Davies Executive and Leadership Team

May, 2026

Leadership Overview

Davies has 6 executives leading key functions including strategy, technology, operations, finance, and market leadership.

Driven by innovation, Davies partners with leading insurance, financial services, and regulated organizations worldwide, delivering end-to-end solutions across the risk and insurance value chain to optimize operations and drive growth.

Leadership Roles at Davies

  • Chief Executive Officer - Peter Lucas
  • Chief Operating Officer & Chief Financial Officer - Michael Wilhelm
  • Chief Financial Officer, Davies Life & Health - Edward Sherman
  • President - Jeff Bode
  • President - David Terry
  • Chief Technology Officer - James DuEst
  • Peter Lucas - Chief Executive Officer

    Peter Lucas, the Chief Executive Officer at Davies, directs the overarching corporate strategy and global operations. Lucas guides the firm's expansion into new markets and the development of integrated solutions for clients in the insurance and financial services sectors. Overseeing all business units, Lucas ensures alignment with the company's mission to provide end-to-end services across the risk and insurance value chain. This leadership role involves fostering innovation in technology platforms and driving sustainable business transformation. By championing research and development, particularly in artificial intelligence, Peter Lucas enhances the firm's competitive edge and supports strategic decision-making for a diverse client base. Lucas's focus remains on optimizing operations and driving growth through deep industry expertise and cutting-edge technology.
    Peter Lucas

    Michael Wilhelm - Chief Operating Officer & Chief Financial Officer

    Michael Wilhelm, the Chief Operating Officer & Chief Financial Officer at Davies, manages the company's financial health and operational efficiency across its global operations. Wilhelm oversees the integration of services within the risk and insurance value chain, ensuring seamless delivery of claims, underwriting, and distribution solutions. This dual role requires meticulous financial planning and resource allocation to support Davies' strategic growth objectives and technological innovation. By optimizing operational workflows and financial controls, Michael Wilhelm enhances the firm's ability to partner with leading insurance and financial services organizations worldwide. Wilhelm's leadership ensures that Davies maintains robust financial performance while driving operational excellence. The strategic oversight provided by Michael Wilhelm is fundamental to the company's capacity to deliver end-to-end solutions and foster sustainable business transformation for its clients.
    Michael Wilhelm

    Edward Sherman - Chief Financial Officer, Davies Life & Health

    Edward Sherman, the Chief Financial Officer, Davies Life & Health at Davies, directs the financial strategy and performance specifically for the Life & Health division. Sherman oversees all financial operations, including budgeting, forecasting, and capital management, ensuring the division's profitability and sustainable growth. This role involves close collaboration with operational teams to optimize resource allocation and manage financial risks inherent in the insurance sector. By implementing robust financial controls and driving fiscal discipline, Edward Sherman supports the delivery of specialized services within this key business segment. Sherman's expertise is crucial for navigating regulatory compliance and market dynamics specific to life and health insurance. The financial leadership provided by Edward Sherman is integral to the division's ability to innovate and expand its market reach.
    Edward Sherman

    Jeff Bode - President

    Jeff Bode, the President at Davies, drives market leadership and strategic partnerships across key regions. Bode focuses on expanding the company's presence within the insurance and financial services sectors, leveraging Davies' end-to-end solutions. Overseeing significant business units, Bode ensures operational alignment with corporate objectives and client needs. This leadership position involves fostering relationships with major clients and stakeholders, championing the firm's expertise in risk management and regulatory compliance. By spearheading growth initiatives, Jeff Bode contributes directly to Davies' overall market impact and revenue generation. Bode's strategic vision guides the development of new service offerings and the enhancement of existing client engagements, reinforcing Davies' position as a specialist professional services firm.

    David Terry - President

    David Terry, the President at Davies, spearheads market development and client engagement strategies. Terry focuses on enhancing Davies' service offerings in digital transformation and change management for regulated organizations. Overseeing specific market segments, Terry ensures that the company's innovative technology platforms are effectively deployed to meet client demands. This role involves cultivating strong client relationships and identifying opportunities for strategic growth within the financial services industry. By driving the adoption of advanced solutions, David Terry contributes to the optimization of client operations and the achievement of sustainable business transformation. Terry's leadership is instrumental in expanding Davies' global reach and reinforcing its reputation for delivering specialized, high-impact professional services.

    James DuEst - Chief Technology Officer

    James DuEst, the Chief Technology Officer at Davies, architects the company's technology vision and digital transformation initiatives. DuEst leads the development and implementation of innovative technology platforms that support Davies' end-to-end solutions across the risk and insurance value chain. Overseeing all technology departments, DuEst ensures the integration of advanced systems and data analytics to enhance client operations and risk management. This critical role involves driving research and development, with a particular emphasis on artificial intelligence, to maintain Davies' position as a specialist professional services and technology firm. By optimizing digital infrastructure, James DuEst enables strategic decision-making and supports sustainable business transformation for Davies' global clientele. DuEst's efforts directly contribute to the company's ability to manage risk and drive growth through technological advancement.

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    Frequently Asked Questions Regarding Davies Top Executives and Leadership Team

    Who leads Davies?
    Davies is led by Peter Lucas (Chief Executive Officer), along with executives such as Michael Wilhelm (Chief Operating Officer & Chief Financial Officer) and Edward Sherman (Chief Financial Officer, Davies Life & Health).
    Who is part of Davies’s executive team?
    The executive team of Davies includes leaders such as Peter Lucas (Chief Executive Officer), Michael Wilhelm (Chief Operating Officer & Chief Financial Officer), Edward Sherman (Chief Financial Officer, Davies Life & Health) and other senior executives.
    How many executives does Davies have?
    Davies has 6 executives leading key business areas.
    What roles are included in Davies’s leadership team?
    The leadership team of Davies includes roles such as Chief Executive Officer, Chief Operating Officer & Chief Financial Officer, Chief Financial Officer, Davies Life & Health, President, President.