OVERVIEW


About Us

MS Insentra LLC is an independent firm that specializes in providing risk management and insurance solutions for the independent RIA community. We offer professional guidance, support, and products that will expand client relationships and broaden your business model.

MS Insentra LLC is partnered with M.S. Howells & Co., a full service broker-dealer member FINRA/SIPC. M. S. Howells & Co. is uniquely positioned to service hybrid RIA practices, the prime brokerage market, and MSH Capital Advisors LLC, a registered investment advisor firm.


Leadership

MARK S. HOWELLS  Partner & Founder    BIOGRAPHY  While working towards a degree in criminal justice, Mr. Howells began a decade-long career as a police officer. He was introduced to the securities industry while working nights on the Phoenix Police Department. In 1981, he started a job with the back office of a NYSE member firm. There he learned the intricacies of the securities industry while working his way into sales, and then management before forming his own firm in 1987.  In 2000, he sold his ownership in the firm, and started M.S. Howells & Co., a boutique broker-dealer that services hedge funds and Registered Investment Advisors. With over 30 years’ experience in the securities industry, Mark has extensive knowledge of the high net worth client, market making, corporate finance, options, and the municipal and corporate bond market.  In 2008, Mr. Howells recognized a need within the industry for quality accounting and administrative services for hedge fund managers. With that, he established PartnersAdmin, LLC, to provide comprehensive back office support to hedge fund managers as well as private equity, real estate, and venture capital funds.  In addition, Mr. Howells spent 15 years as a member of the board of directors at Inventure Foods, Inc. (SNAK) and is responsible for taking them public. He holds a series 7, 24, 53, 79 and 63 securities license. Through his various successes in life he still has the desire to provide for the public through his businesses and philanthropy, where he supports various charities through his Foundation.

MARK S. HOWELLS

Partner & Founder

BIOGRAPHY

While working towards a degree in criminal justice, Mr. Howells began a decade-long career as a police officer. He was introduced to the securities industry while working nights on the Phoenix Police Department. In 1981, he started a job with the back office of a NYSE member firm. There he learned the intricacies of the securities industry while working his way into sales, and then management before forming his own firm in 1987.

In 2000, he sold his ownership in the firm, and started M.S. Howells & Co., a boutique broker-dealer that services hedge funds and Registered Investment Advisors. With over 30 years’ experience in the securities industry, Mark has extensive knowledge of the high net worth client, market making, corporate finance, options, and the municipal and corporate bond market.

In 2008, Mr. Howells recognized a need within the industry for quality accounting and administrative services for hedge fund managers. With that, he established PartnersAdmin, LLC, to provide comprehensive back office support to hedge fund managers as well as private equity, real estate, and venture capital funds.

In addition, Mr. Howells spent 15 years as a member of the board of directors at Inventure Foods, Inc. (SNAK) and is responsible for taking them public. He holds a series 7, 24, 53, 79 and 63 securities license. Through his various successes in life he still has the desire to provide for the public through his businesses and philanthropy, where he supports various charities through his Foundation.

 
KATRINA SANTA MARIA  Chief Operating Officer & Partner    BIOGRAPHY  Ms. Santa Maria has been in the Securities industry since 1999, joining M.S. Howells & Co in 2001. She began her securities career as a retail sales broker and became an institutional salesperson upon joining MSH. Katrina spearheaded the firm’s prime brokerage business, building out a prime brokerage trading platform, portfolio reporting services, soft dollar arrangements, and operational support. She was responsible for marketing, sales, service, and driving trading revenue. Katrina was promoted to COO in 2011, and is responsible for the day to day operations of the broker/dealer along with overseeing new business initiatives, technology solutions and operational efficiency.  Prior to working in the securities industry Ms. Santa Maria had a 20-year career in the hospitality industry. She held several senior management positions including General Manager of a 10,000 square foot restaurant/bar with over 100 employees and gross revenue of $3.5 million per year.  Ms. Santa Maria holds FINRA 6, 7, 24, 63, and 65 licenses.

KATRINA SANTA MARIA

Chief Operating Officer & Partner

BIOGRAPHY

Ms. Santa Maria has been in the Securities industry since 1999, joining M.S. Howells & Co in 2001. She began her securities career as a retail sales broker and became an institutional salesperson upon joining MSH. Katrina spearheaded the firm’s prime brokerage business, building out a prime brokerage trading platform, portfolio reporting services, soft dollar arrangements, and operational support. She was responsible for marketing, sales, service, and driving trading revenue. Katrina was promoted to COO in 2011, and is responsible for the day to day operations of the broker/dealer along with overseeing new business initiatives, technology solutions and operational efficiency.

Prior to working in the securities industry Ms. Santa Maria had a 20-year career in the hospitality industry. She held several senior management positions including General Manager of a 10,000 square foot restaurant/bar with over 100 employees and gross revenue of $3.5 million per year.

Ms. Santa Maria holds FINRA 6, 7, 24, 63, and 65 licenses.


Strategic Partners

Having key strategic relationships with the best in the industry allows MS Insentra LLC to deliver unsurpassed service and solutions to our clients. Aligned with over 80 national insurance carriers, we have the expertise and depth to offer you and your clients objective risk analysis and creative solutions. Our reputation is built on doing the right thing for the RIA and their clients. We have a team of professionals dedicated to helping you succeed.

We are in business for you and because of you. We are committed and promise to offer the best resources, products and solutions available on the market today. Whether it’s case design, underwriting, advanced markets or implementation and execution our processes are streamlined. We provide the expertise which allows you to be more efficient and effective. Together, let’s start making a difference.