Why BPI?
We help RIAs lead with clarity, confidence, and control.
Clarity
We translate insurance jargon into plain English. Our RIAview Risk Report shows where your policy matches your risks and where it doesn't.
Your firm changes every year. You hire advisors. You scale AUM. You prep for SEC exams. Most insurance brokers ignore these changes. We review your coverage annually and update it as you grow.
Confidence
Your policy needs to work when it matters. We structure coverage that protects your reputation and profitability during SEC inquiries, client disputes, and M&A transitions.
We stay with your business. When you change vendors or cross new AUM thresholds, we think about your risk profile. Other brokers look backward. We look forward with you.
Control
Your RIAview report compares 52+ policy provisions and shows you exactly what's covered and what's not. You have written documentation you can reference anytime, not broker promises you have to trust.
We identify coverage gaps before claims happen. We review your coverage annually as your firm evolves. No surprises during claims. No gaps during audits. No wondering if you're protected. That's control.
Meet Our Team
We specialize in RIA insurance. That's all we do.
Chad Ramberg has over 25+ years of experience in management, including GM/Director and Controller positions.
For the initial decades of his career, he held leadership positions in the claims division of the insurance industry. As his career in the claims sector drew to a close, he opted to channel his financial acumen into becoming a Registered Investment Advisor. During his tenure as an advisor, he gained a profound respect for the day-to-day challenges RIAs face. Changing course, Chad discovered that he could make a more significant contribution to the financial services community by becoming an insurance advisor to advisors. Now, Chad has the privilege of engaging with advisors across the country, meeting their needs so they can focus on what they do best.
When Chad is not working, you may find him experiencing the great outdoors. With his family he may be camping, hiking or riding through the mountains.
Hey, I'm Ryan 👋 I build the operational systems that power Box Professional Insurance. I lead revenue operations, integrating Salesforce with carrier systems and automating workflows that eliminate client friction.
Since 2021, I've transformed BPI's infrastructure with one goal: make renewals seamless and data instantly accessible. My approach reflects BPI's Kaizen philosophy—continuous improvement in every process.
Clients benefit from effortless renewals and real-time answers. BPI benefits from scalable operations that maintain the personal touch.
My favorite roles are husband to Taylor and dad to Joelle and India. In a house full of girls, my homegym is where I recharge between tea parties and dance recitals.
Meet Alex Williamson, an experienced broker at Box Professional Insurance, specializing in working with Investment Advisors to provide them with E&O insurance (+ D&O, Crime, Cyber, ERISA bonds). Alex is passionate about understanding his clients' specific risks and business operations, followed by scrutinizing their insurance coverage for any inadequacies or deficiencies. His goal is to give advisors the tools + education they need to make the best decisions for their firm.
Alex began his career in the insurance industry in 2014 as a Financial Representative with Northwestern Mutual. During this time, he earned various licenses, including Series 6, Life, Health, and Long-Term Disability. A year or two later, he decided to pursue an amazing opportunity in media. After a successful five year stint in advertising and running his own media company, Alex shifted gears back to insurance. This time, he would be working on the P&C side – helping advisors protect their most important asset – their business.
During his leisure time, Alex enjoys exploring nature, particularly on his Hobie Cat sailboat. He tied the knot with his partner, Bree, in August 2022, and is now relishing every moment of their life together.
Hi, I'm Brad! I help Investment Advisors protect their businesses through specialized E&O insurance solutions. My career began in banking, where I worked my way up to Branch Manager and earned my Series 6, Series 63, and Life & Health licenses—experience that now helps me better support the financial professionals I serve.
Today, I focus exclusively on E&O coverage and building strong, lasting relationships with my clients. I pride myself on being approachable, knowledgeable, and genuinely invested in helping advisors understand and manage their risk.
When I'm not talking coverage, you can find me coaching sculling (something I've done for over 20 years), spending time with my two sons, or hanging out with my deaf Lab Mix, Archie, who thinks he runs the house.
Hola from Juan Sebastián Cortina! I'm part of the Renewal team at BPI, where I keep every renewal moving with clarity, speed, and precision.
I bridge communication between carriers and clients, organize documentation, and help maintain the smooth, consistent workflows that support BPI's commitment to effortless service.
Outside the office, I recharge with soccer (watching, playing, and following every major tournament) and by enjoying good food and discovering new places whenever I can. With half my heart in the USA and half in Colombia, I bring a mix of cultures, energy, and hard work.
My name is Henry Davis and my role here at BPI is simple: I convert all the hard work we do for every renewal into an actionable insurance plan for our clients through RIAview reports and loom videos. My mission is to turn a highly complex professional liability insurance document into a concise report that makes it easy for our clients to not only know what they have, but have what they want.
When I'm not bringing clarity to your yearly insurance renewal, I am often in class at Santa Clara University or hitting the free weights at the local gym.
Ready to Get Started?
Schedule a free RIAview call. We'll show you what's covered and what's not.