Office location:

Hamburg, NY

Year founded:

2008

Number of employees:

Phone:

716 698 7263

Email:

mike.overdorf@sycamorecompany.com

Website:

sycamorecompany.com

LinkedIn:

linkedin.com/company/the-sycamore-company

“Most of our innovations have come from our team’s personal experiences. Their industry experience drives our roadmap”

Mike Overdorf, The Sycamore Company

THE SYCAMORE COMPANY

Mike Overdorf

President

Bryan Gilmartin

Partner

David Morgan Smith

Partner

Leadership

Mike Overdorf is president and founder of the Sycamore Company. He has over 30 years of experience working across multiple financial services verticals, including banking, wealth management, and insurance. Overdorf earned his BS degree in finance from Siena College and his MBA from SUNY Albany.

President

Mike Overdorf

Bryan Gilmartin is a partner at WEL Partners, where he practises exclusively in the areas of estate, trust, power or attorney, capacity, and guardianship litigation. He is a member of the Society of Trust and Estate Practitioners, the Baycrest Foundation Professional Advisory Group, and the National Academy of Elder Law Attorneys. He also currently sits as a member-at-large on the Ontario Bar Association Elder Law Executive Committee and Alternative Dispute Resolution Executive Committee. Gilmartin came to the practice area honestly. Growing up an only child in a small town in northern Ontario, he lived and worked in the family funeral home alongside his mother and father. At a young age, he was immersed in the sensitivities, tragedies, and emotions that accompany death. He also had the opportunity to learn how to navigate the challenges of running a small business.

Partner

Bryan Gilmartin

David M. Smith joined Rodney Hull, KC and Ian M. Hull in their estate litigation counsel practice in September 1997. In August 1998, Rodney and Ian, together with David as associate, founded Hull & Hull LLP. In January 2006, David became a partner. David also maintains a mediation practice through Hull Estate Mediation Inc. He was an instructor at the Ontario Bar Admission Course (Estates and Trusts) from 1998 to 2005. He is a frequent guest lecturer for both Law Society of Upper Canada and Ontario Bar Association programs. He has had numerous decisions reported in Estate and Trusts Reports and has authored numerous papers. He has an LL.B from Queen’s University and an Honours BA from the University of Western Ontario. He was called to the bar in 1994 and completed the Intensive Trial Advocacy Workshop at Osgoode Hall Law School in 1998. David is a member of the Society of Trust and Estate Practitioners, the Ontario Bar Association Trusts and Estates Section, and the Toronto Lawyers Association. He was chosen by LawDay as one of the top 60 estate and trust lawyers in Canada for 2009. He is also included in The Best Lawyers in Canada (2009) in the area of Trusts and Estates.

Partner

David Morgan Smith

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Heather Fisher

Partner

Heather Fisher has been practising law since 2002 and became a partner with Horne Coupar LLP in January 2007. She practises primarily in the areas of estate and trust litigation, elder law including contested committeeship applications, estate and incapacity planning, and estate and trust administration.

Partner

Heather Fisher

Paula Bosenberg

Partner

Paula Bosenberg’s practice focuses on business and personal succession planning to ensure that assets are protected during a client’s lifetime and transferred to the next generation in a tax-efficient, orderly manner.

Partner

Paula Bosenberg

For the Sycamore Company, expertise is the key. The software provider delivers second-to-none solutions to independent broker-dealers and large RIAs, backed by the firm’s wealth of experience. Led by president Mike Overdorf, the Sycamore team is comprised of seasoned veterans of the broker-dealer industry, giving Sycamore a unique understanding of the industry’s pain points.  “Most of our innovations have come from our team’s personal experiences,” Overdorf explains. “Their industry experience drives our roadmap. We also listen closely to our clients, evolving from a simple compensation system 16 years ago to a full-featured platform today.” An ever-evolving 100 percent cloud-native platform built on the Salesforce CRM, Sycamore provides a wide range of solutions to its clients, including:  ■ compensation ■ surveillance ■ supervision ■ recruiting ■ data management ■ analytics Sycamore strives to provide the highest level of service possible.  “We’re not trying to be everything to everyone. We’re a niche software provider. But in our niche, we are the best,” he says. “We only take on clients we know we can help. Our system is second to none, and that’s what sets us apart.” 

“We only take on clients we know we can help. Our system is second to none, and that’s what sets us apart”

Mike Overdorf, The Sycamore Company

Caroline Deane

Partner

Zoe Xie

Head of Property Underwriting, Singapore

Brian Yang

Head of Claims, Singapore

Liane Brown

Partner

Caroline Deane’s practice focuses on assisting clients with wills, corporate trusts, and estate planning needs with an emphasis on taxation. She is also counsel to a number of non-profit organizations and charities assisting them with starting up to winding down and a multitude of issues experienced in between.

Partner

Caroline Deane

Zoe Xie is the head of property underwriting for Singapore and interim head of China at AXA XL, where she oversees underwriting strategy and drives business growth across Asia and the Middle East. Previously, she served as client and distribution leader for Asia, managing key accounts, distribution channels and fostering synergies with other AXA entities. Prior to joining AXA XL, Xie developed her expertise at WTW in London and Singapore, specialising in complex property and casualty broking, following earlier roles in sales and marketing. She holds a BSc in Mathematics and Statistics for Finance from Imperial College London and an Executive MBA from the National University of Singapore.

Head of Property Underwriting, Singapore

Zoe Xie

With over 16 years of specialised experience, Brian Yang is a seasoned claims professional who leads the South East Asia Claims Team across all lines of business. He has a proven track record in strategic claims management, risk assessment and dispute resolution. Yang is also responsible for driving technical excellence in energy, property and construction claims throughout Asia and the Middle East, ensuring the highest standards in handling large and complex claims while delivering optimal outcomes for clients and stakeholders. Passionate about fostering collaboration and operational efficiency, Yang is dedicated to developing industry best practices. Prior to joining AXA XL, he worked as a loss adjuster with leading global firms.

Head of Claims, Singapore

Brian Yang

Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.

Partner

Liane Brown

Partner

Liane Brown

Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.

Partner

Ben Irantalab

On a larger scale, HSH handles class action and mass tort lawsuits representing groups of people injured by dangerous products, medications, medical devices, and negligent organizations. The HSH team is known for providing caring and attentive service to clients, and is proud of the firm’s excellent reputation within the legal and medical communities.

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“We will continue to strengthen our service proposition and customer experience as a key differentiator, as we build on the momentum we have achieved to date across multiple business lines and territories,” says McLean. “Our im is to continue to grow our market relevance and strengthen our partnerships with our strategic brokers as we expand our leadership position in key sectors. “We will also continue to invest in talent. We are committed to drawing from the broadest pools of talent, and to creating an environment that attracts and retains stellar employees. We recognise the importance of building teams that are diverse, collaborative, and innovative and are dedicated to cultivating a supportive and inclusive workplace culture in which all our employees can thrive.”

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A vendor who gets that change isn’t easy Overhauling a back-office application is always a difficult task, but this process is facilitated by Sycamore’s team of experts, who uniquely understand the challenges their clients face.   “Change is hard and there will be pain involved in switching out an application you’ve been using for 20 years. So, if a client is looking to make that change, it’s important that they work with a vendor that deeply understands their needs,” Overdorf says.  “Not only do we have a robust platform, we have also walked in our client’s shoes. We know the challenges they’ll face.” 

Fast turnaround: FTA quotes more than 65% of new business submissions within 48 hours, helping clients secure coverage quickly. Competitive rates: Whether your client’s risk is large or small, FTA offers premiums starting at just $400, making insurance affordable and accessible. Long-term stability: With a three-year long-term capacity agreement in place with eight highly respected Lloyd’s Syndicates, FTA guarantees long-term security and reliability. Award-winning expertise: As a five-time 5-Star award winner, FTA is recognised as an industry leader in risk solutions. Expert underwriting: FTA’s team of experienced underwriters provides tailored solutions to meet the unique needs of each client. Exceptional service: FTA is known for its commitment to clear communication, quick responses and a relentless focus on exceeding client expectations.

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Ben Irantalab

Partner

Ben Irantalab

Partner

Ben Irantalab

Partner

Liane Brown

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Construction

Management liability

Professional indemnity

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Professional indemnity (standalone and combined with general liability for white-collar professionals) Information technology liability Management liability Design and construct liability Public and products liability Associations liability Cyber insurance Excess layers

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