Marshall & Sterling Executive and Leadership Team

Eric Diamond, the President & Chief Executive Officer at Marshall & Sterling, directs the overarching corporate strategy and long-term vision for the organization. By aligning business objectives with the evolving needs of the insurance market, the President & Chief Executive Officer ensures consistent growth across all service lines, including auto, home, and business coverage. This leadership role involves constant collaboration with the Board to maintain the firm's reputation for excellence established in 1864. Eric Diamond monitors the performance of various divisions to guarantee that service standards remain high for clients in retail, manufacturing, and healthcare sectors. Through rigorous oversight of corporate initiatives, the President & Chief Executive Officer fosters a culture of professional integrity and operational efficiency. Ultimately, Diamond secures the company's market position by navigating complex regulatory landscapes and expanding the reach of comprehensive insurance solutions across North America.

Frank Smith, the Chief Financial Officer at Marshall & Sterling, manages the fiscal health and capital allocation strategies for the entire organization. Overseeing financial reporting, budgeting, and risk assessment, the Chief Financial Officer ensures that the company maintains the necessary liquidity to support diverse insurance lines and specialty risk coverage. This role requires constant interaction with executive leadership to optimize resource distribution across various departments, including construction, hospitality, and public entities. Frank Smith drives the development of financial models that support sustainable growth while mitigating exposure to market volatility. By implementing robust internal controls, the Chief Financial Officer protects the firm's assets and enhances shareholder value. Through precise analysis of economic trends, Smith provides the strategic insights required to sustain the company's competitive advantage in the insurance brokerage industry, ensuring long-term stability for all stakeholders involved in the business.

James Dahoney, the Executive Vice President and Chief Operating Officer at Marshall & Sterling, directs the daily operational workflows and service delivery mechanisms across the firm. By streamlining processes for workers compensation, performance bonds, and fiduciary services, the Executive Vice President and Chief Operating Officer enhances the efficiency of client-facing teams. This leadership role involves coordinating with department heads to ensure that service industries and schools receive tailored coverage solutions that meet specific operational requirements. James Dahoney monitors performance metrics to identify opportunities for process improvement and service expansion throughout North American locations. Through the implementation of scalable operational frameworks, the Executive Vice President and Chief Operating Officer supports the company's mission to provide comprehensive insurance protection. Dahoney maintains high standards of service quality, ensuring that the organization remains responsive to the complex needs of clients in the manufacturing and construction sectors.

Kathy Haase, the President, Marshall & Sterling Employee Benefits at Marshall & Sterling, leads the strategic development and delivery of group health, life, and ancillary benefit programs. By focusing on the unique needs of organizations of varying sizes, the President, Marshall & Sterling Employee Benefits ensures that clients receive comprehensive and cost-effective solutions for their workforce. This leadership role involves managing relationships with carriers and designing benefit packages that enhance employee retention and well-being. Kathy Haase drives the expansion of benefit services across diverse industries, including retail, service, and healthcare sectors. Through the oversight of specialized benefit teams, the President, Marshall & Sterling Employee Benefits maintains a high level of service quality and regulatory compliance. Haase monitors market trends to provide innovative benefit strategies that help clients navigate the complexities of modern employee compensation, ultimately strengthening the firm's position as a leader in the employee benefits space.

Donald Graves, the President Equisport Division at Marshall & Sterling, directs the specialized insurance operations tailored to the equine and sport industries. By providing expert risk management and coverage solutions for high-value assets, the President Equisport Division ensures that clients in this niche market receive comprehensive protection. This role involves developing deep industry relationships and understanding the specific challenges faced by equine professionals and sport organizations. Donald Graves drives the growth of the division by identifying new market opportunities and refining the specialty risk coverage offerings. Through the management of specialized underwriting and claims processes, the President Equisport Division maintains the firm's reputation for expertise in this unique sector. Graves coordinates with other executive leaders to ensure that the division's activities align with the broader corporate mission, providing specialized support that complements the company's extensive portfolio of insurance products and services across North America.

Mark Robertson, the President, Virgin Islands at Marshall & Sterling, oversees the regional operations and business development initiatives within the Caribbean market. By delivering comprehensive insurance solutions, including property, casualty, and business coverage, the President, Virgin Islands ensures that local clients receive the same high standard of service as the broader organization. This leadership role involves navigating the unique regulatory and environmental risks associated with the region to provide effective risk mitigation strategies. Mark Robertson drives the expansion of the firm's footprint by building strong community ties and fostering relationships with local businesses and public entities. Through the management of regional teams, the President, Virgin Islands maintains operational excellence and service consistency. Robertson coordinates with the headquarters to leverage the company's global resources, ensuring that the Virgin Islands division remains a vital and growing component of the firm's North American and regional operations.

Yvonne McCrea, the Division President, PC at Marshall & Sterling, manages the property and casualty insurance operations, focusing on delivering robust coverage for diverse commercial and personal lines. By overseeing the underwriting and service delivery for auto, home, and business insurance, the Division President, PC ensures that clients receive tailored protection against a wide range of risks. This role involves collaborating with brokers and account managers to maintain high retention rates and drive new business growth across various industries. Yvonne McCrea directs the implementation of strategies that address the specific needs of clients in sectors such as manufacturing, construction, and retail. Through the management of property and casualty portfolios, the Division President, PC enhances the firm's ability to provide comprehensive risk solutions. McCrea monitors market performance and adjusts service offerings to ensure that the division remains competitive and responsive to the evolving insurance needs of the client base.

Heather Wargo, the Vice President, Chief Information Officer at Marshall & Sterling, architects the digital infrastructure and cybersecurity protocols necessary to protect sensitive client data. By modernizing technology platforms, the Vice President, Chief Information Officer enables seamless integration of group health, life, and ancillary employee benefit programs for organizations of varying sizes. This role involves overseeing the digital transformation of insurance brokerage services to improve accessibility and data accuracy for all stakeholders. Heather Wargo drives the adoption of advanced analytics tools that allow the firm to better assess risk and provide customized coverage solutions. Through the management of IT resources, the Vice President, Chief Information Officer ensures that the company's technological capabilities support its broad market reach across North America. Wargo maintains a secure and efficient digital environment, allowing the organization to deliver high-quality insurance services while adapting to the rapidly evolving technological landscape of the insurance industry.