Leadership Overview
Marshall & Sterling has 9 executives leading key functions including strategy, finance, revenue, technology, marketing, regional operations, employee benefits, specialty risk, and property casualty.
Driven by a legacy of comprehensive coverage, Marshall & Sterling is dedicated to providing tailored insurance solutions across diverse industries, fostering client success through expert brokerage and specialized risk management.
Driven by a legacy of comprehensive coverage, Marshall & Sterling is dedicated to providing tailored insurance solutions across diverse industries, fostering client success through expert brokerage and specialized risk management.
Leadership Roles at Marshall & Sterling
Eric Diamond - President & Chief Executive Officer
Eric Diamond, the President & Chief Executive Officer at Marshall & Sterling, directs the overarching corporate strategy and operational execution. Diamond guides the company's expansion across North America, ensuring alignment with the core mission of providing comprehensive insurance solutions. This leadership involves overseeing all major business units and driving initiatives that enhance market position within the insurance sector. Diamond's focus remains on sustainable growth and maintaining the company's reputation for reliability and expert brokerage. The strategic direction set by Eric Diamond ensures Marshall & Sterling continues to serve diverse industries, including retail, wholesale, service industries, public entities, schools, hospitality, manufacturing, healthcare, and construction, with specialized risk coverage and employee benefit programs.
Frank Smith - Chief Financial Officer
Frank Smith, the Chief Financial Officer at Marshall & Sterling, manages all financial operations and fiscal strategy. Smith oversees budgeting, financial planning, and investment strategies to ensure the company's economic health and profitability. This role is critical in supporting the broad range of insurance products offered, from auto and home to complex business and specialty risk coverage. Smith's financial oversight extends to managing the fiscal implications of group health, life, and ancillary employee benefit programs. By maintaining robust financial controls and driving efficiency, Frank Smith ensures Marshall & Sterling can continue its legacy of providing comprehensive coverage solutions across its multiple locations in North America and supporting its diverse client base.
Mark Robertson - President, Virgin Islands
Mark Robertson, the President, Virgin Islands at Marshall & Sterling, directs regional operations and business development within the U.S. Virgin Islands. Robertson oversees the delivery of comprehensive insurance solutions, including auto, home, life, health, and business insurance, tailored to the specific market needs of the territory. This leadership role is critical for expanding the company's presence and ensuring effective service delivery for specialty risk coverage and employee benefit programs in the region. Robertson's focus is on strengthening client relationships and driving growth within the Virgin Islands market. By managing local operations, Mark Robertson ensures Marshall & Sterling effectively serves its clientele and upholds its commitment to comprehensive coverage.

Kathy Haase - President, Marshall & Sterling Employee Benefits
Kathy Haase, the President, Marshall & Sterling Employee Benefits, leads the division focused on group health, life, and ancillary employee benefit programs. Haase drives the strategy and execution for delivering comprehensive benefit solutions to organizations of all sizes, ensuring competitive and tailored offerings. This leadership involves managing client relationships and expanding the reach of these vital services across North America. Haase's expertise is crucial in navigating the complexities of employee benefits to support businesses in attracting and retaining talent. By focusing on client needs and market trends, Kathy Haase ensures the Employee Benefits division remains a cornerstone of Marshall & Sterling's comprehensive service portfolio.
Donald Graves - President Equisport Division
Donald Graves, the President Equisport Division at Marshall & Sterling, leads the specialized unit focused on equine insurance and related risks. Graves directs the development and delivery of tailored coverage solutions for the equestrian industry, encompassing horses, facilities, and events. This role requires deep industry knowledge to provide expert brokerage and specialty risk coverage. Graves's leadership ensures the Equisport Division effectively serves its niche market, offering comprehensive protection and risk management services. By focusing on the unique needs of equestrians, Donald Graves strengthens Marshall & Sterling's diverse portfolio and its capacity to provide specialized insurance solutions across North America.
Yvonne McCrea - Division President, PC
Yvonne McCrea, the Division President, PC at Marshall & Sterling, oversees operations for the Property & Casualty division. McCrea directs the strategy and execution of comprehensive insurance solutions, including auto, home, and business insurance, catering to a broad spectrum of clients. This leadership role is essential for managing the delivery of specialty risk coverage and ensuring client satisfaction across diverse industries. McCrea's focus is on optimizing the performance of the PC division, driving growth, and reinforcing Marshall & Sterling's commitment to providing robust insurance products. By managing this critical division, Yvonne McCrea contributes significantly to the company's overall success and market presence.
Kurt Jaeger - Senior Vice President, Chief Revenue Officer
Kurt Jaeger, the Senior Vice President, Chief Revenue Officer at Marshall & Sterling, spearheads all revenue generation strategies and sales operations. Jaeger drives business development initiatives across the company's extensive product lines, including auto, home, life, health, and business insurance. This leadership involves optimizing sales processes and expanding market reach within specialized sectors such as retail, wholesale, manufacturing, and healthcare. Jaeger's efforts are crucial in growing the company's brokerage services and specialty risk coverage offerings. By fostering strong client relationships and identifying new market opportunities, Kurt Jaeger ensures sustained revenue growth and reinforces Marshall & Sterling's position as a leading insurance provider across North America.
Heather Wargo - Vice President & Chief Information Officer
Heather Wargo, the Vice President & Chief Information Officer at Marshall & Sterling, directs the company's technology strategy and information systems. Wargo oversees the implementation and management of IT infrastructure supporting comprehensive coverage solutions, including auto, home, life, health, and business insurance. This role is vital for enhancing operational efficiency and data security across all Marshall & Sterling locations. Wargo's leadership ensures that technology effectively supports the brokerage services for diverse industries and the delivery of specialty risk coverage and employee benefit programs. By driving digital transformation, Heather Wargo strengthens the company's ability to innovate and serve its clients effectively throughout North America.

Robert Melstein - Vice President, Chief Marketing Officer
Robert Melstein, the Vice President, Chief Marketing Officer at Marshall & Sterling, leads all marketing and brand development initiatives. Melstein crafts and executes strategies to enhance the company's visibility and market penetration for its comprehensive insurance offerings, including auto, home, life, health, and business insurance. This involves promoting specialty risk coverage, workers compensation, and fiduciary services to a wide array of industries. Melstein's focus is on communicating the value proposition of Marshall & Sterling's brokerage services and employee benefit programs. By driving targeted campaigns and strengthening brand identity, Robert Melstein supports the company's growth objectives and its commitment to serving clients across North America.
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