The Baldwin Group Executive and Leadership Team

Dan Galbraith, the President & Group Chief Executive Officer, The Baldwin & of Retail Brokerage Operations at The Baldwin Group, directs the overarching strategic vision for the firm. Overseeing the expansive retail brokerage division, Galbraith ensures that client-facing teams maintain high standards of service across the United States. This leadership role involves driving growth initiatives and fostering a culture of excellence within the brokerage network. By aligning operational goals with the broader mission of providing comprehensive insurance solutions, Galbraith secures the firm's market position. The President & Group Chief Executive Officer, The Baldwin & of Retail Brokerage Operations manages complex relationships with key stakeholders to facilitate long-term expansion. Through rigorous oversight of retail operations, Dan Galbraith optimizes service delivery models to meet the evolving needs of millions of clients, ultimately strengthening the competitive advantage of the organization in the national insurance landscape.

Jim Roche, the President & Group Chief Executive Officer, The Baldwin, Underwriting, Capacity & Technology Solutions at The Baldwin Group, architects the firm's technological infrastructure and underwriting strategies. Managing the integration of advanced capacity solutions, Roche ensures that digital tools enhance the efficiency of risk assessment processes. This executive function involves coordinating with internal teams to deploy innovative platforms that support nationwide insurance operations. By leveraging data-driven insights, the President & Group Chief Executive Officer, The Baldwin, Underwriting, Capacity & Technology Solutions drives the development of proprietary systems that differentiate the firm in the marketplace. Jim Roche maintains a focus on scaling technological capabilities to support complex underwriting requirements. Through the continuous refinement of capacity management, Roche enables the organization to provide robust coverage solutions, ensuring that the firm remains at the forefront of industry innovation while delivering consistent value to clients across the country.

Brad Hale, the Chief Financial Officer at The Baldwin Group, manages the fiscal health and capital allocation strategies of the organization. Overseeing financial reporting, budgeting, and long-term investment planning, the Chief Financial Officer ensures that the firm maintains a strong balance sheet to support nationwide growth. This leadership role involves collaborating with the executive team to evaluate acquisition opportunities and optimize operational expenditures. By implementing rigorous financial controls, Hale supports the sustainability of the business model. Brad Hale directs the treasury and accounting functions, providing the necessary transparency for stakeholders and investors. Through the strategic management of capital resources, the Chief Financial Officer facilitates the expansion of service offerings, ensuring that the firm possesses the financial agility required to navigate the competitive insurance brokerage industry while maintaining a focus on delivering superior value to all clients and partners.

Joseph Valerio, the Chief Operating Officer, Insurance Advisory Solutions (IAS) at The Baldwin Group, executes the operational strategy for the advisory division. Overseeing the day-to-day delivery of insurance advisory services, the Chief Operating Officer, Insurance Advisory Solutions (IAS) ensures that internal processes remain efficient and scalable. This role involves managing the workflows that support the firm's wealth management and risk advisory functions. By streamlining service delivery, Valerio enhances the client experience across the nationwide platform. Joseph Valerio collaborates with other C-suite leaders to integrate advisory services with broader insurance offerings. Through the implementation of operational best practices, the Chief Operating Officer, Insurance Advisory Solutions (IAS) drives productivity and maintains high standards of service quality. This leadership position focuses on optimizing the internal infrastructure to support the complex needs of clients, ensuring that the firm delivers consistent, high-value advisory solutions in a competitive market environment.

Austin Rock, the President, Capacity Solutions at The Baldwin Group, directs the strategic procurement and management of insurance capacity. Overseeing relationships with global carriers and underwriters, the President, Capacity Solutions ensures that the firm maintains access to the necessary resources to provide comprehensive coverage for clients. This role involves negotiating terms and structures that allow the organization to offer competitive insurance products. By monitoring market capacity trends, Rock enables the firm to adapt to changing risk landscapes. Austin Rock works closely with the underwriting teams to ensure that capacity solutions align with the firm's risk appetite. Through the effective management of carrier partnerships, the President, Capacity Solutions supports the growth of the brokerage platform. This leadership function is essential for maintaining the firm's ability to deliver tailored coverage solutions, ensuring that the organization remains a reliable partner for businesses and individuals seeking robust protection.

Jeff Hughes, the President, Middle Market Insurance at The Baldwin Group, leads the growth and service delivery for the middle market segment. Overseeing a dedicated team of insurance professionals, the President, Middle Market Insurance ensures that mid-sized businesses receive tailored risk management and employee benefits solutions. This role involves developing strategies to expand the firm's footprint within this critical market sector. By focusing on the unique needs of middle-market clients, Hughes drives revenue growth and client retention. Jeff Hughes collaborates with regional offices to ensure that the firm's nationwide capabilities are effectively deployed to support local business requirements. Through the implementation of specialized service models, the President, Middle Market Insurance enhances the firm's ability to address complex risk profiles. This leadership position focuses on delivering high-touch service and innovative coverage options, ensuring that the organization remains the preferred insurance partner for mid-sized enterprises across the country.

Alexander Green, the President at The Baldwin Group, provides executive leadership across the firm's diverse business units. Overseeing strategic initiatives that span the entire organization, the President ensures that all divisions remain aligned with the core mission of providing exceptional insurance and advisory services. This role involves fostering collaboration between different departments to drive operational synergy. By evaluating performance metrics and market opportunities, Green supports the long-term strategic direction of the firm. Alexander Green works with the executive team to refine the business model and enhance the firm's competitive position in the national market. Through the oversight of key organizational functions, the President facilitates the execution of growth strategies and the maintenance of high service standards. This leadership position is focused on ensuring that the firm continues to deliver value to clients while navigating the complexities of the insurance industry and achieving sustainable financial performance.

Joseph Charczenko, the President, Practice, Construction at The Baldwin Group, leads the specialized insurance practice dedicated to the construction industry. Overseeing the development of risk management programs tailored to construction projects, the President, Practice, Construction ensures that clients receive comprehensive coverage for complex operational risks. This role involves managing a team of experts who understand the specific challenges faced by contractors and developers. By staying abreast of industry-specific regulations and market trends, Charczenko provides strategic guidance that protects client assets. Joseph Charczenko collaborates with other practice leaders to integrate construction-focused solutions into the firm's broader service offerings. Through the delivery of specialized expertise, the President, Practice, Construction drives growth within this high-stakes sector. This leadership position focuses on building strong relationships with construction clients, ensuring that the firm provides the necessary support to manage project risks effectively and maintain operational continuity across the country.

Kelly Nash, the President, Client Experience at The Baldwin Group, directs the firm's efforts to enhance and standardize the client journey. Overseeing the implementation of service protocols and feedback mechanisms, the President, Client Experience ensures that every interaction with the firm meets the highest standards of quality and professionalism. This role involves analyzing client satisfaction data to identify areas for improvement and innovation. By championing a client-centric culture, Nash drives loyalty and long-term retention across the nationwide platform. Kelly Nash collaborates with all business units to ensure that the firm's service delivery remains consistent and responsive to client needs. Through the development of comprehensive client engagement strategies, the President, Client Experience strengthens the firm's market reputation. This leadership position focuses on transforming the client experience into a key competitive advantage, ensuring that the organization consistently exceeds expectations and builds lasting relationships with the millions of clients served.

Richard Tallo, the Chief Marketing Officer at The Baldwin Group, drives the brand strategy and market positioning for the firm. Overseeing all communication channels and lead generation initiatives, the Chief Marketing Officer ensures that the value proposition of the organization reaches a broad audience of business and personal insurance clients. This role involves crafting targeted campaigns that highlight the firm's expertise in risk management and employee benefits. By analyzing market trends, Tallo aligns marketing efforts with the evolving demands of the insurance sector. Richard Tallo coordinates with regional leaders to ensure consistent messaging across the nationwide platform. Through the execution of high-impact brand initiatives, the Chief Marketing Officer strengthens the firm's reputation as a leading independent brokerage. This leadership function supports overall growth by attracting new clients and fostering deeper engagement with existing accounts, ultimately contributing to the long-term success of the organization.