Jerry has 30 years experience in the insurance and alternative risk transfer industry. He is the CEO for Elevate Captives, LLC (“Elevate”) with offices in New York, Oklahoma, Arizona and Hawaii. Elevate is a captive consulting and services firm that focuses on multiple industries and trade groups, including hedge funds, grocer owners/associations, financial institutions, manufacturing companies, and all providers in the healthcare space. Prior to buying into Elevate, Jerry was with a national provider of alternative risk services since 1985, where he held senior management positions with responsibility for loss control, marketing, finance, and captive insurance company operations. He is a specialist in board governance and the effective and conservative structuring of various captive and self-funding vehicles. In his position with Elevate, he is an approved captive manager in multiple jurisdictions, both onshore and off.
Jerry surrounds his personal life with his wife and 4 boys. He is a licensed pilot, scuba diver, and nationwide competitor in action pistol shooting. He owns a private investigation agency providing protective services, event security and fraud investigation exclusively to nonprofit organizations. Jerry currently serves as President of the Board for the Oklahoma Youth Orchestras, Founding Member and President of the Oklahoma Captive Insurance Association, member of the Alternative Risk Transfer Committee of the Self Insurance Institute of America (SIIA), and is actively involved as a speaker and participant on various committees for both captive trade associations and nonprofit entities.