Who We Are

David Perry

Before co-founding Stratagem Advisors, David Perry spent 19 years as a senior Claim Executive and leader at a large Commercial Property & Casualty insurer and 12 years as a litigator at a Washington, DC law firm. David uses his unique and extensive experience as a former insurance executive and practicing lawyer to counsel and assist established Specialty insurers, Insurtechs, policyholders, insurance brokers and agents, litigation funding firms, and both plaintiff and defense lawyers.

David has expertise in improving workflow processes, creating team-driven best practices, and developing proactive quality assurance programs. He has redefined established performance goals, adeptly handled vendor management, and created clear metrics to drive improvement and measure execution. Throughout his career, David has consistently served as a mentor to high-potential employees, a speaker at significant leadership classes, and an advocate for employee resource groups creating a more diverse and inclusive culture.

As an insurance executive, David led a group of 500+ claim professionals, lawyers, and staff responsible for resolving annually more than 35,000 liability claims generated by a $3 billion book of diversified Specialty Lines business. David has actively engaged in hundreds of mediations and dozens of trials. He has personally been involved in the oversight, evaluation, and successful resolution of thousands of complex, high-stake cases implicating billions of dollars of paid loss and legal expenses. As a senior insurance executive, he worked as an active member of C-Suite level committees that created and deployed a comprehensive leadership curriculum, new performance evaluation, and talent development processes.  David’s insurance claim and legal teams were known for delivering world-class customer service, as measured by industry-leading Net Promoter Scores.

Prior to working for an insurer, David’s legal career included a nationwide trial and appellate practice and the representation of a diverse mix of clients as plaintiffs and defendants in a wide variety of substantive areas of the law, including securities class actions, coverage litigation and counseling, professional liability defense, intellectual property disputes, commercial real estate litigation and breach of contract claims.

David completed a Senior Executive Leadership Program at Columbia University Business School. He graduated with honors from The University of Pennsylvania Law School. He received his Bachelor of Arts degree, cum laude, from Allegheny College. David is a student of life, enjoying traveling, cooking, golfing, indoor cycling, and music. He lives in Washington, DC, with his wife, Lona.

David Dwares

David Dwares is an accomplished insurance executive and litigator. His 30+ years of experience offer his clients a unique perspective into the insurance industry and litigation. He co-founded Stratagem Advisors LLC to help established and new insurance carriers, policyholders, brokers and agents, plaintiff and defense lawyers, and litigation funding firms assess risk and opportunity, resolve disputes, and achieve optimal business results.

David has led claims organizations that resolved tens of thousands of claims with billions of dollars in reserves and paid loss. By creating and implementing new and innovative organizational models, he was able to produce quicker, more aggressive, and successful evaluation and resolution of matters involving complex coverage issues and high damages exposure. David has effectuated multiple, transformative organizational changes that optimized results, productivity, and cost savings.

David is passionate about the art and science of conflict resolution and negotiation. This passion led David to create and teach advanced communication and negotiation training.  This training has led to dramatically improved skills and positive results by the over one hundred lawyer and non-lawyer participants.  He also is a trained mediator.

As a litigator, David has represented both plaintiffs and defendants in trials and mediations. David has served on the Management Committee of his 100+ lawyer law firm, chaired its Pro Bono Committee, and started its Associate Training program. He was chosen The District of Columbia Bar’s Pro Bono Lawyer of the Year for his work facilitating the adoption of federal procedures to expedite the process of Social Security disability claims for persons with HIV and other terminal illnesses.

David obtained his law degree from the University of Pennsylvania School of Law and graduated with the highest honors from Vanderbilt University with a Bachelor of Arts degree in Political Science. David is happiest when those with whom he interacts solve problems themselves and get credit for their efforts. Everything is always done with a touch of humor and the recognition that we do best individually and collectively when we enjoy what we do and appreciate those around us. David delights in spending quality time with his wife, Susan, and family, debating politics, coaching youth sports, and watching his beloved Philadelphia sports teams.

ABOUT US

A combined six decades of experience as senior insurance executives and as practicing attorneys have provided David Dwares and David Perry a unique perspective to address your needs, opportunities, and challenges. Both Co-Founders and Principals have represented and served the interests of all key stakeholders that touch the specialty insurance sector. It was that experience, along with a passion for solving problems and optimizing business opportunities, that inspired David Dwares and David Perry to form Stratagem Advisors, focusing on the following:

Approach

Connecting with key stakeholders and building trust and relationships with our clients. Practical and unique experience allows us to augment and enhance your existing capabilities.

Results

Producing results and delivering solutions that add measurable value to your business in a cost-effective manner.

Responsive

Tailoring solutions to your unique business needs delivered timely and personally by our Principals. We are open to hourly, fixed, or other fee arrangements.

WHY STRATAGEM?

We have seen and successfully resolved the same challenges you are facing. Our unique background and experience allow us to understand the different perspectives of key stakeholders. As insurance executives, we listened to and learned from policyholders, agents, brokers, and other insurers. As lawyers, we represented a diverse mix of plaintiffs and defendants in many different areas of practice.

We have experience working in all 50 states, Europe, Canada and Australia, allowing us to help you with your issues in all of these jurisdictions.

We are passionate about problem-solving, communicating effectively, building relationships, resolving disputes, and helping clients reach their full potential.

Contact Us

Let’s talk about ways we can help you seize an opportunity or address a challenge.