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
17

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  • United States Of America
    17

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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  • Stylized image of a person
    C. D.
    Managing Partner
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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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    V. M.
    Director Of Operations
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    K. B.
    Senior Case Manager
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Contact profiles from Passerelle Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. S.
    Comptroller
    Phone icon
    Oct 26, 2025
  • Stylized image of a person
    J. S.
    Associate Director, Advanced Case Design
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    United StatesMassachusetts
    Oct 21, 2025
  • Stylized image of a person
    M. O.
    Associate director, policy management
    Phone icon
    United StatesMinnesota
    Nov 18, 2025
  • 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. 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 December 2025. 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 December 2025, Passerelle Partners's key employees include:

  • Managing Partner: C. D.
  • Managing Partner: V. N. M.
  • Managing Partner: C. D.
  • Associate Director: K. P.
  • Associate Director, New Business: S. M.

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