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Tri-City Brokerage
Executive Liability Coverage For Financial Institutions

BISYS Tri-City Brokerage, one of the leading independent wholesale brokers established in 1985, provides specialized Insurance Solutions for all of your Executive Liability needs. We possess in-depth industry knowledge and expertise in the Financial Institutions arena, with the flexibility to meet each organization’s unique coverage needs. A program can be customized to each client’s needs, including the coverages outlined below.

Available Products
Coverage can include:
  • Directors and Officers
  • Errors and Omissions
  • General Partnership Liability
  • Outside Directorship Liability
  • Employment Practices Liability Coverage
  • Fiduciary Coverage
  • Crime
  • ERISA Bond
Eligible Classes
  • Mutual Funds
  • Investment Advisors
  • Hedge Funds
  • Private Equity
  • Venture Capital Firms
  • General Partnerships
Availability
  • Global
Our Edge...Your Advantage
Financial Institutions face a number of uncertainties in the market today, including regulatory oversight and the threat of litigation by individual and institutional investors/clients. Executive Liability Coverage protects the organization as well as the individuals involved. Backed by over twenty years’ experience in placing this class of business, Tri-City Brokerage will use the markets and resources necessary to provide comprehensive solutions to your management liability needs.

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List of Brokers by Location
 
Chicago:
Mark Waldeck
312.879.7135
Email 		Shelly Wasso
312.879.7117
Email
 
Long Island:
Kevin Hahn
632.478.6001
Email 		 
 
New York:
Scott Hall
212.293.3903
Email 		Tom Curley
212.293.3902
Email
 
San Francisco:
Alex Slawson
415.675.2231
Email 		Technology * Misc E&O
 
Dixie Sisk
415.675.2220
Email 		Public D&O
 
Garrett Koehn
415.675.2278
Email 		Public D&O
 
Jeanne Blasher
415.675.2259
Email 		Public D&O
 
Joe Smith
415.675.2249
Email 		Medical Liability * Architects & Engineers * Misc. E&O * Real Estate Agents/Brokers
 
Katie Verry
415.675.2250
Email 		Private Equity & Venture Capital
 
Molly McLaverty
415.675.2282
Email 		Non Profit D&O * Private D&O * Fiduciary Liability * EPL * Crime
 
Robert Olson
760.574.7420
Email 		 
 
Tom Ciardello
415.675.2202
Email 		Public D&O * Insurance Agents/Brokers E&O * Insurance Company E&O
 
Tom Donnelly
415.675.2267
Email 		 

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