Why R. M. Currey

The insurance industry is overwhelmed with conflicts of interest. The traditional delivery system is stacked against the end buyer. We launched our firm to tilt the advantage in the other direction.

Robert M. Currey
Founder

Independent. Objective. Uncompromising.

Since 1981, Robert M. Currey & Associates has been dedicated to one mission: providing objective, independent counsel to clients navigating the complexities of risk management and insurance. We deliver measurable results through the nation’s most innovative and sophisticated procurement model. Today, we are the largest privately held insurance consulting and risk management firm of our kind — serving real estate investors, developers, and institutions across the globe.

Unlike brokers, we are purely a consulting firm. That means no commissions, no hidden incentives, and no conflicts of interest— ever. Our sole focus is our clients. Guided by values of integrity, accountability, and relentless client advocacy, we leverage a proprietary business model and advanced data technology to realize efficiencies that do not occur with the traditional insurance delivery system.

Our clients range from early-stage investment firms to global real estate platforms managing large, complex portfolios. We help them lower their Total Cost of Risk (TCOR), increase transparency across their coverage, and deliver measurable performance gains — ultimately creating a significant competitive advantage.

In an industry built on misaligned incentives, R. M. Currey exists to level the playing field — delivering trusted advice, unmatched industry leverage, and exceptional ROI.

Our Team

Corporate Leadership Team

The Corporate Leadership Team is responsible for setting the strategic vision and overall direction of the firm. With over 100 years of combined industry experience, the officers of R. M. Currey provide executive oversight and promote a consistent understanding of goals and priorities. Working with the team, they guide the firm through changing market conditions, drive innovation, and ensure long-term value for our clients.

Robert M. Currey
Chairman of the Board of Directors
Patricia F. Currey
Chief Financial/Operations Officer and Senior Vice President
David M. Currey
President and Chief Executive Officer
Brett J. Holmgren
Senior Vice President and Director of Consulting
Patricia D. McKinell
Director of Operations

Team Leaders

Team Leaders represent the firm as the direct liaison to clients as they independently negotiate complex deals on behalf of those clients. They also manage and direct the training and development of the Consultants, Associates and Analysts while providing technical direction and oversight. Team Leaders ensure that the guiding principles of the firm are maintained, The RMC Process™ is properly implemented, and commitments to clients are achieved.

Senior Team Leaders

Jonathan P. Currey
Senior Consultant
Kathryn C. Sullivan
Senior Consultant
Matthew G. Traister
Senior Consultant

Team Leaders

Christie L. Hardiman
Director of Professional Development
Shannon M. Recco
Senior Consultant

Risk Management Consultants

Risk Management Consultants provide day-to-day advisory services and act as subject matter experts on complex risk management issues from both client and broker perspectives. They consult on insurance placement strategies, renewals, and new placements, independently negotiating complex deals while supporting the firm’s objectives on behalf of clients. Consultants oversee the work quality of the Associates and Analysts, as well as ensure that the guiding principles of the firm are maintained.

Senior Consultants

Andrew F. Cullen
Senior Consultant
Shawn P. Lamothe
Senior Consultant
Ryan C. Olmsted
Senior Consultant

Consultants

Stephanie M. Calderon
Consultant
Blake D. Chapman
Consultant
Thomas W. Goodwin
Consultant
Stephen T. Gunther
Consultant
Joseph B. Horn
Consultant
Logan T. Mao
Consultant
Catherine M. Rockett
Consultant
Sean R. Setian
Consultant

Risk Management Associates

Risk Management Associates orchestrate coverage for new acquisitions, assist Consultants in execution of the placement strategy, analyze risk management data, and ensure proper preparation of risk management and insurance documentation.

Senior Associates

Emily A. Vaillancourt
Senior Associate

Associates

Talia M. Chiarelli
Associate
Mark P. Hanna
Associate
Andrew J. Hinman
Associate
Patrick J. McCarthy
Associate
Stephen P. McEnery
Associate
Nicholas E. Montanez
Associate

Risk Management Analysts

Our Risk Management Analysts are skilled in coordinating and managing a myriad of details on a number of accounts. They interface with clients, brokers, and insurance company representatives, as well as internal staff to answer questions and ensure that records are accurate and current. Working as part of a team under the direction of Consultants, they contribute to the service and results provided for clients.

Trey G. Butler
Analyst
Lucas Z. Folan
Analyst
Michael D. Gannon
Analyst
Meghan M. Lutz
Analyst
Ryan A. Madden
Analyst
Kevin T. McCarthy
Analyst
Christopher J. McGrail
Analyst
William F. Slayne
Analyst
Robert M. Surprenant
Analyst
Parker J. Wales
Analyst

Operations Team

R. M. Currey’s operations team ensures the firm and its people perform at their best, enabling us to deliver the highest level of service to our clients.

Cyndi L. Betancourt
Executive Assistant
Logan M. Blitstein
Front Desk Coordinator
Daniel P. Combs
Operations Associate
Viktoras A. Kozica
Head of Analytics
Tyler A. Mulligan
Accounting Analyst
Amy L. Patterson
Senior Accounting Manager
Robyn M. Patterson
Human Resources Manager
Nicole D. Rittmer
Executive Assistant

Don’t Take Our Word For It. Take Theirs.

Absolutely bold statements, but they deliver.

Richard Coniff
Former Chief Operating Officer and Fund Manager
RXR

Our portfolio is about $3.5B. Since we outsourced risk management to R. M. Currey in 2014, they have saved us a hundred headaches and tens of millions of dollars.

Lacy Rice
Founding Partner
FCP

Working with R. M. Currey has been a game-changer for us. They have taken the guesswork and frustration out of our insurance program—and based on our underwriting of other assets, their pricing can’t be beat.

Chad Cooley
Co-Founder & Managing Partner
AWH Partners

After 35 years of in-house management, we made a thorough reevaluation of how we manage our business. We outsourced the function to R. M. Currey. We have a highly experienced team, superior service, and our savings have been in the double digits each year. We spend less on insurance with better coverage than the majority of our peers.

Craig Tagen
Head of Asset Management
Clarion Partners

They are the best I have ever worked with. Completely fee-only advisors. They are totally objective as opposed to advisors we worked with in the past who tried to steer us to certain products.

David Sims
Principal
Lodging Capital Partners

The results from our relationship with R. M. Currey have exceeded all expectations. Our coverages are much more robust, and they have generated cost savings across all our portfolios.

Kevin Dowd
Attorney, Former Counsel & Executive Director
UBS Realty Investors

I cannot say enough about how well R. M. Currey has delivered for us on our insurance renewal as well as the overall improvements to our risk management process. They promised big savings to our premiums and over-delivered while providing significantly improved coverage – it was a goldilocks execution.

Dave Nevins
Chief Operating Officer
Equity Industrial Partners

I’ve had the pleasure of working with R. M. Currey for over five years across two organizations, including Tanger. In both cases, R. M. Currey delivered meaningful savings and brought clarity to complex insurance renewals. Their team is strategic, responsive, and consistently effective. We value our ongoing partnership with them.

Jessica Norman
Executive Vice President & General Counsel
Tanger