Lion Street is managed by a team of experienced industry veterans. Each member of our leadership team brings unique experience and key credentials that drive growth and success for Lion Street as a whole and each of our Owner-Firms.

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Bob Carter

Founder and CEO

Bob Carter is the Founder and CEO of Lion Street, launched in 2010. Bob draws on 35 years of success from building his own life insurance practice to creating one of the industry’s largest life insurance distribution companies. In 1976, Bob developed a significant insurance and benefits practice in Austin, Texas. He co-founded Partners Financial in 1987, and in 1999 was one of the three founders of National Financial Partners, which went public on the New York Stock Exchange in 2003. Bob served as an AALU Board member and President. He has served on the Board of Forum 400 and is on the Board of Trustees for Howard Payne University. Bob serves on Lion Street’s Board of Directors.

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Bob Carter

Founder and CEO

Bob Carter is the Founder and CEO of Lion Street, launched in 2010. Bob draws on 35 years of success from building his own life insurance practice to creating one of the industry’s largest life insurance distribution companies. In 1976, Bob developed a significant insurance and benefits practice in Austin, Texas. He co-founded Partners Financial in 1987, and in 1999 was one of the three founders of National Financial Partners, which went public on the New York Stock Exchange in 2003. Bob served as an AALU Board member and President. He has served on the Board of Forum 400 and is on the Board of Trustees for Howard Payne University. Bob serves on Lion Street’s Board of Directors.

Bob Carter Bob CarterFounder and CEO

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Jim Cahill

CFO

Jim Cahill is the Chief Financial Officer for Lion Street, charged with leading the operations for the financial, accounting and legal functions of the company. He also manages investor relations and Lion Street’s capital resources and needs. With a solid background in process management and implementation, Jim concentrates his efforts towards maximizing efficiencies to increase profitability. Prior to Lion Street, Jim served in a variety of executive roles with venture-backed companies including key leadership roles in the technology sector. Jim was a co-founder and served as president and chief financial officer of BreakingPoint Systems, Inc. Prior, at TippingPoint Technologies, Inc., Jim worked in a variety of executive roles from the company’s inception, including Chief Financial Officer and General Manager of one of TippingPoint’s business units. He holds a Juris Doctorate and BBA in Finance from the University of Mississippi.

Jim Cahill Jim CahillCFO

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Brian Murphy

Executive Director

Brian Murphy provides strategic direction as Executive Director, while also serving on Lion Street’s Board of Directors. Brian has held a variety of executive positions in the financial services and insurance industry. Through 2012, he was Executive Vice President of the Life Insurance business for The Hartford and Chairman of Woodbury Financial Services. Over his eleven years at Hartford, Brian was CEO of Woodbury, and he led the Individual Markets Group, which included annuities, mutual funds, PLANCO, and individual life at Hartford Life, Inc. Prior to joining The Hartford in 2001, Brian held a wide range of senior leadership positions within the insurance industry including sales, marketing, underwriting, claims and administration. Brian is past Chairman for the Board of Directors of The Financial Services Institute (FSI). He was also elected to the FINRA District 4 Committee, serving as Chair in 2007. Brian is a past member on the life insurance sub-committee of the ACLI and a member of Issues Alliance for AALU. Brian serves on Lion Street’s Board of Directors.

Brian Murphy Brian MurphyExecutive Director

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Royce Imhoff

Executive Director

Royce Imhoff plays an integral role in driving revenue for Lion Street, leveraging his executive management experience to advocate for and consult with Lion Street owners and negotiate with carriers. Prior to Lion Street, Royce was President, Independent Distribution with American General Life Companies. He originally joined American General in 1992, was named American General’s President and CEO, Affluent and Corporate Markets Group in 2002, and he was named President of Independent Agency Group, AIG American General in 2005. Royce began his career as an insurance agent with The Travelers Insurance Company. A native of Lancaster, Pennsylvania, Royce holds a Bachelor of Business Administration from Rollins College in Florida.

Royce Imhoff Royce ImhoffExecutive Director

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James Joyce, CFP®

Senior Vice President of Sales and Marketing

James Joyce oversees marketing and carrier relationships and manages the advanced marketing resources and programs for Lion Street, including product design, premium finance, life settlements and underwriting resources. Prior to Lion Street, James was Principal and Vice President of a boutique brokerage general agency and Chief Marketing Officer of a specialty premium finance bank. He previously worked at National Financial Partners (NYSE: NFP) as Assistant Vice President of Premium Finance and Advanced Sales. James began his career as an independent financial planner with AXA Equitable. James graduated from Baylor University with a BBA in Financial Services and Planning, and he has taught estate planning and risk management classes at The University of Texas.

James Joyce James JoyceSenior VP of Sales and Marketing

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Scott A. Weber

Vice President of Practice Management and Technology

Scott Weber is responsible for the company’s technology strategy, infrastructure resources, life insurance transaction and operational systems, and practice management initiatives. Scott consults with Lion Street firms on ways to improve their practice operations through technology, outsourcing services and process improvements. Prior to Lion Street, Scott was Assistant Vice President of Technology at National Financial Partners, where he managed life insurance technologies initiatives and vendors. Since 1988, Scott has held a variety of roles in management, business development, consulting, sales and technology product marketing at leading software and financial services companies including Fiserv, ACI Worldwide, Sterling Commerce (IBM), H.D. Vest Financial Services and Prudential Financial. Scott is a graduate of Arizona State University with a Bachelor’s degree in Finance and Computer Information Systems.

Scott Weber Scott A. WeberVP of Practice Management and Technology

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Brian Bonifant, CLU®, ChFC®

Senior Vice President of Firm Development

Brian Bonifant brings to Lion Street a twenty-year history of leading top performing sales and business development teams. In his role as Vice President of Firm Development, Brian is focused on attracting and supporting industry-leading life insurance producers as they become Lion Street Owners. Brian started his career as a life insurance agent with John Hancock in 1990. While at John Hancock, he held several leadership roles and contributed to John Hancock’s initial launch into independent Life Insurance distribution. In 2006, Brian joined PartnersFinancial, a division of NFP (NYSE: NFP) as Vice President of Business Development, where he helped life insurance Producers uncover new revenue opportunities in the high net worth markets of wealth transfer, private business, and executive benefits. Brian earned his Bachelor’s degree in Business Management from Oral Roberts University in Tulsa, Oklahoma.

Brian Bonifant Brian BonifantSenior VP of Firm Development

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John Burmeister

President and COO, Lion Street Financial

John Burmeister is the President and Chief Operating Officer for Lion Street Financial, LLC, the broker-dealer subsidiary of Lion Street, Inc. Prior to joining Lion Street, John served on the leadership team at NFP Advisor Services Group (NFP). Since joining NFP in 2003, John held positions in front line support, transitions, overseeing operations, and developing advisory service operations. Prior to joining NFP, John was an investment advisor with Charles Schwab and company. John holds a Bachelor of Business Administration in Business Management from Angelo State University in San Angelo, Texas. He is a registered representative holding the FINRA Series 7, 24, 63 and 66 licenses, in addition to having his Life, Health and Variable Insurance license. He also holds the CMFC® designation from the College for Financial Planning.

John Burmeister John BurmeisterPresident and COO, Lion Street Financial

Dan Murphy

Dan A. Murphy

Vice President of Firm Development

Dan Murphy is Vice President of Firm Development, where he is focused on selecting and supporting industry-leading life Producers as they become Lion Street Owners. He serves as a business strategist and consultant, helping even the best firms achieve better business outcomes.

A fourth-generation Murphy working in life insurance, Dan is a member of the Association for Advanced Life Underwriting (AALU) and has earned the Chartered Life Underwriter® (CLU®) designation through The American College. Dan is a Competent Communicator with Toastmaster’s International, serving as former Vice President of the Shelton, CT Chapter. He holds FINRA Series 6 and 63 as well as Life, Health and Variable licenses.

Dan was formerly Regional Marketing Director for The Hartford Global Annuities, a RSC with Prudential Annuities, and began his career with Woodbury Financial Services.

As an ASPCA Guardians Member and a volunteer for the Animal Humane Society, Dan and the Murphy family are ardent advocates for shelter-dog adoption. They have two rescue Labradors, Lady and Remington. Dan resides in southwest Connecticut with his wife and two children.

Dan is an avid basketball player and cycler, serving as a certified Spinning® Instructor. Working out with Dad and the three Murphy brothers is the family passion.

Dan Murphy Dan A. MurphyVP of Firm Development

Lion Street Board of Directors

Bob CarterFounder and CEO
Lion Street, Inc.
Matt DavisAdvisor-Owner
Oakmont Group
Ken DeAngelisGeneral Partner
Austin Ventures
Cleves DelpAdvisor-Owner
TDC Companies
Brian MurphyExecutive Director
Lion Street, Inc.
Bill PayneAdvisor-Owner
PRW Wealth Management
Ron RubinAdvisor-Owner
RFG Wealth Management
Rod SagerAdvisor-Owner
IPS Advisors