Lori B. Monserrat
Secretary, Kiva U.S. Loan Committee Chair
“As a parent of a 26 year old daughter, I want to impact the landscape for her and future women and girls in our state. As a business woman and single mom I experienced inequality in position, pay, and treatment. My grandmother taught me to live by example and be the change. While there has been much progress by incredible women like her, we have to continue to carry the torch of our foremothers.”
With more than 20 years of experience in the insurance industry, Lori specializes in developing risk management strategies for affluent individuals, high profile individuals, family office clients, and athletes. She joins BKS Partners – Baldwin Krystyn Sherman Partners, from Marsh Private Client Services where she served over 14 years. Lori provides complex property and liability insurance solutions for individuals and families, developing proper program structure with trusted advisors to ensure asset protection. She was most recently named a 2016 Risk & Insurance Power Broker Finalist in the inaugural Private Client category.
Lori holds a Bachelor degree in Behavioral Science from Mercy College in New York with an Accredited Advisor in Insurance (AAI) designation.
She is passionate about serving her community as Board member for Lighthouse of Collier, Miracles in Action and The Women’s Foundation of Southwest Florida. Lori, her husband, and daughter love spending time on the many beautiful beaches of Southwest Florida.