About Us

Abacus is a leading vertically integrated alternative asset manager specializing in life insurance products. Since 2004, the company has purchased life insurance policies from consumers seeking liquidity and has actively managed those policies over time (via trading, holding, and/or servicing). With over $2.9 billion in face value of policies purchased, Abacus has helped thousands of clients maximize the value of life insurance.

Over the past 18 years, the company has built an institutionalized origination and portfolio management process that is supported by a 59-person team, long-term relationships with 78 institutional partners and 30,000 financial advisors, and the ability to operate in 49 states. The company has serviced approximately $950 million in policies and has managed assets for large asset managers and third-party investment funds. Abacus has underwritten and valued approximately $520 million of policies on behalf of third parties.

Abacus’ leadership team averages 20+ years of experience and have been innovators since the life settlements industry’s inception in the mid-90s.

The company is a proud member of the Life Insurance Settlements Association (LISA) and complies with HIPAA and privacy laws to maintain and protect confidentiality of financial, health, and medical information. Abacus is also proud to be a BBB Accredited Business with an A+ rating.

Meet Our Team

Sean Mcnealy Abacus Life

Sean McNealy

Managing Partner

Matthew Ganovsky Abacus Life

Matthew Ganovsky

Managing Partner

Scott Kirby Abacus Life

Scott Kirby

Managing Partner

Jay Jackson

Jay Jackson

President & CEO

Shane-Mcgonnell

Shane McGonnell

Vice President

Samantha-Butcher

Samantha Butcher

Vice President of Operations

Karen Teller Abacus Life

Karen Teller

Vice President of Finance & HR

Bill Mccauley Abacus Life

Bill McCauley

Chief Financial Officer

Dani Theobald

Dani Theobald

Lead/General Counsel

Cassie Schaelling

Cassie Schaelling

Director of Policy Markets

Ashleigh Hammad

Ashleigh Hammad

Director of Sales

Stuart Little

Stuart Little

Director of Sales

Courtney Pezzopane

Courtney Pezzopane

Director of Sales - Client Direct

Efi Laina Abacus Life Settlements

Efi Laina

Sales Manager – Client Direct

Toni 186X186 1

Toni Riddle

Account Executive

Daniel Brown Abacus Life

Daniel Brown

Account Executive

Emily Gardner Web

Emily Gardner

Account Executive

Fiona Li Web

Fiona Li

Account Executive

John Aldridge Web

John Aldridge

Account Executive

Liz Andree Web

Liz Andree

Account Executive

Scott 186X186 2

Scott Flowers

Account Executive

Victoriab 186X1862 1

Victoria Berezein

Account Executive

Dave 186X186 3

David Ward

Account Executive

Monica 186X186 1

Monica West

Account Executive

Bens 186X186 1

Ben Schieffelin

Account Executive

Harrisonb 186X1863 1

Harrison Bahlow

Account Executive

Devenp 186X1863 1

Deven Patel

Account Executive

Jeff Smith

Jeff Smith

Managing Director of Marketing

Tim Leonard

Tim Leonard

Director of IT

Blake Gallimore Abacus Life Settlements Marketing Specialist

Blake Gallimore

Marketing Specialist

Zaid Anwar Abacus Life

Zaid Anwar

Marketing Specialist

Erika Blackwell Abacus Life

Erika Blackwell

Director of Policy Acquisitions

Erica Cormany

Erica Cormany

Policy Acquisition Manager

Susan Long Web 1

Susan Long

Policy Acquisition Manager

Denise 186X186 1

Denise Tanner

Policy Acquisition Manager

Megan 186X186 1

Megan Schulte

Policy Acquisition Manager

Nathan H 186X1867 1

Nathan Hausmann

Policy Acquisition Manager

Janine Allen Web2

Janine Allen

Policy Acquisition Manager

Celeste Higgins Web

Celeste Higgins

Senior Contracts Analyst

Alexa Morales

Alexa Morales

Contracts Analyst

Nathan Klawinski Abacus Life

Nathan Klawinski

Contracts Analyst

Nicole Lehman

Nicole Lehman

Contracts Analyst

Tammy Leach Web

Tammy Leach

Contracts Analyst

Tracey Ford

Tracey Ford

Contracts Analyst

Win Lei

Win Lei

Contracts Analyst

Dalton Burdette Web

Dalton Burdette

Contracts Analyst

Kimr 186X186.2 Png

Kim Rasi

Contracts Analyst

Frank Walden Web6

Frank Walden

Director of Finance

Angie Quinn1

Angie Quinn

Director of Servicing

Layne Gierke

Layne Gierke

Senior Financial Analyst

Nicolem 186X186 1

Nicole Mortensen

LMA Senior Accountant

Armando 186X186 2

Armando Cabrera

Financial Engineer

Matt 186X186 1

Matthew Olivos

Web Developer

Patrick 186X1862 1

Patrick Galloway

Full Stack Developer

Daniel Cusimano Abacus Life Settlements Case Processor

Daniel Cusimano

Pricing Analyst

Kevin David

Kevin David

Pricing Analyst

Daya 186X186 3

Daya Kavani

Pricing Analyst

Amine 186X186 2

Amine Mahboub

Pricing Analyst

Matthew V 186X1862 1

Matthew Vaughn

Pricing Analyst

Bradleyp 186X186 1

Bradley Post

Pricing Analyst

Corinne St Laurent Abacus Life

Corinne St Laurent

Servicing Agent

Shaylene 1

Shaylene Mason

Servicing Agent

Erin Perkins

Erin Perkins

Servicing Agent

Patti 186X186 3

Patti Hughes

Servicing Agent

Kiana 2

Kiana Williams

Servicing Agent

Krissyl 186X1862 1

Krissy Lubrano

Director of Human Resources

Sherri Ballentine

Sherri Ballentine

Case Manager

Lise Bazin

Lise Bazin

Case Processor

Gaia 186X186 1

Gaia Rose

Case Processor

Marty

Martie Aguilera

Case Processor

Blancad 186X186 1

Blanca Diaz

Case Processor

Anetrad 186X1862 1

Anetra Draine

Case Processor

Nancy 186X186 4

Nancy Gouin

Administrative Assistant

Sam 186X186 2

Samantha Whitman

Accounting Assistant

Options for Your Life Insurance