SRS Bermuda

Jonathan_Reiss_150x220

Managing Director

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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).

Matthew Charleson 150x220

COO, ILS and Fund Administration, SRS Bermuda

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Current Responsibility

Matthew is responsible for the development and operations of the firm’s ILS and fund administration business in Bermuda, including responsibility for all aspects of new business, with a focus on business development, client relations, service delivery and compliance.

Experience

Matthew joined SRS in 2020 from Apex Bermuda. He has over 20 years’ experience in the insurance and financial services industry, specialising in ILS and fund administration. As Apex’s Managing Director, Matthew had overall responsibility for delivering the Apex Group’s insurance-related fund administration services.

Prior to Apex, Matthew was Head of Fund Administrations Services (Bermuda) at Kane LPI Solutions Limited where he oversaw the administration of portfolios of hedge fund clients and fixed and variable annuity products. Before joining Kane, Matthew was a Senior Manager at Prime Management Limited (now SS&C) where he was responsible for a portfolio of ILS, reinsurer and hedge fund client relationships.

Matthew came to Bermuda with EY having transferred from their London office.

Education and Professional Designations

  • Fellow of the Institute of Chartered Accountants in England and Wales (FCA)
  • BA Joint-Honours, Business Management & French Studies, University of Leeds
Richard_Daley_web_150x220

Managing Director, SRS Bermuda

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Current Responsibility

Richard is a 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

Richard joined SRS in July 2019. He has 18 years of experience in insurance management, servicing clients in Bermuda. Prior to joining SRS Richard served as the President of a midsized insurance management firm in Bermuda.  Richard has extensive experience in managing larger complex captive structures as well as consulting on new lines of business.  Richard also has consulted and advised on numerous new captive formations & license applications.  Additionally, Richard has served on various captive Board of Directors.

Education and Professional Designations

  • Member of the Certified Professional Accountants Society (CPA).
  • University of New Brunswick, Bachelors of Business Administration.
Andrew_Hupman_150x220

Managing Director, SRS Bermuda

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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.
Anna Pereira 150x220

SVP, Insurance-Linked Securities, SRS Bermuda

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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
h_david_sykes_m1

Managing Director, SRS Bermuda

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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, Bachelors of Science in Applied Mathematics.
Luis Delgado 150x220

Vice President & Director, SRS Bermuda

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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.
Grainne Richmond 150x220

Vice President, SRS Bermuda

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Current Responsibility

Grainne is Vice President of SRS in Bermuda and previously with Dyna Management Services Ltd. In this senior executive role, she oversees service teams on a variety of captive engagements. Grainne is active in the captive community and represents the company in various industry bodies in Bermuda and US.

Experience

Grainne joined Dyna in May 2011 and is part of the Dyna team that transferred to SRS in October 2020. She has 20 years of experience in insurance management, servicing clients in Bermuda and Cayman. Prior to joining Dyna, Grainne served as the Vice President of a midsized insurance management and brokerage firm in Bermuda.   Grainne has extensive experience in managing large group, association and single parent captive structures in Bermuda and Cayman. Additionally, Grainne has served on various captive Board of Directors.

Affiliations

  • Director of WeSpeak Bermuda
  • President and Director of Bermuda Insurance Management Association (BIMA)
  • Member of the Institute of Directors (Bermuda Branch)
  • Member of ICCIE

Education and Professional Designations

  • Fellow of the Institute of Chartered Accountants Ireland (FCA)
Paul Tille 150x220

VP, Commercial Reinsurance Team, SRS Bermuda

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Current Responsibility

Paul is Vice President at Strategic Risk Solutions (Bermuda) Ltd (“SRS”) and oversees the client service teams on a variety of commercial reinsurance and ILS engagements and participating on prospective client tenders and onboarding.

Experience

Paul joined Dyna Management Services Ltd (“Dyna”) in July 2014 and was part of the team that was transferred to SRS in October 2020 via acquisition.

Paul has a wealth of experience in the reinsurance industry managing various classes of Bermuda commercial reinsurers, insurance agents, insurance groups and ILS entities writing multi-line and multi-currency business, in both Bermuda and Cayman, who require more complex financial and regulatory reporting services.

To facilitate such reporting Paul also has extensive experience with various IT software programs including custom database products that are used alongside the traditional financial ledger reporting software to develop efficient and integrated client reporting solutions.

He is a member of the company’s IT committee that deals with operational and infrastructure developments, contributing as it pertains to client service and systems.

Education and Professional Designations

  • Associate of the Institute of Chartered Accountants in England and Wales (ACA)
  • Associate in Reinsurance (ARe)
  • Associate in Insurance Accounting and Finance (AIAF)
  • BSc in Accounting and Finance (2:1)