There is now cutting edge, state of the art insurance against embezzlement that has never before been available to individuals
Capital Shield® was founded by a group of partners who identified a need for insurance protection for individuals against fraudulent acts and embezzlement of their personal assets by financial advisors and asset managers. The principals of Capital Shield® have extensive experience in many diverse fields including management of large insurance agency operations, entertainment and film production, investment portfolio management and software / technology startups.
Co-Founder & Managing Partner
Suzanne M. Foglio cofounded Fotek Insurance Agency with her husband Jim in 1987. Fotek, an employee benefits firm focused on consultative, cost-effective, and creative employee benefits solutions in the small to mid-sized group market. As Chief Operating Officer, Suzanne was responsible for the day-to-day leadership and general management of the company, while building a state of the art comprehensive customer service operation.
A self professed health nut with a passion for healthy living, Suzanne’s philanthropic focus has been on cancer organizations and human trafficking.
Co-Founder & Managing Partner
James M. Foglio cofounded Fotek Insurance Agency with his wife Suzanne in 1987. Fotek, an employee benefits firm focused on consultative, cost effective, and creative employee benefits solutions in the small to mid sized group market. Core skills included health insurance, ancillary group coverage including Dental, Life, LTD and STD, large group underwriting and carrier negotiation, and alternate funding including self insurance, HSA, HRA and FSA integration strategies. From 2000-2005, Fotek was the #1 producing Agency in the country with Aetna. Achieved Master Broker Status with all major health insurance carriers including Horizon Blue Cross & Blue Shield, Aetna, Cigna, Amerihealth, Oxford, United Healthcare selling
Co-Founder & & Managing Partner
Travus H. Pope is currently the Director of Corporate Finance, Portfolio Manager and Registered Principal of Syndicated Capital Inc and Portfolio Manager – Alternatives at Pacific Income Advisors. Beginning as an investment-banker at a New York Stock Exchange Member Firm in 1999, the firm was shortly thereafter acquired by Laidlaw & Co. He was appointment to Sr. Vice President during his three-year tenure. He became Managing Partner and one of the founders of Franklin Capital Group, Inc. an investment management firm in East Hampton, NY. Later accepting a position at Oppenheimer & Co., he moved his management and sales staff to South Florida in August of 2004.
Mark Levine is a 40 year veteran of the property and casualty insurance industry, with both insurance company and independent agency distribution experience. Mark began his career
at Liberty Mutual Insurance Company and rose through the ranks from direct sales production to regional management, eventually with responsibilities as Massachusetts Regional
Manager of Business Markets. He later became Executive Vice President of Allied American Insurance Agency and continued in that position at Eastern Insurance, following the
acquisition by Eastern Bank. Under Mark’s leadership, the agency grew to over $60,000,000 in revenue, to be come one of the largest in New England and among the Top 50 in the US.
Mark later joined Starkweather & Shepley Insurance Brokerage as President of Florida Operations, to build a retail and wholesale insurance presence in Florida for the Rhode Island
based insurance agency.
Raj Ramchandani is a technologist and a serial entrepreneur with over 25 years of experience in software development. He specilazes in applying technology to solve critical problems
and moderizining and disrupting the outdated systems. Currently he is working on Artificial Intelligence, Machine Learning and Cloud computing technologies.
Raj is co-founder of CumuLogic, Ivy Technology Ventures. Eyecarelive and Teleneuro. Prior to launching his startups, Raj has worked in various executive roles at Cisco, Oracle, Sun