Vanbridge is an insurance company that offers advanced planning and executive benefits solutions. The company was conceived out of the desire to better serve the alternative asset management community by bridging the traditional insurance industry and capital markets and allowing them to tap into the best aspects of both.

Insurance

Risk & Compliance

Vanbridge, an EPIC company

Vanbridge, an EPIC company's headquarters in New York, NY, United States

The Boca Raton office specializes in life and executive benefits, underwriting, and business development in the financial services sector.

Boca Raton

The West Des Moines office focuses on business development, product design, and client relationship management.

West Des Moines

Philip V. Moyles, Jr.

Julie Smith

Meredith I. Tapken

Terrah Schaefer

Tom Bellig

Michael Smrt

Michael Fitzsimmons

Karl Feitelberg

Nate Siegel

Kyle Binnington

Tyler Horning

Tobi Silver

Emily Kanterman

Greylen Erlacher Mardy

James Dowd Kennedy

Ray Hunt

Jennifer Stastny

Mitchell K. Smith

Nancy Rodrigues

Blake Mallonee

Elizabeth A. Brown

Randy Rowray, AAPA

Ryan Perna

Robert Flack

Adam Spring

Tyler Brooks

Keith Musil

Kristin Jenkins

Jennifer Antoszewski

Jean Storsberg

Greg Gittleman

Anita Huang

The Leadership Team at Vanbridge plays a crucial role in driving the company's strategic vision and operational efficiency within the insurance and alternative asset management sectors. Comprising experienced executives across various verticals, the team focuses on business development, management liability, product design, and licensing, ensuring that Vanbridge delivers innovative solutions and exceptional services to its clients while fostering a collaborative company culture. Through their collective expertise, they aim to bridge the gaps between traditional insurance and capital markets, enhancing value for stakeholders.

Leadership Team

The Business Development & Distribution team at Vanbridge focuses on expanding the company's market reach by identifying and cultivating strategic partnerships within the alternative asset management community. They work to create innovative insurance solutions tailored to client needs, leveraging their expertise in advanced planning and executive benefits. This team is pivotal in bridging the gap between the insurance industry and capital markets, ensuring clients receive optimal value from Vanbridge's offerings.

Business Development & Distribution

The Product and Case Design Team at Vanbridge is responsible for developing innovative insurance products and tailored case solutions that meet the unique needs of clients in the alternative asset management sector. This team collaborates closely with leadership to ensure alignment with market trends and regulatory requirements, leveraging their expertise in life, disability, and annuity products to design offerings that enhance executive benefits and advanced planning strategies.

Product and Case Design Team

The Financial Analysis Team at Vanbridge plays a crucial role in evaluating financial performance and strategy within the insurance sector. They conduct in-depth analyses of compensation structures, accounting practices, and surplus lines, providing insights that drive informed decision-making and optimize executive benefits solutions tailored to the needs of alternative asset management clients.

Financial Analysis Team

The Financial and Risk Management team at Vanbridge focuses on developing and implementing strategies to mitigate financial risks associated with insurance products and services. This team plays a crucial role in assessing management liability and financial lines, ensuring compliance, and optimizing licensing and contracting processes to deliver tailored solutions for clients in the alternative asset management sector. Their expertise bridges the gap between traditional insurance practices and the evolving landscape of capital markets.

Financial and Risk Management

The Sales and Marketing team at Vanbridge focuses on driving business growth by developing strategic initiatives to promote the company's advanced planning and executive benefits solutions. They collaborate on market analysis, lead generation, and client engagement strategies, leveraging their expertise to connect with the alternative asset management community and enhance brand visibility while fostering strong relationships with clients and distribution partners.

Sales and Marketing

Vanbridge, an EPIC company

Org chart

Teams

Leadership Team

Business Development & Distribution

Product and Case Design Team

Financial Analysis Team

Financial and Risk Management

Sales and Marketing

Offices

Vanbridge, an EPIC company

Org chart

Teams

Leadership Team

Business Development & Distribution

Product and Case Design Team

Financial Analysis Team

Financial and Risk Management

Sales and Marketing

Offices

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