Why Liftman
Our Team
Liftman Insurance is built around a small, senior team of licensed brokers and in-house underwriters — not a call center. From Chairman Ted Liftman, who founded the firm in 1957, to the underwriters who manage bonds and claims day to day, every member of the Liftman team specializes in coverage for investment advisors, mutual funds, hedge funds, and broker-dealers.
Because our team is small by design, clients work directly with the people who understand their account — not a rotating queue of unfamiliar representatives.
Leadership & Underwriting Team
Theodore Liftman, Chairman, founded Liftman Insurance in 1957. A licensed insurance broker and consultant, Mr. Liftman has been insuring members of the investment community for over half a century. He has a Bachelor of Science degree in business administration from Boston University with a major in insurance. Liftman Insurance has over 2,500 investment advisor, mutual fund, hedge fund and securities broker dealer clients.
Mark S. Liftman, President, has been insuring members of the investment community for twenty-five years. Mr. Liftman began working at our firm in 1987, shortly after graduating from Boston University with a Bachelor of Science degree in business administration,. His current responsibilities include underwriting and supervising key accounts in E&O, D&O, bonding, Cyber Security and other financial products. Mr. Liftman is a licensed insurance broker.
Angela Dennis, Bond Manager/In-House Underwriter, has worked with Commercial Surety and Fidelity Bonds for over thirty years. She began her extensive underwriting career with Cigna as an underwriter trainee, successfully completing its underwriter training program and working in its Boston office. After nine years, she transitioned to the brokerage side where she spent twelve years at an agency as an in-house underwriter concentrating in the construction, manufacturing, and financial industries.
Michael Glaser, Vice President, is a licensed insurance broker who currently has over ten years of experience in the industry. Mr. Glaser received a Bachelor of Science degree in Finance from the University of Connecticut in 2005. After college Michael worked as an underwriter at Hartford Financial Products for four years specializing in E&O, D&O, EPL and Fiduciary Liability coverage for Investment Advisors and Mutual Funds. Mr. Glaser has been a member of the Liftman Insurance team since 2009.
Melanie Wigmanich-Meyer, Assistant Bond Manager, has fifteen years of insurance underwriting experience. Her experience includes four years in Property & Casualty insurance focusing on ceded claims at First State/Horizon Management, three years underwriting accounts at Atlantic Charter Insurance, and over six years underwriting fidelity bonds at Liftman Insurance with a focus on ERISA and Surety Bonds.
Kim Sullivan, Underwriting Assistant, supports our team by generating reports, processing renewals, scheduling, as well assisting with many other administrative tasks. Kim joined us this year and has been a great addition to our team.
Frequently Asked Questions
Who is the president of Liftman Insurance?
Mark S. Liftman is President of Liftman Insurance. He has been with the firm since 1987 and oversees underwriting and key accounts across E&O, D&O, bonding, and cyber security.
Who founded Liftman Insurance?
Liftman Insurance was founded in 1957 by Theodore “Ted” Liftman, who continues to serve as the firm’s Chairman.
Does Liftman Insurance have in-house underwriters?
Yes. Liftman Insurance’s underwriting team, including a Bond Manager and Assistant Bond Manager, is in-house rather than outsourced, supporting bonds, surety, and fidelity coverage directly.
