We have your back.

Meet the people who make Portfolio the best choice for dealers.

Brent Griggs

President and Chief Executive Officer

Kelly Price

Executive Vice President of Strategic Ventures

David Neuenschwander

Chief Sales Officer

Lori Hallissey

Chief Operating Officer

Casey Van Schoyck

Chief Risk Officer

Robert Dickey

Chief Financial Officer

Andrew Seger

Chief Legal Officer

Sora Kim

Assistant General Counsel

Mark Barnes

Senior Vice President of Revenue and Sales

Michele Kern

Vice President of Human Resources

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Company information

Portfolio Services Limited Inc., Express Systems Inc. and Portfolio SE Inc. are wholly owned subsidiaries of Portfolio Holding Inc. They serve as the administrator and/or obligor for a variety of aftermarket products.

Portfolio Services Limited Inc.
Calif. DBA Portfolio Insurance Services Inc. No. OI81316
Portfolio SE Inc., Fla. License No. 31865
14651 Dallas Parkway Suite 502
Dallas TX 75254

Express Systems Inc.
California DBA Express Systems Insurance Services No. OF84414
25541 Commercentre Drive Suite 100
Lake Forest CA 92630

Brent Griggs has experience in dealer finance and insurance services, including the vehicle service contract, GAP and credit insurance markets. He leads Portfolio with high-level expertise in the insurance industry combined with the requisite leadership skills to create a successful company culture. Prior to joining Portfolio, Brent served as chairman and CEO for Lyndon Property Insurance Co. and led the asset protection division for Protective Life. He also was the co-founder of AutoQuest Administration Services, a national VSC marketer and administrator.

Chief Sales Officer David Neuenschwander leads Portfolio’s reinsurance and F&I product development, sales and marketing efforts, focusing on dealer, agent and consumer support while managing the company’s exponential growth and constant innovation. David’s industry experience began in retail and continued in executive management roles with leading providers and administrators, including National Automotive Experts and NWAN, where he served as president when Portfolio acquired the company in 2020.

As chief operating officer, Lori Hallissey helps ensure the Portfolio experience is truly best-in-industry for dealers, independent agents and consumers. Her prior experience includes Allstate Dealer Services, where she served as vice president of operations and customer experience and led a large team that managed all aspects of VSC, GAP and ancillary product administration. Lori also served as senior vice president of administration for the asset protection division of Protective Life, responsible for managing new and in-force business and all claims activities.

Casey Van Schoyck joined Portfolio as chief risk officer to establish a robust risk management function and lead the compliance department. She has developed respected professional expertise in both the insurance and financial industries with experience in product development and insurance as well as risk management and compliance. Casey formerly managed multiple lender, OEM and third-party administrator accounts as a product manager for Great American Insurance Co. She earned a BS in business management and speech communications from Baldwin Wallace University.

As chief financial officer, Robert Dickey leads Portfolio’s investor relations efforts and financial reporting, forecasting and analysis operations while also overseeing all accounting department functions. His prior experience at Protective Life involved improving risk management, increasing transparency and compliance and streamlining reinsurance and accounting procedures. Robert is a licensed Certified Public Accountant and Chartered Global Management Accountant. He holds a BS in accounting from the University of Florida and an MBA from Maryville University.

Sora Kim brings a legal and business background to her role as assistant general counsel for Portfolio. Her areas of expertise include commercial transactions, collaboration with and management of outside counsel and executive management, and underwriter and stakeholder relations. Sora earned a JD with a concentration in business law from Temple University, an MBA with a concentration in risk management and insurance from California State University, Fullerton, and a BA in political science from The George Washington University. She is licensed to practice law in California, Pennsylvania and New Jersey.

Mark Barnes has more than 40 years of automotive industry experience, including roles in all areas of dealership sales, F&I and management. He also served as national reinsurance manager for a leading warranty company before joining the executive team that launched Portfolio in 1989. As senior vice president, Mark applies his hands-on dealership, operations and reinsurance expertise to continuously support all efforts to maintain Portfolio’s position as the nation’s leading reinsurance provider.

Kelly Price is executive vice president of strategic ventures for Portfolio and a member of the company’s board of directors. She previously served as CEO of National Automotive Experts and NWAN, the company she founded in 1996 and grew into a leading F&I products provider and administrator prior to its 2020 acquisition by Portfolio. Her dedication to creating “happy, healthy humans” includes extensive charitable and philanthropic efforts on behalf of those in need throughout Northeast Ohio.

Chief Legal Officer Andrew Seger leads Portfolio’s legal, compliance and acquisition efforts. He served as CLO at NAE/NWAN from 2013 until its acquisition by Portfolio in 2020. He has also worked as in-house counsel at a medical device manufacturer and at a law firm advising insurance companies on coverage and litigation matters. He graduated magna cum laude from the University of Toledo College of Law after earning a BA in business administration, management and operations at Wright State University.

Michele Kern brings 20 years of experience to her role as vice president of human resources for Portfolio, where she is responsible for setting, evaluating and enforcing all human resources policies, procedures and best practices and providing support to senior leadership in succession and talent planning. She joined the company in 2020 after serving as human resources manager for NAE/NWAN since 2012, a tenure that included recognition as one of the top 99 employers in Northeast Ohio.

As vice president of sales and marketing, Tanya Stevenson built and continues to lead Portfolio’s product development and product marketing teams. Together they have launched dozens of new products at the leading edge of innovation, all with diverse input from the field and within strict compliance standards. She has negotiated and secured key vendor relationships and led the larger part of the company’s underwriting initiatives. Tanya also oversees all support functions for Portfolio’s agent representatives and regularly joins them for F&I and dealership training nationwide.