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NEWS & EVENTS
June 2026
We are honored to be named a finalist in the Insurance category of the 2026 Wealth Management Industry Awards for PRMSbyHerSide. Created to help wealth advisors better support women navigating divorce, widowhood, and other significant life transitions, PRMSbyHerSide integrates personal risk management into holistic wealth planning. The initiative provides advisors with specialized resources, insurance education, and coordinated risk reviews designed to identify coverage gaps, protect client portfolios, and strengthen client relationships during complex transitions.
May 2026
Our team was honored to attend the Berkley One (a Berkley Company) Summer Classic at the Bruce Museum, an evening that brought together agency partners, collectors, and industry leaders to celebrate the artistry, heritage, and passion that define the collector vehicle community.
March 2026
We are honored to be named as a finalist in three categories for the 2026 PropertyCasualty360 Insurance Luminaries Awards:
Brokerage of the Year – Personal Risk Management Solutions
Executive of the Year – Celia Santana, CPRIA, President & CEO
Rising Star of the Year – Lindsey Jordan, AVP & Director of Operations
March 2026
Our team was honored to attend the The Museum of Modern Art March Party alongside Chubb and several of our trusted advisor colleagues. A sincere thank you to our partners at Chubb, we truly appreciate your partnership and continued collaboration.
January 2026
We are thrilled to announce that Celia Santana has become the new President of the PRMA Board of Trustees. Celia, diligently served as a board member for nearly three years. The PRMA is the preeminent organization providing education and leadership in the high net worth personal insurance industry.
January 2026
PRMS was thrilled to co-sponsor The Winter Show at the Park Avenue Armory. We had the opportunity to enjoy stunning exhibits, connect with our valued clients, engage with our trusted advisors, and spend time with our colleagues at Chubb. A huge thank you to everyone who joined us and to Chubb for co-hosting such a wonderful event year after year.
December 2025
PRMS had the pleasure of joining Anchin's Holiday Mixer. It was wonderful meeting so many talented professionals and engaging in conversations about best practices and client service. Events like this are a great reminder of the value of collaboration and the inspiring people we have the opportunity to work alongside.
November 2025
Our team at Personal Risk Management Solutions had the opportunity to attend an excellent event hosted by Berkley One (a Berkley Company) at the Morris Museum. It was a valuable occasion to strengthen relationships, engage in meaningful dialogue, and align on the collective goals we share with our Berkley One partners.
November 2025
Our very own Tamila Garayo was selected for the Chubb Regional Rising Stars program. This program is designed to develop the next generation of industry leaders by providing essential skills, fostering meaningful partnerships, and joining forces with a Chubb counterpart on strategic growth initiatives.
October 2025
Tamila Garayo had the privilege of attending the Savvy Ladies Gala, celebrating an incredible organization dedicated to empowering women through financial education and independence. Their mission to help women gain confidence and control over their financial futures continues to make a lasting impact.
October 2025
PRMS attended the Private Risk Management Association (PRMA) Summit in New Orleans. Congratulations to Lindsey Jordan, Tamila Garayo and Malena Huerres for graduating from the CPRIA program and earning their CPRIA designation — a testament to their commitment to excellence and continued professional growth.
September 2025
Thank you to Chubb for inviting our team to the New York Academy of Art for the Chubb Fellows dinner. The art was inspiring. The perspectives were enlightening. We thoroughly enjoyed the evening, and are honored to have been included.
July 2025
Celia Santana was interviewed alongside the brilliant Diane Delaney, Executive Director of the Private Risk Management Association (PRMA) by The Rough Notes Company, Inc. for a powerful piece on how we can better support women as they grow and lead in the insurance industry.
July 2025
Lindsey Jordan, our Director of Operations has authored a must-read article in The Rough Notes Company, Inc. on how to successfully lead remote and hybrid teams. Lindsey has been the architect of our firm’s remote management strategy — one that has allowed our high-performing team to stay collaborative, accountable, and connected, no matter where we are, while still staying true to our corporate culture and values.
May 2025
The true power of being in the insurance business lies in knowing that, when disaster strikes, we have the opportunity to step in and make a real difference in people’s lives. That’s our “why.” But what makes this work truly exceptional is the ability to join forces with extraordinary partners who lead with integrity, compassion, and expertise, to consistently deliver outstanding results for our clients.
May 2025
Celia Santana, Kelly McCleaster, Lindsey Jordan and Tamila Garayo attended the Family Wealth Report Awards — a night dedicated to celebrating excellence in the wealth management industry.
May 2025
Grateful to the Emigrant Bank Fine Art team for the opportunity for Celia Santana to attend the Appraisers Association of America’s annual luncheon—an inspiring afternoon celebrating the extraordinary Jack Shainman.
May 2025
Celia Santana attended the Tribeca Ball at the New York Academy of Art. Thank you for our host Chubb Insurance for a wonderful evening. We help fine art collectors build, protect and preserve their collections—and events like this remind us why we do what we do. Supporting the next generation of artists and witnessing their creativity firsthand is always a true highlight.
April 2025
Celia Santana attended the opening of Amy Sherald: American Sublime at the Whitney Museum, alongside our colleagues from Emigrant Bank Fine Art and Private Client Select.
April 2025
We are honored to have been named as a Finalist for the Best Insurance Brokerage Provider at the Twelfth Annual Family Wealth Report Awards 2025. This prestigious recognition celebrates the most innovative and exceptional firms in the industry, and we are truly grateful to be among them.
March 2025
Celia Santana was featured by our partner Berkely One in their Women Who Inspire Us series. Read the article below:
March 2025
Celia Santana, CPRIA, was featured in a Nasdaq article where she shares insights on one of the most common insurance mistakes we see at Personal Risk Management Solutions. Read the article here:
January 2025
The PRMS Team attended the Winter Show at the Park Avenue Armory. We had a wonderful time with our colleagues, clients and insurance company partners.
January 2025
PRMS & Chubb came to together to celebrate our a successfully year of partnership.
December 2024
Celia Santana attended Art Basel in Miami. She had the pleasure of meeting with our clients, trusted advisors and insurance company partners.
November 2024
PRMS & PURE attended a celebratory lunch and private tour of the Museum of Modern Art to celebrate our continued partnership and success in 2024.
November 2024
Celia Santana had the pleasure of joining Anella N., Regional Practice Group Leader and Associate Vice President at Burns & Wilcox, for a dinner celebrating women in insurance.
November 2024
Celia Santana was selected as President-Elect of the Private Risk Management Association (PRMA). The board of trustees are colleagues that are passionate about our business and steadfast in their desire to make a positive impact in the industry.
October 2024
Celia Santana, Lindsey Jordan, Tamila Garayo and Malena Huerres attended the 2024 PRMA Summit in Dallas TX.
October 2024
Celia Santana attended a PURE insurance regional evet accompanied by their entire leadership team.
September 2024
PRMS and Chubb hosted “Ode to the Emerald” at Bvlgari’s Flagship boutique in New York City along with our trusted advisors and clients. This immersive experience gave an inside look into the most beautiful emeralds in the world!
September2024
Our team had the pleasure of participating in an outstanding event at then New York Academy of Art where we celebrated our partner’s at Chubb and supported the Chubb Fellows.
September 2024
Celia Santana attended a captivating evening at Van Cleef and Arpels with our partners at Berkley One and our trusted advisors admiring beautiful jewels and great company.
September2024
Celia Santana, Linda Graef Jones and the PRMS team had the pleasure of celebrating the success and new partnership within the team of one of our Trusted Advisors.
April 2024
Celia Santana attended the 2024 Chubb Annual Cornerstone Conference in San Diego California. The theme was Elevate, Expand & Exceed.
April 2024
Celia Santana had the pleasure of attending the 2024 Emigrant Partners Leadership Summit, which celebrated growth, talent, and leadership in Scottsdale, AZ. Visionaries, thought leaders, and industry experts converged to explore the future of the wealth & asset management industry.
April 2024
Celia Santana attended the Tribeca Ball with our Partners at Chubb and our colleagues. The event is in support of the New York Academy of Art.
March 2024
Celia Santana had the pleasure of attending the The Rough Notes Company, Inc. annual editorial advisory board committee meeting as a former Cover Agent (2014).
March 2024
We are honored and thrilled to announce that Personal Risk Management Solutions has been selected as a finalist for Best Insurance Brokerage Provider by the Family Wealth Report awards program. The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
January 2024
PRMS attended the 2024 New York Boat Show. We had a great time seeing our colleagues and expanding our knowledge on the watercraft industry.
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January 2024
The PRMS team had a wonderful time co-sponsoring the 70th Annual Winter Show with Chubb. It was a great time seeing clients, colleagues and partners.
December 2023
Celia Santana attended the Design Show with our colleagues at Private Client Select during Miami Art Week, as well as Art Basel.
December 2023
Celia Santana, Kelly McCleaster and Lindsey Jordan attended a lunch with our partners at Chubb Insurance to celebrate a successful partnership in 2023.
November 2023
Celia Santana had the pleasure of attending the annual Take Home a Nude Art Auction sponsored by the New York Academy of Art at Sotheby's
November 2023
Celia Santana went to Chicago for the 10th annual Private Risk Management Association (PRMA) Summit. Celia moderated a panel with Ana Robic, President of Chubb's Private Risk Services Division, Martin Leitch, CEO at PURE Insurance and Eric Pruss, Chief Field Executive at Private Client Select.
September 2023
Celia Santana spent an evening celebrating with Chubb at the NY Academy of Art for the 2023 fellows.
June 2023
Celia Santana received a Recognition Award from Chubb Insurance for her time served on the Chubb Cornerstone Agency Round Table. Thank you Ana Robic and Mary Parsons for inviting PRMS to participate.
April 2023
Celia Santana with Kathleen Zortman President & CEO of AIG at the AIG Private Client Executive Thought Leadership Exchange in Washington DC.
April 2023
The PRMS Team joined our colleagues at PURE Insurance for lunch in NYC
April 2023
Celia Santana at the Tribeca Ball with our Chubb Colleagues
April 2023
PURE Insurance Featured Celia Santana in their LinkedIn Broker Spotlight. We are grateful for her wonderful leadership.
April 2023
Celia Santana was interview by Carrier Management on Between the Lines web series. Watch the interview here: The Talent Tightrope: Balancing Change in the Workplace
March 2023
Celia Santana our President and CEO attended the Chubb Elevate Her Experience in New York City.
January 2023
PRMS co-hosted the Winter Show with Chubb Insurance.
October 2022
Lindsey Jordan was named by Insurance Business America as a Rising Star of 2022. The award recognizes achievements, goals as well as contributions to the industry.
June 2022
Celia Santana was named by Insurance Business America as an Elite Woman 2022.
June 2021
Insurance Business America: Elite Women in Insurance Celia Santana was named by Insurance Business America as an Elite Woman 2021.
October 2020
The PRMS Team donated to CityMeals on Wheels and helped provide over 130 holiday meals to homebound elderly individuals in need.
May 2019
We had a wonderful time supporting a great cause at the Brooklyn Community Housing and Services 40th Anniversary Gala. BCHS provides clean and safe housing to 400 formerly homeless individuals and families, and prevents 600 others from becoming homeless each year.
August 2018
PRMS teamed up with PURE & The NYC Association of Insurance Women to sponsor Back-to-School backpacks for children under the care of Sanctuary For Families. The program provides care to mothers who are survivors of abuse and this helps prepare their children for school.
December 2017
Personal Risk Management Solutions was chosen as a finalist for Private Asset Management Magazine’s Best High-Net-Worth Insurance Broker 2018.
September 2017
Rough Notes Magazine: Personal Lines Focus: Umbrellas
Personal Lines Focus: Umbrellas Celia Santana has been featured in Rough Notes Magazine Article “Personal Lines focus: Umbrellas”
March 2017
Personal Risk Management Solutions was chosen as a finalist for Private Asset Management Magazine’s Best High-Net-Worth Insurance Broker 2017 .
May 2015
Personal Risk Management Solutions’ CEO, Celia Santana was featured in Private Asset Management’s “50 Most Influential Women in Private Wealth” issue.
October 2022
Celia Santana our President and CEO attended the Private Risk Management Association Summit 2022
August 2022
Fashion in Art - The PRMS team joined AIG Private Client Group at the Metropolitan Museum of Art for a private tour of the Fashion in Art Exhibit.
March 2022
We are pleased to announce that our President & CEO Celia Santana has been elected to the Board of Trustees of Private Risk Management Association. This organization is dedicated to helping insurance professionals in the high net worth space and Celia’s leadership and input will be instrumental.
January 2021
PRMS hosted a virtual tour of the Winter Show this year. COVID may have stopped us from attending this event in person, but it did not stop us from enjoying such a wonderful event including the hand-crafted cocktail kits! Thank you to everyone who joined us and our colleagues at Chubb and Source Financial for a spectacular evening.
June 2019
June 6th is National Hunger Awareness Day. To help combat this ever growing problem, the PRMS team hosted a Virtual Food Drive for the Food Bank for New York City. We are proud to say that we have successfully helped provide over 2,500 meals to those in need.
December 2018
PRMS participated in The Salvation Army Angel Tree Toy Drive. Our holiday tree was overflowing with gifts for families in need. We are proud to help out our community and give back.
March 2018
PRMS was proud to co-host a travel security awareness seminar with Chubb Insurance and Wes Odom, President of the The Ackerman Group LLC.
December 2017
Family Wealth Report Awards 2018 -
Personal Risk Management Solutions has been shortlisted as Best Insurance Brokerage Provider for the Family Wealth Report Awards.
August 2017
Hurricane Harvey GoFundMe
Personal Risk Management Solutions successfully raised almost $8k in funds that were donated to the United Way of Greater Houston for the devastation in the State of Texas caused by Hurricane Harvey.
June 2016
Insurance Business America: Elite Women in Insurance:
Linda Graef Jones was named by Insurance Business America as Elite Women in Insurance.
April 2014
Rough Notes: Making Personal Lines Personal. Personal Risk Management Solutions was featured as Agency of the Month in Rough Notes Magazine, an insurance industry trade publication.
