Jon Kreusch
Executive Vice President Principal the Uhl Agency at The Uhl Agency
Based in Dayton, United States
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Seniority
C-Team
Department
General Business & Management
Location
Dayton
Industry
Insurance
Company size
18
Contact information
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j•••••••@uhlagency.com
Phone
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Background
About Jon Kreusch
My mission is to help clients through our process gain a better understanding of their E&O/D&O insurance program. My expertise is in working with Registered Investment Advisors, Mutual Fund complexes, Private Equity Firms and Hedge funds. I worked for over 12 years on both the RIA (11 years) and broker dealer level for almost 2 years. I carry several securities licenses and also have my property and casualty license in addition to my life and health licenses. I have worked at a Director level for a 2 billion dollar investment consulting and Investment management RIA. Our process included drafting of investment policy statements, asset allocation, manager due diligence, recommendation, implementation and ongoing consultation. This experience has lead me to a really good understanding of my clients/prospects practices and the risk associated with them. Specialties: Professional Liability Insurance for Registered Investment Advisors, Broker Dealers, Hedge Funds, Private Equity Firms and Financial Planners. Also write personal and commercial insurance as well.
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