Company

Meet Our Leaders

Executive Committee

The Risk Strategies Executive Committee is a body of executive leaders with extensive insurance and risk management experience.  They are responsible for the mission, vision, strategy, and operations of the company, focused on revenue growth and expansion. As the executive leadership team, they focus on the needs of clients, employees, investors, and trading partners. 

John Greenbaum
John Greenbaum
Executive Vice President 
Abigail Flaherty
Abigail Flaherty
Senior Account Manager
Scott Schachter
Scott Schachter
Northeast Entertainment Leader
Anthony Pittari
Anthony Pittari
Senior Vice President, East Coast 
Lory Yan
Lory Yan
Vice President, East Coast 
Rebecca La Fazia
Rebecca La Fazia
Assistant Vice President, East Coast
Iris Lugo
Iris Lugo
Senior Account Executive, East Coast
Cathy Brunetto
Cathy Brunetto
Account Manager, West Coast
Anthony Raucci
Anthony Raucci
Managing Director, ProSafety Services
Tim McCarthy
Tim McCarthy
Site Safety, ProSafety Services
Christian Amabile
Christian Amabile
Assistant Vice President | National Healthcare Practice
Jeana Lingenfelter
Jeana Lingenfelter
Managing Consultant – Pharmacy Lead
Nicholas Popovich
Nicholas Popovich
Carol Kuerzi
Carol Kuerzi
Managing Consultant – Pharmacy Lead
Danielle Chaplick
Danielle Chaplick
Managing Director
Michael Christian

Chairman & Founder 

Michael Christian

Michael Christian

Chairman & Founder 

Mike founded Risk Strategies in 1997 growing the firm into a national, top 9 privately held broker. He currently serves as Chairman working with the firm's senior leadership team, private equity partner, and the board of directors on strategic and growth initiatives.  

Before starting the company, he worked in senior positions at Alexander & Alexander and Jardine Insurance Brokers.

A native of California, Mike attended the University of California at Santa Barbara and holds CPCU, CLU, and ARM designations. Active in the community, he has served as Board President of Someone Else's Child, Inc. for over 20 years. Mike is also the Managing Partner for Community Impact Ventures (CIV), a venture capital impact fund that provides financial support to social entrepreneurs. 

He was inducted into the Insurance Business America Hall of Fame in 2020. 

John Mina

Chief Executive Officer

John Mina

John Mina

Chief Executive Officer

John joined Risk Strategies as President in 2017 and was promoted to CEO in 2019.  He is an energetic and hands-on leader that places a high focus on execution, candor, and client relationships.

John has overall responsibility for the mission, vision, strategy, and overall day-to-day operations of the company, focused on revenue growth, organic and M&A, as well as client retention. His deep industry experience and energetic leadership are fueled by 25+ years at Willis Towers Watson and Marsh.

He received a Bachelor of Business Administration and Management degree from Dowling College.

As part of his commitment to community involvement, John holds board positions with Conservation Nation and the Maguire Academy of Risk & Insurance Management at Gallaudet University.

Sharon Edwards

Chief Financial Officer

Sharon Edwards

Sharon Edwards

Chief Financial Officer

With over 25 years of strategic leadership experience in the insurance brokerage industry, Sharon serves as the Chief Financial Officer where she is responsible for the firm's finance, treasury, and enterprise risk management activities. 

Sharon joined Risk Strategies as Chief Operating Officer in 2019 to help scale the company for tremendous growth. In 2020, she assumed the role of CFO. Previously Sharon was the CFO of Willis Towers Watson's Corporate Risk and Broking segment, as well as for their North America geography, Sharon also held senior roles spanning controllership, shared services, sales and service operations, M&A integration, system implementations, and finance. She also served as Co-Chair of Women at Willis, a Diversity & Inclusion group. Before Willis Towers Watson, Sharon worked for Arthur Andersen & Co. focusing on the Health Care, Senior Living, and Financial Services industries.

A University of Tennessee graduate, Sharon holds a Bachelor of Science degree in Accounting and professional designations as a CPA and CGMA. Sharon is a past recipient of the Business Insurance Women to Watch award. 

Tony Andronaco
Tony Andronaco
Managing Director & Senior Vice President
Jason Brudnick
Jason Brudnick
Chief Technology Officer
Chris Callow
Chris Callow
Chief Information Security Officer
Rick Bagnall
Rick Bagnall
Senior Vice President
Richard Bailey
Richard Bailey
Director, M&A Integration
Natasha Chomas
Natasha Chomas
Chief Accounting Officer
Jennifer Johnston
Jennifer Johnston

Chief Marketing Officer

Mark Manzi
Mark Manzi

National Brokerage Leader

John Meder
John Meder

Head of Risk Consulting and Claims Advocacy

Jarid Beck
Jarid Beck
Managing Director
Travis Bennett
Travis Bennett
Associate Director, National Casualty Loss Control Leader
John Scroope
John Scroope
National Director of Retail Operations - All Regions
Darren Black
Darren Black

National A&E Practice Leader

Allen Blount
Allen Blount
Cyber Team Leader
Mike Bostley
Mike Bostley
Director, Complex Property Claims
Ben Brandon
Ben Brandon
Senior Consulting Actuary,
Health & Life Actuarial Services
Steve Bryant
Steve Bryant

Managing Director, Higher Education Risk Management Leader

Will W. Burke
Will W. Burke
Managing Director
Alex Buschmann
Alex Buschmann

National Cannabis Practice Leader

Margaret Bussiere
Margaret Bussiere
National Fine Art Practice Leader
Adam Balentine
Adam Balentine

Commercial Lines Leader - Central Region

Francisco Cabrera
Francisco Cabrera
Vice President, West Coast
Dawn Calvert
Dawn Calvert

Employee Benefits Leader - West Region

Pam Caron
Pam Caron

National Waste & Recycling Practice Leader

Brian Celiberti
Brian Celiberti

Growth Leader - New York Region

Dan Cioci Jr.
Dan Cioci Jr.

Senior Vice President 

Josh Conklin
Josh Conklin

Employee Benefits Growth Leader - Atlantic Region

J. Dale Crow
J. Dale Crow
Senior Vice President
Ken Dash
Ken Dash

Managing Director

Lida Davidians
Lida Davidians

Senior Vice President, West Coast

Tim deRosa
Tim deRosa
Chief Operating Officer, Personal Lines
Tim Devin
Tim Devin

Private Client Services Leader - New York Region

Mike DiMayo
Mike DiMayo

National Captives Leader

Bill Dobson
Bill Dobson

Senior Vice President

Bob Dubraski

Chief Growth Officer,

National Healthcare Practice Leader

Bob Dubraski

Bob Dubraski

Chief Growth Officer,

National Healthcare Practice Leader

In his role as Chief Growth Officer, Bob works with leaders across all business units to drive collaboration and opportunities that benefit clients while helping to meet the firm's growth goals. He also leads the company's National Healthcare Practice.

Throughout his career, Bob built two national specialty insurance brokerage firms. The first company was sold to Aon where he became the Managed Healthcare Practice Leader. His second firm, Dubraski & Associates, merged with Risk Strategies in 2015.

Bob's client experience across his industry career includes public agencies, publicly traded companies, privately held firms, purchasing groups, nonprofit companies, and healthcare organizations.

He received a Bachelor of Science degree in Mathematics, specializing in Statistics, from the University of California, Irvine. 

Kevin Egan
Kevin Egan
Managing Director,
Healthcare Claims Auditing
Jason Ellison
Jason Ellison

Employee Benefits Leader, National Healthcare Practice

Paul Evans
Paul Evans
Executive Vice President, East Coast
Martin Eveleigh
Martin Eveleigh

Managing Director

Peter Fallon
Peter Fallon

National Property Practice Leader

Deanna Faris
Deanna Faris

Unmanned and Non-owned Aviation

Megan Feehan
Megan Feehan

Vice President

John Fisher
John Fisher

Managing Director, National Marine Practice

Michael Fitzpatrick
Michael Fitzpatrick

Senior Vice President

Ed Flanagan
Ed Flanagan

New England Region Leader

Michael Frank
Michael Frank

Managing Director & Actuary
Health, Accident, Life and Annuity 

Matthew Friedson

National Life Insurance Practice Leader

Matthew Friedson

Matthew Friedson

National Life Insurance Practice Leader

Matthew Friedson joined Risk Strategies in 2022 as the National Life Insurance Practice Leader.  He is responsible for developing and leading the national growth strategy for the Life Insurance practice.   

Matthew has more than 15 years of experience specializing in complex insurance applications of estate and business planning, educating clients and helping them to develop and implement powerful strategies to meet their objectives. He spent nine years as a senior adviser with a mid-Atlantic (DC) area brokerage and consulting firm where he specialized in private client services, advising clients across the country on wealth transfer and tax planning strategies, as well as business succession planning. During the last five years, he also held a principal role for a boutique private client personal lines property and casualty firm.   

Matthew holds a marketing degree from the University of Maryland’s Robert H. Smith School of Business and a Series 6 securities license. He is a member of the National Young Leadership Cabinet of the Jewish Federations of North America and previously served on the board of the Jewish Federation of Greater Washington for five years.

For six consecutive years including 2022, Matthew has been awarded the ‘Best Financial Adviser: Insurance’ designation by the Washingtonian. In 2018, he received the NAIFA Advisor Today’s 4 Under 40 Award.

Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC.  Risk Strategies is not affiliated with LSF.

J.C. Fulse
J.C. Fulse
Private Client Services Leader - Atlantic Region
Peter Galasinao
Peter Galasinao
Senior Managing Director
Dustin Gary
Dustin Gary
Managing Director, Property & Casualty Actuarial Services
Kurt Gehring
Kurt Gehring

National Public Sector Practice Leader

Kate Genovese
Kate Genovese
SVP, Employee Benefit Strategist
Steve Giannone
Steve Giannone

Central & West Region Leader

Charlie Graham
Charlie Graham
Private Client Services Leader - New England Region
Michael Grant
Michael Grant

Employee Benefits Leader - New York Region

John Greenbaum

National Employee Benefits Practice Leader

John Greenbaum

John Greenbaum

National Employee Benefits Practice Leader

John leads the National Employee Benefits Practice as well as the Risk Strategies Benefits Specialty Group. He joined Risk Strategies in 2006 and became the founding member of the company's employee benefits practice with overall responsibility for the growth, profitability, and 350+ associates in the company's largest industry practice. He has implemented operational efficiencies, invested in technology, and upgraded resources that create consistency and support his team resulting in improved client outcomes.

Prior to joining Risk Strategies, John was Executive Vice President of a regional insurance brokerage firm in the Boston area. In addition, his prior experience includes working for the Mutual Life Insurance Company of New York. He has over 30 years of experience in the insurance industry.

Amy Hahn
Amy Hahn
Director, National Loss Control Practice
Michael Grossman
Michael Grossman
Employee Benefits Leader - Central Region
John Hamby
John Hamby

National Entertainment Practice Leader

Clark Heitkamp
Clark Heitkamp
Senior Consulting Actuary,
Health & Life Actuarial Services
Tracy Hoffman
Tracy Hoffman

Managed Care Leader, National Healthcare Practice

Erica Honig, J.D.
Erica Honig, J.D.
Employee Benefits Compliance Director
Doran Lamond
Doran Lamond
Commercial Lines Leader - New England Region
Haley Hughey
Haley Hughey

Aviation Team Leader

Bryan Ice
Bryan Ice

National Transportation Practice Leader

Max Jong
Max Jong

Managing Director, National Captives Leader

Doug Joyce
Doug Joyce
Managing Director
Brian Jungeberg
Brian Jungeberg

Vice President

Roger Kluge
Roger Kluge
Managing Director
Neil Krauter, Jr.
Neil Krauter, Jr.
National Private Equity Practice Co-Leader
Neil Krauter, Sr.

National Private Equity Practice Leader

Neil Krauter, Sr.

Neil Krauter, Sr.

National Private Equity Practice Leader

Neil leads the National Private Equity Practice.

Before joining Risk Strategies, he founded Krauter & Company in 2004 which merged with Risk Strategies to form and build a leading private equity specialty practice. Prior to founding Krauter & Company, Neil worked at Lloyd's of London, Marsh, and Aon, where he built out and managed the Aon Mergers & Acquisitions Group. He was Aon's leading specialist in providing services to the Mergers and Acquisitions industry with well over 2,000 transactions to his credit. Active in the private equity community, he launched the Private Equity Principal Group in 2014, which currently has over 130 members.

Today, the Risk Strategies Private Equity Practice has over 350 private equity firms as current and active clients.

Jennifer Kryz
Jennifer Kryz

Director, Commercial Lines Claims Leader

Stefan Latzko
Stefan Latzko
Manned Aviation
Eric Levy

Chief Operating Officer

Eric Levy

Eric Levy

Chief Operating Officer

An accomplished executive with a 20-year track record in leading strategic priorities for leading financial services companies, Eric is focused on scaling and optimizing our operations to ensure client satisfaction and continued growth.

Prior to Risk Strategies, he was Chief of Operations, Integration, and Strategy at Integro Insurance Brokers, responsible for setting strategic direction and leading both global corporate functions and merger integration efforts. Before Integro, Eric served as COO of Business Development and Head of Business Strategy at AQR Capital Management, a global asset management firm. For just over a decade, he worked in Bain & Company's Financial Services and Insurance Practices and was co-champion of the Financial Services Merger Integration Practice for the Americas.

A double major in Biology and Environmental Science and Policy, he has a Bachelor of Science degree from Duke University.

Rona Lind
Rona Lind
Senior Vice President, East Coast
Natalie Logan

Chief Legal Officer

Natalie Logan

Natalie Logan

Chief Legal Officer

Natalie is an accomplished legal and risk advisor and executive-level leader with 10+ years of experience in corporate law and a successful track record as a trusted advisor to senior management teams and boards of directors of companies across multiple industries on a variety of complex business, strategic, transactional, risk and legal issues.  Ms. Logan thrives on collaborating with passionate, driven leaders who excel at their work and know how to play in the big picture space and collaborate to create next-level growth.

As Chief Legal Officer of Risk Strategies and One80 Intermediaries, Ms. Logan serves as a member of the Executive Committee and is responsible for all aspects of the organization’s legal and compliance functions, including M&A, securities, litigation, regulatory, governance, intellectual property, employment & benefits, and other corporate matters. Ms. Logan also serves as an executive sponsor to the Diversity & Inclusion Council and is deeply committed to the company’s ESG initiatives.  

Prior to joining Risk Strategies, Ms. Logan was a partner at Kirkland & Ellis, specializing in advising private equity firms and their portfolio companies on a wide range of corporate, M&A, and securities matters.  A summa cum laude graduate of the University of Oregon and cum laude graduate of Boston University School of Law, Ms. Logan holds a Bachelor of Science degree in Business Administration, a Bachelor of Arts degree in political science, and a juris doctorate in law.

Mark Manzi
Mark Manzi
National Brokerage Leader
Bryan Lorenz
Bryan Lorenz
National Account Director, Management Liability Practice
Terry Lyons
Terry Lyons

National Education Practice Leader

Spencer Macalaster
Spencer Macalaster

Executive Vice President

Olavo Macedo
Olavo Macedo

Senior Managing Director

Mergers & Acquisitions

Mike Marinelli
Mike Marinelli
Risk Analyst
Elizabeth Marks
Elizabeth Marks
Senior Strategy Consultant, Student Health
Gary Marmo Jr., CLMS
Gary Marmo Jr., CLMS
Director
Eric Massi
Eric Massi

Private Client Services Leader - West Region

Alex Maza
Alex Maza

Senior National Director, Management Liability Practice

John McCarthy
John McCarthy

Managing Director

Ken McClinton
Ken McClinton

National Relocation Practice Leader

Michael McFadden
Michael McFadden
Senior Managing Director
Terry Miller
Terry Miller

Managing Director,

National Aviation Practice Leader

Diane Mittenzwei
Diane Mittenzwei
NY Region, Senior Vice President
LeConte Moore
LeConte Moore

Managing Director

Lou Moreno
Lou Moreno
Senior Vice President
Amanda Mullan

Chief Human Resources Officer

Amanda Mullan

Amanda Mullan

Chief Human Resources Officer

Amanda joined Risk Strategies in 2022 and oversees the company's human resources function including talent acquisition and development, human resources benefits and operations, employee relations, and overall total employee engagement. 

Previously, she served as senior vice president and chief human resources officer at New Jersey Resources (NJR) and as director and senior vice president of human resources in North America for Willis Group Holdings. She has also held senior HR leadership roles at Dun & Bradstreet, Realogy Title Group, and Prudential.

Amanda earned a Bachelor of Science degree from the University of Delaware and a Master of Business Administration from Rider University. She is certified as a Senior Professional in Human Resources (SPHR) and holds a Society of Human Resources Management - Senior Certified Professional (SCP) designation. 

Active in her community and the industry, Amanda serves as a member of the 180 Turning Lives Around, Inc. Board of Trustees, the Center for Energy Workforce Development (CEWD) Board, and OceanFirst Bank Advisory Board. She is also an active member of the Human Resources Policy Association, American Gas Association, and New Jersey Utility Association. In addition, Amanda is an executive fellow for Rider University's Center for the Development of Leadership Skills and serves on the University's Women's Leadership Council.

Alison Murphy
Alison Murphy

National Private Client Services Practice Leader

Alison Murphy
Alison Murphy

National Private Client Services Practice Leader

Stephanie Needham
Stephanie Needham
Senior Managing Director
Rob Nesselt
Rob Nesselt

Commercial Lines Growth Leader - Atlantic Region

Scott Nestle
Scott Nestle
Senior Managing Director
Donovan Nowell
Donovan Nowell

National Management Liability Practice Leader

Todd Olivieri
Todd Olivieri

Managing Director

Bryan Paulozzi
Bryan Paulozzi

Vice President

Laura L. Perisse
Laura L. Perisse
Chief Commercial Officer
Stuart Piltch
Stuart Piltch
Managing Director, Consulting
Mary Pontillo
Mary Pontillo

National Fine Art Product Leader

Scott Popilek
Scott Popilek

Atlantic Region Leader

Matthew Power

President, One80 Intermediaries

Matthew Power

Matthew Power

President, One80 Intermediaries

Matthew serves as President of One80 Intermediaries which was formally launched in December 2019. He formerly served as Executive Vice President of Lexington Insurance Company one of the strongest and most stable excess & surplus carriers. Matthew continues to advance the mission of One80, through innovation, specialization, and development of new programs designed to meet the demands of a changing market.

Matthew is a graduate of the University of Massachusetts, and in 2005 completed post graduate studies at Harvard Business School.

He serves on the boards of directors of The New England Council, The Greater Boston Chamber of Commerce, and The University of Massachusetts College of Management Advisory Board.

Chris Powers
Chris Powers

Employee Benefits Leader - New England and Atlantic Regions

Joe Quarantello
Joe Quarantello

National Environmental Practice Leader

Ali Rana
Ali Rana
Managing Director, Student Health, Education Practice
Andrew Reggev
Andrew Reggev

Senior M&A Investment Associate

Rob Rosenzweig
Rob Rosenzweig

Commercial Lines Leader - New York Region, 

National Cyber Risk Practice Leader

Patrick Roth
Patrick Roth

Growth Leader - Central & West Regions

Jeff Rubocki
Jeff Rubocki
Senior Managing Director
Janice Ruiz
Janice Ruiz
Senior Vice President, West Coast
Cameron Savaree-Ruess
Cameron Savaree-Ruess
Non-Owned Aviation
Scott Schachter
Scott Schachter

Senior Vice President, East Coast

Jim Schmidt
Jim Schmidt

Commercial Lines Leader - West Region

Tara Schultz
Tara Schultz

Manned Aviation

John Scroope

National Director of Retail Operations

John Scroope

John Scroope

National Director of Retail Operations

John is responsible for growing our retail operations both organically, by driving consistency to the client and associate experience, and inorganically as we integrate new acquisitions into the Risk Strategies family. An industry veteran with over 20 years of experience in insurance management and underwriting, John joined Risk Strategies from Boston-based CNA Insurance where he served as branch president.

Prior to CNA, he was regional president at OneBeacon Insurance.  He spent the first dozen years of his insurance career in underwriting and marketing with Chubb Insurance.

John holds a Juris Doctor from the Elisabeth Haub School of Law at Pace University in New York and a Bachelor of Science Law degree from Fairfield University in Connecticut.

Edward Shaara
Edward Shaara
Senior Account Manager,  East Coast
Tom Sharkey, Jr.
Tom Sharkey, Jr.

Managing Director

John Shaw
John Shaw
Senior Director
James Sheehan, J.D.
James Sheehan, J.D.

National Account Director, Management Liability Practice

Peter Shoemaker
Peter Shoemaker

Managing Director, East Coast

Rich Skorupski
Rich Skorupski

Senior Vice President

Carl Smith
Carl Smith

International Practice Leader

Matt Smith
Matt Smith

Reinsurance Leader, National Healthcare Practice

Gregory Smith
Gregory Smith
Assistant Vice President, East Coast
Scott Stamper
Scott Stamper

Managing Director, National Marine Practice

Riggs Stephenson
Riggs Stephenson

Managing Director

Michael Tang
Michael Tang
Vice President - Claims
Sam Tuckey
Sam Tuckey
Senior M&A Investment Associate
John Uhl
John Uhl
Executive Vice President 
John Vaglica

Chief Mergers & Acquisitions Officer

John Vaglica

John Vaglica

Chief Mergers & Acquisitions Officer

John serves as Chief Mergers & Acquisitions Officer focusing on all M&A activities, including debt financing, investor relations, and the company's overall capital structure. He has over 30 years of experience in corporate finance, accounting, and operations, with both public and private companies.  His background is in insurance and high-tech medical device manufacturing; specializing in operational assimilation, accounting, finance, M&A and private equity/venture capital financing.

John has been with Risk Strategies for over 17 years serving in a variety of roles including CFO. Previously he was responsible for HR, IT, and Administration. 

Prior to Risk Strategies, John held positions of increasing responsibility at Endius Incorporated, Benchmark Assisted Living, and Haemonetics Corporation.

John holds both a Bachelor of Science degree in Finance and Accounting and a MBA from Bentley University.

Mike Vitulli
Mike Vitulli

National Casualty Practice Leader

Emma Washington, SHRM-SCP, GPHR, PHR
Emma Washington, SHRM-SCP, GPHR, PHR
Human Capital Management Consultant
Michael Waters
Managing Director
Michael Waters

Michael Waters

Managing Director

Michael Waters serves as Managing Director in the Financial & Wealth Services division of Risk Strategies. He brings more than 35 years of financial services experience to his clients with a focus on employee benefits, wealth management, and retirement plan services. 

Michael started his career with Profit and Pension Planners inc., a retirement plan consulting firm in 1985 and became a partner in 1989. In 2003, Michael was one of the founding members of TSG Financial LLC, a full-service employee benefits and Financial Services consultant and broker. TSG Financial was acquired by Risk Strategies in 2016. 

Michael strives to provide highly-responsive, personalized strategies to sophisticated clients who desire holistic financial counsel. He believes in developing long-term partnerships with his clients who benefit from competitive, transparent pricing, appropriate products, and personalized guidance. Michael works closely with the Private Equity and Employee Benefits teams to deliver retirement plan solutions which complement the overall corporate programs at Risk Strategies. 
 
Michael earned a Bachelor of Arts degree from Binghamton University. He is a chartered life underwriter, CLU, and Chartered Financial Consultant. 

Securities offered through Securities America, Inc., Member FINRA/SIPC, and Investment Advisory services offered through Securities America Advisors, Inc., a Registered Investment Advisor. TSG Financial and Risk Strategies are not affiliated with the Securities America companies.

Brian Whipple
Brian Whipple

National Surety Practice Leader

Sarah Wice
Sarah Wice
General Counsel, Private Equity Practice
Chris Williams
Chris Williams

Senior Vice President

Darren Williams
Darren Williams

SVP, National Law Firms Practice

Dwight Williams
Dwight Williams

National Account Director, Management Liability Practice

Karen Williams
Karen Williams
Senior Managing Director
Tony Williams, ASA, MAA, FCA
Tony Williams, ASA, MAA, FCA

Director of Actuarial Services

Chris Wise
Chris Wise
Vice President
Blair Wunderlich
Blair Wunderlich
Risk Advisor, Fine Art
Stuart Youngentob
Managing Director
Stuart Youngentob

Stuart Youngentob

Managing Director

Stuart Youngentob has served as a Managing Director since 1993.  He specializes in the creative application of life insurance solutions and corporate benefit plans, providing business owners, executives and professionals with innovative approaches and exceptional service to enhance their financial futures.

Prior to his Managing Director role, Stuart was the Founder / Director of Revere Bank (formerly Monument Bank) for 12 years.  He also worked at PricewaterhouseCoopers for three years.

Stuart is a Washington, D.C. Estate Planning Council Member and earned his Juris Doctor (J.D.) degree in Tax from the Emory University School of Law.  He also holds an MBA in accounting and finance from Emory University’s Goizueta Business School and a BA in economics and political science from the University of Rochester.

Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC, and Investment Advisory services offered through Lion Street Advisors, LLC (LSA), a Registered Investment Advisor. Risk Strategies is not affiliated with LSF or LSA.

Howard Zodicoff
Managing Director
Howard Zodicoff

Howard Zodicoff

Managing Director

Howard Zodicoff serves as Managing Director in the Financial & Wealth Services division of Risk Strategies. He brings three decades of financial services experience to his clients and was a business owner prior to joining the firm. 

In 1996, Howard merged his firm with Standard Pension Services, LLC, and has been an integral part of the firm’s growth. In June 2020, Howard became President of Standard Pension Services, LLC. In September 2022, the firm joined Risk Strategies adding to the company’s existing financial service capabilities, with a focus on retirement planning. 

Howard specializes in providing solutions in all areas of wealth management, retirement plan design/administration and corporate benefits for individuals and companies. He is committed to transparency, thoughtfulness, and being available to his clients. Howard strives to build personal relationships with every client he serves. Aside from his credentials and considerable experience, his clients appreciate Howard’s dedication, diligence, and the personal interest he takes to best accomplish their goals.

Howard earned a bachelor’s degree in Business Administration and Management from State University of New York College at Old Westbury. He holds a series 6 and 7 securities license as well as life and health insurance.

Howard lives in Roslyn, New York, with his wife, daughters, and dog. In his free time, he enjoys skiing and traveling.

Investment Advisory services provided through Aurora Private Wealth, Inc., a Registered Investment Advisor.  Certain representatives of Aurora Private Wealth are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC.

Chris Zuccarini
Chris Zuccarini

Medical Malpractice Leader, National Healthcare Practice

Steve Trimarchi
Steve Trimarchi
Growth Leader - New England Region

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