Our leadership team has over 180+ combined years of experience in alternative investments and insurance-linked strategies.

Jeff Serra

Jeff Serra

Executive Chair of the Board & Special Advisor to the CEO
Blair H. Wallace

Blair H. Wallace

Chief Executive Officer & President
Chris Munson

Chris Munson

Senior Managing Director & co-CFO
William Ketterer, CFA

William Ketterer, CFA

Senior Managing Director, Longevity CIO
John M. Jureller

John M. Jureller

Senior Managing Director & co-CFO
David Gussmann

David Gussmann

Senior Managing Director, Head of Asset Based Finance
Peter Polanskyj

Peter Polanskyj

Senior Managing Director, Head of Structured Credit
David Shapiro

David Shapiro

Managing Director
Matt Roesler

Matt Roesler

Managing Director, Structured Credit
Joseph Hwang

Joseph Hwang

Managing Director, Special Situations
Greg Nicolls

Greg Nicolls

Managing Director, Business Development
Vaishal Patel

Vaishal Patel

Managing Director, Financial Planning & Analysis
Jeffrey Zinn

Jeffrey Zinn

Managing Director, Asset Based Finance
Helen Dong, CPA

Helen Dong, CPA

Managing Director, Controller
John Hendrickson

John Hendrickson

Managing Director, Portfolio Management & Head of Pricing
Melissa Robison

Melissa Robison

Managing Director, Human Resources
David Barber

David Barber

Managing Director, Finance
Dirk Gilmore, CAIA

Dirk Gilmore, CAIA

Managing Director, Underwriting
Zachary Ainsberg

Zachary Ainsberg

Managing Director and Chief of Staff
Russ Huewe

Russ Huewe

Managing Director, Business Development
Michael Kee, CFA

Michael Kee, CFA

Managing Director, Analytics
Cathryn Schnitzler RN, BSN, CPCU, AIC

Cathryn Schnitzler RN, BSN, CPCU, AIC

Director, Underwriting
Jaime Gonzalez

Jaime Gonzalez

Director, IT
Sydney Owen

Sydney Owen

Director, Investor Relations
Matt McLaughlin

Matt McLaughlin

Director, Investor Relations
Lindsay Verbit, CPA

Lindsay Verbit, CPA

Director, Tax
Rohit Kar

Rohit Kar

Director, Special Situations
Mihaela Johle

Mihaela Johle

Director, Corporate Accounting
Jose Rodriguez, CFA

Jose Rodriguez, CFA

Director, Credit Operations
Megan Brown

Megan Brown

Director, Pricing & Optimization
Lori Rotton

Lori Rotton

Director, Underwriting
Lauren Polk

Lauren Polk

Director, Pricing & Optimization
Rachel Weiner

Rachel Weiner

Director, Origination

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