Global Headquarters

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MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking.

Highlights:

  • Headquartered in Cleveland, OH with European central office in Amsterdam, NL
  • 6 US Office Locations
  • 3 International Offices
  • 200+ Colleagues
  • 350+ Licenses & Professional Designations Held by Staff

Our team members are active, engaged and highly sought-after industry thought leaders providing innovative and customized solutions to help you Learn, Improve, and Realize your firm’s value.

MarshBerry
28601 Chagrin Blvd., Suite 400
Woodmere, OH 44122
Phone: +1.440.354.3230
Fax: +1.440.367.1014

Global Headquarters Team

View More Kris Figueroa Chief Financial Officer View More Josh Gibbons Senior Vice President, Analytics & Research View More Mike Metz Executive Vice President, Chief Operating Officer View More Marianne Parkinson Chief Marketing Officer View More Michel Schaft Managing Director View More Melissa Stover Vice President & Chief Compliance Officer View More Phil Trem President, Financial Advisory View More John Wepler Chairman & Chief Executive Officer