Meet Our Leadership Team | Walsh Carter & Associates

info@walshcarter.com

(415) 217-6200

CA license #0F34266

MEET OUR LEADERSHIP TEAM

We partner with our clients to provide innovative insurance solutions. It is our goal to build long-term relationships that allow us to create comprehensive and innovative insurance solutions tailored to our clients. Our clients receive the personalized service you want from a boutique consultancy with the leverage and choice you expect from a full-service brokerage.

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Principal

Brendan Walsh

Walsh Carter Insurance Services was formed in 2006 with Brendan as one of its founders. His 25 plus years of experience have focused on providing property & casualty insurance, and estate planning to his clients.

Prior to launching Walsh Carter, Brendan spent thirteen years at Northwestern Mutual where he specialized in assisting his clients with complex estate planning solutions.

Brendan has a bachelor’s degree from University of San Francisco. He is a former President of the Irish Cultural Center and sat on the board of the Juvenile Diabetes Research Fund.

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Principal, Chief Financial Officer

Greg Yu

Greg is a founding member of the partnership that formed Walsh Carter Insurance Services in 2006. His career started at Northwestern Mutual where he became a key contributor to his team’s continual qualification to the Million Dollar Round Table and the Northwestern Forum.

With over twenty years of experience in the industry, Greg is responsible for running the finance and accounting operations at Walsh Carter.

Greg has a bachelor’s degree from California State University, Chico.

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Principal

Jim Riley

Jim joined Walsh Carter in 2012 after spending 23 years with the Visual Media Alliance (formerly known as the Printing Industries of Northern California). It was there he gained experience providing property & casualty and group benefits solutions to the print and creative business industry. Jim leads the Client Relationship Team and routinely leverages his longstanding carrier connections to provide outstanding value to our clients.

Jim has a bachelor’s degree from University of Southern California.

EXPERIENCE THE DIFFERENCE HAVING A PARTNER MAKES.

Violet O.

Chula Vista, CA

I called and received a quote from this company, everyone I spoke to on the phone was very helpful and professional. They really gave me great options and quotes, Although my husband and I decided to hold off on insurance for another year I will definitely be calling them again and using them for insurance needs.

Marisa N.

Menlo Park, CA

Dave Saisi, Jessica Ramirez, and their team at Walsh Carter are fantastic. Most recently I worked with them to obtain homeowners insurance on our new home. It's just outside of town in an area some insurers won't cover. Dave and Jessica found us good coverage, at a reasonable price and they did it quickly and easily. The whole process was easy and friendly. They worked directly with our team on the home purchase, making it even easier.

Arshia M.

Santa Clara, CA

Amazing people work here. Emily worked alongside me to get coverage for my whole team and she was extremely professional. Highly recommend!

Chris O.

Infinite Massage

Insurance coverage is a huge part of dealing with our clientele and it’s crucial that we have support along the way. We have every intention of staying with Walsh Carter as they have provided us with excellent customer service and support. Many thanks to the great team at Walsh Carter and Associates!

Judy Y.

My husband and I are very pleased with Walsh Carter & Associates and the service we have received. They are prompt with their responses and quick to set up conference calls to answer any questions we may have.

David C.

MD

I have worked with several insurance agents now, and I have to express my deepest gratitude for your never-ending patience, willingness to investigate, go the extra mile, very knowledgeable and pressure-free style when offering insurance. In the end, I’m glad we finally got approved for insurance, and I know that I couldn’t have found the right contract and feel so confident in my decision without your expert guidance.

Rick O.

President Hancock Properties, Inc.

My company, along with several of my clients, has used Walsh Carter and Associates numerous times for different types of commercial property and business insurance. In many cases, they were able to provide more coverage for less cost. Walsh Carter and Associates has access to many different insurance companies and products which gives them a unique ability to come up with right solution for any given situation.

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