Built on Trust.
Driven by Purpose.

Felix Morgan is Chief Executive Officer and board member of Trucordia, a top 20 U.S. insurance brokerage offering a broad array of commercial and personal lines, life and employee benefits insurance solutions. 

Under Felix’s leadership, Trucordia is undergoing a multi-year transformation to become the nation’s next great insurance brokerage delivering exceptional insurance solutions and customer service. Ongoing integration and unification efforts across the company’s people, processes, and platforms are building a foundation for operational excellence and sustained growth. Today, Trucordia’s 5,000 employees in more than 200 offices serve 415,000 clients.

Felix has more than two decades of experience of increasing long-term company value by developing and leading high-performing teams, improving financial performance, driving growth and expansion, and delivering meaningful financial transactions. He joined Trucordia in 2021 as Chief Financial Officer and Chief Operating Officer. During this time, he positioned Trucordia to pursue a more ambitious strategic vision through a $2.2 billion management buyout.  

Prior to joining Trucordia, Felix was Chief Financial Officer at Cotiviti where he led the successful execution of a $5 billion transaction that took the public company private. As Director of Finance at Ancestry, he designed and implemented financial measures that resulted in double digit annual growth and played a key management role in preparing the company for its initial public offering. He also held executive roles at CareXM, Aetna’s population health technology business, and Henry Schein.

Following a volunteer mission for the Church of Jesus Christ of Latter-day Saints, Felix received a Bachelor of Science degree in business and accounting from Utah Valley University and a master’s in business administration from Utah State University. He lives in Springville, Utah with his wife, Wendy. They have four children.

Brandon Gray leverages his 25-plus years of experience in capital markets, cash management, accounting, financial planning and modeling, investor relations, and compliance to manage enterprise-wide financial projects, drive decision-making, and transform long-term financial strategies into effective financial plans.

As Chief Financial Officer for Trucordia, Gray leads the company’s investment strategies, treasury operations, and financing activities, as well as manages debt compliance. In addition, Gray oversees all aspects of financial management, including accounting, operating plans and budgeting, financial forecasting, and cash flow management.

Gray joined Trucordia in 2023 as Vice President of Treasury following his time as Treasurer for Ancestry, where he managed the company’s capital market and financing strategy for $3 billion in secured and unsecured debt instruments, oversaw worldwide cash management, and led the treasury, risk management, and payment operations teams. Prior to Ancestry, Gray held several ascending roles over 13 years at Huntsman Corporation, served as Senior Internal Auditor at Novell, and spent three years as a Senior Auditor at PwC. Gray is a certified public accountant (CPA) licensed in California (inactive).

Michael Moran is a senior executive with over 30 years of experience driving growth, innovation, and margin expansion within the insurance and reinsurance industry, demonstrating expertise in data and analytics, risk management, strategy and operational excellence.

As Chief Operating Officer (COO) for Trucordia, Moran supports the company’s bold, transformational growth strategy and helps accelerate its strategic initiatives to better serve clients, capture economies of scale, and improve enterprise value. He is passionate about delivering impactful, innovative insurance solutions that provide value to clients and the industry.  

Prior to joining Trucordia in 2024, Moran spent 19 years with Aon, the global insurance brokerage and professional services firm, where he held various senior roles across business units and regions. Most recently, he served as an Executive Vice President responsible for leading the company’s global "Delivering Aon United" strategy. Previous executive leadership roles at Aon include serving as Chief Executive Officer of Aon Inpoint and Global Chief Operating Officer of Aon Benfield, the company’s reinsurance division.

Moran began his career with Alexander & Alexander (a firm later acquired by Aon). He also spent time in management consulting at McKinsey. He earned an MBA from Northwestern Kellogg.

Moran’s extensive insurance industry background has given him a comprehensive understanding of the evolving market landscape, emerging client needs, and strategic innovations shaping the future of risk and insurance.

Active in his community, he serves on the nonprofit boards of Friends of Northside College Prep in Chicago, Illinois, as well as Friends of the Chicago River. 

Rajeev Khanna is a seasoned executive leader with over three decades of experience in insurance and other industries, directing global technological operations, product development, and infrastructure management. He balances strategic thinking with innovation and hands-on execution, leveraging his deep understanding of how technology can unlock value in the insurance industry. His expertise spans e-commerce, banking, technology, and professional services. With a passion for building effective and sustainable teams, Khanna has fostered collaborative environments while managing globally dispersed operations through his leadership and top talent mentorship.

Prior to joining Trucordia, Khanna served as the Global Chief Technology Officer for Aon. In this role, he led strategy and execution, managing a large team and overseeing a vast portfolio on a global scale, including global corporate systems, infrastructure, data analytics platforms, end-user services, and product and application delivery.

Prior to Aon, Khanna held leadership positions such as Vice President of Global Infrastructure Services at online travel platform Expedia and Senior Director of Global Infrastructure Services at technology device insurance firm Asurion. This diverse experience has equipped him with a deep understanding of the technological needs across various industries. Khanna’s commitment to excellence extends beyond his professional career. He actively participates on the advisory boards of FTV Capital, Workato, Reco, Imper, and Rapydo, contributing his experience to guide these organizations.

Khanna is a sought-after keynote speaker, panelist, and podcast guest on topics including technology and innovation, technology-enabled business growth, executive leadership, and the changing workforce. He has appeared on stage at leading global technology and insurance industry events including VMWare Explore, Openstack Summit, C-Vision International CIO and CISO Summit, the Aon Insights Series, and Webex One. Harvard Business Review and other executive publications have featured his work.

Khanna holds an MBA in Finance & International Business from Seton Hall University and a Bachelor of Science in Electrical Engineering from Rutgers University. This blend of technical expertise and professional experience has shaped him into a well-rounded leader in the ever-evolving technological and insurance industry landscape.

As Chief People Officer for Trucordia, Jeff Hutchins leads the company’s human capital development strategy, overseeing initiatives focused on health and wellness, succession planning, and employee experience. He is committed to aligning the company’s people strategy with its long-term business goals and supporting the growth and performance of leaders across the organization.  

Hutchins brings over 35 years of experience as a strategic leader at the intersection of human resources and operations. With a unique background that blends operational expertise and HR leadership, Hutchins is recognized for driving organizational performance through people-first strategies, talent development, and enterprise-wide culture initiatives.

Prior to joining Trucordia, Hutchins served as Chief People Officer at Finicity, a Mastercard company, where he played a key role in scaling the organization and enhancing its employee value proposition. Earlier in his career, Hutchins held leadership roles at industry-leading organizations such as Comcast, H&R Block, Ancestry, and America Online, where he consistently delivered impactful workforce strategies and guided cultural transformation during periods of high growth. 

As Trucordia’s Senior Vice President of Marketing, Leslie Greve leads enterprise-wide Marketing and Communications strategy, aligning brand, affinity, and reputation to support Trucordia’s clients, employees, acquisition strategy, and long-term business objectives.

Greve plays a pivotal role in advancing Trucordia’s unique value proposition and organic growth engine, elevating results across touchpoints. Her work sits at the intersection of brand transformation, growth strategy, and client experience, ensuring marketing is a measurable driver of enterprise value in the insurance brokerage ecosystem.

A creative and commercially minded leader, Greve has robust experience executing on marketing strategies that engage clients, surface value-add sales opportunities, and support business objectives, as well as ensuring that the brand drives market value. She has led multi phase brand and integration initiatives that unite legacy organizations under a cohesive platform while preserving culture, credibility, and trust.

Prior to joining Trucordia, Greve served BGZ brands as Chief Marketing Officer, where she built and scaled the marketing function to support multiple consumer brands through growth and expansion. Earlier in her career, she developed authority and skill in product marketing and sales enablement at TESSCO Technologies, serving as Product Business Unit Leader advancing go-to-market strategies across complex channels within a publicly traded company.

Greve received her Bachelor of Arts degree in English/Communications from Drake University. 

As Chief Legal Officer for Trucordia, Adam Reed leads the team responsible for delivering  legal, regulatory, compliance, and risk management services throughout the company. Strategically scaling best practices with a culture of compliance, Reed is also responsible for overseeing all legal, regulatory, and compliance processes related to M&A transactions, including post-close support.

With a strong background managing multi-national personal, commercial, and benefits insurance matters for large insurance carriers and brokerages, Reed’s extensive industry knowledge, as well as M&A experience, complements Trucordia’s focus on growth and scalability, while ensuring that the business interests of shareholders, employees, clients, and other stakeholders are protected.

Prior to joining Trucordia in 2023, Reed was the Managing Principal of Reed Law Offices plc, a law firm he founded that specializes in providing outside general counsel and other services to insurance brokerages and carriers.

Earlier in his career, Reed served as Executive Vice President, Chief Legal Officer, and Corporate Secretary at Acrisure. Prior to that, he served for more than two decades as a senior lawyer at AIG, where his last role was as General Counsel of AIG’s Personal Insurance business. In addition, Reed was an associate at Winston & Strawn LLP.

Reed earned his Bachelor of Arts degree from Binghamton University and his Juris Doctor degree from Fordham University School of Law. He is admitted to practice law in New York, Michigan, and as House Counsel in Utah; the United States District Court for the Southern and Eastern Districts of New York and the Western District of Michigan; and the Supreme Court of the United States. He has also obtained his Chartered Property Casualty Underwriter (CPCU) and Associate in Surplus Lines Insurance (ASLI) designations.

As Senior Vice President (SVP) of Business Development at Trucordia, Rocky Steele leads strategic mergers and acquisitions (M&A) and manages community and government relations. With a deep background in insurance, strategy, operations, and corporate integrations, Steele is responsible for advancing Trucordia’s M&A strategy and accelerating growth through geographic expansion, as well as forging insurance industry partnerships, cultivating relationships with prospective insurance businesses and key stakeholders, and leading due diligence processes.

Steele joined Trucordia in 2023 as its SVP of Legal and Compliance, where his responsibilities included leading legal processes related to initial deal identification, due diligence, negotiations, and post-integration support. In 2024, Trucordia appointed Steele to SVP of Operations, overseeing the company’s integrations, agency management system (AMS) migrations, and carrier relations and operations.  

In his current role, Steele expands on his previous experience to identify and cultivate M&A prospects, ensuring M&A efforts align with Trucordia’s strategic focus of building business maturity as a cornerstone of its long-term organic growth. In furtherance of this goal, Trucordia’s operating model will bring to bear operational efficiencies and economies of scale, protect enterprise value, and support front-line growth.

Prior to his time at Trucordia, Steele was a licensed life- and health-insurance agent in Washington State and later in Utah. Since that time, he has served in executive leadership roles across high-growth sectors, including energy and technology. Steele holds a Juris Doctor from the Gonzaga University School of Law, a master’s degree from the University of Maryland, and a Bachelor of Arts degree from Brigham Young University.