PhiloSmith names Andrew Yazmer partner and managing director

PhiloSmith & Company promoted Andrew Yazmer to Partner and Managing Director on Sept. 17, 2026, elevating an adviser who has worked on M&A and strategic assignments across insurance and financial services since joining the firm in 2019. The move signals continuity in the Stamford-based investment bank’s leadership as it serves clients in a changing insurance market.

Why it matters: - Andrew Yazmer’s promotion adds a new partner to PhiloSmith’s leadership team in the insurance and financial services advisory market. - The move highlights PhiloSmith’s focus on succession, client relationships and industry specialization. - The appointment comes as insurance companies and intermediaries continue to navigate M&A and strategic alternatives.

What happened: - PhiloSmith & Company promoted Andrew Yazmer to Partner and Managing Director on Sept. 17, 2026. - The Stamford, Connecticut-based investment bank specializes in insurance and financial services. - Managing Partner James A. Amen said Yazmer has been an important part of the firm’s growth and has strengthened relationships across the insurance industry.

The details: - Yazmer joined PhiloSmith in 2019. - Before PhiloSmith, Yazmer worked as an actuary at John Hancock and as an investment banker at Sandler O’Neill. - At PhiloSmith, Yazmer has advised insurance brokerages, carriers and services companies, along with other financial services businesses, on M&A and strategic advisory assignments. - Yazmer graduated from Brown University with an A.B. in Business Economics. - Yazmer was a member of the International Economics Honor Society at Brown. - Yazmer maintains Series 79, SIE and Series 63 FINRA registrations through PhiloSmith Securities, LLC. - PhiloSmith’s advisory business provides advice on mergers, acquisitions, divestitures and other strategic transactions for insurance companies, agencies, brokerages and other financial services firms. - PhiloSmith’s investment management business focuses on publicly traded companies in the insurance and financial services sector. - PhiloSmith says its combined businesses give the firm a differentiated perspective and deep industry knowledge.

Between the lines: - The promotion suggests PhiloSmith is rewarding a banker with both technical insurance experience and broad transaction exposure. - Yazmer’s background in actuarial work and investment banking fits a sector where pricing, risk and deal structure all matter. - The firm’s emphasis on long-term client relationships and sector depth points to a strategy built around specialization rather than scale.

What's next: - Yazmer is expected to continue advising clients on strategic choices and transactions in the insurance marketplace. - PhiloSmith is likely to keep leaning on its insurance-focused platform as clients evaluate mergers, acquisitions and divestitures. - The firm continues to position its advisory and investment management businesses around the same sector.

The bottom line: - PhiloSmith is elevating a long-tenured adviser into the partnership to reinforce its insurance and financial services franchise.