Financial Institutions Practice
We provide valuable advice, state-of-the-art products, and wide-ranging services to clients representing some of the most trusted and well-known companies in the financial sector, including:
- Investment Advisory and Asset Management Firms
- Trust Companies
- Family Offices
- Broker-Dealers
- Non-Bank Lenders
- Other FI Businesses
Specialized knowledge from experienced advisors
Curated products for all-encompassing coverage
- Errors and Omissions (E&O)
- Directors and Officers (D&O)
- Cyber
- Employment Practices (EPLI)
- Crime /Financial Institution Bonds/Investment Company Bonds
- ERISA Bonds (first and third party)
- Medallion STAMP Bonds
- Fiduciary Liability
Specialized services that anticipate growth and change
Our national footprint affords us access to the most highly regarded financial service insurance carriers and programs.
Our broad scope of industry-specific services includes:
- Risk review and insurance product solutions
- Insurance program review
- Policy placement
- Coverage limit benchmarks by coverage type and AUM
- Cybersecurity compliance resources
- Loss and claims history and industry trend review
- In-house claims advocacy
Our professional advisors are sought out to participate in panels to provide their expertise on available products, how to secure them and how the market is evolving:
What Is Windermere Insurance?
How do I obtain Errors & Omissions (E&O) insurance as an RIA?
E&O Flash Interview with Scott Shannon
Cyber Insurance from Scott Shannon
- Financial Institutions Resource Library
Patrick joined Windermere in 2021 and currently serves as the leader of our Financial Institutions Practice. He specializes in the design, placement and service of cyber, executive and professional liability insurance programs.
Prior to joining Windermere, Patrick worked in both underwriting and production for insurance brokerage firms Aon and USI where he developed creative risk transfer solutions for clients across multiple industries.
Patrick received his BBA from the University of South Carolina Darla Moore School of Business and has earned his Registered Professional Liability Underwriter (RPLU) and Cyber Professional Liability Practitioner (CPLP) designations from the Professional Liability Underwriting Society. Outside of work, Patrick enjoys golf, sports, live music and spending time with family and friends.
Professional team of specialists & passionate mentors at reach
Client’s testimonials
We are appreciated by our clients
Our goal is to provide the most extraordinary customer service in our industry by empowering our colleagues to serve our clients and exceed expectations.