Press Releases

Risk Strategies Brokers Among a Select Group To Be Named a Certified Advisor of Personal Insurance By Wharton and Chubb

BOSTON, December 19, 2018 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced Timothy Devin, Richard Valenzuela, and Theresa Gerigk of Risk Strategies in New York, NY and Burlingame, CA have been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb.

Devin, Valenzuela and Gerigk are among a group of only 38 agents and brokers this year to receive the certification after completing a one-year intensive educational program on understanding the lifestyle and risk management and insurance needs of successful individuals and families. Created by Wharton and Chubb in 2014, the CAPI program is the first of its kind to focus on a specific client segment in the personal insurance marketplace.

“The agents who have completed the CAPI program have shown that they have the uppermost level of skill and expertise required to understand the holistic wealth management essentials of their successful clients and to advise them on their complex risk management and insurance needs,” said Mary Parsons, Executive Vice President, Sales and Distribution Leader, Chubb Personal Risk Services. 

“We are extremely proud that Risk Strategies’ multiple brokers have received the prestigious CAPI designation,” said Mike Christian, CEO of Risk Strategies. “This shows their incredible dedication to the insurance industry as well as their ongoing commitment to serving successful individuals and families, who have a unique set of property and liability exposures created by their assets and lifestyle.”

Courses are taught by Wharton faculty, Chubb subject matter experts and other wealth management professionals. Agents received instruction on the Wharton campus at the University of Pennsylvania in Philadelphia, and through virtual classes, webcasts, reading assignments and other online activities throughout 2018. Participants also have ongoing access to fellow class members and program alumni, and upon graduation, must maintain their certification by completing annual continuing education requirements facilitated by Wharton.

To learn more about Risk Strategies, please visit www.riskstrategies.com

About Risk Strategies

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices including Boston, New York City, Chicago, Toronto, Montreal, Grand Cayman, Miami, Atlanta, Dallas, Nashville, Washington DC, Los Angeles, and San Francisco. RiskStrategies.com.