Phil Trem - President, Financial Advisory

Phil Trem

President, Financial Advisory

As President of MarshBerry’s Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction for independently-owned insurance agents & brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks & credit unions and insurance carriers. Phil’s objective is to provide clients with a seamless, comprehensive experience.

Focusing on Strategy
In addition to Phil’s M&A responsibilities, he also contributes to MarshBerry’s consulting practice by helping guide clients in the areas of strategic planning, internal perpetuation planning, agency valuation, financial and organizational development and compensation strategies. He brings practical tools to clients in their effort to plan and implement strategies to increase their success and profitability. As a facilitator for MarshBerry’s executive peer exchange network, Connect, Phil promotes sharing best practices – he believes we grow stronger together.

Raising the Bar
Phil is a member of MarshBerry’s Board of Directors, having previously served as an Executive Vice President within the M&A team before becoming President of the Financial Advisory division. He was named Insurance Business America’s Hot 100 list in 2017, and his leadership positions him as a sought-after keynote speaker at agent association meetings, carrier elite meetings and executive leadership forums.

Developing Strong Businesses
Education and development are important values to Phil, and he shares his knowledge of industry trends and strategies as a contributing writer to Leader’s Edge, a magazine for commercial property-casualty brokers and group benefits consultants. He is also a referenced industry authority for publications such as Rough Notes, Business Insurance, Employee Benefit Adviser, Insurance Business America, and S&P Global Market Intelligence. Phil currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC. Phil has a bachelor’s degree in finance and management information systems from Ohio University, and a law degree from the Cleveland-Marshall College of Law. He is currently licensed to practice law in the state of Ohio.