Charlie Wilmerding, President
Charlie Wilmerding is the founder and President of Altus Partners, Inc. Driven by his commitment to eliminate the conflicts of interest that the traditional commission-centric insurance brokerage business model inherently creates, Charlie started Altus Partners Inc. so that clients could benefit from the power of objectivity. Since 1997, the firm has delivered conflict-free property/casualty insurance brokerage and risk management services to individuals, families and corporations throughout the US and around the world.
Prior to starting Altus, Charlie began his career as an underwriter in Chubb's New Haven office before moving to Johnson & Higgins in New York and then Philadelphia. He is currently a director of the Chanticleer Foundation, the Fishers Island Development Corporation (FIDCO), and the Pennsylvania Horticultural Society. He is the former chairman of the board of trustees of Pomfret School, a former trustee of the Overbrook School for the Blind, the Montgomery School, and Gladwyne Montessori School, and a former director of Rittenhouse Square Indemnity, Ltd (Bermuda).
Charlie earned a Bachelor of Arts from Trinity College. He and his wife have three grown children and live in Villanova, Pennsylvania.
Jackie Rosci, CFO
Jackie Rosci began her career with Altus Partners Inc. in 2004 serving first as an Account Executive and then earned the title of Controller a few years later. Today she is the company's CFO with responsibility for overseeing the financial management of Altus. Jackie works closely with the CEO and management team to create and implement the company's key initiatives, translating vision into concrete business actions. She also oversees employees in information technology and administrative roles, as well as managing HR-related matters including benefits, employee satisfaction and compliance.
Jackie graduated from Loyola University with a Bachelor of Science in Psychology. She lives with her husband and two children in Newtown Square, PA.
Zac Cregar, Esq., General Counsel
As the leader of the Altus claims group, Zac Cregar oversees the company's legal and claims teams, overseeing thousands of domestic and international claims each year. Zac brings critical knowledge to every situation, working with the client service teams to ensure positive results. With the ability to think big picture while simultaneously focusing on details, Zac brings diligent oversight to the claims process, serving as a steadfast advocate and advisor on behalf of Altus Partners Inc.'s clients.
Zac joined Altus Partners Inc. in 2016 after working for Liberty Mutual Insurance Company where he served as outside counsel, auditor & litigation consultant. Prior to Liberty Mutual, Zac was an attorney at Reilly, Janiczek & McDevitt, PC, handling complex civil litigation and investigating insurance fraud.
Zac holds a Bachelor of Arts from Gettysburg College and juris doctor from the Duquesne University School of Law. Zac is a member of the Association of Corporate Counsel, where he volunteers on the ACC's Corporate Pro Bono Small Business Legal Clinic. Zac is also a Certified Fraud Examiner (CFE) and is a member of the Association of Certified Fraud Examiners. He has written numerous articles on fraud, bribery and anti-corruption.
Lisa Brown, Managing Director
Specializing in personal risk management, Lisa Brown has earned a reputation for excellence during her more than 15 years with Altus Private Risk. Adept at understanding client needs and expectations, Lisa offers her clients insightful guidance on the best options for personal insurance coverages. Lisa believes that every client is unique and all-important to Altus Private Risk. Lisa's penchant for knowledge keeps her well informed on insurance trends, giving her the ability to address every client need with a customized approach.
Prior to working at Altus Private Risk, Lisa worked in the hospitality industry. Lisa holds a Bachelor of Arts in Education and History from Principia College. In 2015, Lisa completed the CAPI designation program through the Wharton School of Business at the University of Pennsylvania. Under her leadership, the personal lines business has grown significantly, with more than 500 clients nationally and around the world.