SRS Advisers

h_mike_m

SVP and Managing Director

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Current Responsibility

Mike is responsible for the delivery of SRS consulting services, including statistical loss and exposure analyses, feasibility studies, and financial analysis for captives and other types of risk financing programs.

Experience

Mike has over 20 years’ experience in the captive and insurance industries. He has provided feasibility analyses for a variety of captive types including single parent captive, group captives, risk retention groups and cell and series captives. He has been at the forefront of some of the industry’s major innovations including working on the first DOL approval to insure employee benefits in captives and the creation of the world’s first series LLC captive.  In addition to his feasibility work, Mike provides strategic and technical advice to many of SRS’s existing clients. He has written several articles on captives and alternative risk financing techniques and is a frequent speaker at captive insurance conferences.

Prior to joining SRS Mike worked as a Commercial Lines Production Underwriter for an insurance brokerage. He has also worked as a Staff Accountant for a large advertising firm.

Education and Professional Designations

  • Babson College, MBA (magna cum laude) with concentrations in Entrepreneurship and Finance
  • Bentley College, B.S. (cum laude), Finance/Economics
  • Associate in Risk Management (ARM)
  • Associate in Reinsurance (ARe)
  • Georgia State University, Certificate in Enterprise Risk Management
h_patrick_m

Managing Director

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Current Responsibility

Patrick is responsible for the firm’s captive management activities in the mid-Atlantic region. In this role he oversees the staff and operations responsible for clients located in a number of east coast domiciles including Delaware, New Jersey and Washington D.C.  In addition, Patrick provides assistance to the SRS consulting group with captive implementation and feasibility projects.

Experience

Patrick joined SRS in 2011 having previously been with the company for five years until 2005. He has over fifteen years of experience in captive management, insurance accounting, and consulting services. Patrick most recently managed the operations of Wilmington Trust Captive Management Services managing the delivery of captive management services to clients in several US domiciles. He was formerly Director of Finance and Operations for SRS Vermont.

Patrick has experience with captive programs for single parent firms, risk retention groups, and publicly held admitted insurance carriers. His captive domicile experience includes Arizona, Barbados, Bermuda, Cayman, Delaware, Nevada, South Carolina, Tennessee, Vermont, and Washington D.C.

Affiliations

  • Member and former Director, Vermont Captive Insurance Association
  • Member, Captive Insurance Companies Association Conference Committee

Education and Professional Designations

  • Certified Public Accountant
  • Chartered Property Casualty Underwriter
  • Associate in Insurance Accounting and Finance
  • Clarkson University, B.A. Accounting and Finance
jesse-Headshot 1

Director

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Current Responsibility

As part of the SRS Advisers team, Jesse is responsible for delivering the firm’s captive consulting services primarily in Texas and the western United States. Among other duties, he conducts feasibility studies, supports implementation, and provides strategic advice to help clients maximize utilization of existing captives. Jesse also provides thought leadership and education through regular involvement in various conferences and industry groups.

Experience

Jesse joined SRS in September 2017 with 12 years of experience in captive consulting and implementation, risk financing, and actuarial analysis. Jesse was most recently the Practice Leader of Lockton Texas’s Specialty Risk Services, overseeing multiple teams delivering captive consulting, credit & collateral negotiation, actuarial & data analytics, and risk control & claims services. Prior to that he was part of the Risk Finance Practice Group in Lockton’s central services. Jesse began his career in investment banking on Wall Street, working in the Fixed Income Division of Lehman Brothers.
Jesse has experience with captive programs for primarily single parent firms and cell captives, as well as risk retention groups and group captives. His captive domicile experience is primarily Bermuda, Cayman, Missouri, Texas, and Vermont, but also includes multiple engagements involving approximately ten other domiciles.

Education and Professional Designations

  • Chartered Property Casualty Underwriter (CPCU)
  • Associate in Risk Management (ARM)
  • Yale University, B.A., Double Major in Economics, Political Science & International Relations

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