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. Overseeing the integration of diverse insurance lines, the President & Chief Executive Officer ensures that the firm maintains its competitive edge in retail, wholesale, and service sectors. This leadership role involves constant collaboration with the Board to refine risk management protocols and expand the company footprint across North America. By prioritizing operational excellence and client-centric service, Eric Diamond drives the firm toward sustainable growth and market stability. The President & Chief Executive Officer monitors performance metrics across all divisions to guarantee alignment with the core mission of providing comprehensive coverage solutions. Through rigorous oversight of corporate governance, the executive secures the financial health and reputation of the firm, ensuring that every business unit delivers high-value results for clients.

Frank Smith, the Chief Financial Officer at Marshall & Sterling, manages the fiscal health and capital allocation strategies for the entire organization. Overseeing complex financial reporting and budgetary planning, the Chief Financial Officer ensures that the firm maintains robust liquidity to support specialty risk coverage and performance bonds. This leadership role involves analyzing market trends to optimize investment portfolios and mitigate financial exposure across various insurance lines. By implementing stringent internal controls, Frank Smith protects the assets of the company while facilitating growth in the healthcare and construction sectors. The Chief Financial Officer collaborates with other executive leaders to align fiscal policy with the broader corporate objectives of the firm. Through precise financial modeling and risk assessment, the executive provides the necessary stability for the organization to thrive in a competitive North American insurance landscape, ultimately securing long-term profitability and operational efficiency.

Yvonne McCrea, the Division President, PC at Marshall & Sterling, manages the property and casualty insurance operations for the firm. Overseeing the underwriting and risk assessment processes for commercial and personal lines, the Division President, PC ensures that the company provides high-quality coverage solutions to clients in the retail and service industries. This leadership role involves monitoring claim performance and adjusting policy structures to maintain profitability and client satisfaction. By focusing on the specific needs of the property and casualty market, Yvonne McCrea drives operational excellence and ensures that the firm remains a trusted partner for businesses and individuals. The Division President, PC collaborates with other leaders to integrate specialty risk coverage into the broader portfolio of the firm. Through meticulous attention to detail and market expertise, the executive maintains the integrity of the insurance products offered, supporting the overall growth and stability of the organization.

Kathy Haase, the President, Marshall & Sterling Employee Benefits at Marshall & Sterling, directs the strategy and delivery of group health, life, and ancillary benefit programs. Overseeing the design of comprehensive packages for organizations of varying sizes, the President, Marshall & Sterling Employee Benefits ensures that the firm provides competitive and compliant solutions for employers. This leadership role involves navigating the complexities of the healthcare insurance landscape to offer value-added services that support workforce well-being. By focusing on client retention and service quality, Kathy Haase drives the growth of the benefits division across North America. The President, Marshall & Sterling Employee Benefits coordinates with other executives to ensure that benefit offerings align with the broader mission of the firm. Through expert guidance and a commitment to excellence, the executive strengthens the position of the organization as a leader in the employee benefits sector, ensuring long-term client loyalty.

Mark Robertson, the President, Virgin Islands at Marshall & Sterling, oversees the regional operations and market development for the firm in the Caribbean. Directing the local insurance services and client relationships, the President, Virgin Islands ensures that the company delivers tailored coverage solutions that meet the unique needs of the regional market. This leadership role involves managing local risk profiles and expanding the presence of the firm in the hospitality and service sectors. By leveraging the resources of the broader organization, Mark Robertson drives regional growth and maintains high standards of service excellence. The President, Virgin Islands collaborates with the executive team to ensure that regional operations align with the global strategy of the firm. Through deep local market knowledge and a commitment to client success, the executive strengthens the brand presence of the organization, ensuring that the firm remains a premier provider of insurance services in the region.

Donald Graves, the President Equisport Division at Marshall & Sterling, leads the specialized insurance operations focused on the equine and sport industry. Overseeing the development of niche risk coverage and performance bonds for equestrian clients, the President Equisport Division ensures that the firm provides expert solutions for this unique market segment. This leadership role involves building strong relationships with industry stakeholders and maintaining a deep understanding of the specific risks associated with equine activities. By focusing on the growth and reputation of the division, Donald Graves drives the expansion of the firm into specialized markets across North America. The President Equisport Division works with other leaders to integrate these niche services into the overall portfolio of the firm. Through dedicated expertise and a focus on client needs, the executive ensures that the organization remains a leader in the equine insurance sector, delivering specialized value and reliable protection.

Robert Melstein, the Vice President, Chief Marketing Officer at Marshall & Sterling, architects the brand identity and market positioning strategies for the firm. Overseeing all promotional initiatives and client acquisition channels, the Vice President, Chief Marketing Officer ensures that the value proposition of the company reaches target audiences in the hospitality, manufacturing, and public entity sectors. This leadership role involves developing data-driven campaigns that highlight the expertise of the firm in providing comprehensive insurance solutions. By analyzing consumer behavior and market shifts, Robert Melstein drives engagement and strengthens the reputation of the organization across North America. The Vice President, Chief Marketing Officer coordinates with division heads to ensure consistent messaging and brand alignment. Through strategic communication and outreach, the executive expands the market presence of the firm, fostering strong relationships with clients and partners while maintaining a clear, professional image in the insurance industry.

Heather Wargo, the Vice President & Chief Information Officer at Marshall & Sterling, directs the digital transformation and technological infrastructure of the firm. Overseeing the implementation of secure data systems and advanced software solutions, the Vice President & Chief Information Officer ensures that the organization maintains operational efficiency in managing complex insurance portfolios. This leadership role involves protecting sensitive client information while enabling seamless communication across all North American locations. By integrating innovative tools into the daily workflows of the company, Heather Wargo drives productivity and enhances the delivery of employee benefit programs and specialty risk services. The Vice President & Chief Information Officer collaborates with the executive team to align technology investments with the strategic goals of the firm. Through the modernization of digital platforms, the executive supports the ability of the organization to scale effectively and respond rapidly to the evolving needs of the insurance market.

Kurt Jaeger, the Senior Vice President, Chief Revenue Officer at Marshall & Sterling, executes the sales strategies and revenue generation initiatives for the firm. Overseeing the performance of sales teams across diverse industries, the Senior Vice President, Chief Revenue Officer ensures that the company meets its growth targets in auto, home, life, and business insurance. This leadership role involves identifying new market opportunities and optimizing the sales funnel to maximize client retention and acquisition. By fostering a culture of high performance, Kurt Jaeger drives the expansion of the firm into new territories across North America. The Senior Vice President, Chief Revenue Officer works closely with other executives to align revenue goals with the overall service capabilities of the organization. Through strategic planning and rigorous sales management, the executive ensures that the firm maintains a strong competitive position, consistently delivering value to clients while achieving significant financial milestones.