H.W. Kaufman consists of over 50 offices around the globe, which are shaping the insurance industry.
The H.W. Kaufman Company is a global network of companies dedicated to shaping the insurance industry. Our success is drawn from a collaboration of unique insights, an unparalleled depth of resources and the highest level of expertise. In propelling insurance forward, we are:
- Investing in innovative technology and future-focused strategies.
- Creating efficiencies whenever possible.
- Identifying emerging trends.
- Being more responsive to changing market conditions.
- Promoting creativity and encouraging dynamic thinking that contributes to complex problem solving.
We adhere to core values that continually exceed the expectations of the brokers, associates, carriers and partners that our companies serve.
We take ownership of our actions and the consequences that follow, never compromising or taking advantage of a company’s trust or situation.
We will never concede to private equity or Wall Street, maintaining our family ownership to ensure we keep our allegiances to the companies we serve.
We are committed to preparing all generations of insurance professionals to be leaders and innovators in their own right.
We take on the responsibility of improving the welfare and prosperity of our companies, making every one of our resources available to them.
We are passionate about the insurance industry and are committed to doing business the right way.
The Executive Team
Daniel KaufmanCorporate Senior Vice President
Daniel J. Kaufman serves as a Senior Vice President at H.W. Kaufman Financial Group and a Managing Director of its largest subsidiary, Burns & Wilcox. His responsibilities include overseeing daily operations at the Burns & Wilcox Chicago office and working closely with other Midwestern offices, as well as H.W. Kaufman’s international operations, to explore innovative coverage solutions for complicated risks and develop products that meet the needs of emerging businesses and industries.
During his tenure, Mr. Kaufman has been a vocal advocate of attracting and retaining top talent in the insurance industry and was instrumental in developing Kaufman’s internal emerging leaders program. In 2016, Daniel was appointed to the H.W. Kaufman Board of Directors, a position that allows him to play a greater role across the company’s global operations as a third-generation leader.
Mr. Kaufman received his Bachelor of Arts from the University of Michigan (Ann Arbor, Mich.) then went on to earn his Juris Doctor from Loyola University (Chicago). He is a member of the State Bar of Michigan and currently serves on several corporate, civic and advisory boards, including Atain Insurance Companies, City of Hope National Insurance Industry Council, Midwest Insurance Industry Charitable Foundation, National Underwriter Magazine, Association of Lloyd’s Brokers, Metro Chicago Hillel and the Kaufman Family Foundation. Daniel received the 2015 William R. “Bill” Story Memorial Award from City of Hope for his leadership and professionalism in the insurance industry.
Blaise D’AntoniCorporate Senior Vice President
Blaise D’Antoni is responsible for operations at Burns & Wilcox’s network of Louisiana offices that include New Orleans, Baton Rouge and Monroe. With more than two decades of experience at Burns & Wilcox, Blaise was instrumental in building the Louisiana regions robust underwriting capabilities in commercial and personal lines.
During his career with Burns & Wilcox, Blaise helped lead the New Orleans office during and after Hurricane Katrina and provided brokers and agents commercial and personal wholesale surplus lines expertise after the standard admitted markets pulled out of the region.
He received his Bachelor of Science from the University of New Orleans and is a current member and past president of the Louisiana Surplus Lines Association.
Chris ZoidisCorporate Senior Vice President
Chris Zoidis directs the Corporate Development initiatives across H.W. Kaufman Financial Group. He is responsible for executing the company’s global growth strategy and overseeing the Burns & Wilcox relationship with the London market. Chris is also responsible for the Burns & Wilcox Special Risk Division, a strategic underwriting and brokerage team that is home to some of the industry’s leading specialty insurance experts.
Prior to joining Burns & Wilcox, Chris spent nearly a decade in consulting, focused on insurance strategy, operations and mergers & acquisitions. Chris also has previous experience as a commercial underwriter at St. Paul/Travelers and Crum & Forster.
Chris earned a Masters of Business Administration from Indiana University and a bachelor’s degree in economics from Boston College. He also studied at the London School of Economics and holds a Chartered Property & Casualty Underwriter (CPCU) designation.
Daniel T. MuldowneyExecutive Vice President & Chief Financial Officer, H.W. Kaufman CEO, Atain Insurance Companies
Daniel T. Muldowney is Executive Vice President and Chief Financial Officer of Burns & Wilcox and its parent company H.W. Kaufman Financial Group. He is responsible for the company’s financial operations, including strategic planning and growth strategy.
Muldowney joined H.W. Kaufman in 2002 as Vice President, Finance and Treasurer and was promoted to Chief Financial Officer in 2003 and Executive Vice President in 2012. He was appointed President and CEO of Atain Insurance Companies in 2003. In 2012, he was approved by the FSA to work with Lloyds when he was appointed to the board of directors of Chesterfield Insurance Brokers, a member of the H.W. Kaufman family of companies.
Previously, he spent more than 20 years with American Community Mutual Insurance Company in various roles with increasing responsibility. His final role was Senior Vice President and treasurer.
Muldowney earned a bachelor’s degree in accounting from Michigan State University. He also is an accomplished insurance professional becoming a Fellow of the Life Management institute (FLMI), earning certification “with distinction” from the Life Office Management Association in 1991.
He is past president of the Michigan Chapter of Insurance accounting and System Association (1989-1990). Muldowney also is a past board member of Michigan Chapter of the Life Office Management Association (1992-1994) and Michigan Life & Health Guaranty Association (2000-2001).
Denis BradyPresident, Burns & Wilcox Brokerage
Denis Brady leads Burns & Wilcox Brokerage, a highly specialized team of experts solely dedicated to wholesale brokerage. Under his leadership, the group has transformed the company’s brokerage business with the resources required to handle complex brokerage accounts of all sizes.
Today, Burns & Wilcox Brokerage spans the country, bringing breakthrough products to the marketplace and delivering unique risk solutions for retail broker and agent partners.
Denis’ career in insurance spans more than 25 years and includes extensive experience in brokerage, underwriting and management. He earned a Bachelor of Arts from Swarthmore College. In 2015, he was elected Chair of the California Surplus Lines Association.
Donald CarsonExecutive Vice President
Don Carson serves as Executive Vice President of Burns & Wilcox. He is also the Managing Director of the Dallas/Fort Worth, Texas office, the largest within the Burns & Wilcox network.
During his more than 25 years at Burns & Wilcox, Don has been integral in the company’s continued domestic growth. In addition to his executive leadership, Don has responsibility for nine offices. Don has also mentored and helped develop countless professionals who share his passion for the business commitment to the long-term growth of Burns & Wilcox.
Harvey GoldenbergExecutive Vice President
Harvey Goldenberg is an Executive Vice President of Burns & Wilcox and serves as the Managing Director of the San Francisco office. He also directs operations at the company’s five California offices, as well as those in Arizona and New Mexico.
Harvey has more than 35 years of experience which includes expertise in underwriting and wholesale brokerage. Prior to joining Burns & Wilcox he managed the excess liability division of a managing general agent based in San Francisco and worked as a wholesale broker.
Harvey earned a bachelor’s degree in marketing from Indiana University.
Jeff DiefenbachSenior Vice President
Jeff Diefenbach is a Senior Vice President and Managing Director for the Burns & Wilcox offices in Detroit, Cleveland and Milwaukee. He is also the regional executive with responsibility for Burns & Wilcox Canada.
Since joining Burns & Wilcox more than a decade ago, Jeff’s responsibilities have expanded to cover much of the Midwest. He also plays an active role in mentoring and coaching emerging leaders within the organization.
Jeff earned a bachelor’s degree in finance from Wayne State University (Detroit). He is a certified Chartered Property Casualty Underwriter, Certified Insurance Counselor and an Associate in Underwriting.
Jim EptingSenior Vice President
Jim Epting is a Corporate Senior Vice President and also serves as the Managing Director of the Atlanta office. In nearly 20 years at Burns & Wilcox, Jim has transformed underwriting units into some of the company’s most successful and developed books of business that are among the firm’s longest-standing relationships.
As his role has evolved from production to leadership responsibilities, Jim takes great pride in fostering the company’s next generation of leadership.
He has led the geographic expansion of Burns & Wilcox throughout the East Coast, building new opportunities with brokers, agents and insurance companies.
Jim earned a bachelor’s degree in risk management and insurance from the Terry College of Business at the University of Georgia. He also completed an executive leadership program at the University. Jim holds an Associate in Surplus Line Insurance (ASLI) and Certified Insurance Counselor (CIC) designation.
Michael PaulinChief Information Officer (CIO) and Corporate Vice President, Information Technology
Mike Paulin is Chief Information Officer (CIO) and Corporate Vice President, leading information technology across the H.W. Kaufman family of companies. With more than 20 years of experience, Mike works to foster seamless global networking throughout the organization.
Under his leadership, the IT group has supplied a modern infrastructure and portfolio of enterprise applications that enables the company to quickly respond to market challenges and deliver best-in-class client service. Visualizing the future of technology in insurance, Mike is utilizing new advancements in adjacent industries to recreate, replace, and reinvent insurance sales and service processes.
Mike earned a Bachelor of Business Administration and Masters of Business Administration from Grand Valley State University and a Master of Science in Information Systems at the University of Michigan.
Renee LercheCorporate Senior Vice President Human Resources
Dr. Renee Lerche is an internationally recognized expert in employee engagement, human resources management and workforce development. She oversees the design, implementation and execution of all HR systems for Burns & Wilcox and across the H.W. Kaufman family of companies.
Since joining the company is 2006, Renee has worked alongside Chairman, President and CEO Alan Jay Kaufman to build the industry’s premier continuing education and professional development initiatives. Today, Burns & Wilcox is proud to offer its team access to unmatched emerging leadership and advanced management programs along with the company’s own corporate university.
Renee earned a bachelor’s degree from Douglass College, a master’s degree from Boston State College and a doctorate from Harvard University. She is an elected Fellow of the Douglass Society (1999) and the recipient of the Institute for Educational Leadership’s National Leadership Award. Renee also previously served as a faculty member at the University of Michigan’s Ross School of Business.
Wayne BatesCorporate Senior Vice President
Wayne Bates is President of Atain Insurance Companies and Corporate Senior Vice President of H.W. Kaufman Financial Group. With more than 28 years of experience, he is acutely focused executing profitable growth strategy, product development and operations.
Prior to joining on as President of Atain, Wayne served as an Underwriter in the London insurance market and as President of a start-up surplus lines carrier in Illinois. In addition, he was formerly with H.W. Kaufman as a Corporate Vice President, serving as Director, Special Risks Division, Burns & Wilcox Limited and Director of Underwriting, Atain Specialty Insurance Company.
Wayne obtained his ACII from the Chartered Insurance Institute in 1992.
With over four decades of industry leadership to our name, H.W. Kaufman Financial Group continues to forge bold new paths in the insurance industry. Founded in 1969 by Herbert W. Kaufman to serve brokers and agents with specialty insurance products, we have steadily grown into the foremost global network of companies in the insurance industry. We conduct business in over 50 offices around the world, and we are just getting started.
Under the stewardship of Alan Jay Kaufman, Burns & Wilcox has grown to over $2 billion in annual premiums through a series of strategic acquisitions, technological advancements and organic growth.
2010: $900 Mil
2011: $950 Mil
2012: $1.2 Bil
2013: $1.4 Bil
2014: $1.6 Bil
2015: $1.8 Bil
Launches Afirm – A merger of US-Reports and Canadian Reports
Launches KILT – Kaufman International Leadership Training
Alan Jay Kaufman establishes a major endowment within the Eli Broad College of Business at Michigan State University to provide academic leadership in insurance.
Acquires Lochain Patrick
Incorporates Burns & Wilcox Brokerage
Acquires Canadian-based Spectius Underwriting Solutions Ltd., provider of premium audits, inspections and risk services. The company now operates as Canadian Reports.
Acquires Global Excess Partners
Launches KAMP – Kaufman Advanced Management Program
Acquires Chesterfield Insurance Group Canada and rebrands as Burns & Wilcox Canada
Acquires Chesterfield Insurance Group UK
Launches KELP – Kaufman Emerging Leaders Program
Alan Jay Kaufman founds the Kaufman Institute, providing outstanding opportunities for the professional development of his employees.
Alan Jay Kaufman creates The Kaufman Family Foundation, awarding scholarships to exceptional students.
Corporate Headquarters relocates to its current location in Farmington Hills, MI.
Second-generation leader Alan Jay Kaufman acquires the company and takes it private.
H.W. Kaufman takes the company public.
Acquires Minuteman Adjusters
Acquires Royal Premium
First Managers Meeting
Acquires R.B. Jones
Kaufman Financial Group founded by Herbert W. Kaufman in Southfield, MI.