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 expansion of insurance brokerage services across North America, the President & Chief Executive Officer ensures alignment between client needs and the firm's comprehensive coverage portfolio. This leadership role involves managing relationships with major insurance carriers and guiding the executive team toward sustainable growth in the retail, wholesale, and service sectors. By prioritizing client-centric risk management, Eric Diamond maintains the firm's competitive position within the complex insurance landscape. The President & Chief Executive Officer also monitors performance metrics across all divisions to guarantee operational excellence. Through consistent focus on market trends and regulatory shifts, Diamond secures the financial health and reputation of the company, fostering a culture of professional integrity and service excellence that defines the organization's market impact.

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 internal controls, the Chief Financial Officer ensures the firm maintains robust liquidity to support diverse insurance brokerage operations. This leadership role involves analyzing market risks and optimizing the company's investment portfolio to protect assets across the retail, manufacturing, and construction sectors. By implementing rigorous financial oversight, Frank Smith drives efficiency and supports the strategic initiatives of the executive team. The Chief Financial Officer also coordinates with external auditors and regulatory bodies to ensure full compliance with industry standards. Through precise financial modeling and resource management, Smith strengthens the firm's ability to provide comprehensive coverage solutions, ultimately securing long-term stability and growth for the company in a competitive North American market.

James Dahoney, the Executive Vice President and Chief Operating Officer at Marshall & Sterling, manages the daily operational workflows and service delivery standards across the firm. Overseeing the execution of brokerage services for public entities, schools, and hospitality clients, the Executive Vice President and Chief Operating Officer ensures that internal processes align with the company's commitment to comprehensive coverage. This leadership role involves optimizing resource allocation and refining service protocols to maintain high performance across all North American operations. By driving cross-departmental collaboration, James Dahoney supports the strategic goals of the executive team and enhances client satisfaction. The Executive Vice President and Chief Operating Officer also monitors service quality and operational efficiency to ensure the firm meets the complex needs of diverse industries. Through disciplined management of daily activities, Dahoney sustains the operational excellence that allows the company to deliver reliable insurance solutions consistently.

Yvonne McCrea, the Division President, PC at Marshall & Sterling, directs the property and casualty insurance operations for the firm. Overseeing the development and placement of comprehensive coverage solutions for retail, wholesale, and service industries, the Division President, PC ensures that clients receive tailored risk management strategies. This leadership role involves managing underwriting relationships and expanding the firm's footprint in the property and casualty market across North America. By focusing on specialty risk coverage and performance bonds, Yvonne McCrea drives revenue growth and strengthens the company's market position. The Division President, PC also collaborates with other leaders to integrate property and casualty offerings into broader client benefit programs. Through deep industry expertise and a focus on client-specific needs, McCrea delivers high-value insurance products that protect businesses and individuals against complex risks, ensuring the firm remains a trusted partner in the property and casualty sector.

Kathy Haase, the President, Marshall & Sterling Employee Benefits at Marshall & Sterling, leads the design and implementation of group health, life, and ancillary benefit programs. Overseeing the delivery of employee benefit solutions for organizations of varying sizes, the President, Marshall & Sterling Employee Benefits ensures that clients receive competitive and comprehensive coverage options. This leadership role involves navigating the complexities of healthcare regulations and market trends to provide value-added services to employers across North America. By focusing on strategic benefit planning, Kathy Haase drives client retention and supports the overall growth of the firm's benefits division. The President, Marshall & Sterling Employee Benefits also coordinates with other executives to align benefit offerings with the company's broader insurance portfolio. Through a commitment to service excellence and innovative benefit design, Haase helps organizations attract and retain talent while managing costs effectively in a challenging healthcare environment.

Don Graves, the President Equisport Division at Marshall & Sterling, manages the specialized insurance programs tailored for the equine industry. Overseeing the development of unique risk coverage for equine-related businesses and individuals, the President Equisport Division ensures that clients receive expert guidance and comprehensive protection. This leadership role involves maintaining deep industry knowledge and fostering relationships within the equine community across North America. By focusing on the specific needs of this niche market, Don Graves drives the growth and reputation of the Equisport division. The President Equisport Division also collaborates with other leaders to leverage the firm's broader resources for the benefit of equine clients. Through dedicated attention to the nuances of equine risk, Graves provides specialized insurance solutions that address the unique challenges of the industry, ensuring that the company remains a premier provider of equine-focused coverage and risk management services.

Mark Robertson, the President, Virgin Islands at Marshall & Sterling, directs the firm's insurance brokerage operations within the Virgin Islands market. Overseeing the delivery of comprehensive coverage solutions tailored to the unique regional requirements, the President, Virgin Islands ensures that local clients receive high-quality service and risk management expertise. This leadership role involves managing local market relationships and adapting the firm's broader insurance offerings to meet the specific needs of the region. By focusing on regional growth and client satisfaction, Mark Robertson drives the success of the firm's operations in this key territory. The President, Virgin Islands also coordinates with the broader executive team to ensure that regional activities align with the company's overall strategic goals. Through a deep understanding of the local market landscape, Robertson provides essential insurance support that protects businesses and individuals, reinforcing the firm's commitment to delivering reliable coverage across all operational geographies.

Heather Wargo, the Vice President, Chief Information Officer at Marshall & Sterling, architects the digital infrastructure and cybersecurity frameworks necessary for modern insurance brokerage. Overseeing the integration of advanced data analytics and client management systems, the Vice President, Chief Information Officer ensures seamless connectivity across all North American locations. This leadership role involves protecting sensitive client information while streamlining the delivery of auto, home, and business insurance solutions. By modernizing internal workflows, Heather Wargo drives operational efficiency and enhances the digital experience for policyholders. The Vice President, Chief Information Officer also collaborates with other executives to implement technology that supports the firm's specialty risk coverage and performance bond services. Through continuous innovation in information systems, Wargo maintains the technological edge required to navigate the evolving demands of the insurance industry, ensuring that the company remains agile and secure in a digital-first environment.