Financial Institution Insurance

Financial Institutions

Professional Liability and management liability insurance can be challenging to secure for any financial institution. We place professional liability for investment banks, investment advisors, insurance companies and real estate funds. We also place the management liability which includes directors and officersliability, employment practices liability, fiduciary liability, fidelity bonds/crime policies and kidnap, ransom, & extortion. These coverages may be written as stand-alone insurance policies or combined into a single, "package" policy.

Who Founders Professional Can Help:

  • Asset Management Firms
  • Broker Dealers
  • Community Banks
  • Credit Unions
  • Family Offices
  • Hedge Funds
  • Insurance Companies
  • Investment Advisors
  • Investment Banks
  • Mutual Funds
  • Non-Traditional Lenders
  • Private Equity
  • Real Estate Investment Trusts
  • Reciprocal Exchange Groups
  • REITs
  • Risk Retention Groups
  • Trusts
  • Venture Capital
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Who Founders Professional Can Help:

  • Coverage comparisons
  • Benchmarking
  • Product information and explanations
  • Industry claims information
  • M&A due diligence
AmtrustBerkshire HathawayLloyd’sScottsdale
ArgoProGreat AmericanMaxumStarStone
AWACHiscoxOld RepublicWestchester


Dan Vecchio

Executive VP and Management Liability Practice Leader

Chris Monfort

Miscellaneous Professional Liability Practice Leader

Matt DeCew

Professional Liability Practice Leader

Adrienne Porter

Professional Liability Broker