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Larry Lubin

Managing Director

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Larry joined our firm to service the complex insurance needs of high net worth individuals, family offices and their corresponding business interests. Larry’s risk management philosophy is a team approach. He and our experienced team work closely with his client’s advisors (accountants, attorneys, investment advisors) and decision makers to create customized insurance strategies that protect the client, the family and their wide-ranging assets.

Larry’s philosophy is to attain a thorough understanding of each client’s complex financial objectives and their long term estate planning vision. Working with the client’s advisor network and combining our firm's vast resources and expertise, his goal is to facilitate solutions that will protect and preserve wealth for generations to come. This measured approach entails the ongoing analysis and management of existing policies to ensure that they continue to perform and match the ever changing needs and goals of the client.

Larry joined us with over 25 years experience as an Independent Trader of futures, equities and options. With his experience in risk management the transition into the Insurance industry was natural.

Graduated with a BS in Finance/Real Estate from the University of Illinois ’79

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