Abacus Life Solutions

Revolutionizing the Life Settlement Market

In our life solutions business, we specialize in helping clients achieve financial security by providing a suite of retirement products and acting as a solutions provider to institutions.

Since 2004, we have purchased life insurance policies from consumers seeking liquidity and have actively managed those policies over time. With over $10 billion in face value of policies purchased, we have helped thousands of clients maximize the value of life insurance.

In our institutional business, we help insurance carriers and re-insurance optimize their legacy liabilities and create innovative consumer-facing products by offering a broad toolkit of data-based solutions.

Nearly $3 Billion in AUM

A Market Leader in Longevity-Based Investing

Trusted by Institutional & Retail Investors

A Leader in Life Insurance-Based Investments

Through Abacus Life Settlements, Abacus Global has built one of the most sophisticated platforms for acquiring, managing, and optimizing life insurance policies as an alternative asset class. Since 2004, we have been providing liquidity solutions for policyholders while creating investment opportunities that are largely uncorrelated with traditional market movements. With over $10 billion in face value of life insurance policies purchased, we have helped thousands of individuals maximize the financial potential of their life insurance while delivering stable, long-term returns for investors.

Our institutionalized origination and portfolio management process is driven by deep industry expertise, proprietary underwriting models, and a robust servicing infrastructure. Backed by a 100+ person team, we have established long-term partnerships with 78 institutional investors and a network of over 30,000 financial advisors. Operating in 49 states, we manage and service policies for large asset managers and third-party investment funds, ensuring transparency, efficiency, and compliance at every stage.

Innovation Backed by Experience

The Abacus Global leadership team has been at the forefront of the life settlements industry since its inception in the mid-1990s. With more than 20 years of experience, our executives have helped shape the industry by developing proprietary longevity modeling techniques and actuarial insights that drive our investment strategies.

As a member of the Life Insurance Settlements Association (LISA), we are committed to maintaining the highest standards of ethics, regulatory compliance, and client confidentiality. We adhere to HIPAA and privacy laws to safeguard financial, health, and medical information, and we are proud to be a BBB Accredited Business with an A+ rating.

At Abacus Global, we are not just managing assets—we are redefining the role of life insurance in financial planning and investment strategy, offering a new level of security and opportunity for policyholders and investors alike.

The Abacus Team

Stuart Little

Stuart Little, CLU®, MBA

National Sales Director

Ashleigh Hammad

Ashleigh Hammad

Director of Sales

Daniel Brown

Daniel Brown

Account Manager

Brandon Huebsch

Brandon Huebsch

Business Development Manager

Scott Flowers

Scott Flowers

Account Executive

Jim Passarelli

Jim Passarelli

Account Executive

Benjamin Moore

Benjamin Moore

Account Executive

Lehy Felix

Lehy Felix

Account Executive

Harrison Bahlow

Harrison Bahlow

Business Development Representative

Canton Kaumatule

Canton Kaumatule

Business Development Representative

Cassie Schaelling

Cassie Schaelling

Managing Director - Client Direct

Courtney Pezzopane

Courtney Pezzopane

Director of Sales - Client Direct

Matthew Vaughn

Matthew Vaughn

Senior Trading Analyst

Fiona Li

Fiona Li

Senior Account Executive

Jordan Morgan

Jordan Morgan

Account Executive

Ben Schieffelin

Ben Schieffelin

Account Executive

Erica Bargas

Erica Bargas

Account Executive

Jackson Tyner

Jackson Tyner

Account Executive

Gage Velin

Gage Velin

Account Executive

Harley Schaelling

Harley Schaelling

Account Executive

Natalie Cash

Natalie Cash

Account Executive

David Ward

David Ward

Senior Business Development Representative

Chriss Gifford

Chriss Gifford

Business Development Representative

Diego Torres

Diego Torres

Business Development Representative

Emily Gardner

Emily Gardner

Director of Broker Services

Efi Laina

Efi Laina

Sales Manager - Broker Services

Jeff Smith

Jeff Smith

Vice President of Marketing

Gary Turner

Gary Turner

Director of Marketing

Logan Brown

Logan Brown, MS

Marketing Specialist

Blake Gallimore

Blake Gallimore

Director of Corporate Marketing & Communications

David Jackson

David Jackson

Director of IR/Capital Markets

Tim Leonard

Tim Leonard

CISO | Managing Director of Technology

Wilson Bautista

Wilson Bautista

IT Manager

David Lara

David Lara

Level 2 IT Support Specialist

Brandon Quinn

Brandon Quinn

Level 1 IT Support Specialist

Blanca Diaz

Blanca Diaz

Senior Case Processor

Sylvia McDade

Sylvia McDade

Case Processor

Katelyn Maffett

Katelyn Maffett

Case Processor

Gigi Pope

Gigi Pope

Case Processor

Cassi Walsh

Cassi Walsh

Case Processor

Kelli Heilman

Kelli Heilman

Case Processor

Sidney Howard

Sidney Howard

Case Processor

Erica Cormany

Erica Cormany

Senior Policy Acquisition Manager

Megan Schulte

Megan Schulte

Policy Acquisition Manager

Janine Allen

Janine Allen

Senior Closing Specialist

Nathan Hausmann

Nathan Hausmann

Senior Closing Specialist

Kolby Skolnik

Kolby Skolnik

Closing Specialist

Victoria Berezein

Victoria Berezein

Closing Specialist

Liz Andree

Liz Andree

Closing Specialist

Dalton Burdette

Dalton Burdette

Closing Specialist

Tracey Ford

Tracey Ford

Closing Specialist

Celeste Higgins

Celeste Higgins

Contracts Manager

Nicole Lehman

Nicole Lehman

Senior Contracts Specialist

Nathan Klawinski

Nathan Klawinski

Senior Contract Specialist

Gaia Rose

Gaia Rose

Contract Specialist

Win Lei

Win Lei

Contract Specialist

Tammie Nieves

Tammie Nieves

Contract Specialist

Tammy Leach

Tammy Leach

Contract Specialist

Alexa Morales

Alexa Morales

Senior Policy Verification Specialist

Avery Donelick

Avery Donelick

Policy Verification Specialist

Nick Sawuk

Nick Sawuk

Managing Director

Shawn Petrunak

Shawn Petrunak

Managing Director of Capital Markets

Erika Blackwell

Erika Blackwell

Managing Director of Portfolio & Acquisitions

Daniel Cusimano

Daniel Cusimano

Trading Specialist

Nolan McNealy

Nolan McNealy

Capital Markets Analyst

Ryan Santo

Ryan Santo

Capital Markets Analyst

Anissa Lindsay

Anissa Lindsay

Managing Director of Servicing

Angie Quinn

Angie Quinn

Director of Claims

Kiana Williams

Kiana Williams

Lead Servicing Agent

Corinne St Laurent

Corinne St Laurent

Servicing Agent

Lise Bazin

Lise Bazin

Servicing Agent

Adrienne Reid

Adrienne Reid

Servicing Agent

Sherri Rubin

Sherri Rubin

Servicing Agent

Chloe Reddy

Chloe Reddy

Servicing Agent

Heaven McIver

Heaven McIver

Servicing Agent

Megan Cole

Megan Cole

Servicing Agent

Shelby Theisen

Shelby Theisen

Servicing Agent

Patti Hughes

Patti Hughes

Policy Servicing Specialist

Shaylene Mason

Shaylene Mason

Policy Onboarding Specialist

Susan Long

Susan Long

Policy Underwriting Analyst

Samantha Jacoby

Samantha Jacoby

Policy Verification Specialist

Layne Gierke

Layne Gierke

Director of Risk

Amine Mahboub

Amine Mahboub

Senior Pricing Analyst

Bradley Post

Bradley Post

Pricing Analyst Level II

Kyle Gabriele

Kyle Gabriele

Pricing Analyst

Roman Syed

Roman Syed

Pricing Analyst

Kevin David

Kevin David

Senior Data Analyst

Robert Soronellas

Robert Soronellas

Data Analyst

Francisco De Miranda

Francisco De Miranda

Policy Risk Analyst

Frank Walden

Frank Walden

Director of Finance

Alexei Solomon

Alexei Solomon

Director of SEC Reporting & Technical Accounting

Jamie Suber

Jamie Suber

Internal Audit Manager

Samantha Whitman

Samantha Whitman

Senior Accountant

Nicole Mortensen

Nicole Mortensen

Senior Accountant

Devin Day

Devin Day

Accounting Analyst

Foster Kearfott

Foster Kearfott

Fund Accountant