For nearly forty years, our team has delivered an unparalleled expertise and understanding of the laws and practices that have shaped our industry.
Simply stated, the CCI Team will assist you in achieving a better settlement. And we do it at no cost to you or your client.
Jeffry S. Borow
President and Principal
With more than 40 years of experience in Life insurance and financial planning, Jeff is one of the nation's leading structured settlement consultants.
General Counsel and Principal
Marty is a licensed NY and NJ attorney with extensive trial experience in both state and federal courts. He’s a renowned lecturer and regularly presents seminars to the bench, bar association groups and law firms. Marty and CCI’s legal team draft, review, and/or revise all of the legal documents needed in Structured Settlements and Periodic Judgments for our attorney clients.
An expert on the subject of Periodic Judgments (CPLR Articles 50-A and 50-B), Marty negotiates structured settlements for Creative Capital's clients. CV
Vice President and Principal
Morris is NY State’s leading expert in assisting attorneys at mediation and settlement conferences in achieving better offers by employing the Multiplier Effect of CPLR Art. 50-A and 50-B. Morris has participated in hundreds of mediations throughout New York State.
In the area of Wrongful Conviction and Imprisonment, Morris has handled some of the largest and most prominent cases in the nation. CV
Dennis H. Waldman
Vice President and Principal
Dennis handles some of Creative Capital's largest cases. He helps CCI’s attorney clients achieve better settlements by liaising with companies that underwrite structured settlement annuities and is often the catalyst who can procure a better benefit.
Structured Settlement Associate
Rhys joined Creative Capital in 2015. With a background in analyzing expenses, business models, and investments, Rhys supports CCI’s clients by crafting structured settlements and attending mediation and settlement conferences.
Laurie B. Cohen
Laurie, a certified paralegal since 1974, joined CCI in 1995. As a member of the legal team she prepares settlement documents, handles premium submissions to life companies, and liaises with them to complete cases.
Office Administrator & Jr. Paralegal
Lisa joined Creative Capital in 2008 as a receptionist/administrative assistant. She is currently working as a Jr. Paralegal while pursuing her Paralegal Associates Degree at Brookdale College. As a member of the legal team, Lisa prepares settlement documents, communicates with CCI’s attorney clients, and participates in all aspects of the settlement process.
Assistant Vice President
A computer science graduate of GWU’s engineering school, Charles joined Creative Capital in 2003. He regularly helps attorneys and plaintiffs choose appropriate structured settlement plans and helps resolve cases by attending mediation and settlement conferences. Charles is also an expert handling the calculations necessary for New York’s Medical Indemnity Fund cases.
Stefanie Jacobson Petit
Assistant Vice President, Marketing & Client Relations
Stefanie received a BA from Fairleigh Dickinson University and Masters in Graphic Communication Management from NYU. Since 2007, she has crafted Creative Capital’s brand voice and managed strategic relationships with regional and national partners. As the liaison to our trial lawyer associations partners, Stefanie helps direct CCI’s ongoing effort to educate our attorney clients of the resources available to them, without charge, from the CCI Team.
Associate General Counsel
A graduate of Vassar College and NYU’s School of Law, Lana has been a lawyer since 2006 who started her legal career with a “Big Law” firm and subsequently joined Creative Capital in 2018. Admitted to practice in NY and NJ, she works with CCI’s General Counsel and Paralegal staff to advise clients on the tax and legal consequences in structured settlement cases.
Allison joined the Creative Capital team as a paralegal in December 2019. Her duties include drafting and revising legal documents, as well as revising broker-drafted documents. She graduated from Middlesex County College in 2019 with a degree in Paralegal Studies, and continues her education presently at California University where she is studying Jurisprudence and Law and Public Policy.