Trevor is the Chief Executive Officer of Baldwin Risk Partners. Trevor joined the Firm in 2009 as a Commercial Risk Advisor working primarily with healthcare and private equity clients, over time he led the firm’s Commercial Risk Management Group as Managing Director, followed by being BRP’s President & CEO.
Trevor has a background investing in and working with companies to shape their goals and success. Before joining Baldwin Risk Partners, Trevor worked at the private equity firm HealthEdge Investment Partners, LLC. While at HealthEdge, Trevor divided his time between working with portfolio companies on operational improvements and assisting in the execution of new transactions.
Trevor graduated from Florida State University with a BA in Risk Management & Insurance. He received his FAA Pilot’s license and USCG Captain’s license. Trevor is an avid outdoors enthusiast, enjoys spending time with friends and family, and resides in Tampa.
- Private equity/venture capital
- Financial Institutions
Kris Wiebeck joined Baldwin Risk Partners (BRP) in 2015 as Chief Financial Officer. Kris began his career in the Advisory Services practice of PricewaterhouseCoopers. He was most recently Senior Vice President at MMA Capital Management (NASDAQ: MMAC) responsible for United States Investments.
Kris has a bachelor’s and master’s degree in Accounting from the University of Florida. While at Florida, Kris was a four-time NCAA All-American on the men’s swimming team, completed the Honors Program, and was a recipient of the NCAA Postgraduate Scholarship. Kris volunteers with Tampa Jesuit and Academy swim teams and is a member of St. Mary’s Episcopal Church. He and his wife, Melissa, have two children and reside in Tampa.
Dan joined Baldwin Risk Partners as Chief Operating Officer in early 2019. As COO, Dan is focused on operational execution of the firm’s strategic priorities, organizational development and business development. He is also responsible for sales strategy and execution throughout all operating groups.
Dan began his career at Cintas Corporation in 2003 and after 10 years in various operations and sales leadership roles, was head of sales for the Document Management division. In May 2014, when Cintas Document Management and Shred-it entered into a joint venture, Dan was appointed as Executive Vice President of Sales, running Sales and Sales Operations for the organization. In October 2015, Shred-it was acquired by Stericycle where Dan was named Senior Vice President of Sales, running Sales for all of Stericycle’s Compliance Service Businesses in North America. Dan’s team at Stericycle was responsible for driving $2.5 billion in annual revenue.
In prior positions, Dan became known for his ability to take over non-performing teams and regions and build them into top performers. Recognized as a versatile leader of Sales and Operations, Dan’s leadership strengths include talent management (recruiting/attracting/developing/retaining talent), challenging leadership, change management, financial acumen, motivational leadership, visionary leadership, operational and route logistics, sales and sales operations.
Dan graduated with a B.A. from Cornell University in Ithaca, NY in 2003, where he majored in Government with a minor in Economics. He played four years on the Varsity Squash team. He and his wife are originally from the Northeast (Connecticut and Long Island), but currently reside in Tampa, FL with their 3 young children. Aside from spending time with family, Dan enjoys exercise, racquet sports and fishing.
John Valentine joined Baldwin Risk Partners in 2018 as Chief Partnership Officer. John has more than 17 years of experience closing merger and acquisition, equity and debt transactions for public, private and sponsor-owned clients across a number of industry sectors. Most recently John led the Investment Banking practice in the Mid-Atlantic region at Wells Fargo Securities. Prior to joining Wells Fargo Securities, John was a vice president at Hyde Park Capital Partners, LLC and Athena Capital Partners. John began his career at Keefe, Bruyette and Woods, Inc., where he assisted in the structuring and marketing of sell-side M&A engagements, trust preferred and mezzanine capital transactions for financial services companies.
As Chief Partnership Officer, John is responsible for Partnership execution and due diligence activities in collaboration with BRP’s respective Division and Business Function leadership teams. In addition, John collaborates with BRP’s leadership team to drive successful integration of new partner firms.
John earned his B.S. in Business Administration, with special attainments in commerce, from Washington and Lee University in Lexington, Virginia, where he was a four-year varsity wrestler. John is also a Chartered Financial Analyst. John lives in Charlotte with his wife and three daughters.
Brad Hale joined Baldwin Risk Partners as Chief Accounting Officer (CAO) in May of 2019. As CAO, he is responsible for leading the accounting department through the business’s growth trajectory with accurate and informative financial reporting while being responsive to the demands of integration and partner support.
Prior to joining BRP, Brad served as Managing Director and Shareholder at CBIZ MHM, LLC, where he led the Accounting Advisory group on projects primarily focused on the application of technical accounting. In addition, Brad signed both private company and public company audit reports and served as a subject matter expert within the firm’s national office for a variety of complex GAAP areas. Before joining CBIZ, Brad was the Director of Accounting & Risk Management at Bloomin’ Brands, Inc,. after having grown up in the Big 4 with Deloitte, LLP.
Brad has a Bachelor’s and Master’s degree in Accounting from Wake Forest University and is a Certified Public Accountant in Florida. He serves as the Treasurer of Voice for Children and volunteers on various committees at Hyde Park United Methodist Church and St. Mary’s Episcopal Day School. Brad and his wife, Amy, have two children and reside in Tampa
Chris Stephens joined Baldwin Risk Partners (BRP) as General Counsel in 2019. As General Counsel, Chris is responsible for BRP’s legal matters.
Most recently, Chris served as Senior Vice President and General Counsel for Savills North America. Prior to joining Savills, Chris was a shareholder with Hill Ward Henderson where he focused on mergers and acquisitions, joint ventures, securities offerings and compliance, venture capital transactions and corporate governance matters. His legal career began with Sullivan & Cromwell.
Chris has a Bachelor of Science from The University of Florida and earned his JD from Georgetown University Law Center.