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About MLM

Champions of Law.

Minnesota Lawyers Mutual was founded in 1982 by members of the Minnesota State Bar Association who saw what legal professionals needed.

Our founding conviction hasn’t changed. It’s deepened.

Our vision is to champion the practice of law. Our mission is to embolden attorneys to pursue excellence. And our work — from underwriting to claims to risk education — is dedicated to a single, clarifying purpose: making legal professionals empowered to practice.

We are not a general carrier. We are not a conglomerate. We are a mutual company — owned by the policyholders we serve, accountable to the profession we believe in and committed to the idea that the right insurance partner doesn’t just protect a practice. It champions it, giving it the support and backing it needs to thrive and grow.

VISION, MISSION & VALUES

What We Stand For

Our Vision

To champion the practice of law.

Our Mission

We embolden attorneys to pursue excellence.

Our Values

Proactivity

Anticipating challenges and opportunities, taking action in advance on risks that will impact you and your firm, focusing on prevention.

Family

In the best sense — caring, loyal, invested in relationships. When you join MLM, you join a community that has your back.

Integrity

There in the moments that matter. Trustworthy, transparent and committed to fiscal stewardship on your behalf.

Justice

The law is a gateway to life and liberty. We care about attorney success and provide the tools to contribute to that success — because when attorneys thrive, justice is better served.

Our North Star

We are Minnesota at heart — mission-driven, people-focused, justice-led and champions of law for all — even as we serve the legal profession nationally.

THE FOUNDATION

What We Believe

We believe that to pursue excellence attorneys require boldness

that can only emerge with the right partner with the right insurance coverages and risk management resources.

We believe that the legal profession requires a dedicated, single-source insurance and risk management provider

focused on easing the burden of practicing law, managing and growing a practice and delivering justice.

We believe that the protection derived from insurance and risk management should offer a powerful avenue

for legal professionals to do their best work.

We believe in making insurance profitable to you

through the dividends we offer clients each year.

We believe in integrity,

which extends quality and trust through our offerings and the way those offerings are initiated, administered, managed and improved.

We believe in being the champion

who has the back of the legal professionals who need us most.

We believe in being dependable, steady and excellent

from underwriting to claims.

We believe in education

that strives to continuously improve your risk IQ as you continue to grow your firm and in your career.

We believe in co-creation and collaboration

– that’s why we’re Minnesota Lawyers Mutual.

Our Story

Born from the Bar.
Built for Excellence.

In 1982, members of the Minnesota State Bar Association came together around a simple but powerful idea: lawyers deserved an insurance company that understood them. Not a division of a larger carrier. Not a generalist with a legal vertical. A company whose entire reason for being was the protection and empowerment of legal professionals.

Minnesota Lawyers Mutual was founded on that idea, and it has guided every decision since — from our mutual structure (which ensures policyholders always come first) to our singular focus on lawyers’ professional liability, to the risk management and education programs that make us more than a carrier.

What started in Minnesota has grown to serve legal professionals in 15 states. Along the way, we’ve earned an AM Best “A” (Excellent) rating, returned dividends to policyholders every year since 1988 and built a community of more than 12,000 insured lawyers who renew at rates above 90%.

But the numbers only tell part of the story. The fuller story is in the relationships: the solo practitioner we’ve covered since her first year of practice, the mid-sized firm that calls their Regional Sales Director by his/her/their first name and larger firms that recognize how we deliver personalized attention and the impact that has on the administration of their practice.

Along the way, we’ve been recognized and respected pioneers in our industry. We were the first to integrate automated online applications and renewals. We have delivered industry-leading risk management education for decades. But more importantly? We’ve never lost sight of the personal relationships and service that make us true champions of law.

Our Leadership

The People Behind Your Coverage

MLM’s leadership team brings together decades of experience

in insurance, law, risk management, and service to the legal community. These are the people who set the direction, uphold the values, and ensure that our vision — to champion the practice of law — is delivered every day.

Leadership

Suzanne Robinson

Suzanne Robinson

President & CEO
Read full bio
Beth DeBaere

Beth DeBaere

Vice President, Underwriting
Read full bio
Kathryn Lindley

Kathryn Lindley

Vice President, Claims
Read full bio
Chad Mitchell Peterson

Chad Mitchell Peterson

Vice President, Sales
Read full bio
Todd C. Scott

Todd C. Scott

Vice President, Risk Management
Read full bio
Charlie Trepanier

Charlie Trepanier

CFO
Read full bio

Board of Directors

Harold M. Goldner

Harold M. Goldner

Board Chair
Read full bio
John J. Bowden

John J. Bowden

Director
Read full bio
Roger J. Fellows

Roger J. Fellows

Director
Read full bio
Andrea Geraghty

Andrea Geraghty

Director
Read full bio
Barbara J. Runchey

Barbara J. Runchey

Director
Read full bio
Paul M. Ablan

Paul M. Ablan

Director
Read full bio
Elizabeth W. Benet

Elizabeth W. Benet

Director
Read full bio
Eric T. Cooperstein

Eric T. Cooperstein

Director
Read full bio
Jacqueline A. Dorsey

Jacqueline A. Dorsey

Director
Read full bio
Patrick D. McGuiness

Patrick D. McGuiness

Director
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Vincent A. Thomas

Vincent A. Thomas

Director
Read full bio
Jennifer A. Thompson

Jennifer A. Thompson

Director
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Robert A. Guzy

Robert A. Guzy

Emeritus Director
Read full bio
Ronald L. Seeger

Ronald L. Seeger

Emeritus Director
Read full bio

Championing the
Profession Beyond
the Policy

Our commitment to legal professionals extends beyond insurance and risk management.

We believe in the profession itself — its capacity to deliver justice, to create opportunity, to protect life and liberty. That belief drives our involvement in the broader legal community.

Industry Partnerships and Alliances

As Champions of Law, we invest in the communities we serve and develop impact-driven partnerships that make a difference across geographies and in the halls of justice.

Our involvement includes:

MLM works directly with NLADA Mutual as a member company of MLM Group. NLADA Mutual is the only insurance provider exclusively dedicated to serving the equal justice community of advocates — extending the reach of our mission to those who need it most.

More about NLADA Mutual

MLM emboldens next-generation attorneys through our support of the ABA Legal Opportunity Scholarship Fund (LOSF), helping expand access and opportunity within the legal profession. Since 2021, MLM has funded dozens of ABA Legal Opportunity Scholarships for incoming law students pursuing their legal education in Minnesota, Iowa, Maryland, Virginia, Pennsylvania and the District of Columbia.

Through our involvement with ABA, we fund up to six individual scholarships in honor of R. Bertram “Bert” Greener, MLM’s founding Chairman of the Board, whose vision and leadership helped grow MLM from a single-state mutual insurer into a trusted legal malpractice insurance provider serving attorneys across the nation.

More about the ABA Scholarship Fund

MLM directly contributes to the development of future attorneys through mentorship and professional engagement.

Through the involvement with MLM attorneys and leadership, University of St. Thomas (St. Paul, Minnesota) law students gain exposure to the realities of legal practice. MLM is honored to contribute to a program that reflects our longstanding commitment to championing the practice of law and supporting the next generation of legal professionals.

More about the Mentor Externship

MLM’s Law Clerk Program provides local law students with meaningful hands-on experience, mentorship and exposure to the practice of law. The program reflects MLM’s longstanding commitment to strengthening the legal community and supporting future legal professionals. Interested applicants should query MLM at hraccess@mlmins.com.

MLM Risk Retention Group

Champions of Unique and Specialty Coverages

The current landscape of lawyers’ professional liability insurance leaves gaps for specialized practices, judges and those focused on alternative dispute resolution. At Minnesota Lawyers Mutual (MLM), we don’t just accept that limitation — we champion a better way.

In 2016, we forged a bold path forward by establishing MLM Risk Retention Group, Inc., a dedicated vehicle designed specifically for the classes of business the traditional marketplace ignores.

A Risk Retention Group (RRG) is a member-owned insurance company that gives its policyholders a continuing, reliable and stable source of liability insurance.

RRGs must be licensed and capitalized. Like surplus lines carriers, they are prohibited from participating in state guaranty funds.

  • Specialized protection. We target the unique liability exposures of niche legal sectors that generic carriers overlook.
  • Mutual strength, shared success. As a mutual company, we are owned by our policyholders. Every decision we make is driven by your success — not external shareholders.
  • Unshakeable backing. You gain the agility of a specialized program with the financial muscle of Minnesota Lawyers Mutual. We bring decades of stability, an AM Best rating and a legacy of integrity to protect you and those you employ.

MLM Risk Retention Group, Inc. is headquartered in the District of Columbia, the market it serves.

Get coverage built just for you. Apply in the District of Columbia.

Lawyers’ professional liability insurance policies issued in the District of Columbia are underwritten through MLM Risk Retention Group, Inc.

MLM Risk Retention Group, Inc. also writes these programs in several states:

  • 100% Alternative Dispute Resolution (ADR) policies
  • New Lawyers Program (NLP)
  • Judicial Disciplinary policies

Learn more about the ADR program, the New Lawyers Program and the Judicial Disciplinary policy.

Risk Retention Groups are authorized by federal law and have been in place for more than 25 years. In fact, there are hundreds of RRGs providing liability coverage to doctors, lawyers, educators and other professionals.

  • An RRG must be domiciled in a state or U.S. territory.
  • It is subject to the insurance rules and regulations of its state of domicile.
  • It must register with each state and territory where it writes insurance business.
  • It was authorized by an act of Congress.

Harold M. Goldner

Board Chair

Mr. Goldner, age 71, became the company’s Board Chair in September 2025 and is a Principal in the Fort Washington, Pennsylvania law firm of Friedman Schuman. He was previously of counsel to Kraut Harris, PC in Blue Bell, Pennsylvania from April 2010 until October 2022. Prior to that he had been a solo practitioner in Philadelphia and Bala Cynwyd, Pennsylvania since 1998.

From 1984 to 1998, Mr. Goldner was associated with the then firm of Ellis Jacobs & Associates, PC in Philadelphia, Pennsylvania. Mr. Goldner is a 1980 graduate of the Boston University School of Law and holds an LLM in Trial Advocacy from Temple University School of Law. He is a member of the Pennsylvania Bar Association.

Next: John J. Bowden

Roger J. Fellows

Director

Mr. Fellows, age 70, was assistant county attorney for Sherburne County, Minnesota from December 2016 until his retirement in March 2025. Prior to that, he practiced law under the name of Roger J. Fellows, P.A., in Brooklyn Park, Minnesota, since January 1995, except for a year and a half between June 2014 and December 2015.

From June 2014 through July 2015, and August 2015 through December 2015, he was an assistant county attorney for the Minnesota counties of Hennepin and Sherburne, respectively. From 1983 until December 1994, Mr. Fellows was employed by the law firm of Wurst, Pearson, Underwood and Metz, P.A., then doing business in Minneapolis, Minnesota. Mr. Fellows graduated from William Mitchell College of Law, St. Paul, Minnesota, in 1983. He is a member of the Minnesota State Bar Association.

Previous: John J. Bowden
Next: Andrea Geraghty

John J. Bowden

Director

Mr. Bowden, age 74, was a partner at the law firm of Lindquist & Vennum, LLP, in Minneapolis, Minnesota, from January 1, 2001, to December 31, 2016, and then of counsel to that firm until his retirement at the end of 2017. From 1988 through December 2000, he was employed by the law firm of Maun & Simon, PLLP, in Minneapolis, Minnesota and was a partner in that firm beginning in 1991. Mr. Bowden graduated from the University of Minnesota Law School in 1979, and since then engaged in the private practice of law until his retirement. Until his retirement he was a member of the Minnesota State Bar Association. He was the Company’s Board Chair from September 2019 until September 2025.

Previous: Harold M. Goldner
Next: Roger J. Fellows

Andrea Geraghty

Director

Ms. Geraghty, age 73, has been a partner in the Pittsburgh, Pennsylvania law firm of Meyer, Unkovic & Scott LLP since March 2012. Prior to that, she was a founder and a member of the law firm of Geraghty & Associates since August 1996. From May 1983 to July 1996, Ms. Geraghty was first an associate and then partner of the law firm of Hollinshead, Mendelson, Bresnahan & Nixon, P.C. Ms. Geraghty graduated from Duquesne University School of Law in 1983. She is a member of the Pennsylvania Bar Association.

Previous: Roger J. Fellows
Next: Barbara J. Runchey

Barbara J. Runchey

Director

Ms. Runchey, age 70, served as a Minnesota Child Support Magistrate from 2003 until June 2018, when she retired. She was also an associate and partner in the Marshall, Minnesota law firm of Runchey, Louwagie & Wellman from March 1982 to December 2014. Ms. Runchey graduated from the William Mitchell College of Law, St. Paul, Minnesota, in 1980. She is a past president of both the Ninth District and Lincoln-Lyon County Bar Associations. Ms. Runchey has served as Chair of its Family Law Section from July 2002 until June 2003.

Previous: Andrea Geraghty
Next: Paul M. Ablan

Paul M. Ablan

Director

Mr. Ablan, age 65, served as President and CEO of Minnesota Lawyers Mutual from January of 2015 until his retirement in January of 2025. From October 2005 to December 2014, he was President of the Professional Liability Group at OneBeacon Professional Insurance in Minneapolis, Minnesota.

Prior to that, from February 1991 to October 2005, he held a variety of positions within the U.S. and international operations of The St. Paul Companies, Inc. (now Travelers Insurance Company) in St. Paul, Minnesota. He began his career as an attorney in private law practice, after graduating from the University of Minnesota Law School in 1985. He is a member of the Minnesota State Bar Association.

Previous: Barbara J. Runchey
Next: Elizabeth W. Benet

Elizabeth W. Benet

Director

Since May 2022, Ms. Benet, age 63, has been the Global Chief Underwriting Officer of AXA XL, a division of AXA. Prior to that, she held other senior executive positions in cyber and financial lines at AXA XL after joining the company in January 2020. She previously acted as a consultant to the insurance industry in various areas, including cybersecurity and privacy, from November 2018 through December 2019.

From March 2016 until November 2018, Ms. Benet was employed by Beazley Insurance Group, primarily out of Farmington, Connecticut, and from June 1999 to March 2016, she was employed by General Reinsurance Inc., in Stamford, Connecticut. Ms. Benet was employed for approximately five years by the law firm of Semmes, Bowen and Semmes, in Baltimore, Maryland, first as a clerk, and then as an associate upon graduating from the University of Baltimore School of Law in 1992. She is currently a licensed Maryland attorney.

Previous: Paul M. Ablan
Next: Eric T. Cooperstein

Eric T. Cooperstein

Director

Since 2006, Mr. Cooperstein, age 62, has been engaged in private practice in Minneapolis, Minnesota, devoted to representing and consulting with lawyers in legal ethics matters. Mr. Cooperstein is also a frequent CLE presenter, webcaster, and moderator in Minnesota and nationwide on legal ethics and law practice management. From 2001 to 2008, he served as Assistant Senior Counsel to a court-appointed monitor implementing a class-action settlement.

From 1995 to 2001, he was employed by the Minnesota Office of Lawyers Professional Responsibility, first as an Assistant Director and then as Senior Assistant Director. He served as President of the Hennepin County Bar Association from July 2013 to June 2014. As a member of the Minnesota State Bar Association, he chaired that Association’s Rules of Professional Conduct Committee from July 2009 through June 2012. He also chaired the Board of Minnesota Continuing Legal Education from July 2019 through June 2022. Mr. Cooperstein also serves on the Board of the Minnesota Housing Finance Agency. Mr. Cooperstein graduated cum laude from the University of Minnesota Law School in 1990.

Previous: Elizabeth W. Benet
Next: Jacqueline A. Dorsey

Jacqueline A. Dorsey

Director

Since 2002, Ms. Dorsey, age 70, has been a partner in the Northfield, Minnesota law firm of Hvistendahl, Moersch, Dorsey & Hahn, P.A. She joined the firm in 2000 as an associate. She graduated from William Mitchell College of Law, St. Paul, Minnesota, in 2000. Ms. Dorsey served as president of the Rice County Bar Association from March 2003 to April 2004. She is a member of the Minnesota State Bar Association.

Previous: Eric T. Cooperstein
Next: Patrick D. McGuiness

Patrick D. McGuiness

Director

Mr. McGuiness, age 46, is a founding partner at Zlimen & McGuiness, PLLC, a law firm which was founded in February 2008 that works with horticulture and construction industry clients. He is a director and past chair of the board of directors of Blaze Credit Union in St. Paul, Minnesota, and serves as a director on the board of the Minnesota Nursery and Landscape Association. He is also an officer in the U.S. Army Reserve, currently serving as an Assistant Professor in the Dept. of Law at the United States Military Academy at West Point. Mr. McGuiness is a 2006 graduate of William Mitchell College of Law, St. Paul, Minnesota. He is licensed to practice law in Minnesota and South Dakota.

Previous: Jacqueline A. Dorsey
Next: Vincent A. Thomas

Vincent A. Thomas

Director

Mr. Thomas, age 64, is an Academic Dean at Minneapolis Community and Technical College where he has worked since September 2015. From June 2011 until July 2015, Mr. Thomas was the Internship Program Director at Gustavus Adolphus College in St. Peter, Minnesota, and for one year immediately prior to that was the Director of Development for the Kwanzaa Community Church in Minneapolis, Minnesota.

He served as Assistant Dean and Adjunct Professor at the University of St. Thomas School of Law, Minneapolis, Minnesota from April 2006 through June 2010, and held the same positions at the Hamline University School of Law, St. Paul, Minnesota from October of 1995 until April 2006. He was an associate with the law firm of Briggs and Morgan, PA, in Minneapolis and St. Paul, Minnesota, from August 1986 until August 1995. Mr. Thomas graduated from the University of Wisconsin Law School. He is a member of the Minnesota State Bar Association and the State Bar of Wisconsin.

Previous: Patrick D. McGuiness
Next: Jennifer A. Thompson

Jennifer A. Thompson

Director

Ms. Thompson, age 48, is Regional General Counsel for Ames Construction, Inc., one of the 20 largest heavy highway civil contractors in the nation, based out of Burnsville, Minnesota. Prior to joining Ames, she practiced construction law for 19 years, the last seven of which was in the law firm she co-founded in 2015, Thompson Lee-O’Halloran PLLC. Ms. Thompson served as the president of the Minnesota State Bar Association during the 2021-2022 bar year and was the legal advisor to the Association of Women Contractors for a decade. She graduated from Hamline University School of Law in 2003.

Previous: Vincent A. Thomas
Next: Robert A. Guzy

Robert A. Guzy

Emeritus Director

Mr. Guzy, age 92, was a member of the Board of Directors from 1982 until November of 2016, when he was appointed as an Emeritus Director. He was a shareholder in the law firm of Barna, Guzy & Steffen, Ltd. in Coon Rapids, Minnesota, from 1962 until his retirement in 1998. Mr. Guzy spent approximately six months with the predecessor of that firm as an associate before entering the U.S. Navy as a Judge Advocate General in March 1959, serving until July 1962. Mr. Guzy graduated from the University of Minnesota Law School in 1958. He was a member of the Minnesota State Bar Association and was President of that organization from July 1992 through June 1993.

Previous: Jennifer A. Thompson
Next: Ronald L. Seeger

Ronald L. Seeger

Emeritus Director

Mr. Seeger, age 95, was a member of the Board of Directors since 1983 and was appointed as an Emeritus Director in June 2019. He has been employed by the law firm of Dunlap & Seeger PA and its predecessor, in Rochester, Minnesota, since 1956, becoming a partner in 1958. Mr. Seeger currently devotes much of his time to directorships and the operation of several for-profit private companies in Rochester, Minnesota. Mr. Seeger graduated from the University of Minnesota Law School in 1956. He is a member of the Minnesota State Bar Association and was President of that organization from June 1983 through June 1984.

Previous: Robert A. Guzy

Suzanne Robinson

President & CEO

Suzanne Robinson guides the vision and mission of MLM. She joined in January 2025 as its President and CEO.

Prior to that, Suzanne held a variety of positions with large insurance companies, including Travelers, where she managed professional liability claims and Ameriprise Financial, where she oversaw the legal and compliance functions of its life & health and property & casualty insurance companies. She also served as in-house general counsel and head of compliance to several highly regulated data/technology companies and Head of Claims for a start-up professional liability insurtech.

Suzanne currently serves on the Executive Committee and Board of the Insurance Federation of Minnesota and has served as Vice Chair of the Board of the Minnesota Life and Health Guaranty Association and the Alzheimer’s Association, Minnesota/South Dakota Region.

Earning a J.D. from the University of Virginia and a bachelor’s degree from Hamilton College (Clinton, New York), Suzanne holds an associate in reinsurance from the Insurance School of Chicago.

As the daughter of two lawyers, Suzanne is passionate about MLM’s mission to support the legal profession’s insurance and risk management needs. On a personal note, Suzanne enjoys spending time with her young-adult daughters, traveling, reading and staying active.

Next: Beth DeBaere

Kathryn Lindley

Vice President, Claims

Kathryn Lindley oversees the claims department, which is responsible for the entire claims process from first notice of loss to resolution and closure.

She began her legal career with Meagher & Geer, PLLP, in Minneapolis, where she worked on both professional and general liability matters. She entered the insurance industry in 2009 and has since held a number of leadership positions with OneBeacon Insurance Company and Intact Financial Corporation.

Kathryn received her J.D. from Drake Law School and holds a bachelor’s degree from St. Olaf College (Northfield, Minnesota). Outside of work, Kathryn enjoys spending time with family and friends. Her favorite ways to unwind are by reading a good book or working on puzzles, though never any with more than 1,000 pieces.

Previous: Beth DeBaere
Next: Chad Mitchell Peterson

Beth DeBaere

Vice President, Underwriting

Beth DeBaere has served as vice president of underwriting at MLM since 2022, having dedicated her career to underwriting professional liability insurance. She has served at MLM twice, originally joining the company in 1997 and then returning again in 2018.

In 1985, Beth joined Professional Liability Underwriting Managers which, at the time, was the largest LPL underwriting operation in the United States with over $250 million in premium, eventually becoming an underwriting supervisor. Beth also focused on underwriting and corporate audits at Marsh Affinity, OneBeacon and Intact.

Beth lives in Cottage Grove, Minnesota with her husband John and dog Marley. She enjoys spending time with her grandchildren and favors the Minnesota summers when she can relax while tending to her yard and flower gardens.

Previous: Suzanne Robinson
Next: Kathryn Lindley

Chad Mitchell Peterson

Vice President, Sales

Chad Mitchell Peterson leads MLM’s business development effort. Prior to being named vice president of sales in 2020, Chad served 16 years as MLM regional sales director. He brings nearly two decades of experience successfully offering professional liability insurance solutions for law firms and has been instrumental in developing and maintaining numerous markets across the United States.

Chad’s rich history in management, production and improving business processes position MLM to grow well into the future. Chad and his wife, Emily, reside in Inver Grove Heights, Minnesota, where they are raising two children, Jack and Gabe. Throughout the year you will find Chad, along with his family and friends, enjoying everything the outdoors has to offer.

Previous: Kathryn Lindley
Next: Todd C. Scott

Todd C. Scott

Vice President, Risk Management

Todd Scott has been with Minnesota Lawyers Mutual since 1994 and has led the company’s Risk Management Services since 2002. He began his career at MLM as an attorney claims representative and previously served as executive director of Mutual Software, MLM’s former legal technology subsidiary.

A frequent speaker, author, and educator, Todd helps attorneys navigate professional liability risks, legal ethics, law practice management, and emerging technologies. He oversees MLM’s risk management education and member services programs and has held leadership positions in state and national bar associations. Todd previously taught legal technology as an adjunct professor at Hamline University.

Todd earned his J.D. from Mitchell Hamline School of Law. His commitment to the legal profession reflects a family legacy that includes a grandfather who practiced law in St. Paul and a mother who devoted 27 years to Minneapolis Legal Aid.

For more than 20 years, Todd has shared his expertise in legal ethics and practice management with legal aid and student legal services organizations nationwide. In 2024, he received the inaugural Friend of NLADA-SLS award in recognition of his longstanding commitment to indigent legal services ethics education.

Todd and his wife, Kelli, are recent empty nesters who enjoy rediscovering the beauty and vitality of Minneapolis. Living and working downtown, Todd especially appreciates the city’s architecture, neighborhoods and vibrant urban character.

Previous: Chad Mitchell Peterson
Next: Charlie Trepanier

Charlie Trepanier

CFO

Charlie Trepanier stewards the financial health and stability of MLM. He was appointed CFO in 2026 after nearly 20 years of finance leadership experience across professional liability insurance, Big 4 accounting and high‑growth financial technology organizations.

Charlie most recently served as VP of Finance & Controller at Aegle Capital, an insurtech startup where he was focused on building the financial infrastructure to support the company’s rapid growth.

Prior to Aegle, he spent more than a decade at Constellation, a medical professional liability insurer, in progressive finance leadership roles, ultimately overseeing a 17‑person team, including accounting, FP&A, treasury, tax, and financial operations. He led GAAP and statutory reporting, enterprise risk management, and multiple system implementations, while playing a key role in several M&A transactions, including Constellation’s merger with Curi.

Charlie began his career at Ernst & Young, managing audit engagements for insurance clients and advising on complex accounting and regulatory matters. He holds a master’s degree in accounting from the University of St. Thomas (St. Paul, Minnesota).

Outside of work, Charlie enjoys spending time with his wife, Kristina, and their growing family. Together, they are raising two young daughters and soon expecting their third child, a baby boy. He enjoys spending time outside playing with his kids, walking his 2 Goldendoodles and while he is long past his marathon days still enjoys getting out for an occasional run.

Previous: Todd C. Scott