The Baldwin Group Executive and Leadership Team

Jim Roche, the President & Group Chief Executive Officer, The Baldwin, Underwriting, Capacity & Technology Solutions at The Baldwin Group, directs the strategic integration of underwriting and technological infrastructure. Roche oversees the development of proprietary capacity solutions that enhance the firm's competitive edge in the national insurance market. By aligning advanced data analytics with risk assessment protocols, the President & Group Chief Executive Officer, The Baldwin, Underwriting, Capacity & Technology Solutions optimizes underwriting performance across all business lines. Jim Roche maintains rigorous oversight of technology investments to ensure scalable digital platforms support complex advisory needs. This leadership focus drives operational efficiency and strengthens the firm's ability to provide sophisticated coverage solutions to a diverse client base. Through constant innovation in capacity management, the executive ensures the firm remains at the forefront of the insurance brokerage industry.

Dan Galbraith, the President & Group Chief Executive Officer, The Baldwin & of Retail Brokerage Operations at The Baldwin Group, manages the expansive retail brokerage network across the United States. Galbraith architects growth strategies that prioritize client acquisition and retention within the personal and business insurance sectors. Overseeing daily operations, the President & Group Chief Executive Officer, The Baldwin & of Retail Brokerage Operations ensures that regional teams deliver consistent, high-quality advisory services. Dan Galbraith coordinates with leadership to refine service delivery models, ensuring that retail operations remain agile in response to shifting market demands. By fostering a culture of excellence and professional development, the executive drives revenue growth and maintains the firm's reputation for superior client advocacy. This role involves constant monitoring of regional performance metrics to guarantee that retail brokerage activities align with the broader corporate mission of providing comprehensive risk management.

Brad Hale, the Chief Financial Officer at The Baldwin Group, manages the financial health and capital allocation strategies of the firm. Hale oversees all accounting, financial reporting, and treasury functions to ensure long-term fiscal stability. By directing the budgeting process and monitoring financial performance, the Chief Financial Officer provides the necessary data for strategic decision-making across the organization. Brad Hale coordinates with the executive team to evaluate investment opportunities and manage the firm's capital structure effectively. This leadership role involves maintaining rigorous compliance standards and optimizing financial operations to support the firm's nationwide expansion. Through precise financial planning and risk assessment, the executive ensures that resources are allocated to maximize shareholder value and support the delivery of high-quality insurance advisory services. Hale maintains a focus on sustainable growth by balancing operational costs with strategic investments in technology and talent.

Joseph Valerio, the Chief Operating Officer, Insurance Advisory Solutions (IAS) at The Baldwin Group, directs the operational workflows within the advisory division. Valerio oversees the implementation of standardized service protocols that enhance the delivery of employee benefits and risk management solutions. By streamlining internal processes, the Chief Operating Officer, Insurance Advisory Solutions (IAS) ensures that advisory teams operate with maximum efficiency and precision. Joseph Valerio collaborates with regional leaders to integrate new acquisitions into the firm's operational framework, maintaining service quality during periods of rapid growth. This leadership role involves managing the infrastructure that supports complex client engagements and ensuring that all advisory activities meet the firm's high standards for excellence. Through continuous process improvement, the executive drives operational scalability and supports the firm's mission to provide tailored coverage solutions to millions of clients across the country.

Alexander Green, the President at The Baldwin Group, directs high-level strategic initiatives and organizational development. Green oversees the execution of corporate goals, ensuring that all business units remain aligned with the firm's mission of providing superior insurance and advisory services. By fostering collaboration across the executive team, the President facilitates the implementation of cross-functional projects that drive firm-wide performance. Alexander Green monitors market dynamics to identify new opportunities for expansion and service enhancement within the United States. This leadership role involves representing the firm in key industry forums and maintaining relationships with major stakeholders. Through strategic oversight, the executive ensures that the organization maintains its competitive advantage and continues to deliver value to clients. Green focuses on long-term sustainability by promoting a culture of innovation and operational excellence throughout the entire firm.

Austin Rock, the President, Capacity Solutions at The Baldwin Group, directs the development and management of insurance capacity programs. Rock oversees the relationships with insurance carriers and underwriters to ensure the firm has access to competitive coverage options. By architecting innovative capacity structures, the President, Capacity Solutions enables the firm to provide unique and effective risk transfer solutions to clients. Austin Rock collaborates with the underwriting and advisory teams to align capacity availability with specific client requirements. This leadership role involves monitoring market trends in reinsurance and carrier appetite to optimize the firm's product offerings. Through strategic negotiation and partnership management, the executive ensures that the firm maintains a robust and diverse portfolio of coverage solutions. Rock focuses on enhancing the firm's ability to handle complex risks by securing reliable and scalable capacity across the national platform.

Brian Kapiloff, the President, Southwest Region at The Baldwin Group, directs all operations and business development activities within the Southwest territory. Kapiloff oversees the regional team's efforts to provide comprehensive insurance and employee benefits solutions to local businesses and individuals. By driving regional growth strategies, the President, Southwest Region ensures that the firm's national capabilities are effectively translated into localized client success. Brian Kapiloff coordinates with corporate leadership to implement standardized service models while adapting to the specific needs of the Southwest market. This leadership role involves managing regional talent and fostering strong community relationships to expand the firm's footprint. Through consistent performance monitoring and strategic planning, the executive ensures that the Southwest region contributes significantly to the firm's overall revenue and client satisfaction goals. Kapiloff maintains a focus on operational excellence and client-centric service delivery.

Kelly Nash, the President, Client Experience at The Baldwin Group, directs the firm's initiatives to enhance and standardize the client journey. Nash oversees the development of service protocols that ensure every interaction with the firm is seamless, professional, and value-driven. By analyzing client feedback and performance metrics, the President, Client Experience identifies opportunities to improve service delivery across all business lines. Kelly Nash collaborates with regional and functional leaders to implement best practices that elevate the overall client experience. This leadership role involves designing training programs and support systems that empower employees to provide exceptional service. Through a focus on client-centricity, the executive drives loyalty and strengthens the firm's market position. Nash ensures that the firm's commitment to providing tailored coverage solutions is reflected in every touchpoint, ultimately supporting long-term client retention and satisfaction.

Richard Tallo, the Chief Marketing Officer at The Baldwin Group, directs all brand positioning and market outreach initiatives. Tallo architects comprehensive communication strategies that highlight the firm's expertise in insurance brokerage and wealth management. Overseeing the national brand identity, the Chief Marketing Officer ensures that all marketing collateral effectively conveys the value proposition to potential and existing clients. Richard Tallo collaborates with regional leadership to tailor messaging for specific market segments, thereby increasing brand visibility across the United States. By leveraging digital marketing channels and strategic partnerships, the executive drives lead generation and supports the firm's overall growth objectives. This leadership role involves analyzing market trends to refine the firm's public image and ensure alignment with the evolving needs of the insurance industry. Through consistent brand management, the Chief Marketing Officer secures a strong market presence for the organization.

Janette L'Heureux, the Partner - The Baldwin Group at The Baldwin Group, directs client relationship management and business development efforts. L'Heureux oversees the delivery of personalized insurance and wealth management solutions to high-value accounts. By cultivating deep partnerships with clients, the Partner - The Baldwin Group ensures that coverage strategies remain responsive to individual and business needs. Janette L'Heureux collaborates with internal advisory teams to design comprehensive risk management programs that address complex client challenges. This leadership role involves identifying emerging market needs and developing tailored solutions that reinforce the firm's reputation for excellence. Through proactive engagement and expert guidance, the executive drives client satisfaction and supports the firm's growth in key markets. L'Heureux maintains a focus on delivering consistent value by leveraging the firm's nationwide platform to provide specialized expertise and support.