Financial Institutions

The Financial Institutions team offers a suite of specialty products for our clients. We provide capacity for Directors & Officers Liability, Investment Management Liability, Private Equity (GPL) Liability, Banker’s Professional Liability, Insurance Company Professional Liability, Employment Practices Liability, Fiduciary Liability, and Bond programs.

Download Our Financial
Institutions PDF

Thought Leadership

“Our team collectively has over 65 years of experience. We work with our trading partners to help provide solutions for our Insureds and strive to create long-term relationships with our clients. Each risk has unique needs, and at Vantage, we embrace what makes our clients different, creating a streamlined approach to underwriting and claims handling.”

-Bhuma Patel, SVP And Head of Financial Institutions

Featured Experts

Bhuma Patel

SVP, Head of Financial Institutions
[email protected]
+1 848-391-8588

Rima Pattanam

VP, Underwriting Financial Institutions
[email protected]
+1 201-595-9043

Nick Steiner

VP, Underwriting Financial Institutions
[email protected]
+1 914-589-9002

Cara Sweeney

VP, Underwriting Financial Institutions
[email protected]
+1 203-536-9685

We see risk Differently

We believe in “smart underwriting,” which is about getting comfortable with various data sources and maximizing those data insights to facilitate new offerings, enter new markets, and enable underwriters to make more scientific-based decisions on risk.