Daniel Berger
SVP, Head of Tax Insurance, Lockton

Daniel Berger is the Senior Vice President and Head of Tax Insurance at Lockton.  He focuses on protecting clients from tax risks associated with tax credit investments, M&A transactions and other situations.  Daniel and his team of former tax attorneys craft bespoke insurance solutions for the most complex, critical and high-stakes tax risks.

Before joining Lockton, Daniel led tax insurance underwriting for AIG in North America. He previously worked as a Tax Director at Brookfield Asset Management and as an Associate at Moelis & Company, both in New York. Daniel began his tax career as an attorney at Proskauer Rose, where he advised on various transactional tax matters.

Daniel graduated magna cum laude with a Bachelor of Arts from New York University. He also has a J.D. from the University of Pennsylvania Carey Law School and a Certificate of Study in Business Economics and Public Policy from The Wharton School. He received his LL.M. in taxation from New York University School of Law.