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Peter E. Carlson, Jr., President, CIC. Peter began his insurance career after graduating from Gettysburg College with a BA in Business Administration in 1980. He is a licensed property and casualty agent and broker, life and health agent, and has a Series 7 (General Securities) and Series 63 license. Peter is also a Certified Insurance Counselor (CIC).
(212) 697-3557 or (203) 637-7575, ext. 102
 
Douglas N. Carlson, Executive Vice President, CPIA. Doug joined the agency in 1977 in claims. He became head of the commercial lines department and now helps to manage the agency. He is a licensed property & casualty agent and broker and a Certified Professional Insurance Agent.
(212) 697-3557 or (203) 637-7575, ext. 104
 
Donald M. “Tripp” Freeman, III, Treasurer and Vice President Financial Services. Tripp joined the agency in January 2003. He has been an asset manager and financial planner since his graduation from DePauw University with BA in History and Political Science in 1993. He is a licensed property and casualty agent, life and health agent, and holds several securities licenses including the Series 6, 7, 63 and 65. Tripp is currently enrolled in the CFP (Certified Financial Planner) certification course.
(212) 697-3557 or (203) 637-7575, ext. 103
 
 
Information - General Information
Sandi Mahfouz- Automation/Bookkeeper
Richard Benveniste - Senior Commercial Lines Account Manager
Jill Deitch - Commercial Lines CSR, Producer
Joanne Pascual - Senior Personal Lines Account Manager
Gregory D. Murray - Personal Lines Account Manager
Raquel Schultz - Personal Lines CSR, Claims Coordinator
Kelly Forsyth
- Life/Health/Group Benefits Account Manager
James R. Turnbull - Producer
 


Carlson & Carlson IncorporatedHistory

The Carlson family got its start in the insurance business in 1920 when John H. Carlson worked for The Travelers Insurance Company in New York City. From there he went on to manage the New York City office of an independent agency that handled insurance primarily for the railroad industry. The agency was incorporated in 1932 in the state of New York.

By 1956 John H. Carlson, Jr. and Peter E. Carlson had joined their father in the insurance business and the Carlson family bought out the agency. At that time the name of the agency was changed to Carlson & Carlson, Incorporated. Current Agency President Peter E. Carlson, Jr. is part of the third generation of the Carlson family heading up the Agency. Executive Vice President Douglas N. Carlson, son of John H. Carlson, Jr., and Vice President Donald M. “Tripp” Freeman III, son of Phyllis Carlson Freeman, round out the management team.

Throughout our long history in the insurance business, Carlson & Carlson has developed excellent relationships with all of the insurance companies we represent. We represent many top tier insurance companies that provide the most comprehensive and competitive products in each of their areas of expertise.

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