Working At The Intersection Of Innovators And Investors

How can we work together?

Insurance and Business Risk

I work with founders and growth stage leaders to design insurance strategies that support long term growth, protect enterprise value, and reduce operational risk. Coverage is built around how your business actually operates, not off the shelf policies.

We are committed to understanding the businesses we insure which includes becoming familiar with clients, contracts and partnerships.   Understanding a business is one of the most fundamental requirements ineffective insurance brokers fail to meet.

Each industry carries its own risk profile and regulatory demands. I leverage deep sector experience to design programs that address real exposure rather than generic assumptions.

Every engagement starts with a detailed understanding of your operations, leadership priorities, and risk tolerance. The result is coverage that evolves as your business grows.

From manufacturing to medical devices, I help leaders manage complex and evolving risk with clarity, structure, and long term perspective.

Strategic Networking

Beyond insurance, I create curated peer environments for founders and executives who value perspective, trusted relationships, and thoughtful decision making at critical growth stages.

I design small, focused peer groups where leaders can think strategically, challenge assumptions, and learn from others facing similar decisions.

My network brings together entrepreneurs, investors, and operators at moments where experience and perspective matter most.

Introductions are intentional and highly relevant. Members benefit from relationships that create real strategic and operational value.

Each forum is built to foster clarity, confidence, and better decision making in an environment grounded in trust and discretion.

Honored to serve as a Member of the Dean’s Advisory Council of Rutgers University–Camden Business School. Serving on the Council provides an opportunity to contribute an industry perspective in support of students, curriculum relevance, and regional economic development. Glad to have the opportunity to work alongside fellow Council members in support of the School’s continued growth and impact.

Recent Conversations & Events

How to Protect Your Business and Build Strong Networks

A conversation on managing risk, building trust, and creating durable relationships that support long-term growth for founders, executives, and investors.

Innovators and Investors: A Private Forum for Accomplished Leaders

Innovators and Investors is a private forum where founders, executives, and investors connect to share real-world insight, build trusted relationships, and learn through practical experience.

Events

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Total Events: 41

Speaking Engagements

All CategoriesInnovators & InvestorsLife Sciences Collaborative
LSC - BostonLSC - New JerseyLSC - Pennsylvania
LSC - New JerseyOther Speaking Engagements

Life Sciences Collaborative – NJ Meeting Highlights BioNJ’s Role in Strengthening the State’s Life Sciences Ecosystem

The Life Sciences Collaborative – New Jersey (LSC NJ) held its recent monthly meeting via Zoom, bringing together leaders from across the region’s life sciences community to discuss industry...

Strengthening the Pennsylvania Life Sciences Ecosystem: Life Sciences Collaborative – PA Chapter Gathering

Leaders from across the Pennsylvania life sciences and biotech ecosystem recently gathered for a productive evening hosted by Ryan Udell as part of the Life Sciences Collaborative – PA Chapter. The...

Innovators and Investors February Meeting: Economic Outlook for 2026 and the Impact of Artificial Intelligence

The Innovators and Investors group held its February monthly Zoom meeting featuring an in-depth discussion on the Economic Outlook for 2026, with a particular focus on the transformative impact of...

Business Law Seminar Series: Insurance Issues In M&A Transactions

BUSINESS LAW SEMINAR SERIES: INSURANCE ISSUES IN M&A TRANSACTIONS Overview: September 21, 2023 8:15 AM – 10:15 AM (EDT) Marcum LLP 601 Route 73 North 3rd Floor Marlton, NJ 08053 The...

Business Law Seminar Series: Employment Law Update

BUSINESS LAW SEMINAR SERIES: EMPLOYMENT LAW UPDATE Overview: October 19, 2023 8:00 AM – 10:00 AM (EDT) Marcum LLP 601 Route 73 North 3rd Floor Marlton, NJ 08053 The educational sessions will...

Flaster Greenberg’s Third Annual M&A Conference

Flaster Greenberg’s Third Annual M&A Conference SPONSORED BY FLASTER GREENBERG, M&T BANK, AND KPMG Join us as we partner with our colleagues from M&T Bank and KPMG for Flaster...

A Guide to Cybersecurity Best Practices and Insurance Coverage for Small to Medium Businesses

A Guide to Cybersecurity Best Practices and Insurance Coverage for Small to Medium Businesses Gain valuable insights from our eXpert speakers, learn how to protect your business from potential cyber...