T: 212-485-1536 | F: 212-485-1537

Biographies

Partners

Thomas J. Fanning, Sr.

Co-Managing Partner

James R. Fitzgerald

Co-Managing Partner

Executives

Heather Fanning Geyer

Chief Operating Officer

Vice Presidents

Vice President, Estate & Business Continuity Planning

Vice President, Estate & Business Planning

Directors

Christopher R. Halvey

Director, Insurance & Case Design

Diane Carnesi Giddens

Director, Underwriting

Keith McMahon

Director, Estate & Business Analysis

Robert S. Mathes

Managing Director

Jeremy Nagler

Director, Asset Analysis

Matthew Coleman

Director, Group Medical and Property & Casualty

Administration

Katherine A. Bachmann

Director of Client Development

Charlotte Ricci

Executive Assistant to Alexander Shapses

Jessica Varkey

Client Services Associate

Lisa Siegfried

Receptionist/Office Manager

Jay Fitzgerald

Associate

Maryann Tusa

Executive Assistant to Thomas J. Fanning, Sr.