Kuvare Insurance Services (KIS) is a boutique investment management firm that specializes in building tailored solutions for insurance companies with the goal to deliver superior risk-adjusted returns in a capital efficient way.

Today, KIS oversees $25 billion in assets1 for Kuvare’s insurance operating companies with a focus on private credit.

1Approximate book value as of March 31, 2023


in assets

Private ABS & Structured Credit


Private Corporates


Commercial Real Estate Credit

Investment strategies

KIS specializes in differentiated direct loan origination across private asset-backed and structured credit, private corporate credit, and commercial real estate lending opportunities, leveraging direct interaction with borrowers. We are guided by diligent bottom-up underwriting, insurance implications, and asset class experience to capitalize on the most compelling market opportunities.

Kuvare Insurance Services Team


Dhiren Jhaveri

Kuvare Founder & CEO


Brian Roelke

President & Chief Investment Officer


Fabrice Fiol

Managing Director, Head of Risk Management


Ira Kaplan

Managing Director, Head of Portfolio Management


Jason Powers

Managing Director, Head of Structured Credit & Strategic Initiatives


Faisal Kassam

Managing Director, Head of ABS


Robert C. Restrick, IV

Managing Director, Head of Commercial Real Estate


Thomas A. Shanklin

Managing Director, Head of Corporates


Donald Haber

Managing Director, CRE Head of Credit & Underwriting


Robert Karner

Managing Director, CRE Head of Originations


Sana Petersen

Managing Director, CRE Head of Asset Management


Peter Chung

Director, ABS


Rachel Hudson

Director, Head of Private Placements


Grace Kim

Director, Head of CLOs


Allison Toy

Director, Head of CRE Underwriting


Alex Paroda

Vice President, Commercial Real Estate


Rafael Rojas

Vice President, Investment Risk Management


Jing Shi

Vice President, Portfolio Management


Harshad Sukalikar

Vice President, ABS


Zachary White

Vice President, Corporate Credit


Matthew Xirinachs

Vice President, Corporate Credit


Spencer Jordan

Associate, ABS


Jack Zivitofsky

Associate, ABS


Nicholas Charles

Analyst, Portfolio Management


Zoey Chi

Analyst, ABS


Michael DiMiceli, CFA

Analyst, Corporate Credit


Reed Doble

Analyst, ABS


Meagan Miranda

Analyst, Commercial Real Estate


Jason Moses

Analyst, Commercial Real Estate


Will Pass

Analyst, Commercial Real Estate


Rachel Potoker

Analyst, Corporate Credit


Tyler Shankoff

Analyst, Corporate Credit


Griffin Smuts

Analyst, ABS


Greg Tamargo

Structured Credit Analyst


Ana Morales

Managing Director, Head of Business Development & Product Strategy


Brian Kurtz

Head of Investment Operations & Reporting


Thomas J. Pasuit

Chief Legal Officer


Enzo Incandela

Deputy Chief Legal Officer & Assistant Secretary


Frank Ingraham

Chief Compliance Officer, ACA Group


Marla G. Berger

Head of Commercial Real Estate Legal


Jack Chen

Head of Private ABS Legal


Colleen Martin

Director, PMO


Daniela Quintanilla, CAIA

Director, Business Development & Product Strategy


Casi Arnone

Vice President, Client Relationship Manager


Amira Privott-Yeiser

Senior Counsel


Roberto Garibay

Manager, Data Integrity


Kevin Gill

Client Reporting Manager


Tommy Rodriguez

Trade Settlement Manager


Marie Zimny



Gavin Johnson

Client Reporting Associate


Chris Levine

Finance Associate


Chih Chung (Jack Chen)

Trade Settlement Analyst


Sean Geertsema

Trade Settlement Analyst


Abbey Cox

Operations Analyst, Operations & Reporting


Jiawen He

Operations Analyst, Data Integrity


Albert Napoleon

Operations Analyst


Michael Pardun

Operations Analyst, Data Integrity


Svitlana Shchipanska

Operations Analyst


Tyler Shwachman

Trading Settlements Analyst, Operations & Reporting


Wenzhi Zhu

Trade Settlement Analyst


Sandra Pulido



Jill E. Berls, SHRM-CP, PHR*

Director, Human Resources


Ann Mengelson-Clark*

Vice President, Technology

March 06, 2023

Kuvare Insurance Services Announces New Leveraged Finance Asset Manager

Kuvare Insurance Services LP (KIS), a boutique asset manager that oversees approximately $22 billion in primarily investment-grade assets, today announced the commercial launch of a new subsidiary, Katayma Credit Management (Katayma), to focus on the U.S. non-investment grade corporate debt market.

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March 02, 2022

Kuvare Insurance Services Q&A with Structured Credit Investor

The announcement of the new platform signifies that, for the first time, Kuvare Insurance Services is open to investing on behalf of unaffiliated balance sheets - providing access to our differentiated pipeline of private credit investments for those like-minded investors.

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February 14, 2022

Kuvare Launches Asset Management Business

“Insurance investors continue to be motivated to search for yield against a backdrop that remains challenging,” Brian Roelke, chief investment officer at KIS, said.

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February 07, 2022

Kuvare Insurance Services Launches Third-Party Asset Management Business

Kuvare Insurance Services (KIS), a boutique asset manager that oversees approximately $19 billion in assets for various insurance operating companies owned by or affiliated with Kuvare US Holdings (Kuvare), today announced the launch of its third-party asset management business.

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Nothing on this website should be considered a solicitation or offering for sale of any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful. This site does not provide financial or investment advice and does not take into account the particular financial circumstances of individual investors. Before investing, investors should seek their own professional advice. All investments involve risk, including the risk of possible loss of principal; no guarantee is made that any investments will be profitable or meet any stated investment objectives. The information provided on this website is for informational purposes only, and does not constitute investment advice, solicitation for or intermediation of investment advice or investment management services, or an offer to buy or sell or solicit the acquisition of any security, financial instrument or service. This website may contain information about the performance of certain investments; past performance is not an indicator of future results. All information contained in this website is provided in good faith and believed to be accurate as of the time of compilation but is subject to change at any time without notice. The information in this website is provided “as is” and on an “as available” basis without warranties of any kind. KIS does not warrant that the information on this website will be accurate as of the date it is accessed by any user. KIS is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training and is not an endorsement by the SEC or any other regulator.