Focused on excellence in insurance, risk management and benefits design.
Summit Risk Advisors executive team is made up of a diverse group of business and industry leaders with over 100 years of combined experience – all dedicated to building on our shared values of quality service and relationships, mutual trust, integrity, and financial strength.
Chief Executive Officer
After earning his undergraduates degree in Finance and Accounting from Hartwick College and his MBA at Tulane University, Josh obtained his Certified Public Accountant license and worked for KPMG as an auditor. But looking for an entrepreneurial challenge, he resigned and accepted a position to work with his families independent insurance agency in Connecticut. Josh has grown the family business into the nation organization it is today. Over the past 10 years as CEO, inclusive of JV's, Josh has performed nearly 50 acquisitions and grown the business to where it stands as a top 100 insurance brokerage.
Chief Operating Officer
Ben entered the insurance industry at an early age and quickly made his mark as a sales leader and innovator. Using advanced technologies including innovating the sales processes his agency became one of the fastest growing independent agencies in California. After a successful exit, he pursued technologies including artificial intelligence and machine learning to understand deep automation for proprietary applications related to insurance. This led Ben to Summit Risk Advisors where he oversees day-to-day operations while implementing new technologies in communications, automation, and proprietary processes to improve best practices and efficiencies.
Chief Financial Officer
After earning his bachelor of science degree in Accounting from Central Connecticut State University, Ryan worked his way through the original Summit Risk Agency as the lead bookkeeper to eventual Accounting manager by upgrading the companies accounting technology and advancing efficiencies in the book keeping process. As Chief Financial Officer, Ryan oversees the accounting and financing division for the existing agency and on boards and trains newly acquired agencies and their staffs on Summit technologies and accounting processes.
Executive Vice President of Business Development
Matt earned his bachelor of arts degree in Mass Communications at Miami University. His career with a Summit Risk Advisors partner began in 2010 as a Sales Manager. During that time he grew the agency from just four agents to over 30 and increasing revenue 6-fold by implementing an online sales model that scaled in all Summit Agencies. With Matt's proven track record he became an invaluable team member and eventual leader of the Business Development Team, overseeing sales growth with agencies and onboard train newly acquired agencies on management systems, sales tools to immediately increase revenue.