Passerelle Partners Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Passerelle Partners is one of the leading insurance advisory firms nationwide with offices in Miami, Charlotte, and Chicago.  We are keenly focused on wealth, estate, and succession planning and preservation.

Our team helps entrepreneurial families with their insurance needs as well as partners with other insurance professionals to facilitate sophisticated financing strategies for their clients.  We have built and consulted on various insurance lending programs for some of the world’s leading private banks.

At Passerelle Partners, we not only make our clients a priority in a proactive and responsive manner, we do so in a consistent, unbiased, and transparent approach. We address our clients’ needs with the same consideration and responsibility that we would apply to our own business and family.

The team has a diverse background with over 20 years experience in wealth management, including banking, trading, insurance, derivatives, alternative investments, and family office management.

Find Passerelle Partners employees' phone numbers or email addresses

Passerelle Partners Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Passerelle Partners's Leadership

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    C. D.
    Managing Partner
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    V. N. M.
    Managing Partner
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    C. D.
    Managing Partner
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    D. K.
    Director, Client Relationships
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    J. S.
    Associate Director, Advanced Case Design
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    K. P.
    Associate Director
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    S. M.
    Associate Director, New Business
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    C. D.
    Director, Credit Solutions
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Passerelle Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Passerelle Partners

Name
Title
Contact Info
Location
Last Update
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    K. B.
    Senior Case Manager
    Phone icon
    United StatesTexas
    Jan 22, 2026
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    E. T.
    Credit Solutions Manager
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    United StatesFlorida
    Mar 25, 2026
  • Stylized image of a person
    K. C.
    Case Manager
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    UNITED STATES
    Mar 07, 2023
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    F. J. P.
    Principal
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    United StatesFlorida
    Jan 22, 2026
  • Stylized image of a person
    M. S.
    Comptroller
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    Jan 22, 2026
  • Stylized image of a person
    M. F.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Passerelle Partners known for?

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Passerelle Partners operates in the Financial Services industry. The company's main headquarters is located in 600 Brickell Avenue Miami, Florida 33131 United States. Explore Passerelle Partners's company overview page for more information.

What is Passerelle Partners's most common email format?

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Passerelle Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Passerelle Partners email formats with LeadIQ.

How many employees does Passerelle Partners have currently?

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Passerelle Partners has approximately 16 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Passerelle Partners's key employees and leadership?

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As of February 2026, Passerelle Partners's key employees include:

  • Managing Partner: C. D.
  • Managing Partner: V. N. M.
  • Managing Partner: C. D.
  • Director, Client Relationships: D. K.
  • Associate Director, Advanced Case Design: J. S.

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