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Financial Services Specialties:
  • Private Equity Portfolios
  • Banks and Credit Unions
  • Financial Technology Companies
  • Registered Investment Advisors and Asset Managers
  • Venture Capital
Financial Services Insurance Coverage:
  • Commercial Auto
  • Cyber Liability
  • Crime
  • Directors & Officers Liability
  • Employment Practices Liability
  • Fiduciary Liability
  • Financial Institution Bond
  • General and Professional Liability
  • Inland Marine/Equipment
  • Property
  • Professional Liability
  • Rep & Warranty
  • Umbrella
  • Workers’ Compensation
Insurance and Risk Management Services:
  • Insurance Program Design
  • Contractual Risk Transfer
  • Claims and Legal Services
  • Captives and Alternate Risk
  • Due Diligence Reports
  • Financial Modeling and Benchmarking
  • Safety Consulting
  • Employee Benefits Consulting and Design
  • Employee Retirement Plan Governance, Investment Monitoring, and Financial Wellness
  • Retirement Plan Consulting and Design

Let’s Talk.

We can make recommendations and tailor products to your operation’s intricacies.
Dan Coast, VP of Sales, Commercial Lines

Dan Coast
Managing Director, Property & Casualty
Commercial Lines
Email Dan
(412) 754-3279

Brendon Costa portrait

Brendon Costa, AIF®
Director of Wealth Management
HB Retirement
Email Brendon
(412) 754-3170

SeanGanoe web

Sean Ganoe
VP, Business Development
Benefits Practice
Email Sean
(412) 754-3215