Tiffany ToccoBusiness Development Risk Advisor at Starkweather & Shepley InsuranceSpeaker
Profile
Tiffany Tocco is a Risk Advisor at Starkweather & Shepley Insurance Brokerage, Inc., where she advises wealth and asset management firms on commercial insurance strategy, and protecting the complex exposures associated with ultra-high-net-worth clients and multi-generational wealth. With more than a decade of experience spanning consulting, business development, recruiting, M&A, and insurance, Tiffany brings a strategic and relationship-driven perspective to the evolving challenges shaping the wealth and asset management industry.
Known for her consultative approach, Tiffany is particularly passionate about helping firms strengthen engagement with next-generation investors and future family decision-makers. As a next-generation professional herself, she brings a unique perspective to integrating family dynamics, wealth transition planning, and Gen 2 relationship development earlier in the advisory process. Her work focuses on helping firms build deeper multi-generational relationships, improve long-term client continuity, and position themselves for lasting family trust and retention.
Agenda Sessions
Engaging the Rising Gen: Practical Strategies for Empowering Future Family Leaders
, 10:55amView Session
