Structured Insurance Services maintains a team of financial service professionals with deep experience and expertise across the insurance industry and capital markets.
Matthew Gilmore - Principal
Matthew Gilmore has assisted clients with insurance and financial planning needs since 2003. Matthew has built a team to provide services that focus on a independent consulting approach to insurance and other financial planning engagements. Matthew works extensively in the area of trust owned insurance planning and oversight.
Matthew holds a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania, and a BA from the University of Virginia.
Lee Goss - Principal
Lee Goss is a senior financial services executive with over 20 years of experience. He has deep expertise and technical knowledge of Premium Finance concepts, Buy-Sell Arrangements, Estate Planning, Qualified and Non-qualified retirement plans, among other products. Previously, he was the Project Manager for sales and marketing of Premium Finance transactions at MassMutual.
He holds a CLU and ChFC from American College, a MBA with a concentration in Accounting - from Western New England College, a MS in Management Information Systems from Rensselaer Polytechnic Institute and a BA in Economics from the University of Massachusetts.
Greg Jacobs - Principal
Greg Jacobs is a senior financial services executive with over 25 years of experience in managing investment and trading businesses for both buy- and sell-side entities with focus on structured asset-backed products and related derivatives. He has deep working knowledge and experience across the capital markets, including product structuring, risk management, asset-backed lending, interest rate hedging, debt origination and valuation.
He holds a MBA from Sloan School of Management, MIT and a Sc.B. in Mechanical Engineering from Brown University.