Trevor Baldwin
Chief Executive Officer
photo of Trevor Baldwin

Trevor is the Chief Executive Officer of The Baldwin Group. Trevor joined the Firm in 2009 as a Commercial Risk Advisor working primarily with healthcare and private equity clients, over time he led the firm’s Commercial Risk Management Group as Managing Director, followed by being The Baldwin Group’s President & CEO.

Trevor has a background investing in and working with companies to shape their goals and success. Before joining The Baldwin Group, Trevor worked at the private equity firm HealthEdge Investment Partners, LLC. While at HealthEdge, Trevor divided his time between working with portfolio companies on operational improvements and assisting in the execution of new transactions.

Trevor graduated from Florida State University with a BA in Risk Management & Insurance. He received his FAA Pilot’s license and USCG Captain’s license. Trevor is an avid outdoors enthusiast, enjoys spending time with friends and family, and resides in Tampa.


Brad Hale
Chief Financial Officer
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Brad Hale has served as Chief Financial Officer of The Baldwin Group since April 2021, after previously serving as Chief Accounting Officer since joining The Baldwin Group in 2019. Prior to joining The Baldwin Group, Mr. Hale served as Managing Director and Shareholder at CBIZ MHM, LLC, where he led the Accounting Advisory group on projects primarily focused on the application of technical accounting. In addition, Mr. Hale signed both private company and public company audit reports and served as a subject matter expert within the firm’s national office for a variety of complex GAAP areas. Before joining CBIZ, he was the Director of Accounting & Risk Management at Bloomin’ Brands, Inc,. after having grown up in the Big 4 with Deloitte, LLP.

Brad has a Bachelor’s and Master’s degree in Accounting from Wake Forest University and is a Certified Public Accountant in Florida. He serves as the Treasurer of Voice for Children and volunteers on various committees at Hyde Park United Methodist Church and St. Mary’s Episcopal Day School. Brad and his wife, Amy, have two children and reside in Tampa.

Dan Galbraith
President, The Baldwin Group and CEO, Retail Brokerage Operations
photo of Dan Galbraith

Dan is President, The Baldwin Group and Chief Executive Officer, Retail Brokerage Operations which includes the Insurance Advisory Solutions (IAS) segment and the Medicare and Mainstreet personal insurance businesses. He has responsibility for the operating segment’s day-to-day P&L responsibility, operational excellence, and acceleration of best practice sharing across the organization.

Since joining the firm prior to its 2019 initial public offering, as Chief Operating Officer, Dan led The Baldwin Group’s significant expansion in retail broking, responsible for sales strategy and execution throughout all operating groups. He oversaw the integration of 41 partner firms, built a national platform, and established and implemented The Baldwin Group’s specialization strategy across the Commercial Risk Management, Employee Benefits and Private Risk Management lines of business. In addition, Dan also led the effort to design and build a sustainable shared services infrastructure to support The Baldwin Group’s operating businesses for increased executional effectiveness and economies of scale.

Prior to The Baldwin Group, Dan began his career at Cintas Corporation in 2003 and after 10 years in various operations and sales leadership roles, was head of sales for the Document Management division. In May 2014, when Cintas Document Management and Shred-it entered into a joint venture, Dan was appointed as Executive Vice President of Sales, running Sales and Sales Operations for the organization. In October 2015, Shred-it was acquired by Stericycle where Dan was named Senior Vice President of Sales, running Sales for all of Stericycle’s Compliance Service Businesses in North America. Dan’s team at Stericycle was responsible for driving $2.5 billion in annual revenue.

Dan graduated with a B.A. from Cornell University in Ithaca, NY in 2003, where he majored in Government with a minor in Economics. He played four years on the Varsity Squash team. He and his wife are originally from the Northeast (Connecticut and Long Island), but currently reside in Tampa, FL with their 5 young children. Aside from spending time with family, Dan enjoys exercise, racquet sports and fishing.

Corbyn Lichon
Chief Accounting Officer
Corbyn Galloway

Corbyn Lichon has served as Chief Accounting Officer of The Baldwin Group since April 2021, after previously serving as Director of Accounting since joining The Baldwin Group in 2019. As CAO, Ms. Lichon is responsible for leading the accounting department through the business’s growth trajectory with accurate and informative financial reporting while being responsive to the demands of integration and partner support.

Corbyn began her career in the Assurance practice of CBIZ & MHM Tampa Bay, where she planned and executed financial statement audits of privately-held and publicly-traded companies. While at CBIZ, Corbyn served as a technical leader focusing specifically on transaction-related accounting, business combinations and revenue recognition.

Corbyn graduated with honors from the University of South Florida with a bachelor’s degree in Accounting. She remains an active alumnus as a business corporate mentor in the USF Muma College of Business. Corbyn is also a Certified Public Accountant. She enjoys traveling and cheering on the Bulls at USF football games.

Erin King
Chief Colleague Officer
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Erin joined The Baldwin Group as Chief Colleague Officer in July 2020. She brings 25 years of experience in human resources from a Fortune 100 organization. As Chief Colleague Officer, Erin oversees human capital functions and is responsible for driving organizational effectiveness and fostering The Baldwin Group's powered by people culture. She has a passion for cultivating environments that focus on providing exceptional customer experiences to meet organizational goals.

Prior to joining The Baldwin Group, Erin began her career at Publix Super Markets, Inc. in 1990, where she held several senior leadership roles within human resources and developed strategic systems and functions related to talent sourcing and development, leadership, and learning development, performance management, and total rewards. She has in-depth experience with organizational development and planning, change management, succession planning, and culture sustainment strategies.

Erin graduated with a Master's Degree in Human Resources from Rollins College in Winter Park, FL and a B.A. in Political Science from University of Central Florida. She is a certified senior human resources professional (SHRM-SCP) and a compliance and ethics professional (CCEP). Erin lives in Lakeland, Florida, with her husband and two children.

Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, and Technology Operations
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Jim Roche is President, The Baldwin Group and CEO, Underwriting, Capacity, and Technology Operations, encompassing the businesses in the Underwriting, Capacity and Technology Solutions (UCTS) segment and the Westwood operations. Jim has responsibility for the operating segment’s day-to-day P&L responsibility, operational excellence, and acceleration of best practice sharing across the organization. Most recently, Jim served as the firm’s Chief Insurance Innovation Officer. As a member of The Baldwin Group’s executive leadership team, he spearheads insurance product and technological innovations across the organization to ensure it stays competitive in a rapidly changing industry.

Jim has nearly 20 years of insurance experience across strategy, marketing, product development, and IT, with significant expertise in technology solutions and new product incubation. In 2015, Jim co-founded and served as Managing Partner of Millennial Specialty Insurance (MSI). In 2019, MSI partnered with The Baldwin Group, and under Jim’s leadership, MSI grew to become one of the largest non-carrier affiliated managing general agencies (MGAs) in the United States, offering a wide range of insurance products across commercial, personal, and specialty lines. Jim has also held senior leadership positions at QBE Insurance, Bank of America, Balboa Insurance Company, and Progressive Insurance, where his responsibilities included ownership of auto, renters, and homeowners P&Ls and the management of multiple policy administration and billing system implementations.

Jim has a bachelor’s degree in Computer Science and Electrical Engineering with a minor in Mathematics from Vanderbilt University and an MBA from the University of Virginia. Outside of work, he enjoys spending time with his family and overseeing a soccer training facility.

Rajasekhar Kalahasthi
Chief Digital & Information Officer
Rajasekhar Kalahasthi

Rajasekhar Kalahasthi joined The Baldwin Group as Chief Digital & Information Officer (CD&IO) in 2021.

Raj comes to The Baldwin Group from Comerica Bank where he served as Chief Information Officer for their Retail and Wealth Management divisions. Prior to that, he led technology teams at Fortune 100 companies: HSBC, Citibank, and General Electric in the United States, Latin America, and India. He has over two decades of IT leadership experience with a history of helping companies and teams navigate through intense periods of transformational change and growth.

Raj actively engages in the business community by serving on advisory boards of product companies and mentoring start-ups. He also volunteers with non-profit organizations focused on education and talent development.

He holds bachelor’s and master’s degrees in Information Technology from BITS-Pilani and IIIT-B in India and an MBA from the University of Michigan – Ross School of Business.

Seth Cohen
General Counsel and Corporate Secretary
Seth Cohen

As the General Counsel and Corporate Secretary, Seth is responsible for leading The Baldwin Group’s legal, compliance, and regulatory function. Seth has been with The Baldwin Group since February 2020, most recently serving as Deputy General Counsel, Legal Operations & Strategic Initiatives, and Chief Information Security Officer. Seth brings more than 20 years of experience working across multiple industries. Prior to joining The Baldwin Group, he served as Senior Vice President, Legal - Strategic Initiatives at Savills North America. Prior to that, he served in a number of leadership positions within the legal department at Cisco Systems, Inc., after having spent time at Sonnenschein Nath & Rosenthal (now Dentons) and leading his own law firm.

Seth received a BA in criminology and criminal justice from the University of Florida in 1998 and a JD from The George Washington University School of Law in 2001. Seth is an avid Gator fan, loves fishing, boating and golf, and lives in Tampa with his wife, their two daughters, and their two dogs.


Rich Tallo
Chief Marketing Officer

As the Chief Marketing Officer, Rich leads marketing and communications strategy across the firm, delivering programs designed to drive profitable growth and long-term brand recognition. He has more than 20 years of diverse experience at several Fortune 500 brands with a history of building and deploying world class marketing and communications programs.

Mr. Tallo joined The Baldwin Group from Chubb where he served as Executive Vice President, Marketing & Communications. In this role, he had executive oversight of the company’s marketing and communications operations in North America. Prior to that, he held several senior marketing and communications roles at global insurance carriers and brokers. He holds both undergraduate and graduate degrees from the University of Connecticut.

David Smith
President and Executive Operating Officer, Mainstreet Insurance Solutions
David Smith

David Smith joined The Baldwin Group as President & Executive Operating Officer of Guided Solutions in 2021.  In his role, David oversees the strategic and operational efforts of the MainStreet and Medicare businesses, with a focus on enhancing  their current strategies and processes and working towards their goal of transforming Guided Solutions into the nation’s preeminent resource for personal insurance, small business insurance, and Medicare services. David also works closely with the team at the MGA of the Future to drive technology enhancements and new proprietary products through Guided Solutions’ distribution networks.

David joined from Cardinal Financial where he held progressive roles, including Chief Operating Officer, as they rapidly grew the mortgage lending firm. David has over 30 years of proven experience creating innovative and scalable sales and service capabilities in the financial services industry.