Our Team

Trevor is the Chief Executive Officer of Baldwin Risk Partners. Trevor joined the Firm in 2009 as a Commercial Risk Advisor working primarily with healthcare and private equity clients, over time he led the firm’s Commercial Risk Management Group as Managing Director, followed by being BRP’s President & CEO.

Trevor has a background investing in and working with companies to shape their goals and success. Before joining Baldwin Risk Partners, Trevor worked at the private equity firm HealthEdge Investment Partners, LLC. While at HealthEdge, Trevor divided his time between working with portfolio companies on operational improvements and assisting in the execution of new transactions.

Trevor graduated from Florida State University with a BA in Risk Management & Insurance. He received his FAA Pilot’s license and USCG Captain’s license. Trevor is an avid outdoors enthusiast, enjoys spending time with friends and family, and resides in Tampa.

Dan joined Baldwin Risk Partners as Chief Operating Officer in early 2019. As COO, Dan is focused on operational execution of the firm’s strategic priorities, organizational development and business development. He is also responsible for sales strategy and execution throughout all operating groups.

Dan began his career at Cintas Corporation in 2003 and after 10 years in various operations and sales leadership roles, was head of sales for the Document Management division. In May 2014, when Cintas Document Management and Shred-it entered into a joint venture, Dan was appointed as Executive Vice President of Sales, running Sales and Sales Operations for the organization. In October 2015, Shred-it was acquired by Stericycle where Dan was named Senior Vice President of Sales, running Sales for all of Stericycle’s Compliance Service Businesses in North America. Dan’s team at Stericycle was responsible for driving $2.5 billion in annual revenue.

In prior positions, Dan became known for his ability to take over non-performing teams and regions and build them into top performers. Recognized as a versatile leader of Sales and Operations, Dan’s leadership strengths include talent management (recruiting/attracting/developing/retaining talent), challenging leadership, change management, financial acumen, motivational leadership, visionary leadership, operational and route logistics, sales and sales operations.

Dan graduated with a B.A. from Cornell University in Ithaca, NY in 2003, where he majored in Government with a minor in Economics. He played four years on the Varsity Squash team. He and his wife are originally from the Northeast (Connecticut and Long Island), but currently reside in Tampa, FL with their 3 young children. Aside from spending time with family, Dan enjoys exercise, racquet sports and fishing.

Erin joined Baldwin Risk Partners as Chief Colleague Officer in July 2020. She brings 25 years of experience in human resources from a Fortune 100 organization. As Chief Colleague Officer, Erin oversees human capital functions and is responsible for driving organizational effectiveness and fostering BRP’s powered by people culture. She has a passion for cultivating environments that focus on providing exceptional customer experiences to meet organizational goals.

Prior to joining BRP, Erin began her career at Publix Super Markets, Inc. in 1990, where she held several senior leadership roles within human resources and developed strategic systems and functions related to talent sourcing and development, leadership, and learning development, performance management, and total rewards. She has in-depth experience with organizational development and planning, change management, succession planning, and culture sustainment strategies.

Erin graduated with a Master’s Degree in Human Resources from Rollins College in Winter Park, FL and a B.A. in Political Science from University of Central Florida. She is a certified senior human resources professional (SHRM-SCP) and a compliance and ethics professional (CCEP). Erin lives in Lakeland, Florida, with her husband and two children.

Brad Hale has served as Chief Financial Officer of BRP since April 2021, after previously serving as Chief Accounting Officer since joining BRP in 2019. Prior to joining BRP, Mr. Hale served as Managing Director and Shareholder at CBIZ MHM, LLC, where he led the Accounting Advisory group on projects primarily focused on the application of technical accounting. In addition, Mr. Hale signed both private company and public company audit reports and served as a subject matter expert within the firm’s national office for a variety of complex GAAP areas. Before joining CBIZ, he was the Director of Accounting & Risk Management at Bloomin’ Brands, Inc,. after having grown up in the Big 4 with Deloitte, LLP.

Brad has a Bachelor’s and Master’s degree in Accounting from Wake Forest University and is a Certified Public Accountant in Florida. He serves as the Treasurer of Voice for Children and volunteers on various committees at Hyde Park United Methodist Church and St. Mary’s Episcopal Day School. Brad and his wife, Amy, have two children and reside in Tampa.

John Valentine joined Baldwin Risk Partners in 2018 as Chief Partnership Officer. John has more than 17 years of experience closing merger and acquisition, equity and debt transactions for public, private and sponsor-owned clients across a number of industry sectors. Most recently John led the Investment Banking practice in the Mid-Atlantic region at Wells Fargo Securities. Prior to joining Wells Fargo Securities, John was a vice president at Hyde Park Capital Partners, LLC and Athena Capital Partners. John began his career at Keefe, Bruyette and Woods, Inc., where he assisted in the structuring and marketing of sell-side M&A engagements, trust preferred and mezzanine capital transactions for financial services companies.

As Chief Partnership Officer, John is responsible for Partnership execution and due diligence activities in collaboration with BRP’s respective Division and Business Function leadership teams. In addition, John collaborates with BRP’s leadership team to drive successful integration of new partner firms.

John earned his B.S. in Business Administration, with special attainments in commerce, from Washington and Lee University in Lexington, Virginia, where he was a four-year varsity wrestler. John is also a Chartered Financial Analyst. John lives in Charlotte with his wife and three daughters.

Rajasekhar Kalahasthi joined Baldwin Risk Partners as Chief Digital & Information Officer (CD&IO) in 2021.

Raj comes to BRP Group from Comerica Bank where he served as Chief Information Officer for their Retail and Wealth Management divisions. Prior to that, he led technology teams at Fortune 100 companies: HSBC, Citibank, and General Electric in the United States, Latin America, and India. He has over two decades of IT leadership experience with a history of helping companies and teams navigate through intense periods of transformational change and growth.

Raj actively engages in the business community by serving on advisory boards of product companies and mentoring start-ups. He also volunteers with non-profit organizations focused on education and talent development.

He holds bachelor’s and master’s degrees in Information Technology from BITS-Pilani and IIIT-B in India and an MBA from the University of Michigan – Ross School of Business.

As the Chief Marketing Officer, Rich leads marketing and communications strategy across the firm, delivering programs designed to drive profitable growth and long-term brand recognition. He has more than 20 years of diverse experience at several Fortune 500 brands with a history of building and deploying world class marketing and communications programs.

Mr. Tallo joins BRP from Chubb where he served as Executive Vice President, Marketing & Communications. In this role, he had executive oversight of the company’s marketing and communications operations in North America. Prior to that, he held several senior marketing and communications roles at global insurance carriers and brokers. He holds both undergraduate and graduate degrees from the University of Connecticut.

Mr. Wiebeck currently serves as Chief Strategy Officer at BRP Group, focused on strategic initiatives across the organization. He was appointed to Chief Strategy Officer from Chief Financial Officer at BRP Group.  At various times over his tenure at BRP Group, Mr. Wiebeck has led the finance, accounting, legal, technology, and Partnership functions of the organization, playing an integral role in the firm’s success since he joined in 2015. Prior to that, Mr. Wiebeck served as Senior Vice President at MMA Capital Management after beginning his career in the Advisory Services practice of PricewaterhouseCoopers.

Mr. Wiebeck holds a bachelor’s and master’s degree in Accounting from the University of Florida. While at the University of Florida, he was an All-American student-athlete and graduate of the Honors Program.

Jim Roche joined Baldwin Risk Partners in 2019. He previously served as Managing Partner of Millenial Specialty Insurance. A graduate of Vanderbilt University (Computer Science / Electrical Engineering), Jim spent five years in management consulting, with his last role being Principal. Jim received his MBA from the University of Virginia before joining Progressive Insurance as a product manager ($150M P&L responsibility).

Through various mergers & acquisitions, Jim has worked for Balboa Insurance Company, Bank of America, and QBE Insurance in various roles of growing responsibility, including strategy, marketing, product development & IT, with significant experience in technology solutions and new product introduction. Jim has owned auto, renters & homeowners P&Ls and managed multiple policy administration and billing system implementations. As Chief Insurance Innovation Officer, Jim is responsible for driving continued insurance product and technological innovation both within MSI and across BRP more broadly.

Corbyn Lichon has served as Chief Accounting Officer of BRP since April 2021, after previously serving as Director of Accounting since joining BRP in 2019. As CAO, Mrs. Lichon is responsible for leading the accounting department through the business’s growth trajectory with accurate and informative financial reporting while being responsive to the demands of integration and partner support.

Corbyn began her career in the Assurance practice of CBIZ & MHM Tampa Bay, where she planned and executed financial statement audits of privately-held and publicly-traded companies. While at CBIZ, Corbyn served as a technical leader focusing specifically on transaction-related accounting, business combinations and revenue recognition.

Corbyn graduated with honors from the University of South Florida with a bachelor’s degree in Accounting. She remains an active alumnus as a business corporate mentor in the USF Muma College of Business. Corbyn is also a Certified Public Accountant. She enjoys traveling and cheering on the Bulls at USF football games.

David joined Baldwin Risk Partners in late March of 2021 as President & Executive Operating Officer of Guided Solutions. David has been in the Financial Services industry for over 30 years.

Prior to joining BRP, David came from Cardinal Financial where he held progressive roles, including Chief Operating Officer, as they went through their rapid growth period. He is passionate about leading dynamic teams to achieve goals and client loyalty. 

David and his wife of 28 years live in Charlotte, NC with their son and two rescue dogs. He is a proud graduate of Kalamazoo College and enjoys golf, skiing, and scuba diving. 

As the General Counsel and Corporate Secretary, Seth is responsible for leading BRP’s legal, compliance, and regulatory function. Seth has been with BRP since February 2020, most recently serving as Deputy General Counsel, Legal Operations & Strategic Initiatives, and Chief Information Security Officer. Seth brings more than 20 years of experience working across multiple industries. Prior to joining BRP, he served as Senior Vice President, Legal – Strategic Initiatives at Savills North America. Prior to that, he served in a number of leadership positions within the legal department at Cisco Systems, Inc., after having spent time at Sonnenschein Nath & Rosenthal (now Dentons) and leading his own law firm.

Seth received a BA in criminology and criminal justice from the University of Florida in 1998 and a JD from The George Washington University School of Law in 2001. Seth is an avid Gator fan, loves fishing, boating and golf, and lives in Tampa with his wife, their two daughters, and their two dogs.

Lowry Baldwin has served as Chairman since co-founding the Company in 2011. Mr. Baldwin’s insurance career began in 1981 at Aetna Property & Casualty. Two years later, he joined Baldwin & Sons. In 1991, Mr. Baldwin and Chuck Davis merged their firms to found Davis Baldwin Insurance and Risk Management. In 2006, Mr. Baldwin and his partners, Elizabeth Krystyn and Laura Sherman, formed what is today the Middle Market Operating Group. In 2012, Mr. Baldwin and his partners formed Baldwin Risk Partners to serve as a holding company for further investment into the insurance brokerage space.

In 1997, Mr. Baldwin co-founded Advantec Solutions, Inc., a national Professional Employer Organization serving small and mid-size businesses by providing outsourced payroll, human resources, employee benefits and benefits administration and workers compensation.

Mr. Baldwin earned a Bachelor of Science in Psychology from Wake Forest University.

Trevor is the Chief Executive Officer of Baldwin Risk Partners. Trevor joined the Firm in 2009 as a Commercial Risk Advisor working primarily with healthcare and private equity clients, over time he led the firm’s Commercial Risk Management Group as Managing Director, followed by being BRP’s President & CEO.

Trevor has a background investing in and working with companies to shape their goals and success. Before joining Baldwin Risk Partners, Trevor worked at the private equity firm HealthEdge Investment Partners, LLC. While at HealthEdge, Trevor divided his time between working with portfolio companies on operational improvements and assisting in the execution of new transactions.

Trevor graduated from Florida State University with a BA in Risk Management & Insurance. He received his FAA Pilot’s license and USCG Captain’s license. Trevor is an avid outdoors enthusiast, enjoys spending time with friends and family, and resides in Tampa.

Mr. Wiebeck currently serves as Chief Strategy Officer at BRP Group, focused on strategic initiatives across the organization. He was appointed to Chief Strategy Officer from Chief Financial Officer at BRP Group.  At various times over his tenure at BRP Group, Mr. Wiebeck has led the finance, accounting, legal, technology, and Partnership functions of the organization, playing an integral role in the firm’s success since he joined in 2015. Prior to that, Mr. Wiebeck served as Senior Vice President at MMA Capital Management after beginning his career in the Advisory Services practice of PricewaterhouseCoopers.

Mr. Wiebeck holds a bachelor’s and master’s degree in Accounting from the University of Florida. While at the University of Florida, he was an All-American student-athlete and graduate of the Honors Program.

Phillip Casey has served as a Director of the Company since September 2019. From 1971 to 1985, Mr. Casey served in financial management assignments with domestic and international affiliates of Exxon Corporation. From 1985 to 1994, Mr. Casey served in executive leadership positions as Vice Chairman of the Board, Director, Chief Financial Officer and Executive Vice President of Birmingham Steel, a national steel manufacturer with headquarters in Birmingham, Alabama. Mr. Casey retired in September 2010 after serving sixteen years as President, CEO, Director and Chairman of Gerdau Ameristeel, the second largest mini-mill steel manufacturer in North America. Mr. Casey has been a trustee for the University of Tampa since May 1996 and has been on the board of trustees since May 2017.

Mr. Casey completed the Advanced Management Program of the Harvard Business School in 1992, was awarded an MBA from Thunderbird School of Global Management in 1971 and received a BBA in Finance from the University of Georgia in 1966.

Jay Cohen has served as a Director of the Company since June 2021. From 1995 to 2020, Mr. Cohen served as Managing Director of Equity Research at BofA Securities Inc., where he covered property and casualty insurance companies and insurance brokers.  From 1990 to 1995, Mr. Cohen was an Equity Research Analyst with Salomon Brothers. Prior to that, Mr. Cohen served as a Senior Representative, Bond Department with Aetna Casualty & Surety.

Mr. Cohen is currently a Board Member of the United Way of Putnam and Westchester County and serves on the Parents Network Board of Claremont McKenna College.

Mr. Cohen holds a BA in Managerial Economics from Union College and an MBA in finance from Columbia University.

Joseph J. Kadow has served as a Director of the Company since February 2020. From 2005 to 2019, Mr. Kadow served as the Chief Legal Officer of Bloomin’ Brands, Inc. Prior to his role as Executive Vice President and Chief Legal Officer of Bloomin’ Brands, Inc., Mr. Kadow was Vice President and General Counsel of Bloomin’ Brands from 1994 until 2005. Prior to that, he served as a partner in the Orlando, Florida office of the national law firm, Baker Hostetler LLP.

Mr. Kadow is a past Chairman of the Board of Directors of the National Restaurant Association and past Director, Audit committee member, and Chair of the Special Committee of Habit Restaurants, Inc. until March 2020, when Habit Restaurants, Inc. was acquired by Yum! Brands, Inc.

Mr. Kadow received his Bachelor’s Degree in Accounting from the University of Scranton and his J.D. from the Dickinson School of Law at Pennsylvania State University.

Barbara Matas has served as a Director of the Company since February 2020. Ms. Matas has over 35 years of corporate finance and banking experience. From 2013 to 2016, Ms. Matas served as the Chairman of Citigroup’s Leveraged Finance business. Prior to serving as Chairman of Citigroup’s Leveraged Finance business, Ms. Matas was Head and Co-Head of the group from 2006 to 2013. Ms. Matas joined Citicorp in 1985 and held various other leadership positions in leveraged finance and high yield capital markets at Citicorp, Salomon Brothers and Citigroup until 2006.

Currently, Ms. Matas serves as a director of Apollo Investment Corporation, a position she has held since 2017, and a director of Sleep Number Corporation (formerly known as Select Comfort) since 2016.

Ms. Matas holds a B.S. in accounting and quantitative analysis from New York University and an M.B.A. in corporate finance from the University of Michigan.

Ms. Parasuraman currently serves as the Head of Investments, New Product Experimentation at Meta (Facebook), focused on investing in early-stage startups. Prior to that, she served as Facebook’s Global Head of Treasury and as Head of Treasury for Facebook’s blockchain initiative. She serves on the board and on the finance, governance, and nomination committees of the IIT Bombay Heritage Foundation.

Ms. Parasuraman holds a bachelor’s degree in Engineering from the Indian Institute of Technology (IIT), Bombay, a master’s degree in Engineering from the University of Pennsylvania, and an M.B.A. from the University of California, Berkeley’s Haas School of Business.

Ms. Shook currently serves as the Chief Leadership and Human Resources Officer for Accenture, a global professional services company. She is focused on helping the 674,000 people of Accenture succeed both professionally and personally. Prior to that, Ms. Shook held Chief Human Resources and Global Human Resources roles with Accenture.

She is a member of the World Economic Forum’s Global Shaper Community Foundation Board, the Women’s Leadership Board of the Women and Public Policy program at Harvard’s Kennedy School, and serves on the board of directors for Paradigm for Parity and the HR Policy Association. She also serves on the executive committee of the Professional Roundtable of CHROs and is active in both the NY Jobs CEO Council and HR50.

Ms. Shook holds a B.S. from Purdue University.

Chris Sullivan has served as a Director of the Company since September 2019. Mr. Sullivan is a founder of Outback Steakhouse, and former Chairman & CEO of Outback Steakhouse. From February 1991 to March 2005, Mr. Sullivan was CEO of OSI Restaurant Partners, Inc. (now OSI Restaurant Partners, LLC). Since 2012, Mr. Sullivan continues to serve as Chairman of MenuPad Inc. and since 2013, Mr. Sullivan continues to serve as Chairman of Omnivore Technologies, Inc.

Since 2014, Mr. Sullivan continues to serve as Co-Chair of Consul Partners LLC. Currently, Mr. Sullivan serves as the Co-Chairman and Board of Directors for The First Tee of Tampa Bay, and Board of Directors for Copperhead Charities and Horatio Alger Association of Distinguished Americans. Mr. Sullivan is active in numerous charitable organizations focusing on education, catastrophic diseases, and is Chairman of ART International, a PTSD-focused nonprofit group.

Mr. Sullivan received a BS in business and economics in 1972 from the University of Kentucky.

Mr. Williams previously served as the Sales Strategy and Sales Operations President at United Parcel Service Inc. (UPS). In this role, he oversaw data analytics, sales budget, sales compensation and performance, CRM technology, business development, sales strategy and training, process improvement, negotiations, and executive presentations.

Mr. Williams has extensive board experience. He has served or serves on the following boards: the MARCH (Mutual Alliance Restoring Community Hope Foundation) Board; VisionX, a Machine Vision and Machine Learning AI Company, as an Advisory Board Member; Atlanta Public Schools CTAE Board, as Chairman; the Career Training Agricultural and Education Board; the Business Administration & Economics Board at Morehouse College; the Albert W. Smith Scholarship Committee Board; The Center for Advance Logistics Management Board at Albany State University; and the 100 Black Men Board.

Mr. Williams holds a B.B.A. from Albany State University in Albany, GA, and a M.B.A. from Florida Metropolitan University at Tampa College.