New York, NY

    Meet Our Team

    Joshua Atlas, JD

    Senior Insurance and Risk Consultant
    Photo of Joshua Atlas, JD

    Specialization: Policy Analysis, Insurance Program Design

    Joshua has been advising on medical professional liability insurance matters since 2010. He draws on his training and experience as an attorney to perform in-depth policy and coverage analysis to ensure clients are protected from liability. Joshua leads the Service Teams for many large healthcare clients.

    Christey Beckert

    Senior Vice President
    Photo of Christey Beckert

    Specialization: Physician Groups, Medical Facilities

    Christey has specialized in the medical professional liability field for the majority of her 20+ year career in the insurance industry. Christey manages the team in our Western PA office with clients throughout the Northeast and Midwest. She has a deep expertise in the insurance issues facing medical practices and is a strong advocate for her clients.

    Brian Carlson, CFP®, CLU®

    Senior Vice President, Wealth Services
    Photo of Brian Carlson

    P: (847) 457-3181


    Specialization: Individual Insurance (Disability, Life, Long-Term Care), Wealth Management & Comprehensive Financial Planning


    Brian has been helping medical professionals with their individual planning needs since 2001. He is a speaker in the medical community. Each year he conducts many financial educational workshops for residents, fellows and practicing physicians nationwide. He has been published multiple times in AAOS Now (The American Academy of Orthopedic Surgeons Journal). Brian understands that physicians have very little time to research and keep up to date on many tax advantages and investment options available to them. One of his primary goals is to help physicians navigate through their many financial options.


     CA license # 0F50688


    Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.

    Paul Curtis

    Photo of Paul Curtis

    Specialization: Reinsurance Programs, Complex Risks, VBC Downside Risk

    With over 40 years of healthcare insurance experience, Paul is a preeminent expert in the New York market, overseeing and managing relationships with large physician groups and hospital systems. Paul uses his in-depth knowledge of trusts, captives, RRG’s, etc. to develop tailor-made programs for complex risks.


    Events and Webinars

    Employee Benefits

    How Will the Economic Outlook Affect Your Talent Decisions?

    What impact will the economic forecast have on your talent decisions? Seasoned People leader Julie East will lead a discussion to help us process how the future economy will affect the talent strategies within our companies.

    June 18, 2024 at 11:30 am ET | Timonium MD

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    HR Roundtable

    Employee Benefits

    Optimize Your Benefits: A Three-Pronged Approach

    Want to lower healthcare costs and enrich your benefits program at the same time? If so, this webinar is for you.

    June 20, 2024 at 01:00 pm CT | Virtual

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    Webinar graphic - Alera Engage

    CXC Solutions – Form 5500 Series Webinar

    CXC Solutions, an Alera Group preferred vendor, will host an upcoming webinar dedicated to the Form 5500 Series and provide guidance on how to complete this required employer documentation. The event will be held on Wednesday, June 26 from 12:00 p.m. to 1:00 p.m. CT.

    June 26, 2024 at 12:00 pm CT | Virtual

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    Property and Casualty

    Litigation Necessitating a Layered Approach to Professional Liability Insurance

    Professionals face heightened exposure due to increased litigation, much of it fueled by third-party financing and resulting in so-called nuclear verdicts. The increase in both frequency and severity of losses underscores the importance of securing comprehensive Professional Liability Insurance with sufficient limits, a solution that may require one or more excess layers on top of the underlying coverage.

    May 21, 2024

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    Property and Casualty

    Perfect Storm Hitting Personal Lines of Insurance

    A convergence of disruptive forces is hitting the market for personal lines of insurance in 2024, making it extremely challenging for insurers to provide coverage personal property and casualty (P&C) coverage, particularly Home and Auto Insurance.

    May 14, 2024

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    Property and Casualty

    Affordable Housing Providers Hardest-Hit in Insurance Market for Nonprofits

    Adding to significant challenges including labor shortages and reduced funding, nonprofit organizations are experiencing increasing difficulty in securing adequate property and casualty insurance. Premiums are increasing, deductibles are escalating, and the number of carriers willing to engage with nonprofits continues to shrink. These challenges underscore the importance of partnering with an experienced insurance broker who specializes in serving nonprofit organizations.

    May 7, 2024

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    Property and Casualty

    Navigating the Medical Malpractice Insurance Cycle

    The rising trend of high-profile medical malpractice cases with significant monetary awards underscores the need for physicians and others in the medical industry to protect themselves with Medical Malpractice Liability Insurance.

    April 23, 2024

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