CIPC Announces 2014 Advisory Board

Whaley Joins MarketScout as Lead Underwriter for Animal Mortality Facility
February 21, 2014
Lloyd’s Syndicates AmTrust, Brit and Hiscox to Profile High-Net-Worth Market
March 27, 2014

Exceptional Board Members Enhance Agency/Insurer Collaboration

Dallas, March 18, 2014 – The Council for Insuring Private Clients (CIPC), today announced the 2014 Advisory Board of Directors for 2014. These board members will guide the CIPC efforts with a focus on agency and insurer collaboration in an effort to improve best practices for insuring private clients and high-net-worth individuals.

Steve Brown
Hoffman Brown Company

Joseph Gendelman
Bruce Gendelman Insurance Services

Robert F. Larocca
Executive Vice President
Sterling Risk

Kimberly Lucarelli
Director of Personal Risk
Oswald Companies

Justin Moundas
Senior Vice President and Principal
York International Agency, LLC

Luke Proctor
Signature Select LLC

Lynn Rasmussen
National Practice Leader
Private Risk Management
Wells Fargo Insurance Services USA, Inc.

Laura Sherman
Founding Partner
Baldwin Krystyn Sherman Partners (BKS-Partners)

Sharon Simmons, CIC, AFIS, CISR
Vice President and Member
Lipscomb & Pitts Insurance, LLC

Shari Violas
President – USA
Robertson Taylor (CA) Inc.

George Yates
Dayton, Ritz & Osborne

Cindy B. Zobian
Executive Managing Director
Crystal & Company

The CIPC annual conference is scheduled for June 3 and 4, 2014 in Dallas, Texas.

About CIPC
MarketScout founded the Council for Insuring Private Clients (CIPC) in cooperation with insurers AIG and Fireman’s Fund. The CIPC’s mission is to provide a venue where agents and insurers may collaborate on how to better serve their private clients. Insuring wealthy individuals is a unique, specialty area of the insurance industry and until now, there has not been a forum for sharing ideas and perfecting skills. Because collaboration is a benchmark for the CIPC, no single company or individual controls the direction and decisions of the Council. For more information, please visit us at and follow us on LinkedIn. Any agent or insurer with a focus on insuring high-net-worth individuals may join the CIPC.


Contact Diahann Doyen
Telephone 972.934.4264