Drawing on his extensive expertise and experience as a finance and insurance executive, Bob assists high net worth individuals and family offices in the design and implementation of domestic and international life insurance and annuity structures, consults on their property, casualty, and liability needs, and oversees the marketing and development of the firm’s insurance practice. He also consults with firm clients about the implementation, reporting, and analysis aspects of their investment portfolios as well as all other non-investment risk management matters. Bob serves as President of Edgewater Consulting Group, Ltd., a GBGR affiliate that provides a comprehensive post-sale service platform to insurance professionals in the private placement life and annuity marketplace. However, neither GBGR nor Edgewater Consulting Group, Ltd. is an insurance broker or registered investment advisor.
Bob is also the firm’s Chief Operating Officer. In this role, he leads and oversees all of the operational, administrative, and financial functions of the firm.
Bob Chesner serves as President of Edgewater Consulting Group, Ltd., a GBGR affiliate that provides a comprehensive post-sale service and consulting platform to insurance professionals and carriers in the private placement life and annuity marketplace. However, neither GBGR nor Edgewater Consulting Group, Ltd. is an insurance broker or registered investment advisor.
Bob is a frequent speaker on life insurance matters and is quoted regularly in major financial publications. He co-authored, with GBGR Partner Leslie Giordani, Bloomberg BNA’s Tax Management Portfolio 870, 1st, Private Placement Life Insurance and Annuities.
Prior to joining GBGR, Bob was Vice President of AIG Global High Net Worth Markets, a division of AIG Worldwide Life Insurance and subsidiary of American International Group, Inc. (AIG). Bob directed distribution and marketing activities in the high net worth marketplace for AIG and managed its COLI/BOLI market strategy, implementation, product development, and marketing. He also served as chief marketing officer of AIG Life of Bermuda, Ltd and AIG Worldwide Insurance Company of Bermuda, Ltd. Bob began his career at KPMG Peat Marwick, working exclusively in the insurance industry. He also served as a COLI marketing specialist for New York Life. Bob received his B.S. in Accounting from Providence College in 1989.