Chad Lupia

Insurance Broker, Insurance

Hi, I'm Chad Lupia. Welcome to my profile!

Chad Lupia's Bio:

Chad Lupia's Experience:

• Commercial Risk Consultant at SullivanCurtisMonroe

  August 2012 - January 2014

  SullivanCurtisMonroe (SCM) is a privately-held, full-service insurance brokerage firm that provides clients customized risk management solutions and innovative business insurance programs. Headquartered in Irvine with offices throughout Southern California, the SCM team is comprised of more than 200 professionals and is one of the largest writers of Real Estate Programs in the state of California. Named as "One of Orange County's Best Companies to Work For" by OC Metro, the company takes pride in its people and the culture fostered over the past 80 years. Chad Lupia is the key leader of SCM's Real Estate Divison and also heads the Research and Development Department. Chad leaverages SCM's vast resource and relationships to creatively resolve risk management issues faced by property owners throughout California and across the United States. With over 10 years of RE experience, he plays an instrumental role in developing proprietary programs geared specifically for the real estate industry. Aligned as a partner and accountable to his clients' business goals and financial objectives, Chad takes an analytical approach in addressing the unique needs and challenges of his clients. Chad is also heavily involved with the real estate community by creating long-lasting and strong relationships with all major real estate associations throughout the country. Chad Lupia is a proud member of IREM, CH&LA, SDCAA, EBRHA, ICSC and NMHC . Chad has successfully passed the Hartford School Commercial Lines Producer Development Program and is designated as a Commercial Lines Coverage Specialist (CLCS) and licensed Property/Casualty broker. Chad obtained a Bachelor's degree in Business & Economics from the University of Massachusetts/Amherst School of Business.

• Commercial Risk Consultant at Momentous Insurance Brokerage, Inc.

  October 2011 - June 2012

  Worked in the Commercial Risk Management Department as a Sales Executive, specializing in selling and designing insurance programs for High Net Worth individuals personal and commercial needs.

• Senior Equity Trader at Hunter World Markets

  February 2003 - May 2006

  Responsible and supervised the firm's entire trading operations. Primary function on trading desk was facilitating major block trades for institutional accounts with an average daily trade volume of over $25M.

• Equity Trader at Schonfeld Securities

  April 2001 - January 2003

  Extensive training in all trading platforms and software including advanced proficiency with Nasdaq Work Station 2 System (Act Trade Report, Act Trade Scan), Real Quick-Archipelago trading system, OTC dealer/Pink Sheets market system, Super Montage, and all RBC Dain Beta back office programs.

• Senior Vice President of Sales/Portfolio Manager at Interfirst Capital

  August 1996 - March 2001

  Managed over $35M in portfolio accounts. Supervised a sales force of over 25 account executives. Responsible for all support personnel and conducting all sales and investment strategy meetings.

• Account Executive/ Stock Broker at Continental Broker-Dealer

  March 1994 - July 1996

  Responsible for cultivating and managing prospective client's equity account

• Vice President of Production at Donald P. Pipino Company, LTD

  February 2014

  I am pleased to advise I have joined the Donald P. Pipino Company, LTD (PIPINO) as Vice President of Production to head their West Coast Operations. I joined PIPINO for one reason, their unique client focused transparent fee based model. Our mission, at PIPINO, is to: "Control the elements that drive the cost of risk". PIPINO is the premier insurance risk management firm and I am no longer just selling insurance. I am now selling valuable and measurable insurance risk management deliverables with a focus on your bottom line. Don Pipino founded the company in 1952 and was the PIONEER of insurance risk management for the retail real estate industry. In 1982, our CEO, Mary T. Pipino, joined the company to continue her father's legacy on structuring a foundation that would create a movement for insurance risk management specific to the retail real estate industry. The strategy began by developing a proprietary claims management program including an in-house claims software system, safety and loss, and a customized certificate monitoring program, which are all specifically structured for the real estate industry. These proprietary systems played a major role in the implementation of PIPINO's alternative risk financing program and audit compliant captive insurance company. PIPINO's model is built on tailoring an insurance risk management program specific to each client's portfolio. PIPINO can work to assist in-house risk managers to accomplish their goals or PIPINO can serve as the client's insurance risk management department. All PIPINO services are executed by a dedicated in-house team with the highest level of insurance risk management expertise in each team members' respective area. PIPINO has over 60 years experience in servicing an exclusive client list.

Chad Lupia's Education:

• University of Massachusetts/Amherst Business School

  1992 – 1994
  Bachelor's degree

Chad Lupia's Interests & Activities: