Jeremy Lux brings more than 30 years of automotive industry experience to his role as Portfolio’s CEO. He began his career with Miller Automotive Group and later Group 1 Automotive, where he advanced from general sales manager at Los Angeles’s Miller Nissan to chief administrative officer and corporate finance director for Miller Automotive and general manager and market director for Group 1. Prior to joining Portfolio, Lux served as market president for AutoNation from 2014 to 2019 and president of AndersonAutos from 2020 to 2023.
COO Andrew Seger leads Portfolio’s administration, client experience and logistics, technology, marketing, project management and legal and compliance teams. He served as chief legal officer 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.
As CAO, 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 CFO, 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 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 served as national reinsurance manager for a leading warranty company before joining the executive team that launched Portfolio in 1989. As senior vice president of revenue and sales, he applies his hands-on dealership, operations and reinsurance expertise to support and maintain Portfolio’s position as the nation’s leading reinsurance provider. Mark has earned national recognition as a regular contributor to AutoSuccess magazine and a frequent speaker for events hosted by the National Association of Dealer Counsel (NADC).
As vice president of claims, Neil Payne manages every aspect of Portfolio’s multistate claims operation. With a focus on synergies, efficiencies and technology, the 30-year claims administration veteran is responsible for uniting multiple teams and departments in pursuit of maintaining Portfolio’s high standards for dealer support and customer satisfaction.
Alissa Wells brings 20 years of experience to her role as vice president of reinsurance. She joined Portfolio’s cessions team in 2003 and, in 2005, created the Reinsurance Finance Department to manage loans, dividends, surplus transfers and novations. A promotion to director of reinsurance expanded her scope to cover risk management, including product, dealership and reinsurance company analysis. She was named to the VP role in 2021 and now serves as a trustee on all reserve accounts.
Gabriella Roberts is vice president of client experience for Portfolio. Prior to joining the company, Gabby served as senior VP of client relations at Warrantech, helping the firm to implement the General Motors program and providing oversight of the client relations team. She brings over 25 years of experience in the insurance and automotive, RV and powersports space. Her background includes positions in sales, training, underwriting and client management. She has implemented and managed service contract programs for an extensive list of administrators, retailers and manufacturers. Additionally, Gabby has a BSBA from Barry University and is a John Maxwell Leadership Program-certified coach.
As vice president of sales, Chad Millspaugh leverages 20 years of retail, training, and management experience to lead a team dedicated to delivering industry-leading reinsurance and F&I programs. Millspaugh joined Portfolio in 2021 following the acquisition of NAE/NWAN, where he served as a director since 2017. He has also held roles in F&I income development, wealth building, and as a dealership general manager.
As vice president of information technology, Mark Slyder leads Portfolio’s strategic and operational IT initiatives, global cybersecurity and the evaluation and deployment of future technology platforms utilized companywide. He brings more than 20 years of experience leading technology innovation and digital transformation strategies in the telecommunications, insurance, manufacturing and auto industries. Mark previously served as enterprise IT director at SmithFoods, helping the firm accelerate their Industry 4.0 transformation through MRP, data warehouse and SCADA system implementations. He earned his BS in management information systems from Miami University.