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November 30
​Charlie Long Joins Alliant Energy and Marine Group

Longtime renewable energy authority will provide targeted insurance and risk management solutions to a growing and diverse client base

NEWPORT BEACH, CA — Charlie Long, one of the renewable energy sector’s leading insurance and risk management authorities, has joined the Energy and Marine Group of Alliant, where he will provide targeted solutions to a growing international client base. As Vice President, the Boston-based Long brings 27 years of experience to one of the nation’s most robust and multifaceted energy and marine insurance practices.

“Charlie is highly regarded across the energy space for delivering high-impact risk and insurance programs that align with clients’ business objectives and create remarkable value,” said John Ludwig, Executive Vice President and Senior Managing Director, Energy and Marine Group. “In leveraging the deep team of experts and vast resources of Alliant, Charlie will provide an exemplary level of service and expertise to an increasingly diverse client base.”

Long joins Alliant with a proven track record for designing and delivering solutions to clients across all facets of the renewable energy and clean technology sectors, including wind, solar, biomass, landfill gas, and ocean power. Specializing in complex risk management, Long has a strong skill set that includes contract review and recommendations, loss control, and program design. He was named a 2017 Power Broker by Risk and Insurance in renewable energy. 

Prior to joining Alliant, Long was Area Senior Vice President with a global insurance brokerage firm, where he serviced a diverse client base ranging from start-ups to large public companies.

Long can be reached in the Boston office of Alliant at (617) 535-7270 or at Charlie.Long@alliant.com.

November 28
​Tribal First Acquires American Indian Health Services

Acquisition pairs Alliant’s Tribal First division with one of Indian Country’s leading providers of healthcare services solutions

NEWPORT BEACH, CA — Tribal First, a division of Alliant Specialty Insurance Services, has acquired American Indian Health Services (AIHS). The acquisition pairs Tribal First, the nation’s largest tribal insurance brokerage, with one of Indian Country’s leading providers of healthcare services and financing tools.

“Access to quality, affordable healthcare continues to play a significant role in Tribal First’s mission as we expand our reach and service profile,” said Sean McConlogue, President of Alliant Specialty Insurance Services. “AIHS is an organization that has consistently improved the lives of Native Americans nationwide by reducing healthcare costs and developing strategies that have a significant positive impact on the community.”

Founded in 2005, AIHS is an American Indian-owned organization dedicated to promoting tribal sovereignty to obtain best-in-class healthcare products and services. The AIHS team is comprised of dedicated specialists with experience identifying and addressing the distinct healthcare needs of American Indian and Alaska Native Tribes and related enterprises. This includes expertise in Indian health law, healthcare design, provider networks, and tribal and federal Indian Health Service (IHS) programs.

AIHS will provide additional strength and expertise to Tribal First’s Tribal Care program, a dedicated healthcare solution that coordinates with the IHS to deliver cost-effective healthcare coverage for tribes nationwide. Tribal First provides insurance, risk management, and employee benefits consulting services to more than 400 tribal nations throughout the United States and is a specialized program of Alliant Specialty Insurance Services, Alliant’s growing MGA and program administrator.

“Our mission at AIHS is simple: to improve the lives of American Indian and Alaska Native people through the timely access to appropriate healthcare,” said Brendan McKenna, President of AIHS. “Tribal First, with its reach and scale, will enable us to further this mission through the deployment of high-caliber people and products that directly address the needs of tribes and their respective communities.”

McKenna and the AIHS team will join Alliant and continue to service clients from its Sammamish, WA location. Terms of the agreement were not disclosed.     

November 14
​Financial Institutions Expert Paul Grassi Joins Alliant

Grassi to provide insurance and risk management solutions to clients spanning all facets of the financial sectoall facets of the financial sector

NEWPORT BEACH, CA — Longtime financial institutions specialist Paul Grassi has joined Alliant, adding extensive industry expertise to the company’s Alliant Americas division. As Senior Vice President, Grassi will provide a full range of insurance and risk management solutions to clients spanning all facets of the financial sector. Grassi will focus on firms throughout the Eastern United States, operating out of Orlando and New York.

“The risks facing financial institutions are fast-evolving and demand the expertise of an industry specialist who understands the fluid nature of the business,” said Bob Bennetsen, Executive Vice President and Senior Managing Director, Alliant Americas. “Paul joins us having earned the trust of some of the nation’s most powerful firms and will provide strong institutional strength to our professional liability practice.”

Grassi joins Alliant with three decades of hard-won financial sector experience. Over his multifaceted career, he has serviced a diverse client base that includes hedge funds, FoHFs, mutuals, venture capital & private equity firms, and their portfolios with both on-shore and off-shore operations.

Prior to joining Alliant, Grassi was Senior Vice President and Sales Executive Leader in the Tampa office of one of the nation’s largest insurance and financial services firms. As a practice leader, Grassi managed a range of client relationships, provided strategic insurance and risk management services, and created synergies between the organization’s insurance and finance arms to grow revenue and expand reach.

Grassi earned his CPA from the State of New Jersey, an MBA in finance from the University of South Florida, and his BS in accounting and finance from St. John’s University. He can be reached at (407) 992-6604 or at Paul.Grassi@alliant.com.

November 13
​Anthony Tamburro Joins Alliant Public Entity Group

New York-based public entity veteran brings experience, value to the Eastern Region

NEWPORT BEACH, CA — The Public Entity Group of Alliant has added more than 25 years of proven expertise in the Eastern United States with the arrival of Anthony (Tony) Tamburro. As Vice President, the New York-based Tamburro will provide targeted risk management and insurance solutions to a broad range of public entities and not-for-profit organizations throughout the region.

“Tony’s ability to add considerable value to the client relationship will be a significant asset to our Public Entity team,” said Daniel Howell, Senior Executive Vice President and Managing Director, Public Entity Group. “He is highly regarded for employing an educational approach to the insurance process that helps his clients safeguard their organization and secure long-term operational success.”

Tamburro joins Alliant with extensive experience pinpointing the unique challenges faced by America’s public entities and responding via the development and implementation of both traditional and alternative risk management programs built around specific client needs.

Prior to joining Alliant, Tamburro was Sales Executive with a New Jersey-based insurance brokerage firm, serving a diverse portfolio of public entity clients. He also has senior-level sales experience with national insurance brokerage firms.

Tamburro holds a bachelor’s degree in business from State University of New York College at Brockport, as well as the Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), and Associate in Risk Management (ARM) designations. He can be reached in Alliant’s New York office at (212) 603-0378 or at Tony.Tamburro@alliant.com.

November 07
​Alliant Employee Benefits Adds Life and Disability Expert Alan Dale

Dallas-based consultant brings extensive experience in life, disability, and absence management

NEWPORT BEACH, CA — Alliant Employee Benefits, a division of Alliant Insurance Services, has tapped Dallas-based Alan Dale to add additional strength to its life and disability practice. As First Vice President, Dale will play a lead consulting role within the growing practice, while also providing essential consulting support to Alliant Employee Benefits’ absence management practice.

“Alan has proven to be highly effective in providing strategic consulting services that improve productivity and reduce costs,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “He has the experience, innovation, and tenacity to help us make a significant impact on our clients’ bottom line.”

A 26-year employee benefits veteran, Dale has experience working with large-to-midsized clients across a broad range of industries. In his role at Alliant, he will focus on serving a diverse portfolio of existing clients while developing new relationships throughout the region.

Prior to joining Alliant, Dale spent 12 years as a Principal within one of the nation’s largest employee benefits firms. In this position, he served as the Central Region Leader of the company’s life, disability, and absence management practice. He also has extensive consulting experience on the carrier side of the business.

Dale holds a bachelor’s degree in finance and financial management from Abilene Christian University. He can be reached in Alliant’s Dallas office at (214) 273-3110, or at Alan.Dale@alliant.com.

October 24
​Alliant Employee Benefits Strengthens Southwest Team, adds Brad Williams

The 30-year employee benefits veteran will work with organizations to deliver solutions that reduce healthcare spending and improve performance

NEWPORT BEACH, CA — Alliant Employee Benefits, a division of Alliant Insurance Services, continues to add experience and strength to its team in the Southwest with the addition of 30-year industry veteran Brad Williams. As Vice President, The Oklahoma City-based Williams will work with medium-to-large-size organizations, providing strategic employee benefits solutions that reduce healthcare spending and improve performance.

“With healthcare spending remaining a core concern for organizations nationwide, Brad has developed leading-edge employee benefits strategies that align with organizational goals and help employers get to where they want to be,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “Brad will be a powerful resource on our Southwest team and brings a longstanding reputation of trust and results to Alliant.”

Throughout his longstanding tenure in the employee benefits industry, Williams has worked with a diverse array of clients with a core focus on providing innovative solutions that reduce costs, enhance efficiencies, and strengthen organizational cohesion. Prior to joining Alliant, Williams was Senior Benefits Strategist with one of the nation’s largest insurance and employee benefits consultants. He also has 12 years of experience as the founder and president of his own employee benefits firm.

Williams holds a bachelor’s degree in business administration and management from William Jewell College and obtained his Certified Employee Benefits Specialist (CEBS) designation from The Wharton School at the University of Pennsylvania. He can be reached at (405) 342-0680 or at Brad.Williams@alliant.com.

October 16
​Sal Morana, RPh, PhD, Joins Alliant to Expand Pharmacy Practice

Morana brings nearly 25 years of broad pharmacy practice and industry experience to Alliant

NEWPORT BEACH, CA — Alliant Employee Benefits, a division of Alliant Insurance Services, is adding veteran pharmacy industry expert, Sal Morana, RPh, PhD, to its expanding Pharmacy Consulting Practice. As Senior Vice President and Pharmacy Practice Lead – Hospitals & Health Systems, Morana brings nearly 25 years of broad pharmacy practice and industry experience to Alliant.

“Sal’s extensive experience in health system pharmacy administration and strategic pharmacy consulting is an asset for our growing pharmacy practice. The value he will provide drives a new level of the Alliant experience in delivering the insights our clients need to push change in their pharmacy benefit plans,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits.

Prior to joining Alliant, Morana was a senior consultant in the national pharmacy practice of a global advisory and brokerage firm. He had also held leadership positions across various health system pharmacy divisions that directed the strategic improvement of pharmacy services.

Morana holds a PhD in pharmacology and toxicology from Dartmouth Medical School and a bachelor’s degree in pharmacy from Albany College of Pharmacy. He received certification in Executive Leadership for Healthcare Professionals from Cornell University and in Principles and Practices in Pain Medicine from Harvard Medical School. Morana is licensed to practice pharmacy in four states and is actively involved with a number of pharmacy organizations. He is also a former adjunct faculty member and assistant professor for Albany College of Pharmacy and Health Sciences, as well as a co-author of eight industry research papers and numerous case studies.

Morana is currently an affiliated member of the American Society of Health-System Pharmacists (ASHP); Safety Net Hospitals for Pharmaceutical Access (SNHPA); the Academy of Managed Care Pharmacy (AMCP); and the 340B Coalition. He can be reached at (678) 287-5032 or at Sal.Morana@alliant.com.

October 10
​Aviation and Aerospace Leader Wayne Wignes Joins Alliant

Chicago-based Wignes brings four decades of innovation to growing aviation practice

NEWPORT BEACH, CA —Wayne Wignes, one of the nation’s most influential aviation and aerospace insurance leaders, has joined Alliant, bringing four decades of experience spanning a broad swath of disciplines to the company’s aviation practice. As Senior Vice President, the Chicago-based Wignes will provide targeted risk management and insurance solutions to a national portfolio of clients as Alliant continues to expand its reach within the industry.

“Alliant is dedicated to providing aviation and aerospace expertise that is best-in-class and driven by deep industry knowledge,” said Michael Throne, Executive Vice President within Alliant’s aviation practice. “The addition of Wayne Wignes adds a vital element of strength, experience, and innovation to our practice and positions us for continued expansion into new industry sectors.”

Wignes joins Alliant with an extensive background in aviation and aerospace risks that includes the design and deployment of strategic risk management and insurance solutions covering aircraft products manufacturers, government contractors, large rotor wing operators, and large fixed-wing operators. He also has extensive experience handling the highly complex claims process associated with the industry.

Prior to joining Alliant, Wignes was Vice Chairman within the aerospace division of a global risk and insurance agency. His extensive brokerage experience includes positions with three of the world’s largest insurance agencies, where he has worked with major and national commercial airlines, regional airlines, charter airlines, and cargo operations.

Wignes holds a bachelor’s degree in business administration from the University of Minnesota. He can be reached in the Chicago office of Alliant at (312) 546-5608 or at Wayne.Wignes@alliant.com.

October 03
Alliant’s Jay Laschinger Named to 2017 Financial Times 401 Top Retirement Plan Advisers

Prestigious list recognizes top financial advisers specializing in defined contribution (DC) plans

NEWPORT BEACH, CA — Alliant Retirement Consulting, a division of Alliant Insurance Services, has announced that Senior Vice President Jay Laschinger has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.

“For the second consecutive year, Jay has been recognized among the nation’s elite retirement professionals,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His continued success in this highly competitive arena is a testament to his exceptional service, market knowledge, and innovation—standards that are in lock-step with the Alliant commitment.”

This is the third annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.

Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; compliance record; and DC plan participation rate. There are no fees or other considerations required of advisers who apply for the FT 401.

The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has 19 years of experience advising DC plans and manages $1.6 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington, D.C., and DC plans on average account for 74% of their total assets under management.

The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).

September 26
​Arrival of Phil Bean Signals Northeast Growth for Alliant Americas

Boston-based commercial insurance veteran to service growing portfolio of middle market clients amid significant regional expansion

NEWPORT BEACH, CA —The Boston office of Alliant is adding one of the region’s foremost middle market insurance experts to its growing roster of insurance leaders in Phil Bean. As Senior Vice President within the company’s Alliant Americas division, Bean will provide targeted risk management and insurance solutions to clients throughout the Northeast as Alliant continues to bolster its presence in this key strategic region.

“Phil’s strength in a breadth of industries, combined with his keen eye for growth, will be a tremendous asset to Alliant Americas as we continue to expand our footprint here in the Northeast,” said Bob Bennetsen, Executive Vice President and Senior Managing Director, Alliant Americas. “He brings a strong command of local market fundamentals, and is highly adept at working with clients to help them protect their business and their bottom line.”

Bean is known throughout the industry for his ability to deliver sound, measurable results that reduce clients’ total cost of risk and human capital. The 23-year commercial insurance veteran joins Alliant with experience handling risks in a broad array of industries, including life sciences, technology, food and beverage, agribusiness, manufacturing, and distribution.

Prior to joining Alliant, Bean was Senior Vice President within the Boston office of a large, national insurance brokerage firm, where he focused on new business development and the strategic delivery of services and solutions to a diverse portfolio of clients.

Bean holds a bachelor’s degree in psychology from the University of Delaware and holds health, life, and property and casualty insurance licenses in several states. He can be reached in the Boston office of Alliant at (617) 535-7268 or at Phil.Bean@alliant.com.

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