Division President, North America Personal Risk Services, Chubb
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 office clients.
Kate specializes in:
Family Office Private Jets Homes Jewelry Personal Risk Management Yachts
International Homes Collections Personal Liability Risk Collector Autos Wine
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 is a recognized industry expert and recently spoke at the Elite RIA and Family Office Forum, San Francisco Family Office Forum, Florida Insurance Agents Association Annual Conference and Heckerling Conference Luncheon. Kate was also featured in Resource Magazine’s article, Women Entrepreneurs in Insurance and Risk Management—Breaking the Mold. She has authored three white papers focusing on
cybersecurity, employment liability and generational risks and has conducted over 20 educational sessions for various centers of influence and agency partners.
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, is a board member at the Center for Insuring Private Clients and is the Membership Committee co-chair for the Personal Risk Management Association. Kate is also a faculty member for the National Alliance–CPRM designation.