Marshall & Sterling Executive and Leadership Team

May, 2026

Leadership Overview

Marshall & Sterling has 9 executives leading key functions including strategy, finance, marketing, technology, revenue, personal lines, specialty risk, regional operations, and employee benefits.

Driven by a commitment to comprehensive coverage, Marshall & Sterling provides diverse insurance solutions, acting as a vital broker across numerous industries and offering specialized risk management and employee benefit programs.

Leadership Roles at Marshall & Sterling

  • President & Chief Executive Officer - Eric Diamond
  • Chief Financial Officer - Frank Smith
  • Division President, PC - Yvonne McCrea
  • President Equisport Division - Donald Graves
  • President, Virgin Islands - Mark Robertson
  • President, Marshall & Sterling Employee Benefits - Kathy Haase
  • Chief Marketing Officer - Robert Melstein
  • Vice President & Chief Information Officer - Heather Wargo
  • Senior Vice President and Chief Revenue Officer - Kurt Jaeger
  • Eric Diamond - President & Chief Executive Officer

    Eric Diamond, the President & Chief Executive Officer at Marshall & Sterling, directs the overarching corporate strategy and operational execution. Diamond guides the company's expansion across diverse insurance lines, including auto, home, life, health, and business coverage, ensuring alignment with market demands and client needs. This leadership role involves fostering innovation in specialty risk coverage, workers compensation, and fiduciary services, critical components of the company's comprehensive offerings. Diamond also oversees the strategic direction for group health, life, and ancillary employee benefit programs, ensuring robust solutions for organizations of all sizes. The executive's focus remains on driving sustainable growth and reinforcing Marshall & Sterling's position as a leading insurance broker throughout North America. Eric Diamond's vision shapes the company's commitment to providing tailored risk management solutions across sectors like retail, manufacturing, and healthcare.

    Frank Smith - Chief Financial Officer

    Frank Smith, the Chief Financial Officer at Marshall & Sterling, manages the company's financial health and strategic fiscal planning. Smith oversees all financial operations, including budgeting, forecasting, and investment strategies, ensuring the company's stability and profitability across its extensive insurance portfolio. This role is crucial for maintaining the financial integrity of specialty risk coverage, workers compensation, and performance bonds. Smith's responsibilities extend to managing the financial aspects of group health, life, and employee benefit programs, ensuring competitive and sustainable offerings. The Chief Financial Officer's oversight supports the company's broad market reach, from retail and hospitality to healthcare and construction industries. Frank Smith's financial acumen underpins the company's ability to provide comprehensive coverage solutions and expand its presence across North America.

    Yvonne McCrea - Division President, PC

    Yvonne McCrea, the Division President, PC at Marshall & Sterling, leads the strategic direction and operational management for the Property & Casualty division. McCrea oversees the comprehensive suite of personal and commercial insurance products, including auto, home, and business insurance, ensuring market competitiveness and client satisfaction. This leadership role is pivotal in managing specialty risk coverage and workers compensation offerings, aligning them with industry best practices and client needs. The Division President's focus extends to optimizing the delivery of fiduciary services and performance bonds. Yvonne McCrea's leadership drives the division's growth and operational excellence across North America, reinforcing Marshall & Sterling's commitment to providing tailored insurance solutions. McCrea ensures the division effectively serves diverse industries from retail to manufacturing.

    Donald Graves - President Equisport Division

    Donald Graves, the President Equisport Division at Marshall & Sterling, directs the specialized insurance services for the equine industry. Graves oversees the development and delivery of comprehensive coverage solutions tailored to the unique risks associated with horse ownership, breeding, and equestrian sports. This leadership role is crucial for managing specialty risk coverage, including mortality, medical, and liability insurance for horses and related activities. The President's focus ensures that clients receive expert advice and robust protection for their equine assets. Donald Graves's strategic oversight strengthens Marshall & Sterling's position as a leading provider of equine insurance across North America, catering to a niche market with specialized needs. Graves's dedication enhances the division's reputation for excellence and specialized knowledge.

    Mark Robertson - President, Virgin Islands

    Mark Robertson, the President, Virgin Islands at Marshall & Sterling, leads the company's operations and strategic growth within the U.S. Virgin Islands. Robertson oversees the provision of comprehensive insurance coverage, including auto, home, life, health, and business insurance, tailored to the specific needs of the region. This leadership role is vital for managing specialty risk coverage and workers compensation programs, ensuring compliance with local regulations and market demands. The President's focus extends to fostering strong client relationships and expanding the company's presence throughout the territory. Mark Robertson's regional expertise drives operational excellence and client satisfaction, reinforcing Marshall & Sterling's commitment to serving diverse communities across North America. Robertson ensures the delivery of effective insurance solutions tailored to the unique island market.
    Mark Robertson

    Kathy Haase - President, Marshall & Sterling Employee Benefits

    Kathy Haase, the President, Marshall & Sterling Employee Benefits, directs the strategy and delivery of comprehensive employee benefit programs. Haase oversees the design and implementation of group health, life, and ancillary benefit solutions for organizations of all sizes, ensuring competitive and valuable offerings. This leadership role is critical for advising clients on managing employee welfare and retention through robust benefit packages. The President's focus includes ensuring seamless administration and client support for all benefit-related services. Kathy Haase's expertise drives the growth and success of the employee benefits division, reinforcing Marshall & Sterling's commitment to providing holistic insurance solutions across North America. Haase ensures that clients receive tailored programs that meet their workforce's evolving needs.
    Kathy Haase

    Robert Melstein - Chief Marketing Officer

    Robert Melstein, the Chief Marketing Officer at Marshall & Sterling, drives the company's brand strategy and market penetration initiatives. Melstein directs all marketing and communications efforts, focusing on highlighting the comprehensive coverage solutions offered, from auto and home insurance to specialized business lines. This leadership position is key to communicating the value of Marshall & Sterling's expertise in sectors such as retail, manufacturing, and public entities. The Chief Marketing Officer's efforts ensure that the company's offerings in specialty risk, workers compensation, and employee benefits reach the intended audiences effectively. Melstein's strategic campaigns aim to enhance client acquisition and retention across North America. Robert Melstein's marketing leadership strengthens the company's reputation and market presence, emphasizing its role as a trusted insurance broker.

    Heather Wargo - Vice President & Chief Information Officer

    Heather Wargo, the Vice President & Chief Information Officer at Marshall & Sterling, architects the company's technology strategy and digital infrastructure. Wargo oversees the implementation and management of IT systems that support comprehensive insurance offerings, including auto, home, life, and business insurance, ensuring seamless operations across all departments. This role is vital for enhancing the efficiency of specialty risk coverage, workers compensation, and fiduciary services through advanced technological solutions. The Chief Information Officer's leadership ensures that the company's employee benefit programs are supported by robust and secure platforms. Heather Wargo's technological vision drives innovation in client service and operational effectiveness, supporting Marshall & Sterling's extensive network throughout North America. Wargo's expertise ensures the company remains at the forefront of technological advancements in the insurance industry.
    Heather Wargo

    Kurt Jaeger - Senior Vice President and Chief Revenue Officer

    Kurt Jaeger, the Senior Vice President and Chief Revenue Officer at Marshall & Sterling, spearheads revenue generation and sales growth strategies. Jaeger directs the sales teams responsible for expanding the company's reach in auto, home, life, health, and business insurance lines. This leadership role is critical for driving performance in specialty risk coverage, workers compensation, and fiduciary services, ensuring profitability and market share expansion. The Chief Revenue Officer's focus also encompasses maximizing revenue from group health, life, and employee benefit programs. Kurt Jaeger's strategic initiatives aim to enhance client acquisition and deepen relationships across diverse industries served by Marshall & Sterling throughout North America. Jaeger's efforts directly contribute to the company's sustained financial success and market leadership.

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    Frequently Asked Questions Regarding Marshall & Sterling Top Executives and Leadership Team

    Who leads Marshall & Sterling?
    Marshall & Sterling is led by Eric Diamond (President & Chief Executive Officer), along with executives such as Frank Smith (Chief Financial Officer) and Yvonne McCrea (Division President, PC).
    Who is part of Marshall & Sterling’s executive team?
    The executive team of Marshall & Sterling includes leaders such as Eric Diamond (President & Chief Executive Officer), Frank Smith (Chief Financial Officer), Yvonne McCrea (Division President, PC) and other senior executives.
    How many executives does Marshall & Sterling have?
    Marshall & Sterling has 9 executives leading key business areas.
    What roles are included in Marshall & Sterling’s leadership team?
    The leadership team of Marshall & Sterling includes roles such as President & Chief Executive Officer, Chief Financial Officer, Division President, PC, President Equisport Division, President, Virgin Islands.