Robert Chesner, Jr.

Giordani, Baker, Grossman & Ripp, LLP

Using his extensive expertise and experience in insurance matters, Mr. Chesner, a Director at Giordani, Baker, Grossman & Ripp, LLP, assists high net worth individuals and family offices in the design and implementation of domestic and offshore life insurance and annuity structures, consults on their property and liability needs, and oversees the third party management of the clients’ investment portfolio.

Mr. Chesner also serves as President of Edgewater Consulting Group, Ltd., a GSRP affiliate that provides a comprehensive post-sale service and consulting platform to insurance professionals and carriers in the private placement life and annuity marketplace. However, neither GSRP nor Edgewater Consulting Group, Ltd. is an insurance broker.

Prior to joining GSRP, Mr. Chesner was Vice President of AIG Global High Net Worth Markets, a division of AIG Worldwide Life Insurance and subsidiary of American International Group, Inc. (AIG). Mr. Chesner directed distribution and marketing activities in the high net worth marketplace for AIG and managed its COLI/BOLI market strategy, implementation, product development, and marketing. He also served as chief marketing officer of AIG Life of Bermuda, Ltd and AIG Worldwide Insurance Company of Bermuda, Ltd. Mr. Chesner began his career as a manager at KPMG Peat Marwick, working exclusively in the insurance industry.

B.S., Accounting, Providence College (1989)

Tax Management Portfolios™

  • Private Placement Life Insurance and Annuities (Portfolio 870)

    This portfolio discusses private placement life insurance (PPLI, also known as private placement variable life insurance) and private placement variable annuities (PPVA) and the use of these strategies as investment, income tax, estate planning, asset protection, and philanthropic tools in the high-net-worth marketplace.

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