Liftman Asset Management

Description

For over 50 years Liftman Insurance has specialized in serving the investment industry and are well known for their knowledge, experience and dedication to service.

Whitney Ritter Whitney Ritter is an Assistant Vice President at Liftman Insurance and has more than six years of financial insurance experience with areas of expertise that include Directors & Officers Liability, Professional (E&O) Liability, Fidelity and ERISA Bonds, Employment Practices Liability, Fiduciary Liability, Cyber & Network Security Risk and Compliance Consultants E&O. She originally began her career as an underwriter for CNA Insurance, successfully completing their underwriter trainee program and working in their Seattle and Boston offices.

Liftman Insurance has over 50 years of experience working with investment advisors. We have used that knowledge to develop this guide - which aims to educate you about the risks that you face and help you understand your coverage options.

Previously, Ms. Thayer was with Marsh & McLennan for over 10 years as a senior vice president in the Financial and Professional Products Division. While there, she was responsible for overseeing financial insurance coverage for all clients in the New England region.

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