Dhiren Jhaveri

Kuvare Founder & CEO

Before founding Kuvare, Dhiren Jhaveri was a member of the executive committee of Sammons Financial Group, where he led corporate development and investment risk. Sammons Financial Group (SFG) is the holding company for Midland National Life Insurance Company and North American Company for Life and Health (NACOLAH). Previously, he worked at McKinsey & Co. and Barclays.

Brian Roelke

President & Chief Investment Officer

Brian leads the investment team at Kuvare Insurance Services. He brings decades of industry experience to the role, most recently as Head of Private Capital at Nuveen/TIAA, where he was also a member of the Board of Directors of Churchill Asset Management, TIAA’s middle market lending affiliate, and Churchill’s investment committee. Brian is a former board member of the Institutional Investors Roundtable, the Private Placement Investors Association, and the SOA’s Private Placement Experience Committee. He earned a BA in history and economics from Colgate University and an MBA in finance and accounting from New York University, where he was a Stern Scholar and a member of Beta Gamma Sigma.

Fabrice Fiol

Managing Director, Head of Risk Management

Fabrice Fiol leads the risk management team at Kuvare Insurance Services. Prior to KIS, Mr. Fiol was a Managing Director and Deputy Head of the Enterprise Risk Management for SG Americas. He oversaw Enterprise Stress Testing for SGUS activities. Prior to SG, Mr. Fiol was a Senior Vice President at Natixis-NY in charge of Risk Management on a U.S Agency MBS portfolio. Prior to Natixis, Mr. Fiol was a Vice President at the reinsurance company Swiss Re-NY where he developed interest rates analytics and subsequently joined the U.S Rates Derivatives Trading Desk. Fabrice Fiol is also a lecturer in the Columbia University SPS Enterprise Risk Management Program. He graduated with a master’s degree from ENSAE (National School of Statistics and Economics) and holds an Advanced Studies Degree (DEA) from Paris VII University.

Ira Kaplan

Managing Director, Head of Portfolio Management

Ira leads the portfolio management initiatives for Kuvare Insurance Services. He has 25 years of industry experience and previously managed core credit strategies and asset management relationships at Prosperity Life, was Head of US Admin Re® Portfolio Management, was on the board of directors for Aurora National Life and was with MetLife's portfolio management unit. Ira is a CFA® Charterholder with an MBA in finance from New York University and a BS in Statistics & Biometry from Cornell University.

Jason Powers

Managing Director, Head of Structured Credit & Strategic Initiatives

Jason is responsible for the private credit, CLO, asset-backed and corporate credit sectors for Kuvare Insurance Services. Before joining Kuvare, he spent 17 years at Wells Fargo Securities, most recently as Co-Head of the Corporate Debt Finance group, where he managed the structured credit and CLO businesses as part of the Asset-Backed Finance unit. Prior to that, Jason worked in the High Yield Special Products team at Banc of America Securities focusing on restructuring advisory services for stressed and distressed high-yield issuers. He holds a BA in Economics from the University of South Carolina.

Faisal Kassam

Managing Director, Head of ABS

Faisal leads the firm’s Asset-Backed investment efforts for Kuvare Insurance Services. He has 10 years of industry experience and previously at Waterfall Asset Management, he led the origination and structuring of private Asset-Backed debt facilities and special situation private equity investments collateralized by a wide variety of traditional loan and esoteric asset types. Faisal began his career at Guggenheim Partners, where he originated and structured esoteric Asset-Backed securities, executed M&A transactions for specialty finance and fintech companies and invested in special situation aircraft debt and equity transactions. Faisal attended the University of Wisconsin-Madison where he earned a BA in Economics.

Robert C. Restrick, IV

Managing Director, Head of Commercial Real Estate

Bob leads the commercial real estate investment efforts for Kuvare Insurance Services. With decades of industry experience, he was Head of Commercial Real Estate Lending at Sabal, establishing a CMBS platform and brought their first securitization to market. He also served as Head of Walker & Dunlop’s investment management and was CEO for their commercial property funding business. Restrick’s additional experience spans notable senior leadership positions with CreXus Investment Group, Annaly Capital Management's Commercial Real Estate Group, CWCapital Investments, GMAC Commercial Capital Initiatives, Pentalpha Capital, Smith Barney and Morgan Stanley. Restrick has a BA degree in political science and economics from Bucknell University and MBA in finance from Rutgers University.

Thomas A. Shanklin

Managing Director, Head of Corporates

Tom leads the Corporate Credit team at Kuvare Insurance Services. He has 25 years of experience sourcing, structuring and underwriting credit oriented private investments as both agent and principal. Most recently, Tom led the development and execution of Nationwide’s alternative credit strategies and was a voting member of the Corporate Alternatives Investment Committee. Prior to Nationwide Tom held various capital markets roles at Deutsche Bank and SunTrust (now Truist Bank). Tom earned a BSBA from the University of North Carolina at Chapel Hill and an MBA from Emory’s Goizueta Business School.

Donald Haber

Managing Director, CRE Head of Credit & Underwriting

Don leads credit and underwriting for the commercial real estate investments effort. He has over 40 years of varied experience in commercial real estate debt and equity. He previously held senior positions in the commercial real estate groups at numerous financial institutions and publicly-traded mortgage real estate investment trusts, including Lehman Brothers, GMAC-Commercial Capital Initiatives, Barclays, Cantor Fitzgerald—CCRE, Annaly Capital Management, Ladder Capital Finance and Exantas Capital. Don started his professional career as a certified public accountant at KPMG. He is a graduate of The University of Florida, Fisher School of Accounting.

Robert Karner

Managing Director, CRE Head of Originations

Bob leads CMBS and commercial mortgage originations at Kuvare Insurance Services. He has over 37 years of commercial mortgage & CMBS experience. Most recently Bob served at Annaly Capital Management in different roles including heading capital markets, originations & underwriting. Bob previously served as co-head of the CMBS syndication desk at Morgan Stanley. Bob has a BBA in Finance and an MS in Real Estate from the University of Wisconsin.

Sana Petersen

Managing Director, CRE Head of Asset Management

Sana is a Managing Director, Head of Asset Management on the Commercial Real Estate Investment team at Kuvare Insurance Services. Prior to joining, Sana was a director in the Commercial Real Estate Capital Markets/Securitization and the Commercial Real Estate Warehouse Lending at Citigroup for over a decade. Prior to joining Citigroup, Sana was a Vice President within the Capital Markets & Securitization Group at CWCapital. Sana began her career in Commercial Real Estate Finance at GMAC Commercial Mortgage. She is a licensed certified public accountant, and she holds an M.B.A from Cornell University in Finance and a B.B.A, magna cum laude, from Georgia State University in Accounting. Sana is the Chair-Elect of the CREFC Women’s Network. She is also an active member of the CREFC Mentoring Program.

Peter Chung

Director, ABS

Peter is a Director on the asset-backed investment team at Kuvare Insurance Services. He has over 15 years of industry experience, most recently at Deutsche Bank, where he structured asset-backed securities collateralized by a variety of traditional and esoteric assets. Prior to that, Peter was a Director at Wells Fargo with a focus on structured products. He previously worked at Fitch Ratings as a credit analyst focusing on asset-backed securities. Peter earned a bachelor's degree from The Wharton School at the University of Pennsylvania and an MBA from the University of Chicago Booth School of Business.

Rachel Hudson

Director, Head of Private Placements

Rachel is the Head of Private Placements at Kuvare Insurance Services. She has over 10 years of industry experience, most recently in Private Placements at MetLife Investment Management, where she originated bilateral and club deals and underwrote agented transactions. Prior to that, she worked at J.P. Morgan in Public Finance, where she executed taxable and tax-exempt debt financings. Rachel holds a B.A. in Mathematics and Economics from Williams College and an M.B.A. from Harvard Business School.

Grace Kim

Director, Head of CLOs

Grace focuses on the CLO investment efforts for Kuvare Insurance Services. She has over 15 years of structured finance experience, most recently at Apollo. Grace began her career at Deutsche Bank where she focused on originating and structuring Asset-Backed securitizations across various asset classes. Following Deutsche Bank, she worked at UBS within the Structured Credit Products group. Grace attended Columbia University, earning a BS in Industrial Engineering and Operations Research.

Allison Toy

Director, Head of CRE Underwriting

Allison leads commercial real estate underwriting for Kuvare Insurance Services. With over 20 years of industry experience, she was most recently Head of Post-Closing Transaction Services at SitusAMC, overseeing CMBS and agency loan assumptions, transfers, and consents, and managing conduit and CLO re-underwriting. Previously, she served as Head of Commercial Real Estate Underwriting at Sabal and as a Director in the CRE Capital Markets and Finance division of Wells Fargo Securities. Her experience also includes underwriting and risk analysis with Gateway Asset Management, CWCapital, and KTR Real Estate Advisors. Allison has a BA in Architecture and certificate in East Asian Studies from Princeton University.

Alex Paroda

Vice President, Commercial Real Estate

Alex is a Vice President on the Commercial Real Estate Investment team at Kuvare Insurance Services. In this role, he is responsible for sourcing, evaluating, and structuring investment opportunities. Prior to joining Kuvare in 2021, Alex worked for Sabal Capital Partners focusing on CMBS origination and underwriting. Prior to joining Sabal, Alex worked at Cushman and Wakefield where he focused on underwriting bridge and construction loans. Alex graduated from Boston University with a Bachelor of Science in Business Administration, concentrating in Finance and Business.

Rafael Rojas

Vice President, Investment Risk Management

Rafael is part of the Investment Risk Management team at Kuvare Insurance Services. He has over 15 years of industry experience across multiple asset classes including equity, fixed income and derivative products. Previously, he worked at Citibank Global Markets Inc. in the treasury transformation office overseeing the implementation of liquidity stress testing reports. Prior to Citi, he held market risk roles at DTCC, Deutsche Bank and Swiss Re responsible for the assessment of daily margin sufficiency, stress testing and enterprise resiliency. Rafael started his career in structured finance at Moody’s. Rafael received an BS/MS in applied mathematics from New Jersey Institute of Technology and MBA from New York University School of Business.

Jing Shi

Vice President, Portfolio Management

Jing oversees the portfolio management for Kuvare’s insurance operating companies. She is a financial professional with over 16 years of industry experience in roles responsible for asset strategy development, portfolio construction, asset allocation and asset liability management. She started her career at Lehman Brothers in ALM advisory and has subsequently worked in asset management roles at Pension Insurance Corporation, Legal & General and Fidelity & Guaranty Life in both the UK and the US. She is a CFA® Charterholder and graduated with first class honors in BEng Electrical and Electronic Engineering from Imperial College London.

Harshad Sukalikar

Vice President, ABS

Harshad is an Associate on the Asset-Backed team at Kuvare Insurance Services. He has over seven years of industry experience, working in banking, structuring, and underwriting. Harshad previously worked as a Banker in MUFG and Structurer in Bank of America covering timeshare, oil & gas, aviation, rail car, equipment, royalties, student loan, auto, whole business, solar, data centers and NNN. Prior to joining Bank of America, he worked as an Engineering Underwriter and Catastrophe Modeler in Swiss Re. He holds a MS from Georgia Tech in Quantitative Finance and a Master and Bachelor of Technology from IIT Bombay in Engineering.

Zachary White

Vice President, Corporate Credit

Zack is a Vice President on the Private Placements team at KIS. Prior to joining, Zack was a Vice President in the Debt Capital Markets group at Deutsche Bank, responsible for the origination and execution of debt private placements. Zack was also previously a member of the Corporate Private Placements team at MetLife Investment Management. 

Zack holds a MBA from Carnegie Mellon University and a Bachelor of Science from Duquesne University. He is also a CFA charterholder.

Matthew Xirinachs

Vice President, Corporate Credit

Matthew is a Vice President on the Corporate Credit team at Kuvare Insurance Services. He has 7 years of industry and private market experience. Prior to joining Kuvare in 2020, Matthew most recently worked within Blackstone’s Insurance Solutions group where he was involved in the development, structuring, and portfolio management of investment solutions for insurers. Prior to that, Matthew served various roles across Blackstone and was a member of Blackstone’s Credit, Real Estate, and Corporate Development groups. Matthew graduated from Fairfield University’s Dolan School of Business with a BS in Finance and International Business.

Spencer Jordan

Associate, ABS

Spencer is an Associate on the Asset-Backed team at Kuvare Insurance Services. He has over 4 years of experience working in private markets. At his previous role at Waterfall Asset Management, he executed and helped manage a portfolio of private Asset-Backed transactions secured by small business loans, consumer debt, real estate, oil & gas, and other esoteric assets. Spencer began his career as an intern at Waterfall, where he rotated between the Whole Loan Trading and Asset-Backed groups. Spencer received a BS in Business and Political Economy from the NYU Stern School of Business.

Jack Zivitofsky

Associate, ABS

Jack is an Associate on the Asset-Backed team at Kuvare Insurance Services. He has over four years of industry experience, working in ratings and in valuation. Jack previously worked as an associate at S&P Global, focusing on credit analysis of auto loan ABS. Prior to joining the agency, he worked as a valuation analyst at Duff & Phelps, providing valuation and advisory services with primary focus on Non-Agency RMBS, ABS, and consumer loans. Jack holds a BS from Cornell University.

Nicholas Charles

Analyst, Portfolio Management

Nicholas is an investment portfolio management analyst with Kuvare Insurance Services. He is a recent graduate from the University of Denver with a B.S. in finance and business information analytics. Prior to joining Kuvare, Nicholas completed several internships in personal wealth management as well as asset management.

Zoey Chi

Analyst, ABS

Zoey is an Investment Analyst at Kuvare Insurance Services. Previously, she worked as a Summer Analyst at Kuvare Insurance Services, helping with Commercial Real Estate and Asset-Backed investments. Zoey earned her Bachelor’s degree in Economics from New York University.

Michael DiMiceli, CFA

Analyst, Corporate Credit

Mike is an investment analyst with Kuvare Insurance Services. He is involved in credit origination, underwriting, and portfolio management initiatives. Prior to Kuvare, Mike was an analyst at Societe Generale where he worked on financial reporting, liquidity management, and ALM. Mike holds a B.S. in finance and economics from Rutgers Business School.

Reed Doble

Analyst, ABS

Reed is an investment analyst at Kuvare Insurance Services. He previously interned with both the Asset-Backed and Corporate Credit teams at Kuvare Insurance Services. Reed graduated from Fairfield University’s Dolan School of Business with a BS in Finance.

Meagan Miranda

Analyst, Commercial Real Estate

Meagan Miranda is an investment analyst on the Commercial Real Estate team at Kuvare Insurance Services. Most recently, she was a private credit intern at Kuvare Insurance Services where she worked to support both the Commercial Real Estate and Corporate Credit teams. Meagan holds a Bachelor of Arts in Economics and Government & Legal Studies from Bowdoin College.

Jason Moses

Analyst, Commercial Real Estate

Jason Moses is an Analyst in the New York office of Kuvare Insurance Services. Prior to Kuvare, Jason was an Analyst at U.S. Realty Capital. His responsibilities primarily include underwriting commercial properties, mortgage banking and business development. Jason gained experience at both Link Industrial Properties, a Blackstone subsidiary, located in Ft. Washington, PA and Keystone Property Group, a major real estate development firm based in Conshohocken, PA. During his time at Link Industrial, he worked as an intern helping evaluate and organize new lease agreements. While at Keystone Property Group, Jason worked with their accounting team and formed a strong understanding of the underlying financial and accounting practices from an ownership perspective of large real estate assets. He also gained experience interning with the University of Pennsylvania Health Systems in summer of 2018. At Penn he created and managed reports in Excel that assisted with financial decision making. In May of 2020, Jason completed his B.S. in Finance and Real Estate from the Kelley School of Business at Indiana University.

Will Pass

Analyst, Commercial Real Estate

Will is responsible for supporting the Commercial Real Estate Investments team at Kuvare Insurance Services. He has one year of commercial real estate experience. Most recently, Will interned at Kuvare Insurances Services on our Commercial Real Estate team and previously with Guggenheim Partners as an Investment Summer Analyst. Will earned his Bachelor Science Management in Finance and Management and a Minor in Business of Real Estate from Tulane University.

Rachel Potoker

Analyst, Corporate Credit

Rachel is an analyst on the Corporate Credit team at Kuvare Insurance Services. Prior to joining Kuvare, she was an intern for the financial institutions group in the Corporate Credit division of Guggenheim Partners. Rachel is a recent graduate from Bowdoin College and holds a Bachelor of Arts in Economics and Government and Legal Studies.

Tyler Shankoff

Analyst, Corporate Credit

Tyler is an analyst on the Corporates team at Kuvare Insurance Services. Prior to joining Kuvare, he was a US Direct Lending intern at Soundpoint Capital Management. Tyler holds a Bachelor of Science in Finance from Indiana University.

Griffin Smuts

Analyst, ABS

Griffin is an Analyst on the Asset-Backed team at Kuvare Insurance Services. Prior to joining Kuvare, he was an Associate Product Manager at Plink, a venture-backed fintech company. Griffin was previously an intern at Legacy Partners, an Asia-focused private equity firm. He holds a Bachelor of Science in Urban and Regional Studies from Cornell University

Greg Tamargo

Structured Credit Analyst

Greg is a member of the Structured Credit team as Structured Credit Analyst for Kuvare Insurance Services. Prior to his current role, Greg worked as a Senior Associate - Financial Instruments & Technology at Duff & Phelps. He holds a Masters in Quantitative Economics as well as dual Bachelor degrees in Economics and Corporate Innovation & Entrepreneurship from Penn State University.

Ana Morales

Managing Director, Head of Business Development & Product Strategy

Ana leads Business Development and Product Strategy for Kuvare Insurance Services. Prior to joining Kuvare, Ana was a Senior Relationship Manager within Goldman Sachs’ Insurance Asset Management team where she was responsible for leading relationships and business development efforts with new and existing clients. Ana also spent six years at BlackRock where she led and built the exchange-traded funds insurance distribution team. She began her career at Morgan Stanley in client relationship management roles within the Fixed Income Middle Markets and Private Wealth Management groups. As a former New York City Teaching Fellow, she earned a master’s degree in Education with a Bilingual Extension from the City University of NY. Ana earned a BBA with a major in Accountancy and a minor in Marketing, magna cum laude, and varsity letters in cross country and track & field from the University of Notre Dame.

Brian Kurtz

Head of Investment Operations & Reporting

Brian leads the investment operations and reporting functions at Kuvare Insurance Services. He has over 19 years of industry experience, most recently as Director of Investment Operations, Reporting, and Analysis at Sammons Financial Group. Previously, he worked at Deloitte within the assurance practice, where he served financial services clients. Brian attended Bradley University, earning a BS in Finance and Quantitative Methods.

Thomas J. Pasuit

Chief Legal Officer

Tom is the Chief Legal Officer at Kuvare Insurance Services. Prior to joining Kuvare, Tom spent over 16 years with MetLife, most recently as the head of MetLife Investment Management’s Fixed Income and Alternatives legal team. Tom began his legal career with the law firm of Connell Foley, LLP, where he specialized in bankruptcy and financial restructuring. Tom earned a BA in English Literature from the College of the Holy Cross and a JD from the University of Notre Dame Law School.

Enzo Incandela

Deputy Chief Legal Officer & Assistant Secretary

Enzo counsels the investment team on transactional matters and provides legal support on a range of regulatory, governance, compliance and contract matters for Kuvare Insurance Services. He has over 20 year of finance industry experience, most recently as Associate General Counsel at OFS Capital Management. Enzo previously practiced at Paul Hastings LLP and Ice Miller LLP, specializing in a wide range of financing and private equity transactions. Prior to his legal career, Enzo worked at UBS and Morgan Stanley (previously Smith Barney). Enzo is a graduate of Loyola University Chicago School of Law, DePaul University Kellstadt Graduate School of Business and North Central College.

Frank Ingraham

Chief Compliance Officer, ACA Group

Frank leads KIS’ compliance program. He has over 20 years of experience with a variety of firms, including Prudential Financial and Guardian Life Insurance. Most recently, Frank was the Chief Compliance Officer of Pruco Securities, LLC. Prior to this role, he was the Head of Supervision at Guardian Life Insurance and its broker-dealer, Park Avenue Securities, LLC. Frank earned a B.A. in Criminal Justice and an MBA from DeSales University. He has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College, and the Certified Regulatory and Compliance Professional (CRCP) from the FINRA Institute at Wharton, University of Pennsylvania.

Marla G. Berger

Head of Commercial Real Estate Legal

Marla heads our Commercial Real Estate legal group, joining Kuvare Insurance Services from private law practice after decades of industry experience. She started her career at the law firm Thacher Proffitt & Wood (now part of Dentons) representing insurance companies, banks, and investment banks structure and close permanent and construction real estate loans. She was instrumental in creating the standard loan documents and program guidelines for start-up conduits. After making partner, Marla joined Capmark Finance, Inc. (f/k/a/GMAC Commerical Mortgage) as Head of Closing and Underwriting, later COO of Proprietary Lending, and ending her time there as Head of Client Relations and Portfolio Management in the Servicing Department, where she ran client services for a $350 billion servicing portfolio and managed $12 billion in company balance sheet assets. Marla holds a B.S. from the University of Illinois, Urbana-Champaign, and J.D. from the University of Michigan Law School.

Jack Chen

Head of Private ABS Legal

Jack is the Head of Private ABS Legal at Kuvare Insurance Services. Jack has over 25 years of experience in the structured finance/structured products space, including positions with Centerline Capital, HillMark Capital Management and Moody’s Investors Service. Most recently, Jack supported MetLife Investment Management’s fixed income legal team, focusing primarily on Private ABS transactions. Jack earned a BA from Columbia College, Columbia University and a JD from Fordham University Law School.

Colleen Martin

Director, PMO

Colleen is the PMO Director at Kuvare Insurance Services and brings over 15 years of project management experience to the firm, most recently with the Business and Digital Transformation Projects team at Macquarie Asset Management. Prior to that, she was an Aladdin Implementation Manager at BlackRock, where she was responsible for onboarding both internal and external clients onto the platform. Colleen attended college in Philadelphia where she earned a BS and MBA in Finance, with subsequent designations of Project Management Professional (PMP) and Disciplined Agile Scrum Master (DASM) from the Project Management Institute (PMI.)

Daniela Quintanilla, CAIA

Director, Business Development & Product Strategy

Daniela Quintanilla, CAIA, Director, is responsible for business development and product strategy at Kuvare Insurance Services. Previously, Daniela was a Vice President at BlackRock and has 9 years of insurance asset management experience. Daniela earned a B.A. in political science and history from Columbia University and an MBA from Columbia Business School. Daniela is a CAIA Charterholder and a member of the CAIA Association.

Casi Arnone

Vice President, Client Relationship Manager

Casi Arnone, Vice President, is responsible for Client Relationship Management for Kuvare Insurance Services. Prior to joining Kuvare, Casi was Head of Client and Business Services at TIAA/Nuveen where she built and led the team responsible for investment performance analysis and client reporting for the private capital and alternatives portfolios. Prior to her ten years at TIAA/Nuveen, Casi also spent time at Cerberus Capital Management as a senior analyst focused on hedge funds and distressed debt private equity funds. She began her career at Ernst & Young in Business and Risk Services with various roles on the Valuation teams. Mrs. Arnone earned a master’s degree in Accountancy, summa cum laude, as well as a BBA, summa cum laude, from the University of Oklahoma

Amira Privott-Yeiser

Senior Counsel

Amira counsels and provides transactional support to Kuvare Insurance Services’ private credit business units with the origination and management of private corporate, commercial real estate and structured finance transactions. She also provides legal support on a range of regulatory, governance, compliance and contract matters for the team. Most recently, Amira was Associate Director at Kroll Bond Rating Agency, where she reviewed legal documents for cross-border and domestic asset-based, 1940 Act Fund, leveraged and investment-grade bank financing processes for investment and commercial banks, corporate borrowers and private equity sponsors. She previously practiced at Milbank LLP, Sidley Austin LLP and Shearman & Sterling LLP, specializing in a wide range of financing transactions. Amira is a graduate of Fordham University School of Law and earned a B.A. from the University of Pennsylvania.

Roberto Garibay

Manager, Data Integrity

Roberto supports the investment operations functions at Kuvare Insurance Services. He has over 18 years of industry experience, most recently as an Insurance Client Service & On-Boarding Specialist at Guggenheim Partners Investment Management, LLC. Previously, he worked at CNA Insurance within the Investment and Finance areas, where he served as an accounting manager. Roberto attended University of Illinois at Chicago where he earned a BS in Accounting and was a member of Beta Gamma Sigma.

Kevin Gill

Client Reporting Manager

Kevin supports the client reporting function at Kuvare Investment Services. He has over 15 years of experience, most recently as a client portfolio manager at PPM America. Prior to his role as a client portfolio manager, Kevin had roles in middle office and compliance focusing on client reporting. Before joining PPM America, Kevin worked as an analyst at Shay Assets Management. Kevin earned a BBA in Finance from the University of Iowa and an MBA in Finance from Loyola University.

Tommy Rodriguez

Trade Settlement Manager

Tommy joins us most recently from Academy Securities, where he worked with other military veterans like himself supporting equity and fixed income trading. Prior to that he was at Bunge North America as the clearing manager, facilitating all futures and options clearing. Tommy also worked at UBS in multiple roles across the Investment Bank and Asset Management. He was also a Client Service Manager at Northern Trust within their derivatives group servicing multiple custody clients. Tommy attended Iowa State University, after which he was selected to attend Officer Candidate School, United States Marine Corps. Aside from spending time with his two children, Tommy is actively involved in and supports veteran initiatives and charities across the Chicagoland area.

Marie Zimny

Controller

Marie is the Controller at Kuvare Insurance Services and brings over 28 years of investment accounting experience to the firm, most recently as Director of Insurance Support on the Portfolio Management team at Guggenheim Partners Investment Management. Prior to that, she worked at CNA Insurance as Director of Investment Accounting. Marie attended Saint Xavier University, where she earned a degree in Accounting/Business Administration. Marie is also a registered CPA in Illinois.

Gavin Johnson

Client Reporting Associate

Gavin supports the client reporting function at Kuvare Insurance Services. He has 4+ years of experience, most recently as a Wealth Planning Associate for UBS. Prior to his role as a Wealth Planning Associate, Gavin had roles in middle office and in the finance department focusing on analytical support. Before joining UBS, Gavin worked as an analyst at Fitch Ratings. Gavin earned a B.S. in both Economics and Kinesiology from the College of William & Mary where he was also a student athlete.

Chris Levine

Finance Associate

Chris is a member of the accounting and reporting team at Kuvare Insurance Services. Most recently, Chris worked at Ernst & Young within the assurance practice, where he served clients in the wealth and asset management industry. Chris attended the University of Iowa, earning a BBA in accounting and finance. Chris also holds an active CPA license

Chih Chung (Jack Chen)

Trade Settlement Analyst

Chih Chung (Jack) is a member of the Settlement team as Trade Settlement Analyst for Kuvare Insurance Services. Most recently, Jack worked as Asset Management Analyst at JRK Property Holdings in Santa Monica- California. He holds a BS in Statistics and Economics from University of Illinois at Urbana-Champaign.

Sean Geertsema

Trade Settlement Analyst

Sean is a member of the Settlement team as a Trade Settlement Analyst for Kuvare Insurance Services. Most recently Sean worked as a Portfolio Management Intern at Principal Asset Management in Des Moines, Iowa. He graduated from the University of Iowa this May with a BA in Finance.

Abbey Cox

Operations Analyst, Operations & Reporting

Abbey is a member of the settlements team as an Operations Analyst for Kuvare Insurance Services. Previously, she worked in operations at Wilbanks Smith and Thomas Asset Management in Virginia, where she handled reconciliation of accounts, alternative investments, and reporting for financial service clients. Abbey earned her bachelor’s degree at the University of St. Francis, studying finance and business management.

Jiawen He

Operations Analyst, Data Integrity

Jiawen is a member of the Data Integrity team as an Operations Analyst for Kuvare Insurance Services. Most recently, Jiawen interned at GenScript USA on the finance team as the Finance Specialist. Jiawen earned her bachelor’s degree at Rutgers University, studying Finance and Business Analytics and Information Technology.

Albert Napoleon

Operations Analyst

Albert is a member of the Data Integrity team as an Operations Analyst for Kuvare Insurance Services. Most recently, Albert worked as a Client Service Associate at JP Morgan Advisors. Albert holds a BBA in Finance from Loyola University Chicago.

Michael Pardun

Operations Analyst, Data Integrity

Michael is a member of the Data Integrity team as an Operations Analyst for Kuvare Insurance Services. Michael has one year of industry experience. Prior to joining Michael worked/interned at Reynolds Consumer Products as a Data Analyst. Michael attended Illinois State University where he earned his BS in Mathematics.

Svitlana Shchipanska

Operations Analyst

Svitlana is a member of the Data Integrity team as an Operations Analyst for Kuvare Insurance Services. Most recently, Svitlana worked as a Finance Analyst at EvoPlay. Svitlana holds a bachelor’s and master’s degree in Finance and Credit from National University of Life and Environmental Sciences of Ukraine.

Tyler Shwachman

Trading Settlements Analyst, Operations & Reporting

Tyler is a member of the Settlements team as a Trading Settlements Analyst for Kuvare Insurance Services. Tyler has one year of industry experience. Most recently, Tyler interned at Reich Bros Finance on the equipment financing team. Tyler attended the University of Illinois where he earned a BA in Economics.

Wenzhi Zhu

Trade Settlement Analyst

Wenzhi is a member of the settlement team as a Trade Settlement Analyst for Kuvare Insurance Services. Most recently, Wenzhi worked as an Investment Risk and Performance Analyst at Open Door Capital Advisors. Wenzhi holds a BA in Quantitative Economics from UC Irvine and a MS in Quant Finance from Washington University in St. Louis.

Sandra Pulido

Paralegal

Sandi is a Paralegal at Kuvare Insurance Services. Prior to joining Kuvare in 2022, she spent nearly 15 years at MetLife focused on investments law, primarily supporting the fixed income investments unit. She worked on the origination and settlement of private placement debt transactions, specializing on secondary purchase and sale trades. Sandi holds a Paralegal Certification from the National Academy for Paralegal Studies.

Jill E. Berls, SHRM-CP, PHR*

Director, Human Resources

Jill Berls leads the Human Resources function for Kuvare Insurance Service. She brings over 25 years of human resource experience to her current position and has worked primarily in the Financial Services sector throughout her career. As an HR generalist, her experience spans across Recruiting, Training and Development, Talent Management, Corporate Culture Development, and Benefit and Payroll Administration. Jill’s strengths lie in her Employee Relations skills and her ability to provide a strong workforce for the betterment of the company.

*Kuvare shared professionals

Ann Mengelson-Clark*

Vice President, Technology

Ann leads the life and annuity technology platform for the domestic companies of Kuvare, including Guaranty Income Life Insurance Company, United Life Insurance Company and Lincoln Benefit Life. Ann has over 25 years of experience in the life and annuity industry. Prior to joining the team at the Kuvare platform level, she served as Corporate Technology Officer for Guaranty Corporation. Ann holds BS and MS degrees from Louisiana State University.

*Kuvare shared professionals