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Jordan Bergstein

Senior Managing Director at Foundation Risk Partners

Jordan Bergstein is a prominent figure in the insurance and risk management industry, currently serving as the Senior Managing Director at Foundation Risk Partners since August 2020. He is based in Great Neck, New York, and has a substantial professional background in various aspects of insurance and financial services.

Career Background

  • Early Career: Jordan began his career in 1992 at Northwestern Mutual Life in New York City. He then moved to Daniels Capital Strategies, where he received formal training in advanced markets such as executive benefits and estate planning.
  • Entrepreneurial Ventures: In 1998, he founded JSB Associates, a full-service insurance brokerage that catered to a diverse clientele, including Fortune 500 companies and high-net-worth individuals. This firm was later acquired by Risk Strategies Company in 2007, where he continued to excel as a top producer.
  • Leadership at Risk Strategies: While at Risk Strategies, Jordan founded and led the National Life Practice, significantly increasing the division's revenue and expanding its client base.

Foundation Risk Partners

At Foundation Risk Partners, which was established in 2017, Jordan plays a crucial role in shaping the company's strategic direction and expanding its offerings in employee benefits and commercial insurance. The firm has experienced rapid growth under his leadership, with revenues reported at approximately $1.1 billion and a workforce of around 1,200 employees.134

Education

Jordan holds a degree from American University, graduating in 1991, and has furthered his expertise with a certificate in financial planning from New York University.12

His extensive experience and leadership in the insurance sector make him a key player at Foundation Risk Partners and within the broader industry.

Highlights

Jan 1 · konaequity.com
Foundation Risk Partners - $1.7 B Revenue | Kona Equity
Jordan Bergstein - Argyle Broker
Jordan Bergstein - Argyle Broker
The Bergstein's Are Striking Out Blindness

Related Questions

What are Jordan Bergstein's main responsibilities at Foundation Risk Partners?
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What specific services does Foundation Risk Partners offer under Jordan Bergstein's leadership?
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What are some notable achievements of Jordan Bergstein in the insurance industry?
Jordan Bergstein
Jordan Bergstein, photo 1
Jordan Bergstein, photo 2
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Location

Greater New York City Area