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More companies are looking beyond traditional insurance, putting their capital to work to retain and profit from their own risk. Captives are a big part of that shift, but the infrastructure to make them accessible and efficient is lacking.
Luzern's in-house insurance experts, technologists, and cross-disciplinary specialists are paving the way for more businesses to take control of the risks they understand best and put the economics of captive insurance to work.
The Luzern Advantage
Luzern moves faster without trading away judgment or service. Our technology handles repetitive work so people can focus on the decisions that matter.
Deep expertise across industries, structures, and disciplines lets us design captives around unique risks and objectives.
Purpose-built technology keeps information current, accelerates work, and gives our team more time to analyze and advise.
The capabilities of the largest firms, held to a boutique standard of care. Proactive, responsive, and built around how you work.
Luzern is leading the shift.
CEO & Co-Founder
Previously Entrepreneur in Residence at Point72 and co-founder of Safekeep, acquired by CCC Intelligent Solutions. Captain and Airborne Ranger, 101st Airborne Division. University of Mississippi.
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CTO & Co-Founder
25 years in financial technology. Previously head of client technology at Bridgewater Associates and CTO at Standard & Poor's. Oxford-trained physicist.
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CFO
10+ years serving Fortune 500 institutions. Previously VP at Lazard, completing $22B+ in deals. Airborne Ranger-qualified Infantry Officer, 101st Airborne Division. Wharton and Rutgers University.
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CMO & Co-Founder
Two decades in growth marketing and enterprise technology. Founded Y Combinator-backed Next Caller, acquired by Pindrop. Launched stickK with Yale economist Ian Ayres. Yale University.
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Director of Product
Ten years in product. Previously Bridgewater Associates, leading product for the research analytics platform behind its flagship Pure Alpha strategy. Boston College.
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Head of Actuarial
Previously Actuarial Director at Ryan Specialty, overseeing pricing across 14 specialty MGUs and $650M of premium. Earlier reserving roles at CNA. Economics, Yale University.
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Director of Risk
14 years in captives. Previously Marsh and Accelerant, leading strategic reviews for Fortune 50 owners and benchmarking 1,900+ captives writing $50B+ in premium. University of Connecticut.
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VP of Captive Management
Ten years audit and captive management experience. Previously VP at Marsh in the Cayman Islands; senior audit roles at KPMG and EY. University of the West Indies, First Class Honours.
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Director of Finance
Six years in investment banking and M&A advisory. Previously TD Cowen, advising insurance carriers, brokers, and asset managers on M&A, and PwC. Tufts University.
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Director of Captive Accounting
Ten years in insurance accounting. Previously Hylant and Swiss Re, managing captive clients including a $140M+ premium risk retention group. Purdue University.
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Director of Engineering
11 years building analytics platforms. Previously co-founder and CTO of BossTax and seven years at Bridgewater Associates leading its portfolio analytics platform. Yale University.
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Director of Content
Ten years at Bridgewater Associates, most recently editing the Daily Observations, research read by the world's largest institutional investors. BA and MFA in Writing, Columbia University.
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Director of Architecture
20 years in software architecture. Previously Bridgewater Associates, Barclays, MetLife, and Credit Suisse, including a pricing platform serving 6,000 users. Academy of Humanities and Economics, Lodz.
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Director of Business Development
12 years in risk management and captives. Previously Captive Resources, EyeMed, and Sun Life, leading employee benefits and medical stop-loss captive programs. Averett University.
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Director of Business Development
Seven years in sales and business development, primarily in data analytics platforms. Experience across international real estate and construction. University of Virginia.
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Director of Business Development
14 years in B2B sales. Previously Director of Sales at Street Diligence, serving Blackstone, Apollo, Ares, and Morgan Stanley Private Credit. UNC Chapel Hill, Kenan-Flagler.
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Director of Business Development
18 years in enterprise sales. Previously Gartner, Automation Anywhere, and ISG, selling into Fortune 1000 organizations. Louisiana State University.
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Revenue Operations Analyst
Three years in sales and revenue operations. Previously sales across 200+ luxury fashion brands. The Ohio State University.
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Senior Quantitative Risk Analyst
Previously a market risk analyst at J.P. Morgan Chase. Models captive economics across 15+ active Luzern programs. Stevens Institute of Technology, M.S. Financial Engineering.
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Client Advisor
Eight years in consulting and financial services. Previously Reference Point and Accenture, serving Fortune 500 insurance and capital markets clients. Villanova University.
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Client Advisor
Five years in client service and consulting. Previously Guidehouse, partnering with Fortune 500 companies and federal agencies on modernization and expansion strategy. University of Virginia.
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Client Advisor
Five years in consulting and captives. Previously Guidehouse. Experience across captive structures including single-parent, agency, and cells. William & Mary.
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Operations Lead
Five years in fund operations. Previously Corebridge Financial and Avenue Capital Group, running operations for $3B in hedge fund and private equity AUM. Georgetown University.
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Senior Accountant
Four years in audit and accounting. Previously PwC, auditing the firm's largest investment banking client across debt, treasury, and investment reporting. Brooklyn College.
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Operations Analyst
Previously Select Equity Group, a $30B+ investment manager, handling treasury, settlement, and reconciliation across a dozen funds. Lehigh University.
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Management Associate
Two years in talent and operations. Previously recruiting at Morgan Stanley. Boston College.
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Product Manager
Six years in financial services across the world's largest financial data and analytics providers, and in the Research department of a leading global hedge fund. Lviv Polytechnic National University.
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Senior Software Engineer
20 years in enterprise software. Previously technical lead for Fortune Global 500 clients, including Barclays, Credit Suisse, Audi, and Volkswagen. Jagiellonian University.
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Senior Software Engineer
15 years in software engineering. Previously technical lead on investment analytics and trading platforms for Bridgewater Associates, Credit Suisse, and Barclays. Wroclaw University of Technology.
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Senior Software Engineer
Ten years building financial services and enterprise platforms. Previously Cortex, Bridgewater Associates, and Credit Suisse. Wroclaw University of Science and Technology.
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Senior Software Engineer
15 years in software engineering. Previously Samsung, building systems at enterprise scale. AGH University of Science and Technology, Krakow.
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Senior Software Engineer
19 years in software engineering. Previously Citi, Credit Suisse, and Bridgewater Associates, delivering mission-critical systems for Tier-1 banks. Wroclaw University of Technology.
LinkedIn ↗Regular commentary on risk capital, how the insurance industry is changing, and the essential role that captives play.
