Financial Services

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Deep expertise and experience to guide financial institutions

Our Financial Services practice takes a specialized approach to help financial institutions navigate the complex challenges facing the industry today. With dynamic solutions for consulting, insurance, and risk management, our experts are uniquely equipped to meet the needs of a broad range of financial institutions, including banks, hedge funds, and Fintech companies.

The industry is transforming at a rapid pace thanks to growing client needs, constant advances in technology, and increasingly rigorous regulatory requirements. Our team offers an all-inclusive view of the risks and strategic needs of an ever-changing sector, drawing upon our industry-leading analytics and deep breadth of expertise to help our clients meet their goals.

Financial Services Industry Solutions

Risk Strategies offers a wide scope of competitive, value-driven, industry-focused solutions and products to meet the specific needs of banks, asset managers, insurers, and other financial institutions, including:

  • Consumer Financial Services: Including, but not limited to, collection agencies, non-traditional lenders, consumer finance companies, and others
  • Banks and Non-Bank Lenders: Including large money centers, community banks, mortgage brokers, leasing companies, and asset-based lenders 
  • Insurance Companies
  • Asset Managers: Including registered investment advisors, mutual funds, hedge funds, private equity, and security broker/dealers
  • Fintech
  • Other Non-Traditional Financial Firms

Connect with us today and get a specialist approach to your risk.

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Practice Leadership

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.

Donovan Nowell
Donovan Nowell

National Management Liability Practice Leader

Ken Dash
Ken Dash

Managing Director

Rob Rosenzweig
Rob Rosenzweig

Commercial Lines Leader - New York Region, 

National Cyber Risk Practice Leader

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