Strategic Asset Management

rawpixel-711078-unsplash.jpg

Why Wesfair?

our team

We don’t just say we specialize in Financial Services, we lived it. Our team knows the asset management industry best, and has a specialized focus in:

  • Private Equity

  • Hedge Fund

  • Mutual Funds and Exchange Traded Funds

  • Venture Capital

  • Real Estate Investment Trust

  • Other Investment Managers & Family Offices

+ meet Dan & Jacob

Dan Griffin

Dan is a CPA who spent over 6 years of his career at Ernst & Young as a Manager in Financial Services. During his time at EY, Dan focused on auditing Hedge Funds, Private Equity Funds, Fund of Funds and on Internal Control reporting. Before joining Wesfair in 2014, Dan worked in Private Equity as an Assistant Controller who oversaw the accounting and finance of Opportunistic Credit Funds. Since joining Wesfair, he has focused on bringing comprehensive insurance solutions to this industry.

Jacob Hadad

Jacob is a CPA who spent 5 years in public accounting focusing on Real Estate, Credit Hedge Funds and Private Equity Funds. Before joining Wesfair in 2018, Jacob worked at one of the largest Alternative Asset Managers in the world for 5 years, where he was responsible for overseeing the day to day finance and operations of 12 funds with over $5 billion in assets under management. Additionally, Jacob worked closely with corporate management to reassess the companies control framework and develop new processes to create efficiencies and mitigate risk.

 
rawpixel-592443-unsplash.jpg

our offering

  • Professional Liability – Errors & Omissions, Directors & Officers

  • Fiduciary Liability

  • Non-Custodial ERISA/Fiduciary Fidelity Bonds

  • Commercial Crime/Fidelity Bond

  • Employment Practices Liability

  • Cyber/Privacy Liability

  • Commercial & Property Liability

  • Workers Compensation

Our Edge

Serving both small and large asset management clients,; There is one thing they all have in common: They want a broker who is engaged and up to date on the latest in the industry. Many clients have not spoken to their broker in years except to renew policies. If an issue arises, it is kicked to a new contact not familiar with the account or the insurance carrier directly.

Wesfair prides itself on working closely with our clients to educate them and provide a high touch solution for their insurance needs. We  analyze and provide recommendations on best practices that relate to your firm’s risk mitigation and controls.  With Wesfair, you get brokers who have walked in your shoes and understand your business.

our access

We work with over a dozen of the top carriers and programs writing insurance in the Financial Service space. We work closely with our clients to help educate them on the products offered, how they respond to the risks in the industry, and obtain competitive coverage options.