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People

Keith Friedman, CEO & Founder

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 continually diminishing skills.   He lives in CT with his wife, two sons, and two dogs. 

David Monson, Partner

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.

Joshua Marcus, Head of Carrier Relations

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

Seth Wasserman, VP Case Design

  

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.  

Roger Scotland - Board Advisor

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 underrepresented groups. He earned his graduate degree from Columbia and his undergraduate degree from Bard. 


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FBO Strategies LLC

1177 High Ridge Road, Stamford, Connecticut 06905, United States

(203) 564-9984

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

  • Carbyne Allocation™
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FBO Strategies LLC

1177 High Ridge Road, Suite 133 Stamford, CT 06905

(203) 564-9984

Copyright © 2025 FBO Strategies LLC - All Rights Reserved.

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