Senior Vice President & National Practice Leader of Personal Risk, USI Insurance Services
Jim currently serves as Senior Vice President and National Practice Leader of Personal Risk at USI Insurance Services LLC. USI, headquartered in Valhalla New York, is currently the third largest privately held personal insurance agency, in the US. For more than three decades he has worked to provide tailored insurance programs for his clients. His insurance career includes experience with the carrier and agency side of the business.
Jim has long been committed to education and thought leadership as part of his career development. In addition to holding both the Certified Insurance Counselor and Certified Risk Management designations, he was an instructor for the Insurance Society of Philadelphia for a decade. Jim taught numerous courses including CPCU 2 Personal Insurance Risk Management Principles. He has addressed conferences for Family Offices on behalf of Family Office Exchange, IPI, Family Wealth Advisors and Lido Consulting.
Jim is a Founding Partner of the Southeastern Family Office Forum (SEFOF). He has served as conference Chair and remains a member of the Executive Committee. In 2014, the Family Wealth Report honored him with the Michael Brink Award.
Jim is an active member of the community with a passion for education. He serves on the Board of Regina Dominican High School in Wilmette IL and Chairs the President’s Advisory Council for St. Joseph’s Prep in Philadelphia. In 2014, he helped to organize the formation of the Private Risk Management Association (PRMA), currently serving as President of the Board of Trustees.
Jim is a graduate of the University of Notre Dame with a Bachelor of Arts degree in Government and International Relations. As a former President of the ND Club of Philadelphia, Jim remains active with the Alumni Association. Jim resides in the Philadelphia area with his wife and family.