Insurance advisory & brokerage

Coverage, advised. Not sold.

Greenridge Insurance is white-glove commercial and family-office insurance advisory and brokerage for our wealth clients and operating partners. We start with advice, and place coverage only where it's a natural fit.

PersonalCommercialLifeHealthSpecialty
Advice-firstNot a call center
Commercial& family office
IntegratedWith your advisers
Who we serve

Built around the relationships we already hold.

Private clients & family offices

Our wealth relationships

For Greenridge Wealth clients and their families, coverage is part of the plan, not a separate sales call. We review what you carry, find the gaps, and coordinate with your advisers on the risk that protects the balance sheet you're building.

Commercial clients

Tech, legal & CFO partners

For the operating companies we work with across the group, technology firms, counsel, and finance leaders, we offer commercial insurance consults and brokerage when it's a natural fit: management liability, E&O, cyber, and the lines a growing company actually needs.

What we do

Advisory first. Brokerage when it fits.

01

Commercial insurance consults

Management liability and D&O, professional liability / E&O, cyber, property and general liability, reviewed against where your company actually carries risk.

02

Family-office & private risk

High-value home, auto, and collections, excess liability and umbrella, and life used as a planning tool, coordinated with your wealth and tax picture.

03

Coverage review & gap analysis

An independent read on what you already hold, what overlaps, and where you're exposed, in plain language, before anything is placed.

04

Brokerage & placement

When coverage is the right answer, we place it through carrier appointments, manage renewals, and stay on call when a claim happens.

The approach

The white-glove standard, applied to risk.

01 · Advice-first

We consult before we quote

The first conversation is about your risk, not a product. If you don't need coverage, we'll tell you.

02 · Conflict-aware

Aligned with your interests

We're transparent about how brokerage works and recommend only what genuinely fits, the same standard of care as the rest of Greenridge.

03 · Integrated

One coordinated team

We work alongside your wealth, tax, and legal advisers so coverage fits the whole picture, not just one policy.

Request a consult

Let's review what you're actually carrying.

Tell us a little about you or your company. We'll set up an advice-first conversation, no obligation.

Step 1 of 2 · You

Or email inquiries@greenridgegroup.org directly.

Leadership

A partner-led company.

The people who build our businesses stay on to run them, and every one of them answers to the same high standard of care.

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Amy Herrera

Chief Operating Officer

Co-founder and board director of Lifted Ventures, a profitable CPG, distribution, and e-commerce company serving customers nationwide, and a six-year PepsiCo veteran across key-account and foodservice sales. A Captain in the U.S. Army Reserve who oversaw S1 operations for a 600-soldier aviation battalion, decorated with the Army Achievement and Benjamin Harrison Medals and a Distinguished Honor Graduate of her officer leadership course. She holds an MBA, earned with a 4.0, from Liberty and a degree from Texas A&M.

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Ben Kushner

Chief Technology Officer

CEO of Greenridge Technologies, leading engineering and the group's technology platform. A games and software engineer trained at Rensselaer Polytechnic, he shipped Low Poly Mouse Game to Steam with 5,000+ downloads, has published multiple App Store titles, and placed first in New Jersey in the TSA Video Game Design competition. Previously a controls engineer at Universal Creative.

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Christina Paris

Chief Financial Officer

Founder & CEO of Paris CFO Strategies, with a private-equity background and more than a decade of accounting leadership across Aprio, Wipfli, and American Axle & Manufacturing, where she served as assistant controller. She holds a Master of Accounting from Indiana Wesleyan and leads finance, reporting, and the operating model across the group.

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Roberta Vassallo

Chief Legal & Compliance Officer

A securities attorney barred in New York and the District of Columbia, Roberta leads legal and compliance across the group as CEO of Greenridge L&C Advisors. She spent over 15 years inside the regulators, Senior Counsel in the SEC's Office of Compliance Inspections and Examinations (OCIE), Principal Counsel for Enforcement at FINRA, and Senior Attorney at the FDIC, with deep command of securities regulation, fintech, crypto, RIAs, and broker-dealers. JD, California Western School of Law (Dean's Honor List); PhD, Washington University in St. Louis.

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Spencer Gareiss

Founder & Chief Executive Officer

Founder & CEO of Greenridge Group and author of Mental Models. At Robinhood he built Robinhood Derivatives from zero to one and led launches across short selling, the Legend trading ladder, the Cortex scanner, and Robinhood Ventures, earning the firm's Founder's Award. He is co-founder of /mkt and chairman of Lifted Ventures, holds the Series 7, 24, 79, 65, and 3, and passed CFA Levels I and II in the 99th percentile. A summa cum laude graduate of Arizona State (Barrett Honors) and a Captain in the U.S. Army Reserve, decorated with the Army Commendation Medal.

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Micale "Mick" Allen

Managing Partner

A Managing Partner operating coast to coast at the intersection of sports finance, institutional partnerships, and venture strategy. He is Senior Vice President of Athlete Relations at Blockchain Market (/mkt) and Director of Bowl Partnerships for the U.S. Army Bowl, and has originated more than $6.2 million in equity-based investments securitizing future professional earnings across roles at X10 Capital, Big League Advantage, and the NFL Players Association. He holds an MS in Sports Management and has been recognized as an industry leader by Front Office Sports, Forbes, and the National Football Foundation.

NR

Noah Rischitelli

Executive Director, Business Development

Noah builds the systems other people run on, from flight-crew operations at Southwest Airlines to real-estate acquisitions at Zillow Offers. A Barrett Honors accountancy graduate and IMA Certified Management Accountant, he pairs enterprise-grade process design with a licensed wingsuit skydiver's precision, 257 jumps and counting.

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Merci Sadiki

Manager, Business Development

Merci has spent over a decade building trust and leading teams in fast-paced, people-centered environments, the operator who reads the room before he reads the deck. He is pursuing Neuroscience and Psychology with a Finance minor at Grand Canyon University, pairing analytical rigor with a genuine read on human behavior that makes him formidable in consultative sales.

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Ritzy Dominguez

Product Manager

Ritzy owns product development at Greenridge. Her first project shipped as underridge.com, a deal-analysis tool that turns a handful of answers about a transaction into a complete, role-aware package before your coffee's poured. A Mathematics major carrying a 3.815 GPA at College of Saint Mary, she has the rare gift of explaining anything to anyone.