About Us

ITM TwentyFirst is comprised of a team of independent life insurance servicing professionals. Our purpose is to empower life insurance policy owners to make informed decisions and realize the full value of life insurance assets. We serve professional trustees (including banks and trust companies, law firms and CPAs), wealth advisors and family offices, universities and foundations, and life settlement investors. ITM TwentyFirst was formed by the combination of three companies (ITM, IIQ and TwentyFirst) with over 35 years of collective experience providing insurance services.

Minneapolis Office

333 South Seventh Street

Suite 2400

Minneapolis, MN 55402

Tel: 612.371.3008

Fax: 612.238.2323

New York Office

1430 Broadway

Suite 1200

New York, NY 10018

Tel: 646.647.1130

Fax: 612.238.2323

Cedar Falls, IA Office

119 E 4th Street

Cedar Falls, IA 50613

Tel: 866.384.2766

Fax: 612.238.2323

Meet Our Executive Team

Kurt Gearhart

CEO

 
Kurt is the CEO of ITM TwentyFirst. Prior to joining the firm in 2012, Kurt was Managing Director of Credit Suisse's Longevity Markets Group. He also served as the initial President of ILMA, a trade association founded by Credit Suisse, Goldman Sachs, JPMorgan, UBS and other longevity market participants. Prior to joining Credit Suisse, Kurt was a Partner in the Insurance and Financial Services Group of Sidley Austin LLP.

Lori Austin

Chief Underwriting Officer

 
Lori is responsible for ITM TwentyFirst's underwriting business. Lori has over 29 years' experience in Life and Health underwriting. Prior to joining the firm, Lori worked for 18 years at Prudential Insurance Company in the Life Underwriting Department.

Ralph Medici

Chief Operating Officer

 
Ralph is responsible for managing the operations of ITM TwentyFirst. His team administers and services thousands of life insurance trusts, life insurance policies, life settlement contracts, premium finance loans, and other life insurance assets. Prior to joining the firm in May 2012, Ralph worked in the Longevity Markets Group of Credit Suisse, most recently as Director responsible for servicing all of Credit Suisse's longevity assets. Prior to Credit Suisse, Ralph worked for 15 years at AIG in several leadership positions.

Cory Cates

Chief Information Officer

 
Cory is responsible for technology and analytics at ITM TwentyFirst. Cory is a quantitative technologist with a wealth of experience in life insurance assets. Prior to joining the firm, Cory worked at Credit Suisse for 8 years (including several years as Head of Technology for the Longevity Markets Group). Cory earned a Ph.D. in Plasma Physics from the department of Applied Physics and Applied Mathematics at Columbia University.

Maureen Sheehan

GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER

 
Maureen is the General Counsel and Chief Compliance Officer of ITM TwentyFirst. Prior to joining the company, Maureen was an attorney at Dorsey & Whitney LLP in Minneapolis in the Corporate Group and at Sidley Austin LLP in Chicago in the Insurance and Financial Services Group. Maureen is a graduate of The University of Chicago Law School.

Jessica Von Nagy

CHIEF FINANCIAL OFFICER

 
Jessica is responsible for the financial operations at ITM TwentyFirst focusing on strategic planning and analytics. She brings over 10 years of experience through progressive Finance and Accounting roles within the Business Services industry. Jessica holds a Master of Business Administration degree from Regis University and a Bachelor of Science degree with a specialization in Finance from the University of Nebraska Omaha.

John Bikus

CHIEF SALES & MARKETING OFFICER

 
John is the Chief Sales & Marketing Officer of ITM TwentyFirst. Prior to joining the company, John helped start, grow and successfully sell two online companies – ObitData.com (leading online data and research company) and Legacy.com (global leader in online obituary services). He also has marketing, sales and research experience with Kraft Foods and AC Nielsen. John holds an MBA from the University of Chicago.

Meet Our Board of Directors

Bob Dowdell

Board Member

 
Bob was the chairman and Chief Executive Officer of Marshall & Swift Boeckh. Bob earned a M.B.A. and a B.B.A. from the University of Notre Dame, serves on the advisory board of the business school of Notre Dame and is a CPA.

Kurt E. Bolin

Board Member

 
Kurt helps to lead Stone Point Capital’s global investments in healthcare services, insurance run-off and life insurance. He joined Stone Point in 1997 and has more than 30 years of experience in the private equity industry. Prior to Stone Point, he was a Managing Director in GE Capital's Equity Capital Group, where he led private equity investing and in particular the acquisitions of various insurance companies. Kurt earned his B.S. from Wake Forest University and holds an M.B.A. from Wharton School at the University of Pennsylvania.

Nicolas D. Zerbib

Board Member

 
Nick has more than 20 years of experience in the private equity and investment banking industries. Nick is a Senior Principal of Stone Point Capital and a member of the Investment Committees of the Trident Funds. Nick joined Stone Point in 1998, and he is actively involved in all of Stone Point’s portfolio investments. With prior experience at Goldman Sachs, Nick recieved his B.A. from Amherst College and holds an M.B.A. from Harvard Graduate School of Business Administration.