IMA Executive and Leadership Team

Robert Cohen, the Chairman & Chief Executive Officer at IMA, directs the overarching corporate strategy and long-term vision for the organization. Overseeing the expansion of insurance brokerage services across the United States, the Chairman & Chief Executive Officer ensures that the firm maintains a competitive edge in risk management. This leadership role involves constant collaboration with the Board to refine service delivery models and enhance market presence. By prioritizing client-centric insurance solutions, Robert Cohen drives the firm toward sustainable growth and operational excellence. The Chairman & Chief Executive Officer monitors industry shifts to adapt service offerings, ensuring that the company remains a leader in the insurance sector. Through rigorous oversight of corporate governance and strategic partnerships, Cohen secures the firm's reputation for reliability and professional integrity in the complex insurance marketplace.

Suzanne van Staveren, the Chief Financial Officer at IMA, directs the financial strategy, capital allocation, and fiscal health of the organization. Overseeing the firm's financial reporting, budgeting, and investment activities, the Chief Financial Officer ensures that the company maintains the stability required to provide high-quality insurance brokerage services. This leadership role involves managing financial risk and identifying opportunities for growth through strategic investments in the insurance sector. By optimizing the firm's capital structure, Suzanne van Staveren supports the expansion of service offerings and the enhancement of operational capabilities. The Chief Financial Officer collaborates with the executive team to ensure that financial performance aligns with the firm's long-term mission. Through rigorous fiscal oversight and strategic planning, van Staveren secures the financial foundation necessary for the firm to continue delivering expert insurance solutions to a diverse client base.

Joseph Henriod, the Chief Operating Officer at IMA, manages the daily operational workflows and internal processes that sustain the firm's insurance brokerage services. Overseeing the execution of service delivery standards, the Chief Operating Officer ensures that all departments function with maximum efficiency and alignment with corporate goals. This leadership role involves streamlining administrative procedures and optimizing resource allocation to support the firm's broad range of insurance products. By implementing scalable operational frameworks, Joseph Henriod drives productivity and enhances the quality of client interactions. The Chief Operating Officer works closely with regional leadership to ensure consistent service delivery across diverse markets. Through meticulous attention to operational detail, Henriod supports the firm's mission to provide superior insurance agent and broker services, ensuring that internal systems remain robust and responsive to changing market demands.

Stephen DeMatteo, the Chief Operating Officer, Northeast Region at IMA, manages the operational logistics and service delivery standards specifically within the Northeast market. Overseeing the implementation of regional business strategies, the Chief Operating Officer, Northeast Region ensures that local insurance brokerage operations meet the firm's high standards for client service and risk management. This leadership role involves coordinating with regional teams to streamline processes and improve the efficiency of insurance product distribution. By focusing on regional market dynamics, Stephen DeMatteo drives operational excellence and supports the firm's growth objectives in the Northeast. The Chief Operating Officer, Northeast Region collaborates with corporate leadership to ensure that regional activities remain aligned with the broader organizational mission. Through targeted operational improvements, DeMatteo enhances the firm's competitive position and service quality within this critical geographic territory.

Michael Bodack, the President, Northeast Region at IMA, leads the strategic growth and market expansion efforts within the Northeast territory. Overseeing the development of client relationships and the delivery of specialized insurance brokerage services, the President, Northeast Region ensures that the firm captures market share and maintains strong local presence. This leadership role involves identifying new business opportunities and managing the regional team to achieve performance targets. By focusing on the unique insurance needs of the Northeast market, Michael Bodack drives revenue growth and enhances the firm's reputation for expertise. The President, Northeast Region works closely with other regional leaders to share best practices and ensure consistent service quality. Through proactive market engagement and strategic leadership, Bodack secures the firm's position as a premier insurance provider in the region, delivering tailored solutions that address complex client risks.

Jeffrey Jamison, the President at IMA, oversees the execution of corporate strategy and the management of core business functions across the organization. Directing the firm's insurance brokerage operations, the President ensures that all service lines remain aligned with the company's mission of providing expert risk management. This leadership role involves coordinating between departments to optimize service delivery and enhance client outcomes. By focusing on operational efficiency and market expansion, Jeffrey Jamison drives the firm's growth and maintains its competitive standing in the insurance industry. The President collaborates with the executive team to refine business models and adapt to changing market conditions. Through strategic oversight and leadership, Jamison ensures that the firm continues to provide high-quality insurance agent and broker services, supporting the long-term success of the organization and its clients in a dynamic economic environment.

Ben Valore-Caplan, the Co-President, Syntrinsic at IMA, leads the specialized investment and advisory services that complement the firm's insurance brokerage offerings. Overseeing the strategic direction of the Syntrinsic division, the Co-President, Syntrinsic ensures that clients receive integrated financial and risk management solutions. This leadership role involves managing investment strategies and advisory services that align with the firm's broader mission of protecting client assets. By focusing on the intersection of insurance and financial planning, Ben Valore-Caplan drives value for clients and enhances the firm's comprehensive service portfolio. The Co-President, Syntrinsic collaborates with other executive leaders to integrate these specialized services into the firm's overall market strategy. Through expert leadership and a focus on client-centric financial solutions, Valore-Caplan strengthens the firm's ability to provide holistic risk management and investment advice in a competitive marketplace.

Michael Schwartz, the Chief Information Officer at IMA, architects the digital infrastructure and technological framework supporting all insurance brokerage operations. Overseeing the integration of advanced data analytics and secure information systems, the Chief Information Officer ensures that the firm leverages technology to optimize risk assessment and client service delivery. This leadership role involves managing cybersecurity protocols and digital transformation initiatives that protect sensitive client data across North American operations. By modernizing internal platforms, Michael Schwartz directly impacts the efficiency of insurance agent workflows and client communication channels. The Chief Information Officer collaborates with other C-suite leaders to align technical capabilities with business objectives, fostering a culture of innovation. Ultimately, Schwartz maintains the technological resilience required to support the firm's complex insurance brokerage services in a rapidly evolving digital environment.

Amy Venturi, the Chief of Staff at IMA, coordinates strategic initiatives and facilitates communication across the executive leadership team. Overseeing the alignment of corporate priorities, the Chief of Staff ensures that organizational objectives receive consistent focus and resources. This leadership role involves managing high-level projects and streamlining decision-making processes to support the firm's insurance brokerage mission. By fostering collaboration between departments, Amy Venturi drives operational cohesion and ensures that the executive team remains focused on long-term growth. The Chief of Staff monitors the progress of key business initiatives, providing the necessary support to maintain momentum in a competitive insurance market. Through effective management of executive workflows, Venturi enhances the overall efficiency of the firm's leadership structure, ensuring that strategic goals translate into tangible results for clients and stakeholders.

Greg Boothroyd, the Chief People Officer at IMA, directs the human capital strategy, talent acquisition, and organizational culture initiatives. Overseeing the development of professional training programs and employee engagement strategies, the Chief People Officer ensures that the firm attracts and retains the top talent necessary for high-level insurance brokerage services. This leadership role involves fostering an inclusive work environment that supports the firm's mission and values. By aligning human resources practices with business objectives, Greg Boothroyd drives organizational performance and employee satisfaction. The Chief People Officer collaborates with the executive team to build a workforce capable of navigating the complexities of the insurance industry. Through strategic talent management and leadership development, Boothroyd ensures that the firm maintains a strong, capable team dedicated to providing exceptional service to clients across all operational regions.