Executive Bio's

John L. O'Brien, Jr.
Director

John O’Brien’s insurance career began in 1973 when he joined the Group Department of the Travelers Insurance Company. John moved to the international insurance brokerage firm of Willis Corroon in 1978 and, after six years at Willis as Assistant Vice President of the New York division, he joined Jamison in 1984.

As a career Life and Health Insurance Benefits expert, John has participated in the development of many insurance company products, has participated in industry roundtable sessions and has served as a panelist dealing with the impact of state regulations on Employee Benefit Plans. He is a board member of the Certified Employee Benefit Executives (CEBE), a standing committee within The Council of Insurance Agents and Brokers (CIAB) in Washington, D.C.

In his current capacity as Director in charge of Jamison’s Benefit Division, John manages Life, Health, Disability and Retirement programs for individuals, as well as those of large, multinational organizations. He also oversees the administration of Jamison’s Benefit programs for a number of professional organizations.

Mr. O’Brien received his Bachelors degree from the Stillman School of Business at Seton Hall University in New Jersey and attended the Executive Leadership Development Program at the Wharton School of the University of Pennsylvania. He is also active in a number of Civic Organizations as well as past Chairman and Board Member of the Hanover Township Sewerage Authority.

Licenses: Licensed in 49 States and District of Columbia for Life and Health Insurance
              Series 6
              Series 63

Mark Shore
Senior Vice President

Mark Shore received his BS in Actuarial Science from The University of Connecticut, Storrs, CT in 1993. He began his insurance career in the underwriting department at US Healthcare later that same year. While at US Healthcare, he helped develop and price their Indemnity product (The Liberty Plan) and Point of Service product (QPOS) prior to the merger with Aetna.

In 1995, Mark joined Milliman & Robertson, Actuaries and Consultants in their Life/Health department, where he worked as an Associate Actuarial Student in the New York City office. During his time, Mark worked on a wide array of clients, including but not limited to National Insurance Carriers, Pharmacy Benefit Managers, and Large Employer/Union groups.

Mark joined Coopers & Lybrand L.L.C. (prior to the merger with Price Waterhouse) as a Consultant in the Health and Welfare department. Mark spent two years consulting on benefit plans for large employer groups.

In 1999 Mark joined Group Health Insurance (GHI) in the Actuarial Department. Soon after joining GHI, he transferred to the Sales and Marketing department as a Large Group Marketing Representative where he sold and serviced accounts with 50-1,000 employees.

In June 2002, Mark joined Herbert L. Jamison & Co., L.L.C. as an Assistant Vice President in their New York City office. Mark's responsibilities include Health, Life, Disability, Long Term Care, and Retirement programs for individuals and groups. Mark was promoted to Vice President January 2004.

Mark currently holds a New York Life and Health License.  He is also a member of New York City chapters of NAIFA and AHIA.

Shahri L. Griffin
Vice President

Prior to joining the Jamison Group, Ms. Griffin has a 15-year proven track record servicing asset management and alternative investment clients through various channels including sales and distribution of global fixed income, derivative and insurance products at Kidder Peabody, Merrill Lynch, Barclays Capital, Commerzbank Securities, and most recently MetLife. She was a senior business development manager at Deloitte and Touche selling audit, tax and advisory services to the alternative investment and mutual fund communities. Shahri holds NASD Series 7, 63, and 65 as well as Life and Health licenses. She has a Bachelor of Arts in computer science from Harvard University, 1986, and an MBA from the Wharton School of Business, 1990.

Nicole Z. Segal
Vice President

Prior to joining the Jamison Group, Ms. Segal spent 15 years marketing and distributing global fixed income securities, derivatives and insurance products to institutional money managers including alternative investment managers, pension funds, and mutual fund advisors. Her previous employers include Credit Suisse First Boston , Commerzbank Securities and MetLife. Additionally, Nicole spent nearly two years as a Director at a boutique executive recruiting/management consulting firm, servicing the financial industry including hedge funds, private equity funds, mutual fund managers, and investment banks. Nicole holds NASD Series 6, 7, 63, and 65 as well as Life and Health licenses. Nicole has a Bachelor of Arts in American History from Columbia University, 1989.

Noel Santiago
Vice President

Noel Santiago is a Financial Services Professional specializing in 401(k) plan implementation, compliance, and conversion.  Noel is also well versed in group and individual life, disability and medical programs.He began his career in 1996 when he joined Automatic Data Processing where he managed 401(k) plans as a Client Account Executive.

In 1998 he advanced to a more advisory role within ADP as a Retirement Services Implementation Specialist where his responsibilities included analyzing client business specifications and determining appropriate 401(k) plan features and set up.He provided on going client assistance and training on retirement products and plan requirements in addition to maintaining close working relationship with representatives from various mutual fund families.

In October 2001 Noel brought his 401(k) expertise and experience to Herbert L. Jamison as an Account Executive in their Employee Benefit Division where he helped manage and grow Jamison’s retirement product lineNoel has since expanded his knowledge of employee benefit issues to include life health and disability programs.His growth in product knowledge and value to Jamison’s clients led to his promotion to Senior Account Executive in 2004 and to Assistant Vice President in 2006.

Licenses held:    NJ Life and Health
                         NASD Series 6 and 63

Robert M. Frattarola
Vice President

Robert received his BA in Sociology with a concentration in Business from The Johns Hopkins University.  Robert entered the workforce as a Financial Advisor for Morgan Stanley in Baltimore, Maryland where he focused on client investment needs.  Robert performed asset allocation, fundamental and technical analysis as well as diagnosed specific goals, timeframe and risk/reward analysis.  Morgan Stanley’s product portfolio consisted of an array of financial and insurance products, including but not limited to Retirement Programs, Estate Planning, Life and Disability Insurance and  Annuities.

Subsequently, Robert accepted a position with CNA Financial Corporation as an Account Executive in their Group Benefits Department in New York City where he sold and serviced accounts with 1-50,000 employees. Robert’s responsibilities included case rating, underwriting and developing solutions for benefit programs.  CNA offered a wide variety of Group Benefits Products ranging from ancillary coverage’s such as, Life, Disability, Long Term Care, Dental & Vision Insurance to niche market  medical plans. 

In 2004 Robert joined Herbert L. Jamison & Co., L.L.C. in their New York City office.  Robert’s responsibilities include marketing and servicing Health, Life, Disability, Long Term Care, Cafeteria Plans, and Retirement programs for individuals and groups.

Robert currently holds a New York Life and Health License as well as a Series 7 and 63.

Prior to joining Jamison in July 1989, John was a Managing Director of Marsh & McLennan with responsibility for Marsh's Finpro Divisions' professional liability business. In this capacity, he was personally responsible for the broking of Marsh & McLennan Companies worldwide professional liability insurance. During his eight-year tenure with Marsh & McLennan, John was directly involved with the broking of both Canadian and U.S. professional liability business. Prior to joining Marsh, John spent five years with the MIPI Organization, specifically on their "big six" accountants and major law firm programs. At Jamison, John has direct responsibility for Jamison's professional liability operations. John has been a frequent speaker on the subject of professional liability insurance.

Joseph F. Bieniowski
Director

Joseph has over 25 years experience in the insurance industry and with the Jamison organization. He has been responsible for program business management, brokering of large law firm and accounting firm business, organizational and operational management within the Jamison organization.

Joseph has structured professional liability insurance programs for numerous groups of professionals as well as individuals, with the emphasis of tailoring these programs to the needs of the individual attorneys and law firms requiring this service. On the local level, he has been a speaker for lawyers and accountants at various functions on professional liability issues affecting these groups. He is a Certified Insurance Counselor.

Anthony K. Greene
Director

Anthony K. Greene, CIC, CRM, Director - Anthony has 30 years of experience in the insurance industry. He is a graduate of New York Military Academy and holds a Bachelors of Business Administration Degree from the St. Johns University School of Risk Management & Actuarial Science.  Anthony maintains the following professional designations: “Certified Risk Manager” and “Certified Insurance Counselor”. He is a regular speaker on risk management issues professional associations around the country and individual professional service firms.

Prior to joining Jamison he spent 10 years with Johnson & Higgins and Alexander & Alexander developing risk management & insurance programs to address the exposures of; Directors and Officers of Corporations & Non-Profit Organizations, Municipalities and Corporations. Since joining Jamison in 1989 he has assisted 1500 Accounting Firms and 2500 Law Firms (including 700 Intellectual Property firms) in managing their “Cost of Risk”.

Anthony sits on the Board of Directors of the: Insurance Brokers Association of New York, Minority Corporate Counsel Association and the Advisory Board of the National Insurance Industry Association. He is a member of the Professional Liability Underwriting Society and American Bar Association National Legal Malpractice Data Center.

He served as President and Trustee of the American Intellectual Property Education Law Foundation and had the honor of sitting on the steering committee of Lawyers For One America (LFOA). In September 2000 LFOA released a report to the President of the United States on the status of people of color and Pro Bono services in the Legal Profession. He also served as Chairman of the Education Committee for the Association of Professionals in Risk Related Disciplines and on the South Orange \ Maplewood Board of Education in New Jersey.

Louis F. Barbaro, J.D.
Senior Vice President

Prior to joining Jamison, Lou was a partner in the New York City law firm of Mendes & Mount, where his practice involved a wide range of casualty insurance and reinsurance claims handling and coverage issues, with special emphasis in the areas of Lawyers, Accountants and Medical Professional Liability, Casualty Catastrophe Claims and Directors and Officers Liability.

Since joining Jamison in 1984, Lou assists large law firms, accounting firms and other professional service providers with the design and implementation of their risk management and professional liability insurance programs. Lou has designed and currently administers national programs for judges professional liability insurance and dentists professional liability insurance. Lou also works with other members of Jamison’s large account team on issues related to his areas of experience.

Lou has been a member of the New York State Bar since 1971. Lou holds a J.D. Degree from Fordham University School of Law. Lou also holds a New Jersey P&C license.

Lou has been a speaker at programs on professional liability insurance issues, including seminars sponsored by the New Jersey State Bar Association, New York State Society of CPAs, Maryland Society of CPAs, Intellectual Property Law Section of the State Bar of California, Conference of Tennessee General Sessions Court Judges, Maryland Conference of Circuit Court Judges and Maryland Seventh Judicial Circuit Conference. Lou was also a member of the faculty of the 1986 Judicial Immunity Conference of the Ohio Judicial College and the 1999 California Judges Association Annual Meeting.

Professional organization memberships include the American Bar Association, ABA Center for Professional Responsibility, ABA Standing Committee on Lawyers Professional Liability, New York State Bar Association, Professional Liability Underwriting Society and Fordham Law Alumni Association.

Patricia E. Roberto
Senior Vice President

Patricia has been an insurance professional for more than 19 years. Since becoming a broker in 1987, she has had extensive experience developing and placing professional liability and error & omissions coverage and programs for professional service firms with a major emphasis on medium and large size law firms.

Prior to joining Jamison in 1995, Patricia was a Senior Account Executive with Colburn Bertholon Rowland Corporation.

In addition to direct brokerage experience, Patricia has had underwriting experience.

Charles J. Caruso, CPIA
Senior Vice President

Charles has been with the Jamison organization for 7 years. He is a graduate of Monmouth College in West Long Branch, NJ and has earned a B.S. in Business Management as well as an A.A.S. in Business Administration.

Charles has concentrated his work entirely in the Professional Liability area since joining the firm. In the past Charles was responsible for maintaining client relationships for many different programs, including Lawyers, Accountants, Dentists and Judges Programs. Currently his primary role within Jamison is to develop and manage new client accounts, for the Sales and Marketing Division, with a strong focus in the Lawyers Professional Liability field.

Presently Charles is the President of the NJYIP's (New Jersey Young Insurance Professionals) and is the Chairman of the Association's Membership Committee. In addition to serving on the NJ/YIP Executive Committee, Charles serves as a member of the PIA/NJ Legislative and Company Relations Committee and serves as the Liaison to the NJYIP's. In June of 2003, Charles was appointed to serve on the PIA/NJ Board of Directors. Also in June of 2003, Charles was appointed to serve on the Membership Services Committee of the Certified Professional Insurance Agents Society. Charles holds the Designation of CPIA (Certified Professional Insurance Agent), is a member of PLUS (Professional Liability Underwriting Society), a member of the New York City AIFA (Alliance of Insurance and Financial Advisors), and serves on the Make-A-Wish Foundation Advisory Committee. Charles is currently pursuing the CIC (Certified Insurance Counselor) Designation.

Dennis Duff
Regional Vice President

Dennis has over 15 years of experience in the insurance industry. In the past 10 years, Dennis has had extensive experience developing and placing Accountant and Lawyers Professional Liability insurance with emphasis on Medium to Large firms. Prior to joining Jamison Insurance Group, Dennis was a Regional Sales Director at Bertholon-Rowland Corp. overseeing the day-to-day operation as well as developing new business opportunities. Prior to joining Bertholon-Rowland Corp., Dennis was an Account Executive at Marsh & McLennan. Dennis was part of a team that started a Lawyers Professional Liability Insurance program. Dennis was overseeing the daily operations as well as new business growth. Dennis received a B.S. in Business Management from the University of Maryland. Dennis is a member of the Professional Liability Underwriting Society.

Michelle R. Gerstman
Vice President

Michelle has over 20 years of experience in the professional liability insurance field with a high concentration on law firm’s needs and has been part of the Jamison organization since July 2000. Michelle is responsible for the servicing and marketing for numerous professional firms in the brokerage division.

Prior to joining Jamison, Michelle was an Assistant Vice President at Minet/Aon in Montreal working with the team responsible for servicing the largest law firms in the U.S. and was part of a select few asked to relocate to New York City. Michelle also worked for a New York City wholesale and retail brokerage firm as a Vice President servicing a wide spectrum of law firms. Michelle has taken numerous insurance courses in Canada and the U.S. and is a member of the Professional Liability Underwriting Society. Michelle is a licensed property and casualty insurance broker in both New York and New Jersey.

John Ercolani, ARM, CPCU
Vice President

John has been involved within numerous risk management specialties and services for almost 25 years. His background includes both large account underwriting (over $1MM in annual premium) and the providing of brokerage services for commercial, manufacturing and various hazardous service industries (construction, engineering, miscellaneous professional liability, tough products liability risks such as explosives, machinery manufacturers, and complicated environmental service firms). He served for nine (9) years as the Assistant Risk Manager for a $1BB dollar a year conglomerate, which provided numerous professional and manufacturing services to the commercial, federal and public marketplace. He developed, marketed and serviced one of the first Professional Liability programs that provided needed professional coverages to architects, engineers, construction managers and design build firms. And he has utilized this vast experience to co-author numerous chapters in various accredited association professional manuals (the Design Build Manual for the Design Build Institute of America or DBIA, and Professional Exposures for Architects and Engineers within the Design Build Industry, published by the International Risk Management Institute, or IRMI). He enjoys learning and new challenges and prides himself on his ability to find innovative solutions for difficult situations. He has completed his CPCU and his ARM, and is in the process of finishing his RPLU designation.

Thomasina Peele
Senior Vice President

Thomasina Peele is a Vice President responsible for the Management and Operation of the Professional Services Division including the Lawyers and Accounts programs. Thomasina received her Bachelor of Arts degree in Economics/Finance from Douglass College/Rutgers University. She is also a member of PLUS.

Prior to joining Jamison Ms. Peele was Assistant Vice President at CNA Insurance Companies where she established and managed an Open Brokerage Miscellaneous Professional Liability Division.

Ms. Peele was also Assistant Vice President at American International Group where she was in charge of the management of an eighty-five million dollar division of Miscellaneous Professional Liability business.

Deena M. Johnson
Assistant Vice President

Deena M. Johnson began her career at Jamison in 1989 as a Word Processor and over the years has gained a vast knowledge in the Professional Liability area. She is now responsible for assisting the Vice President in the Operation of the Professional Services Division including retaining, acquiring and servicing the Lawyers and Accountants Programs.

Prior to joining Jamison, Deena worked as an Analyst for Burns International in Parsippany, NJ, billing and reconciling one of their largest accounts, TWA.
 

Sean M. Pattwell is a Partner of Herbert L. Jamison & Co. Herbert L. Jamison & Co. is among the nation's largest full service insurance brokerage firms and has for several decades specialized in professional liability program management for lawyers and accountants. Prior to joining the Jamison Organization in 1990, Mr. Pattwell was President of the American International Group's Professional Liability Division. During the period of 1981 to 1990, Mr. Pattwell had executive underwriting responsibility for AIG's worldwide lawyers professional liability portfolio. In this capacity, Mr. Pattwell was responsible for the development and implementation of all the technical underwriting associated with the lawyers professional liability product including the establishment of underwriting guidelines, risk selection criteria, pricing and the like. In addition, Mr. Pattwell had executive responsibility for several years for all of AIG's non-financial Directors and Officers Liability insurance. Mr. Pattwell has been a frequent speaker on professional liability and other insurance topics at national and international forums. Mr. Pattwell is a past President and current Trustee of the Professional Liability Underwriting Society.

John Ferreira has been with the Jamison Insurance Group since 1988. John has more than 20 years of experience within the insurance industry.

As Executive Vice President of Jamison Insurance Group/Jamison Special Risk, Inc., John is responsible for the day-to-day operations of Jamison’s Professional Liability program business. Jamison’s program business consists of Lawyers, Accountants, Judges, Dentists, in addition to other lines of miscellaneous professional liability insurance products. John’s responsibilities included the development, implementations, administrative, underwriting and marketing of the firms new and existing professional liability programs. In addition, John is responsible for the various binding authorities and managing the relationships with our various markets, the training of personnel and management of professional staff.

Prior to joining Jamison Special Risk, Inc. John spent five year with Herbert L. Jamison & Co., L.L.C. as first a claims liaison and then underwriting professional liability insurance for the firm’s professional liability program business.

At Herbert L. Jamison & Co., L.L.C., John was responsible for market coordination, implementation of internal procedures, guidelines, training of personnel, underwriting and management of account executive staff.

Prior to joining Herbert L. Jamison & Co., L.L.C. in March 1988, John was a litigation examiner at Liberty Mutual Insurance Company with responsibilities of handling complex claims and mediation/arbitration hearings.


Marc Favata
Vice President

Prior to joining Herbert L. Jamison & Co. in January 2002, Marc was the Principal of a small insurance agency from 1988 to 1996. From 1996 to 2002 Marc worked as a Commercial Lines Account Executive with a mid-size insurance agency. His responsibilities were the handling of small to medium sized Commercial Lines Accounts as well as new business production.

Prior to joining Jamison Special Risk, Inc., Marc one year with the Sales & Marketing Department of Herbert L. Jamison & Co., with his primary role being the development of new client accounts for the Professional Services Division. His focus was on Lawyers and Accountants Professional Liability, two longtime cornerstones of Herbert L. Jamison & Co.

Marc joined Jamison Special Risk, Inc., a wholly owned subsidiary of Herbert L. Jamison & Co. in May 2003 as lead underwriter for Jamison Special Risk's new Partner Wholesale relationship with AIG Small Business. Marc is now dedicated to the development, implementation, underwriting and marketing of new and existing AIG Property and Casualty programs and products, both within and outside of AIG Small Business.
 

Chris Serreino has more than 18 years of experience within the insurance industry. As a Vice President for Jamison Insurance Group, his responsibilities as Sales & Marketing Manager include the overall management and coordination of all advertising, marketing & sales functions for the firm.

Prior to this, as the Program Manager for the Professional Services Division, Chris was responsible for the day-to-day operation of Jamison's Professional Liability program business. Jamison's program business consists of lawyers, accountants, federal, and state judges, in addition to other miscellaneous professionals. His duties included the set up of procedures for the administration of business, audits of accounts and procedures, sales and marketing activity management, sales calls, hiring and training of personnel and the overall management of 16 people. In addition, Chris was involved with managing the relationships between Jamison and the carriers represented through the program business and between Jamison and the professional associations representing the universe of Jamison program clients.

Prior to Chris joining Jamison, he served as sales manager for a commercial lines agency, sales manager for the program division of a leading national commercial lines broker and agent and registered representative for a leading personal lines insurance and investment company. Chris has participated as a guest speaker at various professional association meetings regarding the design, management, and implementation of insurance programs. He is a licensed property/casualty and life/health broker in New Jersey and a licensed property/casualty broker in New York, and is a matriculated candidate for the CPCU designation.

Anthony F. Bavaro, CIC CRM
Vice President

Anthony’s insurance career began in 1977 with a Monmouth County NJ agency as a personal lines account representative. In 1985, he accepted a position as Vice President of commercial sales with the MKM Agency. In 1991 Anthony then purchased the MKM agency along with two partners and was named President of the new organization. In 1996 the agency merged with the Bowers, Schumann and Welch Agency in Washington, NJ where Anthony was a co-owner responsible for commercial and personal lines department management and new business production. In 2000, that agency merged with Brown and Brown of Daytona Beach, Florida and Anthony was named as the Branch Manager and Executive VP of Brown and Brown of New Jersey with responsibilities for all branch operations.

In January 2004 Anthony joined the Jamison Group as VP of Sales and Marketing specializing in building and managing group programs. His current responsibilities include managing the IARRP non-profit group program and the NAESIP Environmental Risks group program as well as individual new account production and service.

He is a Certified Insurance Counselor as well as a Certified Risk Manager. He attended the Wharton School of Business for Executives in Philadelphia, and the Famex School of Insurance in San Francisco, California. He graduated Magna Cum Laude with a Bachelor of Science Degree in Business from Kaplan University in Fort Lauderdale Florida and is a member of the Sigma Beta Delta and Phi Beta Sigma honor societies.

He currently serves as a Director and as Secretary for the Professional Insurance Agents Association of New Jersey, and also is the Chairman of the Government Affairs Committee. He is President of the Deerfield Homeowners Association, and is an active Committee member of Boy Scout Troop 112 in his hometown of Alexandria Township NJ where he resides with his wife Kathy and their three children.

Licenses:
New Jersey: Property and Casualty, Life/Health, Surplus Lines
New York: P&C, Pennsylvania: P&C, Florida: P&C, Massachusetts: P&C, Virginia: P&C, Connecticut: P&C