About Comparion Insurance

Chris Capone is the President & CEO of Comparion Insurance Agency. In this capacity, Chris is responsible for leading the Comparion enterprise, a top 5 insurance agency in the U.S., across personal property and casualty, life, annuity, and small commercial lines of business. Comparion utilizes a team of thousands of licensed employee producers as well as the networks of strategic business partners to provide tailored local insurance solutions at national scale. Prior to this role, Chris led the Exclusive Agent Distribution team of Liberty Mutual which combined with other organizations to form Comparion.

Chris joined Liberty Mutual in 2002 in a strategy capacity and was appointed to Managing Director, Affinity Employer Programs in 2005. He was promoted to Vice President, Affinity in 2008 and then served as Vice President, Regional Claims in 2010. He was promoted to Vice President, Partner Distribution in January 2011, and then promoted to Sr. Vice President, eCommerce in 2012. In 2014, he was appointed to Sr. Vice President Strategic Partnerships, and continued in that role until his promotion to President, Exclusive Agent Distribution in 2016. In 2021, Chris was named President and CEO of Comparion Insurance Agency.

Prior to joining Liberty Mutual, Chris held numerous positions within GE Capital, GE Investments and GE Aviation.

Chris earned a M.B.A. from the F.W. Olin School of Business at Babson College as valedictorian and earned a B.S. in Finance, summa cum laude from Bentley College. He holds the Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), Associate in Personal Insurance (API) and Accredited Advisor in Insurance (AAI) insurance designations.

Scott Roddy is the SVP and COO of Comparion Insurance Agency. In this role, he leads the teams overseeing carrier partnerships, agent enablement, financial analysis, and technology implementation. Prior to this role, Scott served as the Chief Financial Officer of Liberty Mutual's $1.7B Asia Retail Markets, where he managed financial performance and operations across China, India, Malaysia, Singapore, Hong Kong, Thailand, and Vietnam. He also served on the board of directors for various Liberty legal entities during this time.

Scott's tenure at Liberty Mutual began in 2005 within Product and Underwriting Analysis. After the acquisition of Safeco Insurance, he transitioned to Field Distribution in 2008, first as a Territory Manager and then as a Region Manager. From 2012 to 2019, he held several leadership positions within Independent Agency Distribution Analytics. In 2019, Scott joined Liberty's Asia Retail Markets Finance team, assuming responsibility for Financial Planning & Analysis (FP&A) and Operational Analytics throughout Asia.

Scott holds an M.B.A. from Seattle University, which he earned in 2015. He obtained his CPA license in 2007 (currently inactive) and holds a Bachelor of Finance degree from Miami University, which he completed in 2002.

As Vice President & Head of Carrier Relations for Comparion Insurance Agency, Kris Bielefeldt leads a high-performing team responsible for stewardship of our carrier partnerships. Under his guidance, a dedicated group of relationship managers, project managers, and business analysts collaborate to ensure the joint success of our carrier partners and our agents.

Since joining the organization in 2000, he has held roles in sales, business analysis, lead generation, and partnership management. In his current capacity, his team has expanded Comparion's carrier panel by 60 additional partners and collaborated closely with distribution teams to make profit shares a meaningful revenue source.

Kris holds several industry designations, including Associate in Personal Insurance (API), Associate in Underwriting (AU), Associate in Customer Service (ACS), and Associate in General Insurance (AINS).

As Vice President of Agency Technology Solutions (ATS), Regina Felts leads the charge in empowering the business through accurate, timely data and innovative optimization solutions. Under her leadership, ATS delivers seamless data management and processing solutions that drive smarter decisions and greater operational efficiency across the organization. They focus on agency optimization by implementing process improvements and cutting-edge digital capabilities, ensuring that Comparion remains at the forefront of technological innovation in the insurance industry.

Regina Felts brings over 25 years of industry experience to her role as Vice President of Agency Technology Solutions (ATS) at Comparion Insurance Agency, including 22 years at Liberty Mutual. With extensive insurance expertise specializing in solutions for the independent agency channel, Regina is passionate about delivering technology solutions that put agents and customers at the center of everything the business delivers.

Matt Galluzzo is the Vice President and Manager of Exclusive Agency Partnerships at Comparion Insurance Agency. In this role, Matt leads a team responsible for managing the relationships and day-to-day operations with third-party agency distribution partners. Matt joined Comparion from Liberty Mutual. He began his career as a Sales Associate in 2011 and has held various roles of increasing complexity and responsibility across sales, analytics and operations for the past 14 years. Matt earned his B.A. in Business Administration from Bryant University. He holds the Chartered Property Casualty Underwriter (CPCU) designation.

Eric Incitti leads the Finance & Accounting organization at Comparion Insurance Agency. In this role, Eric leads a team responsible for financial planning and analysis, financial reporting, accounting and expense operations, and compensation operations.

Eric joined Comparion from Liberty Mutual, where held various finance, analytics, and corporate strategy roles since 2009. Most recently, Eric was the head of Economics & Analytics at Comparion.

Eric holds an M.B.A. from the Questrom School of Business at Boston University and a B.A. from the University of Pittsburgh. He holds the Chartered Property Casualty Underwriter (CPCU) designation.

Aaron Keel is the Vice President of Agency Strategy at Comparion Insurance Agency. In this leadership role, Aaron oversees a dedicated team made up of strategy leads and project managers that develop and implement strategic initiatives to drive agency growth and operational excellence.

Aaron joined Comparion from Liberty Mutual and brings over a decade of expertise from diverse areas across Liberty, including commercial lines distribution, claims, Liberty Mutual Investments, and Liberty Insurance International (Europe).

Aaron holds an MBA from the Boston College Carroll School of Management and a B.S. from the University of Massachusetts Isenberg School of Management. He is a Chartered Property Casualty Underwriter (CPCU) and a Chartered Financial Analyst (CFA) charter holder.

DeAnna Kerrick is the Vice President of Agency Experience for Comparion Insurance Agency supporting Comparion's national agency force across their six Regions. In this role, DeAnna leads a team with oversight of marketing and communications, training, agency programs and agent enablement.

DeAnna has over 30 years of experience in financial services holding positions in banking and insurance concentrated in marketing, distribution, agency programs and underwriting operations. Since she joined the organization in 2007, she has held various roles across Distribution including national agency enablement, field sales leadership with oversight of three Regions and national strategy and operations.

DeAnna holds a B.A. from Illinois Wesleyan University.

Ellen LaGana is Chief of Staff to Chris Capone for Comparion Insurance Agency. She is accountable for the development and execution of the agency's strategic vision, goals, and measures of success. Prior to taking this role, Ellen held various operational and analytical roles at Comparion and Liberty Mutual Insurance. Ellen graduated summa cum laude from Northeastern University with a B.S. in Economics.

Joanna McMenamy is the VP of Agency Insights for Comparion Insurance Agency. In this role, Joanna leads a team responsible for delivering robust, data driven insights that drive strategic alignment and business decisions for the agency. This includes responsibility for lead generation and marketing program economics, compensation program design, sales performance and book insights, and data science model deployment.

Joanna joined Comparion from Liberty Mutual, where she held various positions across Analytics, Finance and Operations. Most recently, Joanna led a team focused on Liberty Mutual Insurance Agency's strategy, financials, and economic performance. Prior to working at Liberty Mutual and Comparion, Joanna worked in Finance at General Electric and completed the Financial Management Program with GE.

Joanna holds a B.S. in Finance from Boston University.

Adam Ruri is Assistant Vice President and the Director of National Partnerships at Comparion Insurance Agency. In this role, Adam is responsible for developing strategic alliances and agency affinity relationships. He spearheads national business-to-business market expansion strategy and leads cross-functional efforts to operationalize negotiated partnership agreements.

Adam has held various roles during his tenure at the company and joined Liberty Mutual through the Field Management Development Program. He has held management positions in Claims and Distribution, including serving as the first national Brokerage Wholesaler during the agency's inception. Prior to becoming Assistant Vice President, Adam led the US Retail Markets Recognition team executing national incentive and employee engagement programs. Before joining Liberty Mutual, he worked at Rinchem Company, Inc. where he managed their Global Sales Team.

Adam holds an M.B.A. in Marketing and Strategy from Purdue University and a B.S. in Management from the BYU Marriott School of Business.

Eliza Coan is the Director of Marketing & Communications. In this role, Eliza leads of team of experienced marketers and communicators responsible for driving meaningful engagement between leadership and employees, providing strategic roadmaps for teams and growing the Comparion brand. Eliza joined Comparion from Liberty Mutual where she has held several roles in Marketing and Communications since 2014. Eliza holds a B.S. in Marketing from Bentley University.

John Bem is Vice President and the Regional General Manager of the Central Region at Comparion Insurance Agency. In this role, he is responsible for managing all aspects of agency operations in LA, KS, MO, OK and TX. His team has hundreds of employees in roles ranging from front line sales producers, marketing support personnel and business managers.

Mr. Bem has over 25 years of insurance industry experience and held various management roles across Service, Sales, Compensation & Recognition and Call Center Operations. His first Senior Leadership role was as a Region Service Manager in Midwest leading the region to become one of the most efficient and highest customer satisfaction regions in the country. He was then promoted to Area Manager in Upstate New York leading a large sales team before taking a role in Liberty Mutual's Home Office in Boston to gain experience in leading several teams that support field sales and service teams. In 2019, he moved to Texas when he was promoted to RGM for Central Region.

Mr. Bem holds an M.B.A. in Marketing from Benedictine University, a Certificate of Business Administration Accounting from St. Clair College, and a B.A. in Computer Information Systems from Walsh College.

Thomas Bertha is the Vice President and Regional General Manager for the Mountain Region at Comparion Insurance Agency. In this role, he is responsible for managing all aspects of agency operations in AZ, CO, NV, NM, UT and WY. His team has hundreds of employees in roles ranging from front line sales producers, marketing support personnel and business managers.

Mr. Bertha joined Liberty Mutual in 2002 as a personal-lines sales representative. In 2004, he was hired into his first management role, and he has assumed various leadership roles for the company over the last 18 years. In 2019, he was promoted to RGM for the Mountain Region under Liberty Mutual and in 2022 he maintained the same role while transitioning to Comparion.

Mr. Bertha holds a B.A. in English from Dartmouth College.

Taggart Bolen is Vice President and Region General Manager of the Southeast Region at Comparion Insurance Agency. In this role, he is responsible for managing all aspects of agency operations in AL, AR, FL, GA, MS, NC, SC, and TN. His team has hundreds of employees in roles ranging from front line sales producers, marketing support personnel and business managers.

Mr. Bolen joined the company as a sales representative in 2008. After being promoted in 2010 to senior branch manager, he has held a range of leadership roles with increasing responsibility. Prior to joining the company in 2008, Mr. Bolen worked in the housing and real estate sector holding positions in sales, marketing, and leadership.

Mr. Bolen has earned the Leadership Excellence certification from the Owen Graduate School of Management at Vanderbilt University and holds both an M.B.A. and a B.A. in Consumer Economics from the University of Georgia.

Cameron Finch is Vice President and Regional General Manager of the Northeast Region at Comparion Insurance Agency. In this role, he is responsible for managing all aspects of agency operations in CT, MA, ME, NH, NY, RI and VT. His team has hundreds of employees in roles ranging from front line sales producers, marketing support personnel and business managers.

Cameron has held various positions over his tenure at the company, including analyst and management roles in Product and Pricing division, Distribution Analytics, and Distribution Operations. Prior to becoming Regional General Manager, he led and stood up the Wholesale Brokerage team supporting Comparion's agents nationally. Prior to joining Liberty Mutual in 2009, he worked at The Parthenon Group in Boston.

Cameron holds an M.B.A. in Organizational Leadership from Boston University and a B.A. in Economics from Trinity College.

James Gwynn is Vice President and Regional General Manager of the Mid-Atlantic Region at Comparion Insurance in DC, DE, OH, KY, MD, NJ, PA, VA and WV. His team has hundreds of employees in roles ranging from front line sales producers, marketing support personnel and business managers.

James has been with the company for 28 years. During that time he has held several roles in Exclusive Agent Distribution with increasing responsibility including Sales Representative, Sales Manager, National Sales Director and Regional General Manager.

James holds an M.B.A. from Temple University, a M.S. in Financial Services from the American College and a B.A. from University of Phoenix. He holds the Chartered Property Casualty Underwriter (CPCU), Life Underwriting Training Council Fellow (LUTCF), Financial Services Certified Professional (FSCP), Associate in Management (AIM), Associate in Personal Insurance (API) and Retirement Income Certified Professional (RICP) designations.

Kenny Kendrick is Vice President and Regional General Manager of the Pacific Region at Comparion Insurance Agency. In this role, he is responsible for managing all aspects of agency operations in AK, CA, HI, ID, MT, OR and WA. His team has hundreds of employees in roles ranging from front line sales producers, marketing support personnel and business managers.

Mr. Kendrick joined the company in 2011, and has held various roles in Operations and Distribution across the U.S. Prior to joining Comparion, Mr. Kendrick worked with Nationwide Insurance, Superior Insurance, and Sagamore Insurance with roles in territory management, product management, operations, and distribution.

Mr. Kendrick holds a B.A. in Agricultural Economics from Purdue University.