AssuredPartners Executive and Leadership Team

Ann Halstead-Trapasso, the Chief Financial Officer at AssuredPartners, directs the global financial strategy and capital allocation for the entire brokerage organization. Overseeing fiscal reporting, the Chief Financial Officer ensures compliance with international regulatory standards while managing the complex financial integration of acquired agencies. This leadership role involves optimizing cash flow and capital structure to support the aggressive growth trajectory of the firm. By implementing rigorous financial controls, Ann Halstead-Trapasso strengthens the balance sheet and provides the necessary resources for long-term stability. The Chief Financial Officer collaborates closely with the executive board to evaluate investment opportunities and risk mitigation strategies. Through precise financial planning, Halstead-Trapasso drives the overall profitability of the enterprise, ensuring that the organization remains a leader in the competitive insurance brokerage landscape while maintaining operational excellence across all international and domestic business units.

Valorie Pellerin, the Regional Chief Financial Officer at AssuredPartners, manages the financial health and operational budgeting for specific geographic territories within the organization. Overseeing regional fiscal performance, the Regional Chief Financial Officer ensures that local offices maintain profitability while adhering to the broader corporate financial framework. This role involves analyzing regional market trends to allocate resources effectively and support the expansion of insurance brokerage services. By monitoring regional revenue streams, Valorie Pellerin identifies opportunities for cost optimization and operational efficiency. The Regional Chief Financial Officer coordinates with local leadership to align regional goals with the overarching mission of the firm. Through consistent financial oversight, Pellerin supports the growth of the regional network, ensuring that each office delivers high-quality risk management solutions to clients while contributing to the sustained financial success of the global organization.

Jane Fallon, the Chief Financial Officer, Agency at AssuredPartners, architects the financial infrastructure for the agency-level operations, focusing on the integration of independent regional insurance agencies. Overseeing agency-specific accounting and financial reporting, the Chief Financial Officer, Agency ensures that individual business units maintain accurate records and meet performance benchmarks. This leadership role involves streamlining the financial onboarding process for newly acquired agencies to ensure seamless integration into the broader platform. By managing agency-level budgets and financial planning, Jane Fallon supports the delivery of tailored insurance programmes and risk management consulting services. The Chief Financial Officer, Agency collaborates with regional partners to enhance operational transparency and fiscal accountability. Through meticulous financial management, Fallon drives the efficiency of the agency network, ensuring that each unit contributes effectively to the overall market reach and capability offerings of the firm.

Amy Faulkner, the Chief Financial Officer, Agency at AssuredPartners, manages the financial performance and capital management for the agency-level divisions, specifically focusing on the profitability of group coverage and personal insurance products. Overseeing the financial health of these specific product lines, the Chief Financial Officer, Agency ensures that revenue targets are met through disciplined expense management and strategic resource allocation. This role involves analyzing the financial impact of various insurance programmes to ensure they align with the firm's risk management objectives. By providing financial guidance to agency leaders, Amy Faulkner supports the development of competitive insurance solutions for individual and institutional clients. The Chief Financial Officer, Agency collaborates with the broader finance team to ensure that agency-level data is accurately reflected in corporate reporting. Through rigorous financial analysis, Faulkner drives the growth of the agency divisions, ensuring long-term sustainability and market competitiveness.

Claire Chavez, the Agency Chief Operating Officer at AssuredPartners, directs the internal operational workflows and service delivery models for the agency network. Overseeing the integration of specialist teams, the Agency Chief Operating Officer ensures that client advisory services remain consistent and high-quality across all locations. This role involves optimizing the operational processes that support property and casualty insurance brokerage, as well as employee benefits administration. By standardizing service delivery, Claire Chavez improves client retention and operational scalability. The Agency Chief Operating Officer works with regional leaders to implement best practices in risk assessment and regulatory compliance. Through strategic operational oversight, Chavez enhances the firm's ability to provide comprehensive insurance solutions to a diverse client base. This leadership role focuses on refining the internal mechanisms that allow the agency network to function as a cohesive, high-performing unit within the global brokerage platform.

Eric Kaup, the President at AssuredPartners, directs the overarching strategic vision and market expansion efforts for the organization. Overseeing the execution of corporate initiatives, the President ensures that the firm maintains its position as a leading global insurance brokerage. This leadership role involves identifying new market opportunities and guiding the firm through targeted acquisitions to expand capability offerings and industry expertise. By fostering a culture of partnership, Eric Kaup integrates independent regional agencies into the global platform, ensuring that the firm delivers consistent, high-value risk management services. The President collaborates with the executive team to set long-term goals and drive organizational growth across international markets. Through decisive leadership, Kaup ensures that the firm remains agile and responsive to the evolving needs of commercial and institutional clients, ultimately securing the company's reputation for excellence in the global insurance and risk management sector.

Graham Cathey, the President at AssuredPartners, directs the operational strategy and business development initiatives for the firm's diverse client base. Overseeing the delivery of property and casualty insurance and employee benefits, the President ensures that the organization provides tailored solutions that meet the specific needs of commercial and institutional clients. This leadership role involves driving the firm's growth through the expansion of service offerings and the enhancement of client advisory capabilities. By coordinating with regional teams, Graham Cathey ensures that the firm's partnership model effectively delivers value across all markets. The President works to strengthen the firm's market position by fostering innovation in risk management and continuity planning. Through strategic oversight, Cathey supports the firm's commitment to excellence, ensuring that the organization continues to provide comprehensive insurance solutions that help clients mitigate risk and achieve long-term stability in a complex global environment.

Steven Crawford, the Agency President at AssuredPartners, directs the day-to-day operations and growth strategies for the agency network. Overseeing the performance of regional insurance agencies, the Agency President ensures that each unit delivers high-quality risk management and insurance brokerage services to its local client base. This role involves mentoring agency leadership and fostering a collaborative environment that encourages the sharing of industry expertise across the network. By focusing on the operational success of individual agencies, Steven Crawford drives the overall growth and market reach of the firm. The Agency President works closely with the executive team to implement corporate strategies at the local level, ensuring that all agencies remain aligned with the firm's mission. Through effective leadership, Crawford enhances the operational efficiency of the agency network, ensuring that the firm continues to provide superior insurance solutions to its diverse and growing client base.

John Pederson, the President at AssuredPartners, directs the strategic initiatives related to industry expertise and the development of specialized insurance programmes. Overseeing the firm's efforts to provide tailored risk management consulting, the President ensures that the organization remains at the forefront of industry trends and regulatory requirements. This leadership role involves managing the firm's relationships with key institutional clients and ensuring that the organization's service offerings remain competitive. By driving innovation in insurance brokerage, John Pederson supports the firm's goal of providing comprehensive risk mitigation solutions. The President collaborates with other executive leaders to refine the firm's market approach and ensure that the organization's growth is supported by deep industry knowledge. Through strategic leadership, Pederson enhances the firm's ability to deliver value to its clients, ensuring that the organization remains a trusted partner in the global insurance and risk management landscape.

Stan Kinnett, the Chief Legal Officer & Executive Vice President at AssuredPartners, architects the legal and compliance framework that governs the firm's global operations. Overseeing regulatory compliance and risk mitigation, the Chief Legal Officer & Executive Vice President ensures that all insurance brokerage activities adhere to international and local laws. This role involves managing the legal aspects of targeted acquisitions and partnership agreements, ensuring that the firm's expansion remains legally sound. By providing strategic counsel to the executive board, Stan Kinnett navigates complex legal landscapes to protect the firm's interests and reputation. The Chief Legal Officer & Executive Vice President also oversees continuity planning and corporate governance initiatives. Through proactive legal management, Kinnett supports the firm's growth by mitigating potential liabilities and ensuring that all business practices align with the highest standards of integrity and regulatory compliance across all operating regions.