability, intellectual property, credit enhancement, credit default, operational risk, anti-trust, environmental, and transaction liability solutions.

Prior to CAC, Paul served as the founder and head of the financial services division at McGriff, Seibels & Williams. He was involved in and contributed to the negotiation and execution of insurance products achieving insurance recovery in excess of $2B. Similar results have been achieved for clients across a wide range of industries, including financial services, energy, technology, insurance, and fintech.

Earlier in his career, Paul served as a Senior Vice President at Aon Corporation and as a Customer Group Practice Leader at Chubb.

Paul graduated from Georgia State University with a Bachelor of Business Administration in finance.

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. 

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. 
 

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 President of Private Risk Management (PRM) at The Baldwin Group, Kelly Nash is responsible for this important segment’s national strategy and operational evolution as the firm continues to differentiate itself through its national scale, local relationships, and deep expertise in the space overall and in critical specializations.
 
Prior to this role, Kelly served as the firm’s President of Client Experience, Insurance Advisory Solutions (IAS). Some of her achievements in this leadership position included delivering best-in-class platforms and services for the firm’s IAS clients and collaborating with regional leaders in building and executing national capabilities for client service, operations, placement, and other client-facing resources.
 
Before that, she served as Regional President of the southeast region (formerly BKS Partners) where 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 in 2017 with nearly 15 years of experience in the high-net-worth insurance and family offices arena. 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.

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

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 region (formerly 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. David 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, David 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”, David sits on various advisory councils for insurance companies and is committed to helping professionals grow and thrive in the insurance industry.

Michael Robinson is the President of The Baldwin Group’s northeast region (formerly 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 years later, Michael became a shareholder in the agency and in 2014 became the Chairman at RogersGray, responsible for leading 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, Michael 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.

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.

 Chris Staub currently serves as the President of The Baldwin Group’s Financial Services Practice and leads all areas of the business for the firm.  The Financial Services Practice works with Baldwin business clients on retirement plan consulting, corporate planning, and asset management services as well as working with personal clients on investment advisory, financial planning, and wealth management services.  He oversees all offices within The Baldwin Group that handle financial services and is responsible for the growth and long-term vision of the practice.  Prior to leading the financial services division, he led the Mid-Atlantic region as Managing Director of the employee benefits and financial services business and held that job since his firm partnered with The Baldwin Group in 2021. 

Prior to The Baldwin Group, Chris led The Capital Group in the DC Metro area as the Managing Partner.  He specialized in the financial services business by creating and leading The Capital Group’s Registered Investment Advisory Firm that managed assets for corporate retirement plan and personal investment clients totaling over $1 billion.  He also led the firm’s finance and operations for the employee benefits and commercial insurance practice. 

Chris has been in business for more than 20 years after graduating from Mount St. Mary’s University with a degree in Economics and Finance in 2002.  He also played Division I collegiate baseball at The Mount for his entire time there.  He resides in Maryland in the suburbs of Washington DC and he and his spouse of 20 years have 4 children ranging from college age to high school.  In his free time he attends and watches his kids in various athletics and activities as well as coaching baseball and attempting to play golf.  He also enjoys time down at the DE beaches with his family during down time.

As President of MSI, 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.

Andrew Dalton is the Chief Product Officer of MSI, overseeing the MGA’s insurance product, actuarial, modeling, and business intelligence teams. He is responsible for partnering with MSI’s business segments to design and build new products, manage existing products, and advance MSI’s actuarial and analytics capabilities as a key enabler of driving underwriting results.

Before joining MSI, Andrew spent 15 years at The Hartford, where he held roles of increasing responsibility in actuarial, data science, insurance product management, and digital transformation.

Andrew graduated summa cum laude with a Bachelor of Arts in Statistics from Northwestern University and is a Fellow of the Casualty Actuarial Society. He is an avid runner and competes regularly at both the half-marathon and marathon distances.

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. 

Rajiv Matta is the Chief Innovation Officer of MGA Programs at MSI, the third largest independent managing general agency (MGA) in the country. He leads new program development and innovation, driving growth for MSI by creating forward-thinking solutions that address evolving needs and emerging risks.

With over 17 years of broad property and casualty experience across insurance carriers, reinsurance carriers, and MGAs, Rajiv thrives on the challenge of developing comprehensive risk management solutions to meet the unique needs of customers, agents, and brokers.

Rajiv 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. He is the inventor of a machine learning patent related to insurance purchase optimization.

As President of Personal Lines at MSI, Naimish Patel leads the strategic direction and operational execution of the company’s personal insurance products, including home and flood. He has been instrumental in transforming the personal lines portfolio, advancing digital capabilities, and expanding our presence in key markets.
  

With more than 20 years of experience in the insurance industry, Naimish is a proven leader in building and scaling a suite of solutions for customers, agents, and brokers. He brings a wealth of hands-on insurance company operating experience to MSI, with a career managing marketing, products, claims, and other functions.

Naimish earned his MBA, MPH, and bachelor’s degrees in English literature and biological sciences from Rutgers University. He lives in Boston, MA with his wife and two children. Naimish and his family are avid travelers and love spending time 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.

Bill Wilson is President of Commercial lines at MSI, where he leads the growth and evolution of the firm’s commercial lines portfolio across property, casualty, and professional lines. He is responsible for setting the strategic direction of the business, overseeing program performance, and building strong capacity partnerships while deepening MSI’s distribution relationships with agencies nationwide. 
 
Bill has nearly 20 years of P&C insurance experience serving in executive roles with both National MGA and Regional Brokerages.  He is an active member of Target Markets Program Administrator Association (TMPAA), Wholesale Specialty Insurance Association (WSIA), and the National Alliance (CIC Designation). 
 
Bill earned his bachelor’s degree from the University of Northern Iowa in Cedar Falls, Iowa.  Outside of work, Bill enjoys spending time with family and attending multiple sporting events for his boys.

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. 

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.

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.