Jeremy is in charge of managing SouthCap’s key corporate relationships with family offices, regional banks, local attorneys and career agencies. Prior to joining SouthCap, Jeremy was as an independent life and health insurance broker where he helped commercial and private clients…
Jeremy is in charge of managing SouthCap’s key corporate relationships with family offices, regional banks, local attorneys and career agencies. Prior to joining SouthCap, Jeremy was as an independent life and health insurance broker where he helped commercial and private clients…
Brian has been active in the life insurance industry for over a decade. Prior to joining SouthCap, he was an independent agent from 2005-7. In 2007, he was hired by Credit Suisse as a director in the Longevity Markets Group,…
Philip specializes in advanced life and disability insurance planning, as it relates to estate preservation, business succession, and family wealth transfer. Clients include, among others, principals of private equity firms and hedge funds, senior management of Fortune 500 companies, entrepreneurs,…
