Our People

When it comes to our people, SRS chooses the best of the best. We are an eclectic group, comprised of experts from around the globe. Those who join the SRS team are regarded as exceptional in their field and bring a certain knowledge and experience that is unfounded anywhere else. Because we’re independently owned, our shareholders, board members, and staff are vested in the company and in bringing you to solutions you need to be successful.

Andrew Berry

Managing Director, Strategic Initiatives

..

Andrew Berry

MANAGING DIRECTOR, STRATEGIC INITIATIVES

Current Responsibility

Andrew is responsible for the development of firm’s strategic initiatives outside of its core insurance management and consulting business. This includes the oversight of new ventures and both majority and minority investments in insurance and risk management businesses complementary to SRS’s core business. His responsibilities include bringing infrastructure support to these ventures and access to the SRS partner network. He is also actively involved in the identification, evaluation and launch of new SRS affiliated ventures

Experience

Andrew joined SRS in 2003 as a captive consultant before transitioning to the role of CFO in 2009 and COO in 2012. For 10 years he led the development of the operational infrastructure of the firm supporting SRS' growth and expansion as well as managing the firm's marketing strategy. Andrew has over 35 years of experience in the captive, insurance, and risk management industries.

Prior to joining SRS, he was Co-Founder, President, and COO of GRX Technologies, an industry leader in the development of collaborative technologies streamlining the management of large commercial insurance programs. Andrew started his career as an insurance broker in the London and UK retail brokerage markets, before spending 9 years as a risk management consultant with Tillinghast - Towers Perrin in London and Boston. While at Tillinghast, he consulted with Fortune 500 corporations, US, and European multinationals, public sector, and non-profit organizations.

Education and Professional Designations

Babson College, MBA (summa cum laude) with concentration in Entrepreneurship
Nottingham University, B.A., Industrial Economics
Fellow of the Chartered Insurance Institute (FCII)
Fellow of the Institute of Risk Management (FIRM)

..

Andrew Hupman

Managing Director, Strategic Initiatives

..

Andrew Hupman

MANAGING DIRECTOR, SRS BERMUDA

Current Responsibility

Andrew is Director of our Bermuda captive management operations. He is responsible for the oversight of SRS’s clients and staff in the domicile and is actively involved in the management of several of our Bermuda domiciled clients.

Experience

Andrew joined SRS in 2008. He has over 10 years experience in captive insurance and accounting, servicing clients in Bermuda and the Cayman Islands. He has extensive experience working with segregated account companies, healthcare clients writing hospital professional liability and general liability programs, as well as physician programs. He also has experience with a variety of single parent and group captives writing primary casualty, property, product liability, warranty & recall programs and credit/life coverages.

Before joining SRS, Andrew was Assistant Vice President with Aon Insurance Managers (Cayman) Ltd, where he worked for seven years. Andrew has also worked as a Senior Auditor at KPMG, Cayman Islands.

Education and Professional Designations

Member of the Institute of Chartered Accountants of Nova Scotia.
Dalhousie University, Bachelors of Commerce.

..

Andrew Marson

Managing Director, SRS West

..

Andrew Marson

Managing Director, SRS West

Current Responsibility

Andrew is responsible for the management and supervision of a portfolio of single parent and group captive insurance companies in our western US region. Andrew manages the firm’s activities in Texas and provides support to other central time zone domiciles including Oklahoma and Missouri. His client activities include the preparation and review of monthly and quarterly financial statements, regulatory filings, NAIC filings and co-ordination of external audits and examinations. He also supervises junior accountants on accounts.

Experience

Andrew joined SRS in 2010. He has over twelve (12) years experience in the audit and management of captive insurance companies. Prior to joining SRS he worked for Marsh Management Services in Cayman providing day-to-day management services to Cayman captive insurance companies. At Marsh, Andrew was primarily involved in the management of captives in the healthcare industry and was the primary contact for nine healthcare captives.

Affiliations

Director, Texas Captive Insurance Association
Former Director, Arizona Captive Insurance Association

Education and Professional Designations

Fellow of the Association of Chartered Certified Accountants
Member of the Association of Accounting Technicians

..

Andy Hulme

Director of Underwriting, SRS Europe

..

Andy Hulme

Director of Underwriting

Current Responsibility

Andy is Director of Underwriting within the SRS Group. He is responsible for developing underwriting capability and services supporting SRS’ global management of its (re)insurance clients and consulting practices. Andy is based in the United Kingdom and is actively involved in the expansion of the firm’s services in Europe. He also leads the underwriting services provided to Bermuda domiciled clients.

Experience

Andy joined SRS in April 2020. He was formerly the Chief Underwriting Officer of a large Insurance and Reinsurance group owned by Hochtief, one of the world’s largest construction group where he was responsible for leading the underwriting of both captive and commercial market/unrelated risks. Prior to being CUO, Andy was Executive Vice President at JLT in Bermuda and London responsible for business development and captive consulting. Andy brings over 18 years of underwriting experience, of which, half has been in the captive industry. Andy has experience across a wide range of traditional and non-tradition (re)insurance products and experience in the UK, European mainland and Bermuda (re)insurance and captive markets.

Education, Affiliations and Professional Designations

Chartered Insurer, Chartered Insurance Institute
Associate of the Chartered Insurance Institute
Brunel University, Bachelors of Science, Management

..

Wendy Dine

Associate Director – SRS Advisers

..

Wendy Dine

Associate Director

Current Responsibility

Wendy is an Associate Director in our Washington, D.C. offices and Chair of the firm’s Employee Benefits practice group. Her responsibilities include supporting consulting sources with analyses, underwriting and feasibility studies for all single parent and group program prospects and clients assuming medical stop loss, ERISA or voluntary employee benefits risk within their captive. In addition, her responsibilities include the program management and oversight of group medical stop loss insurance business. Wendy is a frequent speaker at industry conferences providing up-to-date insight on the use of captives for medical stop loss risk.

Experience

Wendy has over 20 years’ experience in the insurance industry with a primary focus on the implementation, administration and management of self-insured group captives and programs within the Property and Casualty and Employee Benefits sectors. Additionally, Wendy served as Director of Operations for a large privately held Medical Stop Loss Managing General Underwriter.

Prior to joining SRS in 2012 Wendy was with USI Insurance Services (formerly Wells Fargo Insurance), serving as a Senior Program Manager of a Reciprocal Association, offering employer sponsored and voluntary employee benefits to not-for-profits in Washington, D.C.

Education and Professional Designations

Philadelphia University, B.S., Business Management
Licensed Life & Annuities and Health Producer

..

Ann Wick

President, SRS West

..

Ann Wick

President, SRS West

Current Responsibility

Ann is responsible for the oversight of SRS’ clients and staff in Arizona, Hawaii, Nevada and Utah. She also provides relationship management and peer review services to SRS’ clients in other domiciles.

Experience

Ann has been forming and managing captives and risk retention groups in the domestic domiciles since 1987. Prior to joining SRS in August 2007 Ann was responsible for the marketing and management of AIG’s US captive operations out of Burlington Vermont. Ann has formed and managed a wide variety of single owner and group captive types and has worked with clients from most industries. She is a Director and past President of the Arizona Captive Insurance Association and is a past President of the Vermont Captive Insurance Association.

Affiliations

Member and past President Arizona Captive Insurance Association
Past President Vermont Captive Insurance Association
Member, Nevada Division of Insurance, Advisory Committee for Captives

Education and Professional Designations

Certified Public Accountant
Champlain College, Burlington, VT

..

Anna Pereira

SVP, Insurance Linked Securities, SRS Bermuda

..

Anna Pereira

SVP, Insurance Linked Securities, SRS Bermuda

Current Responsibility

Anna is a key member of our ILS and Fund Administration team in Bermuda. Her responsibilities include business development and the implementation and delivery of treasury and collateral management services. She advises on client and internal needs related to treasury, corporate banking and collateral management processes.

Experience

Anna joined SRS in 2021 with over 25 years’ experience in the insurance, reinsurance, alternative risk transfer and capital markets. Her prior experience includes co-founding MANA Consulting Ltd. and serving as Head of Treasury for Horseshoe Group where she specialized in ILS and collateralized reinsurance for ILS transformer entities, special purpose vehicles and insurance-managed clients. Prior to that, Anna was Head of Captive and Insurance Banking at HSBC Bank Bermuda Limited, where she was instrumental in leading the bank’s ILS and reinsurance trustee initiative and record growth in Bermuda and the US.

In addition to her ILS experience, Anna held various underwriting positions with Chubb Financial Solutions, Quanta Re, and Everest Re in Bermuda and has experience in financial guarantee, financial lines and casualty treaty reinsurance underwriting.

Affiliations

ILS (Bermuda) Limited, Founding Committee Member
100 Women in Finance, Member
Women in Reinsurance, Member

Education and Professional Designations

Associate in Reinsurance (ARe)
University of Guelph, Ontario, Management Economics

..

Annette Heaney

Associate Director & Head of Finance, SRS Europe

..

Annette Heaney

Associate Director & Head of Finance, SRS Europe

Current Responsibility

Annette joined Strategic Risk Solutions Europe (SRS Europe) in January 2018 as Associate Director and Head of Finance Europe. Annette is supporting the firm’s expansion into various European captive domiciles as well as focusing on the captive management client services delivery platform.

Experience

Annette joined SRS Europe following 10 years with Marsh Captive Management Dublin, where she served large and complex multinational captive owners domiciled in Ireland. Annette developed a comprehensive knowledge of the requirements for all three pillars of the Solvency II regime having prepared for the implementation of the regime in recent years and successfully completing the inaugural annual reporting for a number of clients under the Solvency II regime in 2017.

Education and Professional Designations

Chartered Certified Accountant (ACCA)
National University of Ireland, Galway – BA (Hons) International in Economics and French

..

Bertrand Segui

Head of Actuarial Services, SRS Europe

..

Bertrand Segui

Head of Actuarial Services, SRS Europe

Current Responsibility 

Bertrand is a qualified Actuary and holds the position of head of actuarial services at SRS Luxembourg. He will be in charge of all the actuarial matters of our EU clients and the connection with regulators.  

Experience 

Bertrand was formerly the Chief Actuarial Officer of Risk and Reinsurance Solutions for the past two years, and had responsibility for leading a team of actuaries: 

  • Solvency II regulatory requirements
  • Impact of new underwriting programs in terms of capital
  • Cases submitted to local regulators (approval of new business plan, approval of capital increase, M&A, new equalisation reserve ceilings)
  • Certification of technical reserves and liaise with auditors
  • Attendance to the technical committees and boards of directors 
  • IFRS 9/17 impact studies for the impacted entities

He was the chief actuary of reinsurance captives located in Luxembourg and France. Prior to that, Bertrand was the actuarial leader at KPMG Luxembourg and PwC Luxembourg. He managed teams up to 10 actuaries in both Audit and Advisory with a particular focus on General Insurance and reinsurance. Most of his engagements took place in Luxembourg but he was also involved in various commitments in France, Germany, Belgium, The Netherlands and Saudi Arabia.  

Education and Professional Designations 

  • Qualified actuary 
  • Master’s degree in actuarial science, ISFA Lyon 
  • Master of business administration, ISC Paris 
  • Master of mathematics, University Paris VI 

 Languages 

  • English 
  • French 
  • Italian
  • Serbian
  • German  
..

Brady Young

President & CEO

..

Brady Young

President & CEO

Current Responsibility

Brady is a principal owner of Strategic Risk Solutions, Inc. and the firm’s President and CEO. He is a founding member of SRS having been with the company since its inception in 1993 and led the management buy-out of SRS to establish the company as an independent entity in August 2002. Brady is responsible for the overall strategic development of SRS. During his time with the firm, he has established SRS in a leadership position in the captive market.

Experience

Brady has over 25 years of captive insurance experience and has worked with US and European companies in most industries to assess the need for and optimize the role of their captive insurers. He has been involved in the formation of numerous captives and has provided strategic and operational consulting to many of SRS’s clients.

Prior to joining SRS in 1993, Brady spent eight years with Tillinghast-Towers Perrin. As Principal in the firm, he managed the London, Boston, and Toronto risk management practices and worked on a variety of risk management and captive related assignments for corporations and groups covering a wide spectrum of risks and industries.

Education and Professional Designations
Georgia State University, Master of Insurance
Bowling Green State University, B.S., Business Administration

..

Brian Collins

Managing Director, SRS Europe – Luxembourg

..

Brian Collins

Managing Director, SRS Europe - Luxembourg

Current Responsibility

Brian is responsible for managing the captive operations in Luxembourg as well as assisting client operations internal to the group. Captive management operations include management of client portfolio, consistent achievement of accurate, timely financial reporting, preparation of accounts as needed, supervisory financial review of staff work product, ensuring timely and accurate regulatory filings, internal and external stakeholder relationships, local office management and assist with new business as needed based on domicile activity.

Experience

Brian was formerly the licensed manager, and ran, the insurance and reinsurance captives of the Randstad group in Luxembourg, which focused on the employee benefits of the group’s 700,000 employees.

Prior to that, Brian worked at Marsh’s captive solution for over 20 years, in both Luxembourg and Dublin, leaving as Senior Vice President. There, he managed a portfolio of 40+ international clients with his team of 16 colleagues, as well as being the Luxembourg member of the Solvency II Implementation committee and the Global IT Steering committee.

Education, Affiliations and Professional Designations

Licensed Manager of Insurance companies in Luxembourg, issued by the Minister of Finance.
Licensed Manager of Reinsurance companies in Luxembourg, issued by the Minister of Finance
Member of the Chartered Institute of Management Accountants

..

Carla Fiske

Sr. Account Manager, SRS East

..

Carla Fiske

Sr. Account Manager, SRS East

Current Responsibility

Carla is responsible for the day-to-day management of a portfolio of captive insurance company clients domiciled in the Eastern United States outside of New England, including the District of Columbia. Her duties include standard captive management services for accounting, regulatory compliance, and general management services.

Experience

Carla re-joined SRS in 2011 having previously been with the company for two years until 2007. She has more than 20 years of experience in captive management, insurance accounting, and consulting services. She has managed a range of captive and insurance clients including single-parent, risk retention groups, reciprocals, cell captives, and commercial reinsurers. Her accounting experience includes both GAAP and statutory accounting.

Affiliations

Member - Vermont Captive Insurance Association

Education and Professional Designations

Chaplain College, B.S. Accounting

..

Christopher Plumpton

Sr. Account Manager, SRS East

..

Christopher Plumpton

Sr. Account Manager, SRS East

Current Responsibility

Christopher is responsible for the management and supervision of a portfolio of single-parent, group captives, sponsored captive insurance companies, and risk retention groups managed from our Vermont office. His activities include the preparation and review of monthly and quarterly financial statements, regulatory filings, and coordination of external audits and examinations. he also oversees and coordinates junior accountants on client accounts.

Experience

Christopher joined SRS in 2010. He has more than 20 years of accounting experience including 13 managing captive insurance companies. He has managed single-parent captives, reciprocals, and risk retention groups in a variety of industries.

Affiliations

Member - Vermont Captive Insurance Association
Member - American Institute of Certified Public Accountants
Member & Board of Directors - Vermont Society of Certified Public Accountants

Education and Professional Designations

Certified Public Accountant, Vermont
Chartered Global management Accountant (AICPA)
University of Vermont, Master of Business Administration
University of Vermont, Bachelor of Science, Business Administration

..

Colin Robinson

Director, SRS Cayman

..

Colin Robinson

Director, SRS Cayman

Current Responsibility

Colin is responsible for the day-to-day management of a portfolio of our Cayman Islands captive insurance company clients, providing accounting, regulatory compliance and general management services. He coordinates the delivery of our services on these accounts working with a team of junior accountants. Additionally, Colin assists in the development and implementation of new captive insurance companies.

Experience

Colin joined SRS in 2009. He has over 15 years of experience in the insurance industry ranging from the captive to the commercial underwriting marketplace. Prior to joining SRS, he worked as a Senior Account Manager and Assistant Vice President with Marsh Management Services in the Cayman Islands. Colin works with single parent captives, segregated portfolio companies and has dealt with clients in the healthcare, construction, and insurance industry as a captive manager. Colin is a former instructor with the International Center for Captive Education (ICCIE).

Affiliations

Vice Chairman and member of the Legislative and Regulatory Committee, Insurance Managers Association of the Cayman Islands
Treasurer, Cayman Islands Chamber of Commerce

Education and Professional Designations

Associate in Captive Insurance
Boston College, BA in Economics
London School of Economics, General Course

..

Craig Watanbe

Consultant, SRS West

..

Craig Watanabe

Consultant, SRS West

Current Responsibility

Craig is responsible for the oversight and development of SRS’ clients in Hawaii. He also provides support to other western region clients and is a technical resource on insurance related management, accounting, financial reporting and regulatory issues.

Experience

Craig has over 25 years experience in the captive and commercial sectors of the local and national insurance markets. Prior to joining SRS in January 2011, he was Deputy Insurance Commissioner and Captive Insurance Administrator for the State of Hawaii, where he established and managed a specialized branch to prudently regulate and develop captives in the State. During his ten year tenure, he oversaw a five-fold increase in the size of the captive insurance industry in Hawaii. In addition to his role as a regulator, Craig established and managed the captive management operations of first Johnson & Higgins and subsequently AIG in Hawaii. Prior to captives, he worked for a national insurance holding company as an internal auditor and workers compensation underwriting specialist. He was most recently CFO at a multi-line property and casualty insurance group domiciled in Hawaii.

Affiliations

Member, Hawaii Society of CPAs
Member, American Institute of CPAs

Education and Professional Designations

Certified Public Accountant (Hawaii)
Chartered Global Management Accountant
University of San Francisco, M.B.A., International Business & Finance
Carnegie Mellon University, B.S. Administration & Management Science and Economics

..

Dan MacLean

Managing Director, SRS Cayman

..

Dan MacLean

Managing Director, SRS Cayman

Current Responsibility

Dan is a Managing Director in our Cayman office. He is responsible for the management and oversight of client relationships, including financial and regulatory reporting and special assignments related to SRS’s captive management programs in the Cayman Islands.

Experience

Dan joined SRS in 2014 with 25 years of experience in the insurance industry.

Dan was formerly Managing Director of Aon Insurance Managers (Cayman) Ltd., where he was responsible for Aon’s captive insurance operation in the Caribbean including Cayman, Barbados and Puerto Rico, along with Aon’s insurance brokerage in Cayman. He started his career with PricewaterhouseCoopers (formerly Coopers & Lybrand) in Toronto in 1989 and went on to join Municipal Electric Association Reciprocal Insurance Exchange as their head of finance and administration.

Dan is a past Chairman of the Insurance Managers Association of Cayman (“IMAC”), former member of IMAC’s Executive Committee and director of IMAC’s Educational Scholarship Foundation.

Affiliations

Member and former Chairman, Insurance Managers Association of the Cayman Islands

Education and Professional Designations

Chartered Professional Accountant, Canada (CPA)
Certified General Accountant, Canada (CGA)
Fellowship in Risk Management (FRM) & Canadian Risk Management (CRM)
Associate in Reinsurance (ARe)
Trinity College, University of Toronto, Bachelor of Commerce & Finance

..

Dave Tatlock

CFO & Managing Director, SRS East

..

Dave Tatlock

CFO & VT Managing Director, SRS East

Current Responsibility

Dave is responsible for the management and supervision of a portfolio of single parent and group captive insurance companies managed from our Vermont office. His activities include the preparation and review of monthly and quarterly financial statements, regulatory filings and co-ordination of external audits and examinations. He also oversees and co-ordinates junior accountants on accounts. Firm-wide, Dave serves as Chair of the company’s Professional Standards Committee and is a member of the Risk Retention Group practice.

Experience

Dave joined SRS in 2014. He has over 30 years of accounting experience with more than 25 years in the insurance industry as a chief financial officer or auditor. Dave has extensive experience with commercial insurance companies, including NAIC regulatory filings and statutory accounting. He also has a background in captive insurance having audited many Vermont domiciled captives including single parent and group captives including risk retention groups.

Prior to joining SRS, Dave was Chief Financial Officer with Co-operative Insurance Companies, a position he held for 14 years. He was responsible for all aspects of financial management and reporting for the $70 million property-casualty insurance company based in Middlebury, Vermont. He was also a member of the company’s Executive Management Team, responsible for strategic and operational planning. Dave started his career in auditing and spent 13 years as an auditor in Vermont, including leading the Vermont office of Johnson Lambert.

Education and Professional Designations

Certified Public Accountant, Vermont
Chartered Property Casualty Underwriter
State University of New York, College at Geneseo, Bachelor of Science, Accounting & Computer Science

..

David Littlehale

Director, SRS East

..

David Littlehale

Director, SRS East

Current Responsibility

David is a team leader in our Burlington, Vermont office. He manages a team of client accountants and account managers in the Vermont and South Carolina offices. His client responsibilities include management and supervision of client accounts, including financial and regulatory reporting.

Experience

David joined SRS in 2000. He has 14 years of captive insurance accounting experience. He has audited, examined and managed captive programs ranging from single parent captives to association captives to risk retention groups, as well as experience in the “traditional insurance” market. Prior to joining SRS, David was an examiner for the Captive Division of the Department of Banking, Insurance, Securities and Health Care Administration. The division oversees, monitors and
regulates the largest on-shore domicile for captive programs. David has also worked as a senior auditor with KPMG LLP.

Affiliations

Member Vermont Captive Insurance Association
Member of the AICPA
Member of the Vermont Society of CPAs.

Education and Professional Designations

Certified Public Accountant, Vermont (1994) and Massachusetts (1992)
Certified Financial Examiner
Massachusetts College of Liberal Arts

..

David Sykes

Managing Director, SRS Bermuda

..

David Sykes

Managing Director, SRS Bermuda

Current Responsibility

David is Managing Director of our Bermuda captive and insurance management operations. He is responsible for the oversight of SRS’s clients and staff in the domicile as well as new business development and relationship management for clients domiciled in Bermuda.

Experience

David has 20 years experience in insurance management and accounting in Bermuda. Most recently he was Senior Vice President with Marsh IAS Management Services in Bermuda. David has worked with a variety of captive insurance companies including those in the professional sports, healthcare, energy and marine industries. He has also been instrumental in providing formation and management services to several new insurance and reinsurance companies in Bermuda including sidecars, Lloyds syndicates and Bermuda reinsurance groups.

Education and Professional Designations

Member of the Institute of Chartered Accountants of England and Wales.
Associate of the Chartered Insurance Institute.
University of Warwick, Bachelor's of Science in Applied Mathematics.

..

Derek Bridgeman

Managing Director, SRS Europe

..

Derek Bridgeman

Managing Director, SRS Europe

Current Responsibility

Derek is Managing Director, Strategic Risk Solutions (Europe) Limited and a member of the Board of Directors. He is responsible for developing and managing the firm’s consulting business in Europe, including the provision of captive feasibility studies, captive strategic reviews, technical consulting and risk financing consulting studies.

Experience

Derek joined SRS in May 2020. He was formerly Senior Vice President with Marsh Captive Solutions and International Practice Leader for the firm’s Captive Advisory department in London. In addition to his risk finance advisory experience, he spent over 10 years in Marsh’s captive management practice where he served a range of multinational captive owners and special purpose reinsurance entities. He also led Marsh’s EU Solvency II and BEPS initiatives, the latter in partnership with FERMA (Federation of European Risk Management Associations). Prior to his experience in the captive insurance industry, Derek was a Senior Audit Manager with WHK Greenwoods based in Sydney, Australia.

Education, Affiliations and Professional Designations

Fellow of the Institute of Certified Public Accountants in Ireland
National University of Ireland, Bachelor's of Science (Hons), Economics and Finance

..

Derick White

Managing Director, SRS East

..

Derick White

Managing Director, SRS East

Current Responsibility

Derick is Managing Director of SRS’s recently formed Governance, Risk and Compliance practice. In this role he is responsible for the development of governance and compliance services for captive clients and other insurance entities, and the oversight of the delivery of these services. Derick also maintains an active involvement in the captive management services provided to many of our clients domiciled in Vermont.

Experience

Derick joined SRS in 2007 as Managing Director of SRS’s Eastern US operations and has been in captive insurance since 1989. Prior to joining SRS, Derick was the Director of Captive Insurance for what is now the Vermont Department of Financial Regulation. He has also served on many NAIC committees and working groups and is a frequent speaker in the captive insurance industry. He is on the faculty of the International Center for Captive Insurance Education (“ICCIE”), and has most recently developed and taught the course: “Regulation for Captives”.

Affiliations

Vermont Captive Insurance Association, Legislative and Conference Committees
Society of Financial Examiners, Past President
National Risk Retention Association, Past Director and Secretary
International Center for Captive Insurance Education, Past President and Faculty
Captive Insurance Companies Association, Legislative Committee

Education and Professional Designations

Certified Public Accountant
Chartered Global Management Accountant

..

Elyse Dandeker

Director of Accounting, SRS Europe

..

Elyse Dandeker

Director of Accounting, SRS Europe

Current Responsibility

Elyse joined Strategic Risk Solutions Europe (SRS Europe) in June 2021 as Director of Accounting SRS Guernsey. Elyse is supporting the firm’s expansion into various European captive domiciles as well as focusing on the captive management client services delivery platform.

Experience

Elyse joined SRS Europe following 5 years with Willis Towers Watson (WTW), where she served as Account Director, leading teams in all aspects of captive management, including onboarding new clients, license approvals, capitalization, regulatory compliance and accounting. Her portfolio included a diverse range of clients, from small privately owned captives to larger ICC, PCC and reinsurance vehicles.

Elyse also provided accounting technical expertise and was a key member of the Willis Global Captive Technical focus group for implementation of IFRS 17 as well as being selected for the Willis Global Leadership Development Program.

Prior to her role with WTW, Elyse qualified as an accountant and held the position of Senior Manager with PwC in Guernsey where she was responsible for the effective management and leadership of audit teams focusing on clients in the financial services industry, specializing in the audits of Captive Insurance and Private Equity vehicles. Elyse also completed a 2-year secondment to PwC Perth, Western Australia where she gained exposure to working with clients in the Oil and Gas and Mining and Exploration sectors.

Education, Affiliations and Professional Designations

Fellow Member of Association of Chartered Certified Accountants

..

Emily Cadby

Consultant, SRS Europe

..

Emily Cadby

Consultant - SRS Europe

Current Responsibility
Emily is a captive consultant responsible for supporting the European Consulting team in delivery of consulting engagements and supporting business development. She is also responsible for managing underwriting activities of a portfolio of (re)insurance companies and insurance intermediaries.

Experience
Emily joined SRS in 2020. Previously, she worked as a Client Service Advisor where she provided an efficient broking and claims service to a portfolio of large corporate clients including those in the education, contracting, health/life sciences, and public sectors. Emily was also a member of the Higher Education Service team where she was responsible for the provision of broker services to the University of Limerick. She bring more than 6 years of insurance experience to SRS.

Education
University of Limerick, Bachelor of Business Studies with Risk Management & Insurance
Insurance Institute of Ireland - Management Diploma in Insurance (MDI)
Insurance Institute of Ireland - Professional Diploma in Insurance (CIP)

..

Georg Balint

Managing Director, Actuarial Services, SRS Europe

..

Georg Balint

Managing Director, Actuarial Services - SRS Europe

Current Responsibility

Georg is Managing Director of SRS Europe with responsibility for the Actuarial and Analytics function of SRS Europe. In this role, he serves as the appointed actuary for SRS’ client captives, insurance and reinsurance companies Reserving Reports, SST or Solvency II calculations and reporting, Statement of Actuarial Opinion and the Own Risk and Solvency Assessment. He also performs reserving, solvency calculations, pricing, NatCat modeling, financial modeling and other risk finance consulting projects.

Experience

Georg joined SRS in 2021 from Aon Switzerland Limited where he served as Senior Consultant and Head of Actuarial & Analytics since 2017. He has over twenty years of actuarial experience in the European and Swiss non-life insurance industry, including serving as the group actuary for and actuarial audit manager for Nationale Suisse Group. Georg began his career with KPMG in Germany and then worked in the risk management department of Winterthur AXA in Switzerland for six years. His experience includes managing the actuarial, solvency calculations and regulatory reporting needs of captives, insurance and reinsurance companies in Switzerland, Liechtenstein, Germany, USA, Canada, Bermuda and Asia.

Education and Professional Designations

Member of the Swiss Association of Actuaries, Actuary SAA
Studies of Applied Mathematics, University of Trier, Germany

..

Isabel Mettetal

Director, SRS Cayman

..

Isabel Mettetal

Director, SRS Cayman

Current Responsibility

Isabel is a Director and Shareholder of our Cayman office. She is responsible for the management and supervision of client accounts, including financial and regulatory reporting and special assignments related to SRS’s captive management programs in the Cayman Islands.

Experience

Isabel joined SRS in 2014. She began her captive management career with Aon Montreal in 2005 and later joined the Aon Cayman office in 2007 where she managed a portfolio of captive insurance companies. Isabel has comprehensive technical accounting and financial knowledge of the captive insurance industry having managed the financial and operational activities of captive insurance clients across a variety of industries. Isabel has experience with US GAAP.

Affiliations

Member American Institute of Certified Public Accountants (AICPA)

Education and Professional Designations

Certified Public Accountant (CPA)
HEC Montreal – Bachelor of Commerce (Finance and Economics)
McGill University – Bachelor of Sciences (Major: Biochemistry; Minor: Management)

..

Jennifer Meranda

Regional Manager, SRS West

..

Jennifer Meranda

Regional Manager, SRS West

Current Responsibility

Jennifer is the Regional Manager for SRS’s captive management business in Tennessee and the firm’s primary representative in Tennessee. She is responsible for the oversight of SRS’s clients in the domicile and the management of our relationships with the Tennessee Department of Insurance and the local captive community.

Experience

Jennifer has over fifteen years of experience in captive management and insurance accounting and auditing. She joined SRS in 2015 from Crowe Horwath LLC where she was a Senior Manager in the Nashville assurance practice with a primary focus in the insurance industry. Jennifer’s experience in insurance consists of both GAAP and statutory audits of traditional property and casualty companies, captives, risk retention groups, self-insured pools, managing general agents, reinsurance intermediaries and warranty companies. Prior to joining Crowe Horwath LLP, she was with Kruse and Associates, P.C., a regional accounting firm based out of Nashville, Tennessee.

Affiliations

Member of the Tennessee Captive Insurance Association
Member of the American Institute of Certified Public Accountants
Member of the Tennessee Society of Certified Public Accountants
Member of the Society of Insurance Financial Management

Education and Professional Designations

Certified Public Accountant, Tennessee
Middle Tennessee State University, Bachelor of Business Administration, Accounting

..

Jenny Pooley

Director, SRS Cayman

..

Jenny Pooley

Director, SRS Cayman

Current Responsibility

Jenny is a Director in our Cayman office. She is responsible for the management of a portfolio of our Cayman Islands captive insurance company clients, providing accounting, regulatory compliance and general management services.

Experience

Jenny joined SRS in 2010. Prior to joining SRS, she had five years insurance auditing experience having worked for KPMG in the Insurance Audit Division in London and then for two years in the Cayman Islands. Jenny has experience with group captives, single parent captives, SPCs, and commercial insurers in both the Cayman Islands and the UK. She has experience with US GAAP, IFRS and local statutory reporting requirements.

Affiliations

Cayman Captive Forum committee member, Insurance Managers Association of the Cayman Islands

Education and Professional Designations

Member of the Institute of Chartered Accountants in England and Wales
Nottingham University, BSc (Hons) Economics. Class 1

..

Jesse Olsen

Director, SRS Advisers

..

Jesse Olsen

Director, SRS Advisers

Current Responsibility

As part of the SRS Advisers team, Jesse is responsible for delivering the firm’s captive consulting services in the central United States. Among other duties, he conducts feasibility studies, supports implementation, and provides strategic advice to help clients maximize utilization of existing captives. Jesse also provides thought leadership and education through regular involvement in various conferences and industry groups.

Experience

Jesse joined SRS in September 2017 with 12 years of experience in captive consulting and implementation, risk financing, and actuarial analysis. Jesse was most recently the Practice Leader of Lockton Texas’s Specialty Risk Services, overseeing multiple teams delivering captive consulting, credit & collateral negotiation, actuarial & data analytics, and risk control & claims services. Prior to that he was part of the Risk Finance Practice Group in Lockton’s central services. Jesse began his career in investment banking on Wall Street, working in the Fixed Income Division of Lehman Brothers.
Jesse has experience with captive programs for primarily single parent firms and cell captives, as well as risk retention groups and group captives. His captive domicile experience is primarily Bermuda, Cayman, Missouri, Texas, and Vermont, but also includes multiple engagements involving approximately ten other domiciles.

Education and Professional Designations

Chartered Property Casualty Underwriter (CPCU)
Associate in Risk Management (ARM)
Yale University, B.A., Double Major in Economics, Political Science & International Relations

..

Jonathan Reiss

Managing Director, SRS Bermuda

..

Jonthan Reiss

Managing Director, SRS Bermuda

Current Responsibility

Jonathan is a Managing Director and is based in Bermuda. He is responsible for business development focused on commercial insurance and reinsurance organizations and for enhancing SRS’s joint ventures and capabilities in emerging sectors such as Insurance Linked Securities (ILS) and InsureTech.

Experience

Jonathan has 28 years dedicated to the Insurance Industry. He joined SRS in November 2020 from Hamilton Insurance Group where he was part of the founding management team and served as President Strategic Partnerships as well as Group Chief Financial Officer.

At Hamilton, Jonathan oversaw a variety of strategic initiatives, including Hamilton ILS, Hamilton’s Syndicate Management business at Lloyd’s and certain InsureTech joint venture interests. Jonathan served on the Board of Attune, Hamilton’s digital MGA joint venture with AIG and Two Sigma. Jonathan was a key leader in initiating and securing the acquisition of Pembroke Managing Agency and Ironshore Europe from Liberty Mutual, a transformative transaction for Hamilton that was completed in 2019.

Previously, Jonathan was the Leader of EY’s Insurance practice for the Bermuda, Bahamas and Cayman (BBC) region. Jonathan had been with EY, in Bermuda and New York, for 19 years and had been a Partner for 12 years.

Education and Professional Designations

Jonathan became a Certified Public Accountant (CPA) in 1995 and earned a Chartered Property & Casualty Underwriter (CPCU) designation in 1998. He is currently a Chartered Professional Accountant and member of the Chartered Professional Accountants of Bermuda. He is also a member of the American Institute of Certified Public Accountants (AICPA).

..

Jonathan Stark

Director, SRS Advisers

..

Jonathan Stark

Director, SRS Advisers

Current Responsibility

Jonathan assists with feasibility studies, strategic reviews, and the implementation of captive insurance companies. He has also conducted multiple redomestications.

Experience

Jonathan joined SRS in 2016 and spent two years working in our consulting head office in Concord, MA before relocating to our Scottsdale, AZ to provide consulting support to our western US clients. He has led the firm’s best practices initiative for small captives as well as conducting feasibility and technical consulting studies for existing and prospective captives. Prior to joining SRS, Jonathan was the Lead Senior Captive Financial Analyst in the Captive Insurance Companies Division of the North Carolina Department of Insurance. While at the North Carolina Department of Insurance, Jonathan was responsible for the supervisory analysis of captive insurer license applications and other captive insurer financial filings as well as the ongoing financial compliance and solvency regulation of all licensed captive insurers in North Carolina.

Education and Professional Designations

University of North Carolina Wilmington, B.S., Business Administration – Finance
University of North Carolina Wilmington, Master of Accounting
Certified Public Accountant
Associate in Captive Insurance

..

Karen Mahoney

Sr. Account Manager, SRS East

..

Karen Mahoney

Sr. Account Manager, SRS East

Current Responsibility

Karen is responsible for the day-to-day management of a portfolio of Vermont captive insurance company clients, providing accounting, regulatory compliance and general management services.


Experience

Karen joined SRS in 2010. She has over 20 years of accounting experience, including 15 years of captive management experience in Vermont.  Prior to SRS, Karen worked for Aon Insurance Managers (USA) Inc as a Senior Account Manager in Vermont.  She has experience managing a wide variety of captives including single parent and group captives. In addition to property and casualty coverages, Karen has managed captives underwriting employee benefit coverages, including health insurance.


Affiliations

Member, Vermont Captive Insurance Association

Education and Professional Designations

Champlain College, Certificate of Concentrated Study in Accounting

..

Mary McMorrow

Associate Director & Head of Governance, SRS Europe

..

Mary McMorrow

Associate Director & Head of Governance, SRS Europe

Current Responsibility

Mary is Associate Director and Head of the European Governance, Risk and Compliance (“GRC”) practice. In her role, Mary is responsible for the development and delivery of GRC services across the European practice. Mary has recently joined SRS having garnered 18 years relevant experience in the fields of audit, captive management and compliance.

Experience

Mary held the position of Compliance Officer for an Irish branch of a French commercial insurer from 2013-2016. Prior to joining SRS, Mary also spearheaded a Solvency II Narrative Reporting project and successfully implemented the SFCR and RSR requirements for a large number of captives. Mary has also performed Internal Audit reviews for a number of clients during this period.

Education and Professional Designations

Fellow of the Institute of Chartered Accountants, Ireland
National University of Ireland, Galway – BA (Hons) International in Economics and French

..

Kathryn Anderson

Director, SRS Europe

..

Kathryn Anderson

Director, SRS Europe

Current Responsibility
Kathryn is a director within SRS' European Consulting Practice. She is responsible for delivering a range of consultancy projects including captive feasibility studies, strategic reviews, and captives utilization studies. These studies focus on advising clients on optimal captive strategies and risk financing solutions, based on a detailed evaluation of each clients needs, a robust analytically driven process and a thorough appraisal of alternatives to maximize value from insurance and risk financing purchases.

Experience
Kathryn joined SRS in 2021. Prior to joining SRS, she worked for more than 24 years within the captive solutions practice and the risk analytics team. Within her roles, she used statistical methods to understand clients risk profiles and to evaluate opportunities for insurance program enhancements. She also did consulting with global clients across many industries on how a captive or other formalize risk retention structure can add value.

Education
Associate of the Chartered Institute of Management Accounting (ACMA)

Chartered Global Management Accountant (CGMA)

Associate of Chartered Insurance Institute (ACCII)

Glasgow Caledonian University, Captive Insurance Management

University of Nottingham, MA Corporate Strategy & Governance

University of Leicester, BA - Economics

..

Kerry Collins

Vice President, SRS South Africa

..

Kerry Collins

Vice President, SRS South Africa

Current Responsibility 

Kerry is Vice-president of our South African (SA) office and has been integral in the management and growth of the expanding team of SA-based insurance accountants and account managers who support the US, Europe and offshore offices. She is also responsible for the preparation of monthly and quarterly financial statements for Cayman captives and leads a team of accountants that service the Cayman Islands office.  

Experience 

Kerry joined SRS in 2018 as an insurance accountant.  She began her captive accounting career in 2017. Prior to that, she had 5 years’ post-articles experience in external audit and financial management across several industries in the private sector in South Africa. 

Affiliations 

Member of the South African Institute of Chartered Accountants (SAICA) 

Education and Professional Designations 

Associate General Accountant (AGA) 

University of South Africa – Bachelor of Accounting Sciences

University of South Africa – Post-graduate Certificate in Education 

University of Stellenbosch – Bachelor of Science Honors

..

Kirk Cyrus

Managing Director & Chairman, SRS Barbados

..

Kirk Cyrus

Managing Director & Chairman, SRS Barbados

Current Responsibility

Kirk Cyrus is the Managing Director and Chairman of SRS Barbados. In this role he oversees a portfolio of approximately 30 companies and 9 staff all located in Barbados. He is responsible for business development and management of SRS’s captive and insurance management business in Barbados.

Experience

Kirk joined SRS as Managing Director in May 2020. He has over 20 years of experience in the Barbados captive management industry. Prior to SRS, Kirk served as Director and Executive Vice President of JLT Insurance Management (Barbados) Ltd leading all aspects of the company’s captive management operations in Barbados, including through to its integration with Marsh Management Services (Barbados) Ltd, following the acquisition of JLT. Prior to JLT, Kirk spent 8 years with Marsh as an Account Executive overseeing a portfolio of clients including the insurance subsidiaries of many Fortune 500 corporations. Kirk started his career in public accounting with PricewaterhouseCoopers where he worked with clients in the Finance, Investment, Insurance, Manufacturing, Commercial Banking, Retail and Real Estate sectors.

Education and Professional Designations

Fellow of the Institute of Chartered Accountants (FCA)
Fellow of Association of Chartered Certified Accountants (FCCA)
University of West Indies, Bachelor of Science (First Class Honors), Computer Science

..

Laura Rodrigo

Managing Director, SRS East

..

Laura Rodrigo

Managing Director, SRS East

Current Responsibility

Laura is responsible for the day-to-day management of our South Carolina captive insurance company clients, providing accounting, regulatory compliance and general management services.

Experience

Laura joined SRS in 2007 and has over nine years of captive management experience. She has experience in managing risk retention groups, pure captives and segregated cell captives. Her industry experience includes physician groups, transportation, construction and banking owned captives. Prior to SRS, Laura was with Crusader International Group managing captives for both Meeting Street Management Company in South Carolina and Potomac Captive Managers in the District of Columbia.

Affiliations

Chair, The Friendly Society Restored
Membership Committee, South Carolina Captive Insurance Association

Education and Professional Designations

Elon University, double major in Accounting and Business Administration with a minor in Management Information Systems.

..

Lesley Howgego

Actuarial Consultant, SRS Europe

..

Lesley Howgego

Actuarial Consultant, SRS Europe - Guernsey

Current Responsibility

Lesley is an Actuarial Consultant with SRS Guernsey. She is responsible for the provision of actuarial and analytical services to SRS both in Guernsey and throughout Europe. Lesley plays a lead role in the provision of captive strategic reviews, technical consulting, and risk management studies to prospects and current clients under management.

Experience

Lesley recently joined SRS from an actuarial and consultancy firm, where she was a member of the Actuarial Insurance Consultancy team. In supporting the delivery of client projects, her key responsibilities included data analysis, modeling, and sensitivity testing.

Education

BSc Hons Degree, Mathematics - First Class Honors degree from the University of Sheffield

..

Luis Delgado

VP & Director, Latam Operations, SRS Bermuda

..

Luis Delgado

VP & Director, Latam Operations, SRS Bermuda

Current Responsibility

Luis is Vice President and Director of our Bermuda captive management operations. He is responsible for the oversight of the SRS’s LATAM portfolio and the dedicated team designated to service such market. He is also actively involved in the management of several of our Bermuda and Cayman domiciled clients.

Experience

Luis joined SRS in 2020. He is a bilingual accountant with over 7 years’ experience in managing large portfolios of captive insurance companies, commercial reinsurers, rent-a-captive as well as segregated cells. He is responsible of ensuring financial reporting, insurance program renewals and the operation of each captive is performed with high standards and excellent level of service.

Before joining SRS, Luis was Vice President with JLT Insurance Management (Bermuda) Ltd, where he worked for 5 years. Luis has also worked as Finance Manager at Marsh Management Services (Bermuda) Lt for 2 years and Assistant Auditor at PwC in Colombia for 3 years.

Education and Professional Designations

Member of the Institute of Certified Public Accountants of Colombia (“Junta Central de Contadores Publicos de Colombia”)
Post-graduate in Corporate Finance Management, Colombia

..

Malcolm Cachia

General Manager, SRS Europe

..

Malcolm Cachia

General Manager, SRS Europe

Current Responsibility

As the General Manager of SRS Insurance Management Services Europe, Malcolm is responsible for the company’s strategic management and development with a focus on execution and delivery of the various Insurance Management services offered to captive and re/insurer clients.

Experience

Malcolm’s professional career experience spans a period of over 35 years in senior management positions mainly in the insurance and financial services sectors and across a broad-spectrum of varied functions which include operations management, sales & marketing, executive search consulting and insurance.

Malcolm joined Ark Insurance Management PCC Limited in 2014 (subsequently acquired by SRS Europe in 2018) having also worked previously with the local Maltese offices of leading international insurance and insurance broker organisations.

Education and Professional Designations

Associate of the Chartered Insurance Institute (ACII)
Chartered Insurance Practitioner

..

Markus Beck

Managing Director, SRS Europe – Switzerland

..

Markus Beck

Managing Director, SRS Europe

Current Responsibility

Markus is Managing Director of SRS Europe with responsibility for the firm’s captive management operation in Switzerland & Liechtenstein. In this role, he is responsible for the oversight of SRS’s clients and staff as well as regulatory liaison, new business development and relationship management for clients domiciled in Switzerland and Liechtenstein.

Experience

Markus joined SRS in April 2021 from Aon Insurance Managers (Switzerland/Liechtenstein) where, since 2015, he held several roles including Senior Risk Finance Consultant, Chief Compliance Officer and Managing Director of Captive Operations. He has over twenty five years of underwriting and financial management experience in the European and Swiss non-life insurance industry, including serving as the Deputy CFO and Head of Sales Management/Controlling and ART at Nationale Suisse Group. Markus began his career with Generali where he was Senior Manager Broker markets for five years before moving to Hiscox in Munich where he was Senior Underwriter and Key Account Manager for eight years.

Education and Professional Designations

Master, Accounting and Finance, HWZ Zurich
Diplom Betriebswirt (Bachelors of Business Administration, Insurance) Business Economics, main focus Insurance, University of Cooperative Education, Stuttgart
Faculty of Law, Jurisprudence, Maximilian University, Munich, Germany
Faculty of Law, Jurisprudence, University of Konstanz, Germany

..

Maxime Schons

Managing Director, European Finance & Compliance

..

Maxime Schons

Managing Director, SRS Europe - Luxembourg

Current Responsibility

Maxime holds the position of Managing Director, European Finance and Compliance.
He will also serve on the Executive Committee of SRS Europe Operations and be appointed to the SRS Europe Board of Directors.

Experience

Maxime was formerly the Chief Operating Officer of Risk and Reinsurance Solutions for the past eight years, where he held a variety of leadership roles and had responsibility for leading teams in all aspects of captive management, risk management, compliance and business development. He also held mandates as licensed manager and / or director for a significant number of reinsurance captives in Luxembourg and France.

Prior to that, Maxime was a Financial Controller for PayPal Europe, Treasury Manager at Eurowatt HQ, and Senior Manager in Big 4 (Paris & Luxembourg).

Education and Professional Designations

Master’s degree in Finance, Grenoble Ecole de Management / Graduate School of Business.
Degree in Business Administration and Management, IUT Nancy Charlemagne
Licensed Manager of reinsurance companies in Luxembourg, issued by the Minister of Finance
Member of Compliance Professional Group (ALCO)

..

Melissa Hancock

COO & Managing Director, Malta

..

Melissa Hancock

COO & Managing Director

Current Responsibility

Melissa is responsible for the firm’s European region captive management activities along with oversight of certain clients in Washington D.C. and Vermont. She is responsible for a portfolio of clients ensuring that the outstanding quality of service attributed to SRS is applied to those accounts in order to deliver on their insurance, financial and underwriting reporting needs, while monitoring and advising on compliance with regulation and licensing requirements.

Experience

Melissa joined SRS in September 2010 and has been in captive management since 2000. She has extensive experience with a wide variety of captive companies, including single parent, group, special purpose, sponsored, association and industrial insured captives. She was an insurance accounting instructor for the International Center for Captive Insurance Education (“ICCIE”), a Director and past President of the District of Columbia captive association, is a Director of the National Risk Retention Association and served on the Legislative Committee of the Delaware captive association.

Education and Professional Designations

Certified Public Accountant
Associate in Risk Management
Associate in Captive Insurance
Champlain College, B.S., Accounting and Finance

..

Michael O'Malley

SVP & Managing Director, Advisers

..

Michael O'Malley

SVP & Managing Director, SRS Advisers

Current Responsibility

Mike is responsible for the delivery of SRS consulting services, including statistical loss and exposure analyses, feasibility studies, and financial analysis for captives and other types of risk financing programs.

Experience

Mike has over 20 years’ experience in the captive and insurance industries. He has provided feasibility analyses for a variety of captive types including single parent captive, group captives, risk retention groups and cell and series captives. He has been at the forefront of some of the industry’s major innovations including working on the first DOL approval to insure employee benefits in captives and the creation of the world’s first series LLC captive. In addition to his feasibility work, Mike provides strategic and technical advice to many of SRS’s existing clients. He has written several articles on captives and alternative risk financing techniques and is a frequent speaker at captive insurance conferences.

Prior to joining SRS Mike worked as a Commercial Lines Production Underwriter for an insurance brokerage. He has also worked as a Staff Accountant for a large advertising firm.

Education and Professional Designations

Babson College, MBA (magna cum laude) with concentrations in Entrepreneurship and Finance
Bentley College, B.S. (cum laude), Finance/Economics
Associate in Risk Management (ARM)
Associate in Reinsurance (ARe)
Georgia State University, Certificate in Enterprise Risk Management

..

Neil Campbell

Consultant, SRS Europe

..

Neil Campbell

Sr. Consultant, SRS Europe

Current Responsibilities
Neil is a Senior Consultant within the European Risk Consulting team.


Experience
Based in the UK, Allenby Consulting Ltd was established in 2014 by Mr. Campbell to provide independent, professional advice on corporate risk financing and alternative risk transfer strategies to large, global companies and over the last 8 years has gained a reputation as being a leader in the design and implementation of structured reinsurance programmes for captives.

..

Patrick Theriault

Managing Director, SRS East Captive Management

..

Patrick Theriault

Managing Director, SRS East

Current Responsibility

Patrick is responsible for the firm’s eastern United States captive management activities. In this role he oversees the operations of our offices in North Carolina, South Carolina, Tennessee, Vermont and Washington D.C. In addition, Patrick provides assistance to the SRS consulting group with captive implementation and feasibility projects.

Experience

Patrick joined SRS in 2011 having previously been with the company for five years until 2005. He has over 20 years of experience in captive management, insurance accounting, and consulting services. Patrick most recently managed the operations of Wilmington Trust Captive Management Services managing the delivery of captive management services to clients in several US domiciles. He was formerly Director of Finance and Operations for SRS Vermont.

Patrick has experience with captive programs for single parent firms, risk retention groups, and publicly held admitted insurance carriers. His captive domicile experience includes Arizona, Bermuda, Cayman, Delaware, Georgia, Nevada, North Carolina, South Carolina, Tennessee, Vermont, and Washington D.C.

Affiliations

Legislative Committee Member/former Director, Vermont Captive Insurance Association
Director, Delaware Captive Insurance Association

Education and Professional Designations

Certified Public Accountant
Chartered Property Casualty Underwriter
Associate in Insurance Accounting and Finance
Clarkson University, B.A. Accounting and Finance

..

Paul Kibathi

Vice President, Bermuda Captive Management

..

Paul Kibathi

VP, SRS Bermuda

Current Responsibility

Paul is a Vice-President at Strategic Risk Solutions (Bermuda) Ltd and oversees client service teams on a variety of group and single parent captive insurance entities. In addition, Paul also is in charge of the day-to-day service delivery to the fund administration clients.  In addition, Paul also participates in new client prospecting and onboarding.


Experience

Paul joined Dyna Management Services Ltd (“Dyna”) in May 2011 and was part of the Dyna team that joined SRS when it acquired Dyna in October 2020.


Education and Professional Designations

Member of the Institute of Certified Public Accountants of Kenya

Bachelor of Commerce – University of Nairobi, Kenya

Masters in Business Administration – University of Warwick, United Kingdom

..

Paul Owens

Consultant

..

Paul Owens

Consultant, SRS

Current Responsibility

Paul is an independent Non-Executive Director of Strategic Risk Solutions, Inc. Paul provides advice and consultancy services to clients and supports SRS strategically to help achieve its growth and development objectives outside of the USA. 

Experience

Paul is a Graduate Chartered Accountant. After qualification, he worked for Goldman Sachs. Paul then moved to Willis and has gained over 30 years of insurance experience holding numerous global roles. These roles included leadership of finance functions and operations. He held numerous Board Directorships of regulated companies in different jurisdictions as an approved person. These companies included Insurance Brokers, Captive Managers and Insurance Companies.

For the last 5 years he led the Captive Management business of Willis Towers Watson, focusing on strategy, growth and development of emerging markets including Asia. Paul “retired” from Willis at the beginning of 2020 and joined SRS in his current role. 

Education and Professional Designations

University College London BSc Chemistry

Fellow of Institute of Chartered Accountants in England and Wales - FCA

..

Paul Gatutha

Director, Bermuda Captive & Insurance Management Operations

..

Paul Gatutha

Director, Bermuda Captive Management

Current Responsibility

Paul is a director of our Bermuda captive and insurance management operations. He will be a key member of the Bermuda leadership team and will be responsible for a broad portfolio of insurance and reinsurance clients.

Experience

Paul Joined SRS in October 2022. He has over 20 years of experience in insurance management, servicing clients in Bermuda. Prior to joining SRS, Paul served as a Senior Vice President of Marsh Management Services in Bermuda. Paul has extensive experience with both life and P&C insurance and reinsurance clients. 


Education and Professional Designations

Associate of the Institute of Chartered Accountants in England and Wales (ACA) 

Chartered Financial Analyst (CFA) and Chartered Property & Casualty Underwriter (CPCU) designations. 

Bachelor of Commerce (Accounting and Finance) – University of Nairobi, Kenya 

..