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Concord Specialty Risk Taps Craig Willey, Esq. As Vice President & Underwriting Counsel, Tax Insurance

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Topics: Market Moves

Mr. Willey is based in Houston, Texas...

Mr. Willey has extensive operational and transactional experience. He has served as the chief tax officer for private equity-backed companies and worked in the M&A tax groups of international accounting firms, most recently as a Managing Director at PricewaterhouseCoopers LLP. Mr. Willey holds a Master of Laws in Taxation and is a Chartered Financial Analyst (CFA).

David S. De Berry, Esq., CEO of Concord Specialty Risk, noted that “Craig has the requisite knowledge of tax law and practice, people skills, passion and sound judgment to lead Concord’s tax insurance practice during this opportunistic time to expand – particularly in Concord’s appetite for insuring tax returns (not merely specified tax positions) and tax controversies (where one or more tax positions is being challenged by a tax authority). We are excited to have the experience, skill set, character, and gravitas that Mr. Willey brings.”

Commenting on joining the firm, Mr. Willey said, “Concord is a well-known pioneer in the transactional risk space. I am excited to help grow the company’s tax insurance book and to work with the best and the brightest broker-insurer community that deliver solutions to U.S. taxpayers. I’m thrilled to join the outstanding team at Concord.”

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