Captive Services Directory

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Captive Management, Vermont

Aon Insurance Managers USA Inc.

  • Nancy Gray
  • nancy_gray@agl.aon.com
  • 802-862-4400
  • 76 St. Paul Street, Suite 500
  • Burlington, VT 05401-4477
  • UNITED STATES
  • http://www.aon.com

Artex Risk Solutions, Inc.

  • Kevin J. Heffernan
  • kevin_heffernan@artexrisk.com
  • 802-922-9451
  • PO Box 2227 - 140 Kennedy Drive
  • South Burlington, VT 05407-2227
  • UNITED STATES
  • http://www.artexrisk.com

Beecher Carlson Insurance Services, LLC

  • Peter A. Kranz, CPA
  • pkranz@beechercarlson.com
  • 802-658-7834
  • 156 College St., Ste 301
  • Burlington, VT 05401
  • UNITED STATES
  • http://www.beechercarlson.com

Chartis Insurance Management Services, Inc.

  • Robert M. Gagliardi
  • robert.gagliardi@chartisinsurance.com
  • 802-419-1234
  • 30 Main Street, Suite 330
  • Burlington, VT 05401
  • UNITED STATES
  • http://www.chartisinsurance.com

HSBC Insurance Management (USA)

  • Elizabeth C. Steinman
  • elizabeth.c.steinman@us.hsbc.com
  • 917-843-4652
  • PO Box 247
  • Millwood, NY 10546
  • UNITED STATES
  • http://www.insurancemanagement.hsbc.com

  • HSBC Insurance Management, a member of the HSBC Group, is a leading manager of captive insurance and reinsurance companies with offices in Vermont, Bermuda, Cayman, New York, South Carolina, Washington, DC, Guernsey and domiciles worldwide. HSBC also offers independent access to the Bermuda and London Brokerage community through its offices in those locations.

Marsh's Captive Solutions Group

  • Julie S. Boucher
  • julie.s.boucher@marsh.com
  • 802-864-5912
  • PO Box 530
  • Burlington, VT 05402-0530
  • UNITED STATES
  • http://www.marsh.com

  • Marsh & McLennan Companies (MMC) captive management operation is the largest in the world and offers a comprehensive suite of services. MMC is a leading professional services firm with risk, investment and consulting businesses. More than 50,000 MMC employees worldwide provide analysis, advice, and transactional capabilities to clients in over 100 countries.

Risk Services - Vermont, Inc.

  • Pamela R. Roy
  • proy@pboa.com
  • (802)223-2200 (210)
  • PO Box 2100
  • Montpelier, VT 05601-2100
  • UNITED STATES

  • Number one Captive Management Firm in the US in 2004 in Regard to New Risk Retention Groups (RRG) Licensed.Risk Services - Vermont, Inc. specializes in designing alternative market risk financing programs and provides a full range of insurance management and administration services.

Strategic Risk Solutions Vermont Ltd.

  • Patricia L. Henderson
  • patricia.henderson@strategicrisks.com
  • 802-860-1133 (11)
  • 126 College Street, Suite 400
  • Burlington, VT 05401
  • UNITED STATES

  • Strategic Risk Solutions (Vermont) Ltd. provides consulting and management services for captives, group programs and holding companies within numerous industries including manufacturing, power and utilities and health care. 

Towner Management Group

  • Stephen M. Brown
  • steve.brown@townermanagement.com
  • 802-861-2930 (3)
  • 148 College Street, Ste 204
  • Burlington, VT 05401
  • UNITED STATES
  • http://www.townermanagement.com

USA Risk Group of Vermont, Inc.

  • Andrew Sargeant
  • asargeant@usarisk.com
  • 802-371-2202
  • PO Box 306
  • Montpelier, VT 05601
  • UNITED STATES
  • http://www.usarisk.com

  • USA Risk Group provides expert evaluation, design, and management of captive programs by offering: 1) Development of optimal captive structure provided by authorities in the tax, legal, regulatory, and financial professions. 2) Special benefits of the Vermont domicile, which is the largest in the US and has an excellent standard-setting regulatory environment. 3) Direct access to worldwide markets. 4) Financial reporting services. 

Willis Captive Practice

  • James R. Girardin
  • james.girardin@willis.com
  • 802-264-2080
  • 40 Main St., #200
  • Burlington, VT 05401
  • UNITED STATES
  • http://www.willis.com

  • Willis is the third largest global captive manager with over 300 captive and pooling structures under management and a presence in nearly all major captive domiciles.  Our 160+ captive, actuarial and risk pooling specialists have forged strong strategic relationships with clients, carriers, service providers, and domicile regulators making Willis a proven authority in alternative risk structure design, development and management activities.  The Willis CAPS Practice is a combination of Captive Actuarial and Pooling disciplines building on Willis? long experience as a leader in captive insurance and related risk retention services.

Willis Captive Practice

  • David D. Guerino
  • david.guerino@willis.com
  • 802-658-9466
  • 40 Main St., #200
  • Burlington, VT 05401
  • UNITED STATES
  • http://www.willis.com

  • Willis is the third largest global captive manager with over 300 captive and pooling structures under management and a presence in nearly all major captive domiciles.  Our 160+ captive, actuarial and risk pooling specialists have forged strong strategic relationships with clients, carriers, service providers, and domicile regulators making Willis a proven authority in alternative risk structure design, development and management activities.  The Willis CAPS Practice is a combination of Captive Actuarial and Pooling disciplines building on Willis? long experience as a leader in captive insurance and related risk retention services.

Wilmington Trust Captive Management Services

  • Patrick G. Theriault
  • PTheriault@WilmingtonTrust.com
  • 802-865-4331
  • 30 Main Street, Suite 220
  • Burlington, VT 05401-8427
  • UNITED STATES
  • http://www.wilmingtontrust.com

  • Wilmington Trust is a leading provider of fiduciary and entity management services on an international scale.  As a natural expansion of our expertise in entity management services, we created Wilmington Trust Captive Management Services to serve the entity and investment management needs of captive insurance companies, risk retention groups, and other alternative risk structures.   Through our highly skilled team of captive insurance and administrative professionals, we offer continuity and institutional support.  We provide services for virtually all of the captive?s needs, from inception through ongoing management and regulatory compliance.    As part of the Wilmington Trust Corporate Family, we are proud to share the name that represents over 100 years of integrity, stability, continuity, and independence. Backed by such considerable resources, we are committed to bringing our clients the high level of consistent and customized service that you require for your most complex transactions.   For more information please contact Patrick Theriault CPA, CPCU at 802-865-4331 or ptheriault@wilmingtontrust.com, or visit us at www.wilmingtontrust.com.  2005 Wilmington Trust Corporation.  Affiliates in California, Delaware, Florida, Georgia, Maryland, Nevada, New York, Pennsylvania, South Carolina, London, Channel Islands, Cayman Islands, Dublin, and Milan.