Is the CEO & Founder of FBO Strategies LLC. He has worked in financial services since 2004. He brings with him FBO's analytical and ethical approach to working with its clients. He is a graduate of Clark University
Keith loves playing basketball despite his continued diminishing skills. He lives in CT with his wife, two sons, and two dogs.
David is primarily responsible for developing new client relationships and managing existing ones. He brings years of management and business development experience. He is a graduate of Lehigh University.
Has worked in the insurance industry for 20 years specializing in developing good relationships with carriers to better assist our clients. He graduated from the Fairleigh Dickinson University
Has been in the insurance business for over 16 years. Spending time in multiple disciplines has given Seth the insight and knowledge to execute some of the most detailed and advanced insurance designs to fit the needs of each individual.
Dan is Senior Vice President at Lion Street and a proud fourth-generation Murphy working in life insurance. He is a member of the Association for Advanced Life Underwriting (AALU) and earned the Chartered Life Underwriter designation (CLU) through The American College. Dan received degrees in Psychology and Communications from Rhode Island College and received an Executive Master of Business Administration from the University of Connecticut, with a concentration in Finance and Strategy.
He is a great speaker and dog lover.
He previously worked for The Hartford Global Annuities, Prudential Financial, Woodbury Financial Services, and Ameriprise.
Alison joined FBO as a strategic advisor. She has spent her career 20 on Wall Street at top firms such as Goldman Sachs and J.P. Morgan.
Alison received both her undergraduate degree and MBA from Georgetown but cannot name the starting five from any of their championship basketball teams. Although she truly loves the school.
Roger has a professional career spanning 30 years in community and economic development. Senior executive who served in government, education, and the not-for-profit sectors with a focus on financial literacy and equity for under represented groups. Earned his graduate degree from Columbia and his undergraduate from Bard.
We love our customers, so feel free to visit during normal business hours.
1177 High Ridge Road, Stamford, Connecticut 06905, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment