Insurance Advisory Partners Hired Veteran Executive
The firm added a new partner to advise insurance clients on M&A and capital strategy in New York.
Updated on Sept. 21, 2026 in People
Insurance Advisory Partners has appointed Matthew Morris as a new partner based in its New York City office. Morris joins the firm to provide strategic advisory services, including mergers and capital raises, to insurance industry clients.
Why it matters
This appointment expands the firm's leadership bench with an executive possessing over three decades of sector experience. The move signals a continued focus on specialized advisory work for insurance businesses navigating complex financial transactions.
Matthew Morris brings over 30 years of insurance and investment banking experience to the firm. His background includes a 15-year professional relationship with partner Tony Ursano.
The players
Insurance Advisory Partners
A boutique financial services firm providing M&A and capital advisory, specifically serving the insurance sector.
Matthew Morris
A financial executive with over three decades of experience at firms including Wells Fargo, Bank of America Securities, WTW, and Greenhill.
Tony Ursano
A partner at Insurance Advisory Partners who holds a 15-year professional history with Matthew Morris.
The details
As a partner, Morris will oversee advisory mandates for insurance companies, focusing on mergers, acquisitions, and capital raising efforts. His previous experience spans major financial institutions, including Wells Fargo, Bank of America Securities, WTW, and Greenhill. He will operate out of the firm's New York office, leveraging his background in both brokerage and investment banking to assist insurance sector clients.
Timeline
Insurance Advisory Partners announced the appointment on September 21, 2026.
Market Landscape
The hiring of Morris aligns with the broader industry trend of boutique investment banks securing senior talent from large-cap institutions to bolster specialized sector coverage. It mirrors the strategic moves of firms aiming to deepen institutional relationships through experienced practitioners.
Operators in the insurance space should note the increased availability of specialized advisory expertise for potential M&A or capital-raising deals. Businesses should consider how these advisory shifts impact their own procurement of financial services and long-term capital planning.
The takeaway
The appointment highlights the value of deep sector-specific institutional knowledge in high-stakes financial advisory roles. Operators should monitor their service providers' leadership team composition to ensure their current advisory firm maintains the expertise needed for upcoming strategic cycles.
Further reading
For broader trends in industry leadership changes, see People.
Source note: This article includes information reported by Theinsurer.
