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Oswald, Unison Risk Advisors Appoint Chris Eberhardt to Chief Financial Officer

oswaldcompanies November 8, 2023

Eberhardt Succeeds Retired CFO Joseph DuBois

CLEVELAND, Nov. 8, 2023Unison Risk Advisors (URA) and Oswald Companies have appointed Chris Eberhardt, a highly experienced financial executive from Northeast Ohio, to serve as its new chief financial officer. Eberhardt succeeds Unison Risk Advisors and Oswald former CFO Joseph DuBois, who has retired after 15 dedicated years with the firms, and more than 30 years of financial leadership roles within the risk and insurance industry. URA is the dba of JBO Holding Co., the legacy parent organization of Oswald Companies in downtown Cleveland. Both firms are headquartered in the Oswald building at 1100 Superior Ave.

In his role, Eberhardt will be responsible for financial reporting, treasury functions, financial planning, and budgeting and forecasting. He also has oversight of various financial analysis, including performance benchmarking and general evaluation of merger and acquisition targets, as well as compliance with all insurance regulatory requirements.

Eberhardt comes to URA and Oswald with three decades of experience. He spent the last 11 years of his career at Materion in Mayfield Heights, where he most recently was vice president of treasury and tax. After starting his career at Ernst & Young and Deloitte, Mr. Eberhardt also held financial leadership roles at Associated Materials and Stoneridge Electronics.

“URA and Oswald are pleased to add Chris to our executive leadership team as we continue to expand our corporate platform,” said Robert Klonk, chairman and chief executive officer of Oswald and URA. “His impressive background and extensive experience will further position us for long-term financial stability and growth, both organically and through mergers and acquisitions.”

Eberhardt’s career has enabled him to specialize in financial strategy and planning, treasury management, risk management, cash flow optimization, EPS enhancement and corporate tax. He earned his Bachelor of Science in accounting and his Master of Science in taxation at the University of Akron and has an active CPA license.

DuBois will continue to support Oswald and URA for the next 12 months as a consultant.

About Unison Risk Advisors

Unison Risk Advisors was established in December 2020 through the strategic merging of Oswald Companies and RCM&D. In June 2023, NSI became the third partner company. Unison Risk Advisors represents one of the nation’s largest privately held and employee-owned, insurance brokerage and risk management firms. It ranks among the 40 largest brokerage firms and among the top five largest independently owned firms in the country.

About Oswald Companies

Founded in 1893, Cleveland-based and employee-owned, Oswald is one of the nation’s largest independent insurance brokerage firms. As a proud partner of Assurex Global, the world’s largest association of privately held insurance brokers, our risk management professionals service and support the needs of our clients worldwide.

Oswald is part of Unison Risk Advisors, a leading independent risk management, insurance and employee benefits firm established in 2020 through the strategic merger of Oswald Companies and RCM&D. It features a combined workforce of more than 750 employee-owners in 18 office locations throughout the Mid-Atlantic, Midwest and Florida.

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