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Team

The Aquiline investment team, led by Jeff Greenberg, the former chairman of Marsh & McLennan Companies, Inc., comprises dedicated investment professionals who have spent the majority of their careers in financial services businesses.

With decades of experience as investors in, managers of, and bankers to financial services businesses around the world, they have built, operated, advised, bought, and sold businesses in almost every industry in the financial services sector. The investment team is supported by an active group of Executive Advisors consisting of industry experts with whom the investment team has established relationships.

Aquiline believes that the breadth and depth of the team's experience will enable Aquiline to offer its global relationship network, valuable strategic insight, and operational guidance to portfolio companies and represents a valuable asset for its investors.

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  • Jeff Greenberg

    Jeff Greenberg
    Jeff Greenberg

    Jeff Greenberg

    Chairman and Chief Executive Officer

    Experience

    Prior to founding Aquiline in 2005, Jeff was the chairman and chief executive officer of Marsh & McLennan Companies, Inc. (NYSE: MMC). Previously, he was chief executive officer of MMC Capital, MMC’s private equity business. Prior to MMC Capital, Jeff served in numerous executive positions at American International Group (NYSE: AIG) for 17 years including executive vice president of AIG’s domestic brokerage group.  Jeff is a member of the investment committee of Aquiline Technology Growth. 

    Portfolio Affiliations

    Professional Affiliations

    Member, Association of the Bar of the City of New York

    Member, Council on Foreign Relations

    Fellow, Foreign Policy Association

    Education

    A.B., Brown University

    J.D., Georgetown University

    Non-Profit board volunteer activities

    Trustee, Metropolitan Museum of Art

    Vice Chairman of the Board of Trustees, NewYork-Presbyterian Hospital

    Member of the Board of Overseers, Weill Cornell Medical College

    Board Member, Starr International Foundation

    Brown University Medical School Committee 

  • Benedict B. Baerst

    Benedict B. Baerst
    Benedict B. Baerst

    Benedict B. Baerst

    Experience

    Benedict joined Aquiline in 2016 and is a member of the financial technology and services team. Prior to joining Aquiline, he was a vice president at Middlemarch Partners, a merchant bank active in specialty finance and financial technology. Previously, Benedict was an associate at Symphony Technology Group and an analyst at Susquehanna Growth Equity.  He is also a member of Aquiline's healthcare practice.

    Portfolio Affiliations

    Education

    A.B., Princeton University

  • Ian D. Broadwater

    Ian D. Broadwater
    Ian D. Broadwater

    Ian D. Broadwater

    Partner

    Experience

    Ian joined Aquiline in 2005 and leads of the banking and credit team. Prior to joining Aquiline, he was a policy analyst with the Office of Development Studies at the United Nations Development Program.

    Portfolio Affiliations

    Education

    A.B in Economics, Harvard University

  • Max Chee

    Max Chee
    Max Chee

    Max Chee

    Partner

    Experience

    Max leads Aquiline Technology Growth (ATG). He comes to the firm with 18 years of private equity and venture capital investing experience. Alongside his team, Max is investing ATG’s first fund, raised in 2017 and focused on the Insuretech/Fintech/Enterprise Software sectors. Prior to Aquiline, Max was a Managing Partner at Millennium Technology Value Partners, where he led more than 20 investments at all stages across consumer, enterprise and financial technology, from early growth to pre-IPO companies. Previously, he led technology growth investments for Mellon’s Private Equity Group and worked at Salomon Brothers in the Financial Institutions Group in New York and Corporate Finance in Hong Kong. Max serves on the Boards of Carpe Data as well as Super Home and has led Aquiline investments in BitPay and Hippo.

    Portfolio Affiliations

    Education

    M.B.A., The Wharton School at the University of Pennsylvania

    Bachelor of Commerce, Queen’s University and Nyenrode University

  • Michael Cichowski

    Michael Cichowski
    Michael Cichowski

    Michael Cichowski

    Experience

    Michael joined Aquiline Technology Growth in 2016 and is a member of the investment committee. He has over twelve years of venture capital and growth equity investing experience focused on financial technology. Michael led investments in and serves on the Boards of Kryon Systems, FRISS, GAN Integrity and Utilant. Prior to Aquiline, he was most recently a Managing Director of a family office, where he led early- and growth-stage venture capital investments and the New York City office. Previously, he spent over seven years at Edison Partners, where he invested in financial technology companies across wealth management, capital markets, payments, banking and insurance. Earlier in his career, Michael held roles at Monitor Group, Merrill Lynch and a venture-backed startup.

    Portfolio Affiliations

    Education

    B.S. in Computer Science, Rutgers University

    M.S. in Computer Science, Columbia University, Fu Foundation School of Engineering

  • James Fisher

    James Fisher
    James Fisher

    James Fisher

    Experience

    James joined Aquiline in 2019 and is a member of the investment management team. Prior to joining Aquiline, he was an associate at Flexpoint Ford, a Chicago-based private equity firm where he identified, evaluated and executed acquisition and investment opportunities in the financial services industry. He began his career as an investment banking analyst in the financial institutions group at Deutsche Bank.

    Education

    B.A. in Economics and Mathematics, Boston College

  • Jeffrey Foote

    Jeffrey Foote
    Jeffrey Foote

    Jeffrey Foote

    Experience

    Jeff joined Aquiline in 2017 following his graduation from the Weatherhead School of Management at Case Western Reserve University. He is a member of the financial technology and services team, with a focus on healthcare. While attending Case Western, Jeff held internships in the investment banking division of Western Reserve Partners and at Aquiline Capital Partners.  Prior to attending graduate school, he was an underwriter in the financial lines division of Starr Companies and was previously an analyst at J.P. Morgan Asset Management.

    Portfolio Affiliations

    Education

    B.A. in Economics and American History, Brown University

    M.B.A in Finance, Case Western Reserve University

  • Kevin Gregory

    Kevin Gregory
    Kevin Gregory

    Kevin Gregory

    Kevin joined Aquiline in 2015 and is a member of the financial technology and services team.  His focus is on the healthcare industry.  Prior to joining Aquiline, he was at Partners Group, where he was a senior investment professional focused on direct investments in the United States and Europe.  Previously, he was a member of the investment teams of Citi Private Equity and Kinderhook Industries and was an analyst in the investment banking division of Citi.  Kevin began his career at Deloitte in the financial advisory services practice.

    Portfolio Affiliations

    Education

    B.A. with Honors in Political Science, Haverford College

    M.B.A., Columbia Business School

  • Geoffrey O. Kalish

    Geoffrey O. Kalish
    Geoffrey O. Kalish

    Geoffrey O. Kalish

    Partner and Chief Operating Officer

    Experience

    Geoff joined Aquiline in 2005.  He is a partner and is the chief operating officer of the Firm. Prior to joining Aquiline, he was with Venturion Capital, a private equity firm he co-founded that invested in financial services companies in North America and Europe. Previously, he led the European financial services investment banking practice of Smith Barney and was a senior manager of its global financial services capital markets practice. Earlier in his career, as a venture capitalist, he founded three start-up companies and served as a proprietary trader of exchange rate and interest rate products for Drexel Burnham Lambert, Kidder Peabody and Westpac Bank.

    Portfolio Affiliations

    Education

    B.A. in History, Columbia University

    Masters of Public Policy in International Finance, John F. Kennedy School of Government at Harvard University

  • Danté M. La Ruffa

    Danté M. La Ruffa
    Danté M. La Ruffa

    Danté M. La Ruffa

    Experience

    Danté joined Aquiline Technology Growth in 2017. Prior to joining Aquiline, he was an account executive and solutions consultant with Managed Markets Insight & Technology where he partnered with financial institutions and management consulting firms to structure healthcare transparency solutions. He began his career as a property and casualty treaty analyst with Willis Re.   

    Portfolio Affiliations

    Education

    B.S. in Business Administration, Finance Concentration, College of Charleston

  • Vincenzo La Ruffa

    Vincenzo La Ruffa
    Vincenzo La Ruffa

    Vincenzo La Ruffa

    Partner

    Experience

    Vincenzo joined Aquiline in 2014.  He leads the financial technology and services team and is a member of the investment committee of Aquiline Technology Growth. Prior to joining Aquiline, he was managing director of Susquehanna Growth Equity, a growth equity group he co-founded that focuses on financial technology and software in the United States, Europe, and Israel. Previously, Vincenzo was an investor with NGP Energy Technology Partners and began his career at Deutsche Bank in the mergers and acquisitions group.

    Portfolio Affiliations

    Professional Affiliations 

    Financial Services Venture Capital Association

    Wharton Private Equity Partners

    Level39 Mentor Program

    Education

    B.A. in Classics, University of Pennsylvania

    B.S. in Economics, University of Pennsylvania

    Non-Profit Board Leadership and Volunteer Activities

    Trustee, National Catholic Bioethics Center

    Trustee, Collegium Institute

    Trustee, Christendom College

    Trustee, Foundation for Excellence in Higher Education

     

  • Scott Leach

    Scott Leach
    Scott Leach

    Scott Leach

    Experience 

    Scott joined Aquiline in 2014 and is a member of the financial technology and services team. Prior to joining Aquiline, he was a senior associate in the investment banking division of Raymond James within the financial technology group. Previously, Scott was an associate in the technology solutions group at Capstone Partners. He began his career with Thomson Financial as part of the consulting services division.

    Portfolio Affiliations

    Professional Affiliations 

    Chartered Financial Analyst

    Education

    B.A. in Philosophy, Political Science, and Economics, University of Pennsylvania

    Non-Profit Board Leadership and Volunteer Activities

    Central Park Conservancy, Appalachian Mountain Club

  • Mitchell M. Leidner

    Mitchell M. Leidner
    Mitchell M. Leidner

    Mitchell M. Leidner

    Partner

    Experience 

    Mitch joined Aquiline in 2005 and is co-lead of the banking and credit team. Prior to joining Aquiline, he was a managing director at Venturion Capital, a private equity firm that invested in financial services companies in North America and Europe. Previously, he was an investment specialist in Blackstone’s alternative asset management group, an associate in the financial institutions group at UBS Securities, and an analyst at Alex. Brown & Sons.

    Portfolio Affiliations

    Education

    B.S.E. in Finance, University of Pennsylvania

    B.A.S. in Engineering, University of Pennsylvania

    M.B.A., Columbia Business School

  • Thomas Lynch

    Thomas Lynch
    Thomas Lynch

    Thomas Lynch

    Experience

    Tom joined Aquiline in 2017 following his graduation from Yale University.  His focus is on origination activities across the firm.  While attending Yale, Tom held summer internships in the mergers and acquisitions group at Mazzone & Associates, a boutique investment bank based in Atlanta, Georgia, where he performed financial modeling and strategic analyses for potential acquisitions for family office clients. 

    Portfolio Affiliations

    Education

    B.A. in Economics, Yale University

     

  • Mason Mohring

    Mason Mohring
    Mason Mohring

    Mason Mohring

    Experience

    Mason is a member of the financial technology and services team. Prior to Aquiline, he gained internship experience in supply chain/logistics software at Susquehanna Growth Equity and in corporate development at the Chicago Mercantile Exchange (CME).

    Education

    B.A. in Economics, The University of Chicago

  • Joseph G. Pappalardo

    Joseph G. Pappalardo
    Joseph G. Pappalardo

    Joseph G. Pappalardo

    Experience 

    Joe joined Aquiline in 2014 and is a member of the financial technology and services team. Prior to joining Aquiline, he was the director of business development for Clover Technology Group’s wireless division. Previously, Joe was the first hire and director of business development for TwigTek, a Yale Entrepreneurial Institute incubated startup that was acquired by Clover Holdings. Before TwigTek, Joe was an analyst in the private wealth management group at Morgan Stanley. 

    Portfolio Affiliations

    Education

    B.A. in History, Yale University

  • Jacob Pincus

    Jacob Pincus
    Jacob Pincus

    Jacob Pincus

    Experience

    Jacob is a member of the banking and credit team. He joined Aquiline in 2017, following his graduation from the University of North Carolina at Chapel Hill. Previously, he was a summer analyst in the Global Power and Utilities investment banking division of Morgan Stanley.

    Portfolio Affiliations

    Education

    B.S. in Business Administration; minor in History, Kenan-Flagler Business School at the University of North Carolina at Chapel Hill

  • Cole Riccardi

    Cole Riccardi
    Cole Riccardi

    Cole Riccardi

    Experience

    Cole joined Aquiline Technology Growth in 2017.  Prior to joining Aquiline, he was with Credit Suisse, most recently as a Trading Analyst in the Equities Division, where he developed custom strategies and algorithm combinations for clients. He serves on the Board of BitPay.

    Portfolio Affiliations

    Education

    B.A. in Finance, Mendoza College of Business at the University of Notre Dame

     

  • Richard P. Rosenbaum

    Richard P. Rosenbaum
    Richard P. Rosenbaum

    Richard P. Rosenbaum

    Partner

    Experience 

    Rich joined Aquiline in 2005 and leads the investment management team. Prior to joining Aquiline, he was with Securitas Capital, LLC, a private equity investment firm focused on the insurance industry affiliated with Swiss Re, where he last served as a principal. Previously, he was an associate and analyst in the financial institutions group at Smith Barney and was an analyst at John Head & Partners, a private equity firm focused on insurance.

    Portfolio Affiliations

    Education

    A.B. in Quantitative Economics, Stanford University

    Non-Profit Board Leadership and Volunteer Activities

    Trustee, YAI/National Institute for People with Disabilities

  • Jason A. Rotman

    Jason A. Rotman
    Jason A. Rotman

    Jason A. Rotman

    Partner

    Experience 

    Jason joined Aquiline in 2008 and is co-lead of the insurance team. He is a member of the investment committee of Aquiline Technology Growth.  Prior to joining Aquiline, he was with Swiss Re, where he held a variety of roles within private equity, corporate development, and the insurance-linked securities businesses. He ultimately became head of alternative investments for the United States. He began his career as an analyst in the financial institutions group at Smith Barney.

    Portfolio Affiliations

    Education

    B.A. in Economics, Duke University

  • Jahanvi Sardana

    Jahanvi Sardana
    Jahanvi Sardana

    Jahanvi Sardana

    Experience

    Jahanvi is a member of the investment management team. She joined Aquiline in 2018, following her graduation from the University of Pennsylvania. Previously, she spent two summers in the Higher Education and Northeast State Coverage investment banking divisions at Barclays. During her time there, Jahanvi worked on bond structuring and debt capacity analysis for various university housing and energy projects, as well as state aid refunding deals.

    Education

    B.S. in Economics (concentrations in operations and business analytics), The Wharton School at the University of Pennsylvania

  • Dan Savage

    Dan Savage
  • Nick Seibert

    Nick Seibert
    Nick Seibert

    Nick Seibert

    Experience 

    Nick is a member of the financial technology and services team and the firm’s origination committee. Prior to joining Aquiline, he was a director at FT Partners where he advised public and private companies on sell-side, buy-side and capital raising transactions across a variety of FinTech verticals. 

    Education

    B.S., Villanova University

  • Dhruv Sharma

    Dhruv Sharma
    Dhruv Sharma

    Dhruv Sharma

    Experience 

    Dhruv is a member of the banking and credit team and Aquiline’s origination committee. Prior to joining the firm, he was an associate in the strategy group at Apollo Global Management and an investment banking analyst in the financial institutions group at Barclays and at Financo. 

    Education

    B.S. in Business Administration, Georgetown University

  • A.J.C. Smith

    A.J.C. Smith
    A.J.C. Smith

    A.J.C. Smith

    Partner

    Experience 

    Ian joined Aquiline in 2005.  He is a partner and investor across industries. He served as chairman of Marsh & McLennan Companies, Inc. (NYSE: MMC), where he also held the title of chief executive officer and president. Prior to serving as president, he was chief executive officer of MMC’s Consulting and financial services group, which included Putnam Investments and Mercer Consulting.

    Portfolio Affiliations

    Education

    Educated in Scotland

    Non-Profit Board Leadership and Volunteer Activities

    Trustee and Former Chairman, Central Park Conservancy

    Trustee, Carnegie Hall Society, Inc.

    Trustee, WNET.ORG

    Member of the Board of Overseers, Weill Cornell Medical College

  • Zach Smith

    Zach Smith
    Zach Smith

    Zach Smith

    Experience 

    Zach is a member of the banking and credit team. Prior to joining Aquiline, he was a portfolio manager and investor in the special situations groups at PIMCO and GIC. Previously, he was a managing director in the financial institutions group at StoneCastle Partners, a director in the structured credit group at Merrill Lynch and an analyst at Freddie Mac. 

    Education

    A.B. in Economics and Finance (Magna Cum Laude), Washington University in St. Louis

  • Jaryd Solomon

    Jaryd Solomon
    Jaryd Solomon

    Jaryd Solomon

    Experience

    Jaryd joined Aquiline in 2017 and is a member of the insurance team. Prior to joining Aquiline, he was vice president and head of corporate development at Palomar Specialty Insurance, a start-up catastrophe insurance company. Prior to that, Jaryd was an investment professional at Genstar Capital, a San Francisco-based private equity firm, where he identified, evaluated, and executed acquisition and investment opportunities in insurance and other sectors. He began his career as an investment banker at Sagent Advisors. 

    Portfolio Affiliations

    Education

    B.B.A., Ross School of Business at the University of Michigan (minor in mathematics)

  • Steven Spiegel

    Steven Spiegel
    Steven Spiegel

    Steven Spiegel

    Partner

    Experience

    Steven joined Aquiline in 2005 and is a member of the investment management team. Prior to joining Aquiline, he was the director of corporate development at Marsh & McLennan Companies, Inc. (NYSE: MMC), where he was also responsible for the development of MMC’s alternative investments business. He was previously the vice chairman of Putnam Investments, chairman of PanAgora Asset Management, and a director of Mercer Management Consulting and Nippon Life Asset Management Company. He also oversaw Putnam’s partnership with the Thomas H. Lee Co. Before joining Putnam, Steven was a partner of Lehman Brothers, Inc., where he held numerous positions including president of Lehman’s financial services division.

    Portfolio Affiliations

    Education

    B.S., Babson College

    Attended the University of Massachusetts Graduate School of Business

    Non-Profit Board Leadership and Volunteer Activities

    Director, f.a.c.e.s. (Fight Against Childhood Epilepsy and Seizures)

  • G. Kennedy Thompson

    G. Kennedy Thompson
    G. Kennedy Thompson

    G. Kennedy Thompson

    Partner

    Experience 

    Ken joined Aquiline in 2009 and is a member of the banking and credit team. Prior to joining Aquiline, he was chairman, president, and chief executive officer of Wachovia Corporation. Previously, he was the chairman of The Clearing House, The Financial Services Roundtable, and The Financial Services Forum and was president of the International Monetary Conference. He was also president of the Federal Advisory Council of the Federal Reserve Board.

    Portfolio Affiliations

    Professional Affiliations

    Member of the Board of Directors, Insteel Industries Inc. (NASDAQ: IIIN)

    Member of the Board of Directors, Lending Tree (NASDAQ: TREE)

    Member of the Board of Directors, Pinnacle Financial Partners (NASDAQ: PNFP)

    Education

    A.B., University of North Carolina-Chapel Hill (Morehead Scholar)

    M.B.A., Wake Forest University

    Non-Profit Board Volunteer Activities

    Trustee, The Morehead-Cain Foundation

     

  • Aleksandra Tyurina

    Aleksandra Tyurina
    Aleksandra Tyurina

    Aleksandra Tyurina

    Experience

    Aleksandra is a member of the Europe team. Prior to joining Aquiline, she was a senior M&A principal within the corporate development team at IHS Markit (Nasdaq: INFO), delivering group M&A strategy across the firm. As part of her role she was responsible for evaluating and executing acquisition investment opportunities covering the financial services, market technologies, resources and transportation divisions. Prior to that, she held a variety of roles at IHS Markit within the fixed income and account management teams. 

    Education

    B.S. in Economics, University College London

  • Igno van Waesberghe

    Igno van Waesberghe
    Igno van Waesberghe

    Igno van Waesberghe

    Partner

    Experience

    Igno joined Aquiline in 2012.  He is an investor across industries with a focus on opportunities throughout Europe. Prior to joining Aquiline, he was a vice president with Deutsche Bank’s Benelux corporate finance team, based jointly in London and Amsterdam. Previously, he was an associate and analyst in the European financial institutions group at J.P. Morgan in London.

    Portfolio Affiliations

    Education

    LL.M. in (International) Tax Law, Erasmus University Rotterdam

    General Management Program, Harvard Business School

     

  • Christina Walsh

    Christina Walsh
    Christina Walsh

    Christina Walsh

    Experience

    Christina joined Aquiline in 2019 and is a member of the insurance team. Prior to joining Aquiline, she was a Vice President in M&A and Relationship Management at Focus Financial Partners, a partnership of independent, fiduciary wealth management firms. Prior to that, Christina was a M&A Associate at Evercore, primarily focused on financial services. Before completing her MBA at The Wharton School, Christina was a trader at Renaissance Technologies; she began her career in wealth management as an advisor for high-net worth individuals.

    Education

    M.B.A, The Wharton School at the University of Pennsylvania

    B.S. in Business Management, Stony Brook University

    Non-Profit Board Leadership and Volunteer Activities

    New Alternatives for Children

  • Christopher E. Watson

    Christopher E. Watson
    Christopher E. Watson

    Christopher E. Watson

    Partner

    Experience

    Chris joined Aquiline in 2005 and is co-lead of the insurance team. Prior to joining Aquiline, he served in a variety of executive roles within the property and casualty insurance businesses of Citigroup and its predecessor entities. He was president and chief executive officer of Gulf Insurance Group and served on the risk committee and planning group for Travelers’ insurance operations. Previously, Chris served as executive vice president and then president of Commercial Insurance Resources, Inc., a specialty lines insurance company subsidiary of Commercial Credit/Citigroup. Earlier in his career, he held various management positions at American International Group (NYSE:AIG).

    Portfolio Affiliations

    Education

    B.A., City University of New York

  • Matthew J. Woeste

    Matthew J. Woeste
    Matthew J. Woeste

    Matthew J. Woeste

    Experience

    Matt joined Aquiline in 2013 and is a member of the banking and credit team. Prior to joining Aquiline, he was an investment banking analyst in the financial institutions group at Wells Fargo Securities. Before joining Wells Fargo, he was an associate in the financial services audit practice of PricewaterhouseCoopers.

    Portfolio Affiliations

    Education

    B.S. in Finance, Wake Forest University

    M.S. in Accountancy, Wake Forest University

  • Craig D. Wunderlich

    Craig D. Wunderlich
    Craig D. Wunderlich

    Craig D. Wunderlich

    Experience

    Craig joined Aquiline in 2011 and is a member of the banking and credit team. Prior to joining Aquiline, he was a vice president in the restructuring and strategic finance group at Morgan Stanley. Previously, he was the capital markets and funding leader at Tygris Commercial Finance Group, Inc., an Aquiline-sponsored commercial finance company; was a senior associate at Barclays Capital in the securitization group; and led the securitization structuring group at GE Capital. Craig began his career as a financial analyst for IBM Corporation.

    Portfolio Affiliations

    Education

    M.B.A., University of Illinois

    B.S. in Engineering, University of Illinois

  • Carly J. Arluke

    Carly J. Arluke
    Carly J. Arluke

    Carly J. Arluke

    Experience

    Carly oversees talent management at the Firm and portfolio company levels. Carly is responsible for human resources, office management and is a member of Aquiline’s Origination Committee. She is a SHRM Certified Professional (SHRM-CP).  Prior to joining Aquiline, Carly was the office manager at Lightyear Capital. Previously, she held positions in the securities trading industries. 

    Professional Affiliation

    SHRM Certified Professional (SHRM-CP)

    Education

    B.A. in Psychology, Muhlenberg College

     

  • Ezra S. Berger

    Ezra S. Berger
    Ezra S. Berger

    Ezra S. Berger

    Chief Compliance Officer

    Experience

    Ezra joined Aquiline in 2006 and is the chief compliance officer. Prior to joining Aquiline, he served as the treasurer of a private investment company. Previously, he was the vice president, treasurer, and chief financial officer of Kingston Investors Corp. He also worked in the tax department of Laventhol & Horwath, an international accounting firm. Ezra is a certified public accountant and an attorney.

    Professional Affiliations 

    Member, New York State Bar Association

    American Institute of Certified Public Accounts

    Education

    B.B.A., Bernard Baruch College

    J.D., New York University School of Law

    LL.M. in Taxation, New York University School of Law

    Non-Profit Board Leadership and Volunteer Activities

    Member of the Board, Yeled v’Yalda Early Childhood Center

  • Trey Block

    Trey Block
    Trey Block

    Trey Block

    Chief Financial Officer

    Experience

    Trey joined Aquiline in 2017 and is the chief financial officer. Prior to joining Aquiline, he was the corporate controller for OrbiMed Advisors LLC, a leading investment firm dedicated exclusively to the healthcare sector, where he was responsible for all management company finance functions, including financial reporting, treasury, accounts payable, and international office operations.  Previously, he was an executive director in the private equity and real estate services division of J.P. Morgan Chase and, before that, was the chief financial officer of Ideal Chemical and Supply Company.  Earlier in his career, Trey held senior positions at The Carlyle Group, Ernst & Young LLP, and Arthur Andersen LLP.   

    Professional Affiliation

    Certified Public Accountant   

    Education

    B.S., Business Administration and Accounting, Washington and Lee University

  • Eric Dunheimer

    Eric Dunheimer
    Eric Dunheimer

    Eric Dunheimer

    Experience

    Eric joined Aquiline in 2018. Prior to joining Aquiline, he was an associate with PricewaterhouseCoopers LLP in the financial services - investment management tax group.  There, he focused on private equity and hedge fund clients.

     

    Professional Affiliations 

    Certified Public Accountant

    Education

    B.S., Concentration in Accounting, University of Alabama

  • Meghan Gaffney

    Meghan Gaffney
    Meghan Gaffney

    Meghan Gaffney

    Investor Relations

    Meghan joined Aquiline in 2018 and focuses on investor relations and marketing. Prior to joining Aquiline, Meghan was an investor relations associate at the Swiss private equity firm Adveq Management, where she focused on fundraising in North America. Meghan previously held roles at Siguler Guff & Company and Morgan Stanley. 

    Education

    B.A. in Economics and Art History, Williams College

  • Larissa R. Marcellino

    Larissa R. Marcellino
    Larissa R. Marcellino

    Larissa R. Marcellino

    General Counsel

    Experience

    Larissa joined Aquiline in 2018 and serves as general counsel. Prior to joining Aquiline, Larissa was an attorney at Ropes & Gray LLP where she focused on private equity transactions and mergers and acquisitions. 

    Professional Affiliations 

    Member of the New York Bar

    Member of the Massachusetts Bar

    Member of the New York County Lawyer’s Association

    Education

    B.A., McGill University

    B.C.L., McGill University 

    LL.B., McGill University 

  • Stephen Pearn

    Stephen Pearn
    Stephen Pearn

    Stephen Pearn

    Experience

    Stephen joined Aquiline in 2018. Prior to joining Aquiline, he was a senior associate for PricewaterhouseCoopers LLP in the financial services - investment management group where he was responsible for performing financial statement audits, with experience in private equity funds, mutual funds and fund of funds.

    Professional Affiliations 

    Certified Public Accountant

    Education

    B.S., Concentration in Accounting, Boston College

  • Wendy San Martin

    Wendy San Martin
    Wendy San Martin

    Wendy San Martin

    Experience

    Wendy joined Aquiline in 2011 and focuses on accounting. Prior to joining Aquiline, she was a senior financial accountant at Citi Private Equity Services, the division of Citigroup providing advisory, accounting, tax, and administrative services to private equity firms and investors worldwide, where she performed a full range of accounting and financial administration activities.

    Education

    B.B.A. in Accounting, Baruch College, City University of New York

  • Mark Alexander

    Mark Alexander
    Mark Alexander

    Mark Alexander

    Experience

    Mark is the founder and president of Latigo Financial Services, which advises companies in the financial services industry, specializing in technology and operations. He is a senior advisor to McKinsey & Company's Banking, Capital Markets and Wealth Management practices, focusing on topics related to technology and operations. Mark also serves as executive consultant to Broadridge, a company that provides advanced communications, technology data and analytics solutions to the financial services industry and businesses. Prior to these roles, Mark held various positions at Merrill Lynch and then Bank of America Merrill Lynch (BAML), including chief information officer and head of technology and operations for both Global Markets and Global Wealth and Investment Management. In addition, he held various business leadership roles at Merrill Lynch, including chief administrative officer for Global Wealth Management and business head for online investing, clearing for securities, futures and listed options and mutual fund administration. Before joining Merrill Lynch, Mark worked at Deloitte & Touche, where he was a manager of auditing and consulting engagements for financial services companies.

    Professional Affiliations

    Member of the Board of Directors, Ladder Capital Corporation (chairman of the Audit Committee; ex-chairman of the Nominating and Corporate Governance Committee)

    Previous Board of Director Roles: Depository Trust and Clearing Corporation (lead director and chair of the Audit Committee); Euroclear plc; LCH.Clearnet

    Certified Public Accountant (Inactive)

    Education

    M.B.A. in finance, Stern School of Business at New York University

    B.B.A. in accounting (magna cum laude), Hofstra University

     

  • Philippe Carle

    Philippe Carle
    Philippe Carle

    Philippe Carle

    Experience

    Philippe is the chairman of Marsh & McLennan Companies France. Previously, he was chief executive officer of Marsh SA and co-chairman of Marsh Europe. Prior to joining Marsh, Philippe worked with CECAR Group, where he held numerous senior positions before being appointed president, chief executive officer and director. Earlier in his career, he held positions at AGF, AFIA, Sedgwick and AXA. Philippe is a member of the JP Morgan European Advisory Board. He is the co-chief executive officer of Babilou, an organization providing corporate nursery services and is also a board member of Lucien Barriere Group.

    Education

    Specialization in mathematics and economics, Ecole Nationale d’Assurance

    Honors

    Awarded several titles and marks of civil honor, including: Chevalier dans l’Ordre National du Mérite, Chevalier dans l’Ordre du Mérite Agricole and Officier dans l’Ordre National de la Légion d’Honneur

  • Tony Catalfano

    Tony Catalfano
    Tony Catalfano

    Tony Catalfano

    Experience

    Tony served as chief executive officer of Worldpay, US from March of 2012 to January 2016. He previously joined Fiserv in 2002 through the company’s acquisition of Electronic Data Systems Corp’s (EDS) Consumer Network Services (CNS) business. During his time at Fiserv, Tony served as division president of Electronic Payments business and division president of Fiserv’s Bank Solutions division. Tony has gained significant payments industry experience throughout his career and developed key strengths in information technology, leadership, change management and business transformation. He has nearly 25 years of experience in the payments industry. Tony was elected as the founding chairman of the American Transaction Processors Coalition (ATPC) in December of 2013. He is an active startup CEO advisor at Georgia Tech’s Advanced Technology Development Center (ATDC).

    Portfolio Affiliations

    Professional Affiliations 

    Member of the Board of Directors, OSG Billing Services

    Nonexecutive Director and advisor, Daxko

    Nonexecutive Director and advisor, Sudu Logistics

    Advisor, Authomate, Inc.; Greenlight; D4DT; Togetherwork; Union POS; OnPay

    Previous Board of Director Roles: Nonexecutive Board Member, Prinnovo

     

  • Stephen Catlin

    Stephen Catlin
    Stephen Catlin

    Stephen Catlin

    Experience

    Stephen Catlin began his insurance career in 1973. He founded Catlin Underwriting Agencies Limited in 1984, which later became part of Catlin Group Limited. Stephen served as Catlin Group's chief executive throughout its history and as the active underwriter of Lloyd's Syndicate 1003 and later Syndicate 2003 until May 2003. He assumed the position of executive deputy chairman of XL Group Ltd from May 2015 (upon the completion of XL’s acquisition of Catlin Group Limited) until May 2017. From May to December 2017, he acted as a special advisor to XL’s chief executive officer, Mike McGavick.

  • C. Samantha Chen

    C. Samantha Chen
    C. Samantha Chen

    C. Samantha Chen

    Experience

    Samantha was a managing director at the private equity firm Warburg Pincus prior to joining Aquiline, where she focused on investments in the technology and financial technology sectors. Previously, she was a member of the investment team at Bessemer Venture Capital.

    Education

    B.A., Stanford University

    M.B.A., Stanford Graduate School of Business

  • Bal G. Das

    Bal G. Das
    Bal G. Das

    Bal G. Das

    Experience

    Bal is chairman of BGD Holdings, LLC, a New York based holding company for investment businesses and operating businesses. He serves as advisor of Arkera, Inc., a London based financial services focused artificial intelligence and data science business. He is also the executive chairman of Gokul!World, a New York based children's multi-media content business.  Previously, he was a partner and vice chairman of Kailix Investment Advisors (formerly Blackstone Kailix Advisors). In 2005, Bal co-founded InsCap Management, LLC, a specialty finance company and InsCap Asset Management, LLC. From 1995 to 2005, he practiced corporate finance and securities law at Skadden, Arps, Slate, Meagher & Flom LLP (New York and Paris) and at Cadwalader, Wikersham & Taft LLP (New York). 

    Education 

    L.L.M., Columbia University Law School

    L.L.B., Faculty of Law, Delhi University

    B.A., Delhi University

    Non-Profit Board Leadership and Volunteer Activities 

    Member, Economic Club of New York

  • Bob Deutsch

    Bob Deutsch
    Bob Deutsch

    Bob Deutsch

    Experience

    Bob is managing director of North American Life & Health, the insurance division of GE Capital and serves as senior advisor to Oliver Wyman. Bob's previous experience includes roles as chief strategy officer of Hamilton Insurance Group, managing director of GCP Capital Partners, founding chief executive officer of Ironshore, chief financial officer of CNA Financial, chief actuary and chief financial officer of Executive Risk and positions at Swiss Re as well as at Ernst & Young.  He is currently a director of Wilton Re and M.M. LaFleur. Bob’s previous directorships include Beazley, Enstar, Platinum Underwriters, Chaucer, Acrisure and Darwin Professional Underwriters, among others.

    Professional Affiliations 

    Fellow, Casualty Actuarial Society

    Associate, Society of Actuaries

    Member, American Academy of Actuaries

    Education

    B.S. in economics, The Wharton School, University of Pennsylvania

     

  • Ron Frank

    Ron Frank
    Ron Frank

    Ron Frank

    Experience

    Ron was most recently a leading Wall Street equity research analyst of the non-life (property/casualty) insurance sector for 20 years, having spent most of his career as a managing director and senior non-life industry analyst with Citi Investment Research and its predecessor firms. He was also a private insurance industry consultant. Ron is a member of the adjunct finance faculty at Hofstra University, where he teaches undergraduate and graduate courses, including insurance courses. Ron is a Chartered Financial Analyst.

    Education

    B.A. in economics, State University of New York at Albany

    M.B.A. (with distinction) in finance, Hofstra University

  • Barnaby Grist

    Barnaby Grist
    Barnaby Grist

    Barnaby Grist

    Experience

    Barnaby Grist is the co-founder of Pimes, a mission-driven lender to small businesses in developing countries. In addition, he advises companies in financial technology and wealth management, drawing from a deep background supporting financial advisors and small businesses. Barnaby currently serves as executive chairman for RIA in a box: the leading compliance solution for registered investment advisors and as advisor to Riskalyze: the leading provider of risk analytics and prospecting tools for financial advisors. His previous experience includes roles as executive chairman at ETF.com, president and executive vice president with Cetera Financial Group and senior management director of strategic business development at Charles Schwab Advisor Services. Earlier in his career, Barnaby was a principal with the Boston Consulting Group and a consultant to financial services organizations at Oliver Wyman.

    Portfolio Affiliations

    Professional Affiliations

    Executive Chairman, RIA in a Box

    Advisor, Riskalyze

    Education

    M.B.A., Stanford University

    B.A., Oxford University

  • Stephen R. Hardis

    Stephen R. Hardis
    Stephen R. Hardis

    Stephen R. Hardis

    Experience

    Stephen retired as the chairman and chief executive officer of Eaton Corporation (NYSE: ETN), where he served in executive roles during his more than 20 years at the firm. He is the former chairman of the board of Marsh & McLennan Companies, Inc. (NYSE: MMC) and was lead director as well as chairman of Axcelis Technologies, Inc. (NASDAQ: ACLS). Stephen also served as lead director of Progressive Corporation and Nordson Corporation. Previously, he was director of Lexmark International, Steris Corporation, American Greetings, Parkwood Corporation and Apogent Corporation. Stephen is an emeritus trustee of The Cleveland Clinic.

    Education

    M.P.A., Princeton University

    B.A. (with distinction), Cornell University 

  • Michael Kalen

    Michael Kalen
    Michael Kalen

    Michael Kalen

    Experience

    Michael is the chief executive officer of Covr Financial Technologies, a venture capital backed insurtech company focused on providing digital life insurance solutions to financial institutions. He is the former chief executive officer of Simplicity Financial Distribution. Prior to joining Simplicity, Michael was president of Hartford Financial’s United States life insurance business and of its European annuity business. Earlier in his career, he was a senior executive with Prudential Financial and held several roles, including head of insurance and estate planning, at Prudential Securities. He also served as chief financial officer of the Prudential Advisors division.

    Professional Affiliations

    Board of Directors, Nassau Life and Annuity 

    Board of Trustees, Life Happens

    Advisor, Sureify

    Advisor, AdvisorConnect

    City of Hartford, Mayor’s Advisory Board for InsurTech

    Education

    B.S. in business administration, University of Delaware

    M.B.A. in finance, Columbia University

    CLU and ChFC, American College of Financial Services 

     

  • Paul A. Larkins

    Paul A. Larkins
    Paul A. Larkins

    Paul A. Larkins

    Experience

    Paul’s experience includes various leadership roles with SquareTwo Financial, where he served as president, chief executive officer and director. Prior to those roles, Paul held the position of executive vice president at KeyCorp, as well as those of president and chief executive officer of Key National Finance and earlier, of Key Equipment Finance. Previously, he was a senior vice president at USL Capital. Paul has led transformations in both domestic and global, public and private organizations. He began his career working with IBM.

    Professional Affiliations

    Previous Board of Director Roles: SquareTwo Financial; University of Colorado, Boulder- Leeds School of Business; State University of New York Research Foundation; Equipment Leasing and Finance Association (Chair); Government Affairs Council (ELFA, Chair)

    Non-Profit Board Leadership and Volunteer Activities

    Member of the Board of Directors, Food for Thought- Denver

    Member of the Board of Directors, Saint Mary’s College- School of Economics and Business Administration

    Education

    B.S. in business administration and economics, Saint Mary’s College

    University of Delaware/ABA, Stonier Graduate School of Banking

    Case Western University, KeyCorp Leadership Institute

    Columbia University, Institute of Lease Management

    Center for Creative Leadership, Leadership at the Peak

  • Lord Lang of Monkton

    Lord Lang of Monkton
    Lord Lang of Monkton

    Lord Lang of Monkton

    Experience

    Lord Lang is the nonexecutive chairman of Lovat Parks: a holiday parks company and a member of the House of Lords Liaison Committee. Previously, he was the independent chairman of the board of directors at Marsh & McLennan Companies, Inc. (NYSE: MMC), chaired its executive committee and served as a member of its compensation committee, directors and governance committee and finance committee. From 1979 to 1997, Lord Lang served as a Member of the United Kingdom Parliament. He was then appointed to the House of Lords, where he now performs the role of life peer. Earlier in his career, Lord Lang served in the Cabinet as president of the Board of Trade, secretary of state for Trade and Industry and as secretary of state for Scotland. He was chairman of the Prime Minister's Advisory Committee on Business Appointments (United Kingdom) from 2009 to 2014 and of the House of Lords Constitution Committee from 2014 to 2017. Lord Lang has served as nonexecutive director at General Accident plc; CGU plc; The Automobile Association (United Kingdom) and other public companies. He began his career as an insurance broker.

    Education

    Educated at Rugby School, England (where he later became a Governor)

    B.A. with honors in history from Cambridge University

  • Stuart Myers

    Stuart Myers
    Stuart Myers

    Stuart Myers

    Experience

    Stuart is the chief operating officer of Stuart Myers Consulting, a provider of advice and services to a variety of clients in the insurance, government, real estate and manufacturing sectors and a U.S. bankruptcy trustee (Delaware). Prior to forming Stuart Myers Consulting, he served as a risk management consultant to the City of Miami, Florida, where he provided risk management expertise to the city's mayor and had oversight of the city's risk management budget. Previously, he was the senior vice president of claims services for American International Group (NYSE: AIG) and the president and chief operating officer of York Insurance Services, which was acquired by AIG.

    Portfolio Affiliations

    Professional Affiliations

    Member of the Board of Directors, Worley Insurance

    Member of the Board of Directors, Sid Wainer and Sons

    Member of the Board of Directors, Ventus Insurance

    Consultant, Wright Risk

    Previous Board of Director Roles: JLH Insurance; Legacy Insurance; American Colonial Insurance Companies

    Education

    Harvard Business School Owner-President Management Program

    City College of New York

  • Amna Naseer

    Amna Naseer
    Amna Naseer

    Amna Naseer

    Experience 

    Amna is a former investment professional of Aquiline Capital Partners. Prior to joining Aquiline, she was a managing director in corporate strategy and business development at TIAA-CREF, where she focused on building the company's wealth and asset management businesses. Earlier in her career, Amna held senior executive positions with Merrill Lynch/Bank of America including serving as head of regional chief operating officer for Merrill Lynch's wealth management business. Amna started her career at McKinsey & Company.

    Education

    B.Sc. in economics (First-class Honors), The London School of Economics and Political Science

    M.Phil. in economics (Senior Scholar Award), University of Oxford, Merton College

    Non-Profit Board Leadership and Volunteer Activities

    Board member, Merton College Charitable Committee, Merton College, Oxford

    Mentor/Coach, America Needs You

  • Patrick H.P. O'Sullivan

    Patrick H.P. O'Sullivan
    Patrick H.P. O'Sullivan

    Patrick H.P. O'Sullivan

    Experience

    Patrick is the chairman of Saga Group plc (LSE: SAGA) and of ERS (Syndicate 218) Limited at Lloyds of London. Prior to these roles, he served as the chairman of Old Mutual Group, deputy governor of the Bank of Ireland and vice chairman of Zurich Financial Services (ZFS), where he had specific responsibility for its international businesses. Earlier in his career, Patrick was the chief financial officer of the ZFS Group and the chief executive officer of Eagle Star Insurance Company. He also held positions at Bank of America, Goldman Sachs, Financial Guaranty Insurance Company and Barclays/BZW. Patrick is the former chairman of the United Kingdom's Shareholder Executive, senior independent director at MAN Group plc and chair of the audit committees at Collins Stewart plc and Cofra Group AG.

    Portfolio Affiliations

    Professional Affiliations

    Fellow, Institute of Chartered Accountants (Ireland)

    Education

    B.B.S., Trinity College at the University of Dublin

    M.Sc. in accounting and finance, London School of Economics

  • Paul Schaeffer

    Paul Schaeffer
    Paul Schaeffer

    Paul Schaeffer

    Experience

    Paul is the president of AlphaHut.net: a strategy consulting firm focused on the investment management and financial services industries. Previously, he was a managing director at Forward Management LLC, where he coordinated strategy and thought leadership. Paul joined Forward Management after serving as president of ReFlow Management. Earlier in his career, he held senior management positions at SEI Investments, Capital Resource Advisors, Investment Counseling, Inc. as well as several other investment management, financial services and communications organizations. Paul is a board member of IndexIQ Funds.

    Portfolio Affiliations

    Education

    School of International Affairs, George Washington University

  • Sandra S. Wijnberg

    Sandra S. Wijnberg
    Sandra S. Wijnberg

    Sandra S. Wijnberg

    Experience

    Sandra is currently a member of the board of directors of the T. Rowe Price Group, Inc. and of Automatic Data Processing, Inc. She was previously a member of the board and the chief administrative officer for Aquiline Holdings. Prior to joining Aquiline, Sandra held executive positions with Marsh & McLennan Companies, Inc., YUM! Brands, PepsiCo, Inc., Morgan Stanley and Lehman Brothers.

    Professional Affiliations

    Director, Automatic Data Processing, Inc. (NASDAQ: ADP)

    Director, T. Rowe Price Group, Inc. (NASDAQ: TROW)

    Education

    M.B.A., University of Southern California

    B.A., University of California, Los Angeles

    Non-Profit Board Leadership and Volunteer Activities

    Director, Seeds of Peace

    Director, Spark MicroGrants

    Trustee, John Simon Guggenheim Foundation

     

  • Larry Wilson

    Larry Wilson
    Larry Wilson

    Larry Wilson

    Experience

    Larry has decades of experience founding and operating insurance technology companies. He was the founder and chief executive officer of Policy Management Systems Corporation (NYSE: PMS) and successfully built one of the largest insurance technology companies in the world. PMS served nearly 70 percent of the world’s insurance companies in 30 countries and was acquired by Computer Sciences Corporation in 2001. Larry has been named one of the top three chief executive officers in the computer software and services industry by The Wall Street Transcript on five separate occasions. He serves on numerous private-company and not-for-profit boards. Larry holds the Chartered Property Casualty Underwriter designation.

    Portfolio Affiliations

    Education

    B.S. in business, University of South Carolina

    M.B.A., University of South Carolina

  • Stephen Wolff

    Stephen Wolff
    Stephen Wolff

    Stephen Wolff

    Experience

    Stephen was most recently head of corporate strategy and a member of the executive management team of Markit Group (NASDAQ: INFO), a financial information and technology firm. Prior to Markit, he was head of strategic investments at Deutsche Bank, where he managed a portfolio of principal investments focused on financial market infrastructure. Stephen started his career trading G7, emerging market interest rate and FX derivatives at Deutsche Bank, before moving to e-commerce consultancy at Razorfish. He has held board and advisory positions with numerous financial market infrastructure and financial technology companies.

     

    Professional Affiliations

    Advisor, CobaltDL

    Advisor, Transficc

    Advisor, OTCX Trading

    Previous Board of Director Roles: Markit; Tradeweb; R3

    Education

    B.A. in economics (first class), Manchester University.

Area of Expertise