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
VP, Sales
Commercial Lines
Email Dan
(412) 754-3279

Brendon Costa portrait

Brendon Costa, AIF®
Sales Manager
HB Retirement
Email Brendon
(412) 754-3170

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