With over 18 years of industry experience, Kate focuses on ultra-high net worth personal insurance — specifically, family office clients. She has an established track record working with family offices and is responsible for collaborating with agents and brokers to develop strategic opportunities that meet the unique needs of their family
Kate specializes in:
Family Office Personal Risk Management Personal Liability Risk
Private Jets Yachts Collector Autos
Homes International Homes Wine
Jewelry Collections Professional Liability
Based in the Chubb Personal Risk Services office in Chicago, Kate brings in-depth knowledge of the financial services industry and family office environment. Using her experience working with families, Kate advises agents and brokers, family offices and centers of influence about the special risks faced by ultra-high net worth families and how Chubb Personal Risk Services can better serve their needs.
Kate most recently worked as the AVP, for Strategic Business Development – Family Office with ACE Private Risk Services. Prior to that, she was the national family office practice leader at Fireman’s Fund Personal Insurance and held leadership roles at Hub International Insurance Brokers, Insurance Design Center, LLC, Family Office Exchange, LLC (FOX), and Bernstein Investment Research and Management. Kate is a licensed Property and Casualty broker in Illinois and holds a Bachelor’s degree in liberal arts and sciences from the University of Kansas. Kate serves on the Advisory Board of the Council for Insuring Private Clients & High Net-worth Individuals and is a faculty member for the National Alliance –CPRM designation