About Marshall+Sterling Insurance
Marshall+Sterling Insurance is a Financial Services company based in Poughkeepsie (United States) founded in 1864. MarshallSterling Insurance is focused on providing customized insurance and financial solutions. It operates on a Professional Services and Commission-Based model. Marshall+Sterling Insurance has completed 2 acquisitions, including Putnam and Valley Group. Marshall+Sterling Insurance offers products and services including Business Insurance, Employee Health and Benefits, Personal Insurance, Equine Insurance, and Retirement and Wealth Management. Its focus areas include Financials, Insurance and Property and Casualty Insurance.
Company details
MarshallSterling Insurance is recognized as a leading independent agency in the United States, specializing in business insurance, personal insurance, employee benefits, equine insurance, and wealth management services. Headquartered in Poughkeepsie, NY, the company is licensed across all states and the U.S. Virgin Islands. Customized plans are developed to minimize risk and protect clients assets across various sectors. Comprehensive solutions are offered for businesses, individuals, and specialized industries like equine and ranch operations. Advanced analytics and predictive modeling are utilized to provide actionable insights for risk management. As an employee-owned entity, a strong commitment is maintained to client success and community involvement.
- Headquarters Poughkeepsie, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website marshallsterling.com
- Social LinkedIn Facebook Instagram YouTube
- Investments & AcquisitionsPutnam
& 1 more
Products & Services of Marshall+Sterling Insurance
Marshall+Sterling Insurance offers a comprehensive portfolio of products and services, including Business Insurance, Employee Health and Benefits, Personal Insurance, Equine Insurance, and Retirement and Wealth Management.
Customized plans are offered to safeguard business operations.
Compliant benefits programs are designed for business needs.
Solutions are provided for home and auto protection.
Specialized coverage is offered for equine and farms.
Financial planning services are provided for individuals.
Apps and channels of Marshall+Sterling Insurance
its YouTube channel Marshall+Sterling has 204 subscribers and 30 videos.
Videos from Marshall+Sterling Insurance
The most watched videos on Marshall+Sterling Insurance's YouTube channel, Marshall+Sterling (204 subscribers). Click a video to play it here.
More on Marshall+Sterling.
People of Marshall+Sterling Insurance
86 people are tracked at Marshall+Sterling Insurance (17 in leadership, 69 in team).
| Name | Role | Group |
|---|---|---|
Cfp® Craig Pesce | Director Of Wealth Advisors | Leadership |
Tim Dean | CEO | Leadership |
Timothy Tarpey Cic, Clcs | VP & Regional Sales Manager | Leadership |
Clcs Ryan Nelthropp | Vice President, Senior Sales Executive | Leadership |
Greg Townsend | Vice President | Leadership |
Matt Cronin | Vice President, Regional Sales Manager | Leadership |
Lisa Dalleo-Tyner | Sr. VP & Director Of Carrier Relationships & Market Placements | Leadership |
Stephen K. | Vice President & Senior Sales Executive | Leadership |
Frank Smith Cpa, Vp | Chief Financial Officer | Leadership |
Cpia Brian Seigerman | Vice President | Leadership |
Mike Dombrowski | Vice President, Senior Sales Executive At Marshall & Sterling Employee Benefits, Inc. | Leadership |
Cisr Margaret Cannelli Cpia, Cris | Account Manager, Assistant Vice President | Leadership |
Peter Ingellis | Vp, Regional Sales Manager | Leadership |
Krystal Woods | Vice President, Manager- Account Operations And Services | Leadership |
Patricia Raymond | Assistant Vice President, Manager Business Development | Leadership |
Hallie Bresett | People Operations Director | Leadership |
Irene M. Jones | Vp, Program + Industry Development Specialist | Leadership |
Lisa M Krom | Client Solutions Customer Service Representative | Team |
Clcs Melissa Kearsing | Software Application Manager | Team |
Debbie Bernard | Sr. Financial Service Rep | Team |
66 more people are available in the full profile.
Complete people profiles for Marshall+Sterling Insurance
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Marshall+Sterling Insurance
Marshall+Sterling Insurance has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Putnam and Valley Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Insurance brokerage services are provided to clients nationwide. | valleygroup.com | Wallkill, United States | 1988 | Mar 2016 | •••• | |
Diversified investment management services are offered by Putnam firm. | putnam.com | Kansas, United States | 1937 | Jun 2007 | •••• |
Complete acquisition details for MarshallSterling Insurance
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Marshall+Sterling Insurance
3 dated milestones of Marshall+Sterling Insurance across 152 years, from founding to its latest funding, stage changes and deals.
- Founded Marshall+Sterling Insurance is founded.
- Acquisition Acquires Putnam.
- Acquisition Acquires Valley Group.
Web traffic of Marshall+Sterling Insurance
Websites that share an audience with Marshall+Sterling Insurance (marshallsterling.com).
Websites whose visitors overlap most with Marshall+Sterling Insurance. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| markel.com | 94% | 153.8K | #271,952 | View details |
Top companies in Insurance Providers
3 companies that operate in the same segment as Marshall+Sterling Insurance (Insurance Providers) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of a cloud-based platform for life and P&C insurance | 2015 | New York, New York, United States | USD 644 M | USD 615.2 M | 1,471 | |
Online small business insurance policies are provided. | 2016 | Palo Alto, California, United States | USD 1.12 B | 549 | ||
App-based comparison platform for financial products | 2009 | San Francisco, California, United States | USD 123.3 M | USD 836.6 M | 650 |
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Frequently Asked Questions about Marshall+Sterling Insurance
Marshall+Sterling Insurance was founded in 1864.
Marshall+Sterling Insurance is headquartered in Poughkeepsie, United States. It is registered at Poughkeepsie, New York, United States.
MarshallSterling Insurance is recognized as a leading independent agency in the United States, specializing in business insurance, personal insurance, employee benefits, equine insurance, and wealth management services. Headquartered in Poughkeepsie, NY, the company is licensed across all states and the U.S. Virgin Islands. Customized plans are developed to minimize risk and protect clients assets across various sectors. Comprehensive solutions are offered for businesses, individuals, and specialized industries like equine and ranch operations. Advanced analytics and predictive modeling are utilized to provide actionable insights for risk management. As an employee-owned entity, a strong commitment is maintained to client success and community involvement.
Marshall+Sterling Insurance offers Business Insurance, Employee Health and Benefits, Personal Insurance, Equine Insurance, and Retirement and Wealth Management.
Marshall+Sterling Insurance has made 2 acquisitions, including Putnam, and Valley Group.