Captive Advisory Partners
Who We Are
Lisa Willitts - President and CEO
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is the Sole proprietor of CAP
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holds Broker and Reinsurance Brokers Licenses
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has for 35 years, been a part of the alternative risk financing industry
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is experienced in the design and implementation of US compliant risk financing structures
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uses captives and other alternative risk mechanisms
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is a veteran of the complete product cycle: financing, development, underwriting, and production
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has worked in the US and Bermuda for major insurance companies including Lexington Insurance Company (a division of AIG), Liberty Mutual Insurance, and Safety National Casualty Corp
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focuses on nontraditional risks and exposures as well as the traditional
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​Recognized by Captive International as one of the 25 Most Influential Women in Captive Insurance 2025
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worked for 39 years in the Bermuda market
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held a series of senior positions in the captive management field
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has been Chief Financial Officers of Marsh Captive Services Worldwide
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was president of Liberty Mutual Captive Management.
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has been president of the Bermuda Managers Association;
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chaired the Bermuda Captive Conference.
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served as vice president of the Bermuda Captive Owners Association.
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acted as a director on numerous boards and held various officer roles
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has been active in North American and European domiciles.
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is a member of the Institute of Chartered Accountant of England and Wales.
Peter Willitts - Senior Consultant
Nancy D Glennon - Senior Consultant
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Former Liberty Mutual Division Executive responsible for national commercial lines insurance operations
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35 years of experience in traditional and alternative insurance markets
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Carrier experience underwriting and servicing small commercial policies as well as loss sensitive programs
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Developed an E&S Insurance company and broker network for specialty products
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Established various MGU/MGA program arrangements for insurance carrier
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Created fronting and reinsurance relationships for group and single parent captives
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Established various captive insurance companies in domestic and international domiciles
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Developed operational structure for carrier to work with TPAs
Terri Schell - Senior Consultant
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38 years at an International Fortune 100 Insurer with experience ranging from small commercial to national accounts
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Commercial claims in traditional casualty lines
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Commercial Underwriting in all P&C lines
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Led Specialty Inland Marine UW operation
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Experience in complex financial programs including large deductibles, LRARO, and captive arrangements
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Experience with creative insurance structures including fronting and reinsurance
Marc W. Ross - Sr. Underwriting Associate
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Former Marsh, AIG, and UBS professional with over 20 years of experience in operations, risk management, and compliance
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Seasoned insurance risk professional with several years of experience with skills in insurance operations, data analytics and financial reporting
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Led Marsh’s surplus lines team, managing process improvements, technology enhancements, bordereau reporting and in-house training
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As Compliance Officer at AIG, oversaw surplus lines compliance and operations functions for state agencies, coordinating with underwriting and accounting to ensure timely filings and payments
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Seasoned professional in the fields of finance and risk management spanning several decades.
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His career encompasses a broad range of roles, including corporate finance, data analytics, risk management, logistics, sales, and marketing.
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He holds a BA in Accounting, master’s degree in business administration and professional certifications in both insurance and risk management.
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His career includes working for notable organizations such as Liberty Mutual and Arthur Gallagher, higher education institutions, as well as insurance and MGU agencies.
Douglas Cook - Controller & Senior Consultant
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Seasoned Commercial Insurance professional with over 35 years of experience at both national carriers and retail agencies.
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Responsible for commercial underwriting support operations at major insurance carrier
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Operations expertise focusing on process improvements, performance analysis, quality improvements and overall department strategy.
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Global Sourcing expertise in vendor selection, planning and implementing migration and ensuring year over year service and quality excellence is met.
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Leading operations teams at both national carriers and retail agencies; responsible for implementing system updates, change management, training for both internal groups and clients, and creative problem solving.
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Retail agency was the 11th agency in the state to obtain the Five Star award of Distinction under my leadership.
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Currently holds CIC designation, CIOP (operations) certification, courses and training on many aspects of leadership, and a BA from Boston College.
Debra Tivnan - Sr. Underwriting Associate
John Davidson - Senior Consultant
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Captive insurance expert working with clients across a range of industries
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Conducts feasibility studies, risk management assessments, captive licensure, and claims handling
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Graduated with a JD from Vanderbilt Law School and is pursuing an LLM in Taxation from New York University
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Holds a BA in Physics from Carleton College and maintains his ACI designation
Jeanette Lambert - Underwriting Associate
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40 years experience in the retail insurance agency system
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Experienced in servicing all lines of coverage for all size accounts
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Sales and service for nationwide transportation carriers
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Experience in traditional insurance and group captives
Joe Lucy - Senior Consultant
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35 plus years of Production Underwriting experience spanning Captives, Loss Sensitive E&S, Reinsurance and complex risk financing structures.
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Held senior underwriting leadership roles with The Hartford, XL Group, and W.R. Berkley developed a distinguished track record of profitable growth, underwriting innovation, and strategic portfolio management.
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Built a profitable book of Single Parent Captives, led the formation and management of three heterogeneous group captives, and advised on large multinational accounts with complex risk profiles.
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Provided strategic counsel to organizations seeking to optimize risk –financing structures, enhanced underwriting performance, and navigated complex insurance challenges.
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Combination of technical depth, market perspective, and trusted advisory leadership to clients evaluating and executing sophisticated risk strategies.
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Created fronting and reinsurance relationships for both group and single parent Captives working with both domestic and international domiciles.
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Captive Underwriter of the Year award 3 years in a row.
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IMAC /Grand Cayman Captive Underwriter of the Year award 2020.
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Experienced in administration and training in several environments including academics, hospitality, broadcasting, publishing, and print media design and development
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Worked extensively on corporate branding
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Focus on invoicing, bookkeeping, team/project organization, and multimedia presentations
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Holds degrees in English and Journalism with extensive studies in communication sciences
Amy K Williams - Project Manager
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Insurance professional with more than 20 years of progressive experience across Bermuda, reinsurance, and multinational insurance markets.
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Specialized in Property & Casualty underwriting, reinsurance operations, regulatory compliance, and client coordination.
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Managed Fortune 1000 and multinational accounts, including risk analysis, pricing, rate calculations, policy development, and reinsurance treaty selection.
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Held senior technical and underwriting operations roles with Canopius Underwriting Bermuda Limited and Canopius Reinsurance Limited, supporting complex casualty and reinsurance portfolios.
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Led multinational account coordination, SOX compliance, cross-functional collaboration, broker and client relationships, and executive-level stakeholder engagement.
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Built a strong foundation through prior technical analyst and junior underwriting roles with leading global insurers in Bermuda, with expertise in account analysis, operational efficiency, staff coaching, and high-quality execution.
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Holds a BSc in Business Administration with a focus on Insurance and Finance from the University of Hartford, the CPCU designation, and is pursuing the ARe designation.
Shivonne Place - Manager of Operations and Administration
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Has over 30 years of experience in Information Technology Operations and Service Delivery.
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Recognized for operational excellence, technical leadership, and delivering reliable technology solutions that support business objectives.
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Experienced in overseeing IT operations across multiple locations.
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Expertise includes leading system deployments, security compliance, and mentoring technical teams to drive operational success.
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Extensive experience in infrastructure management, endpoint deployment technologies, technical support, and service delivery.