Discover
Succession Capital Alliance
Our Story
Built for the Long Term.
From the Beginning.
Modern Liquidity Insurance™ began in 1996, when a high-net-worth client challenged Succession Capital Alliance CEO Julian Movsesian to find a smarter way to fund life insurance without disrupting a carefully constructed portfolio. The resulting proprietary Capital Maximization Strategy℠ placed the client’s liquidity goal, not the policy or the loan, at the center.
An Advisor to Advisors
A Collaborative Resource for Advisory Teams
Since 1996, Succession Capital Alliance has helped advisory teams and the families they serve address complex estate liquidity needs through disciplined strategy, carrier coordination, and lifetime Policy Services.
Strategies are designed around your long-term goals and supported by white-glove servicing throughout the life of the policy.
Meet The Team
President, CEO
Julian Movsesian, MBA
Chief Distribution Officer
Michael J. Rothman
Chief Operating Officer
Danielle C. Williamson
Chief Financial Officer
Jennifer Rodgers
Senior Vice President
Brian Whitmore
Executive Vice President,
Advanced Tax Planning
Kirstin Williams
Senior Director of Financial Operations
Sam Dickerson
VP, Marketing & Strategic Partnerships
Adrina Movsesian
Executive Vice President
Brendan Horgan
Senior Vice President
Michael Wurth
Vice President
Kyle Castner, CFP
Vice President
Daniel Ditusa, MBA
Assistant Vice President, Business Development
Jack Wentworth
Vice President, Loan Operations
Rema Shamon
Marketing Manager
Lauren Blackwell
Director, Client Solutions
Alexandra Jorczak
Director, Client Solutions
Joe Robles
Senior Design Specialist
Richard Dennison
Senior Medical Case Manager
Mark Williams
Medical Case Manager
Chandré Richard
Loan Analyst
Liliana Barajas
Loan Analyst
Sabiha Iqbal
Design Specialist
Alexis Chu
Executive Assistant to the President & CEO
Gwen Vo
Executive Assistant to CDO and COO
Phillip Blake
Loan Analyst Assistant
Yolanda Lerma