Jerry Castelloe

Operating Partner

Jerry Castelloe joined Ansley as an Operating Partner in 2015.  Prior to joining Ansley, Jerry spent 30+ years in various leadership positions at CoreSource, Inc. a national third-party administrator.  During his tenure at CoreSource, Jerry provided guidance to all functional and geographical areas including business development, client management, and administration for the entire southeast region. In addition, Jerry provided strategic consulting advice to several of CoreSource’s major national clients, including the establishment and relationship management of CoreSource’s State High Risk Pool strategy.

Jerry founded Castelloe Partners, LLC in January 2015.  As a foundation for his consulting practice, Jerry has used his expertise, relationships and experiences in the self-funding industry to assist clients with a variety of strategic endeavors. He has assisted a variety of clients, including employers, high performance networks, cost management specialists and claims administrators with strategic planning management, product development, talent identification, mergers and acquisitions, and ACA compliance.

Jerry has served as an advocate for the self-funding industry through his involvement with the Self Insurance Institute of America.  He has been on the Board of Directors for two terms, led the Government Relations Committee several years, spoke or moderated sessions at many SIIA conferences and represented the interest of the industry on many visits with Congress and the regulators in Washington, DC.

Jerry holds a Masters of Business Administration from Queens University in Charlotte and a BS in Business Administration from the University of North Carolina at Chapel Hill.  In addition to being licensed for life accident and health in most states, Jerry also is a Chartered Life Underwriter, a Registered Health Underwriter, a Registered Employee Benefit Consultant and a Health Insurance Associate designee.

Jerry and his wife, Sue, split their time between Charlotte, where they have been residents since 1979, and Fripp Island, SC, where they have been leisure residents since 1998.

Please contact Jerry at jerrycastelloe@ansleycapital.com; (704) 572-0730