Keith Friedman, CEO & Founder

Is the CEO & Founder of FBO Strategies LLC a insurance and estate planning firm.  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.

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.

Steve Schapiro, Partner - FBO Coaching

Steve has worked in finance nearly since the moment he graduated college.  He has an undergraduate degree from SUNY Albany and an MBA in real estate from University of Texas at Austin Red McCombs School of Business. 

Joshua Marcus, Head of Carrier Relations

Has worked in the insurance industry for 20 years specializing in developing good relationship with carriers in order to better assist our clients.  He graduated from the University of Wisconsin Madison

Contact Us

Drop us a line!

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

FBO Strategies LLC

1700 Bedford street, suite 203, Stamford, CT 06902, us

(203) 564-9984


Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed