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Lilian A. Morvay

Lilian A. Morvay

Lilian Morvay is a Bates Consulting and Testifying Expert who has over 25 years of legal, insurance and risk management experience in the professional liability arena, with a specific focus on Independent Broker Dealer and Investment Advisor Errors & Omissions. Lilian began her legal career litigating insurance coverage matters for both domestic and international insurance carriers.  Her professional experience also includes supervising a team of attorneys and managing the broker dealer and investment advisor claims department for a domestic insurance carrier.  Lilian expanded her insurance experience by underwriting professional liability insurance policies for broker dealers and investment advisors.  While an underwriter, Lilian created a risk management program for the independent broker dealers and RIAs, which has been in existence for 8 years.

As an attorney with extensive experience as a litigator, claims director and underwriter, Lilian has developed a deep understanding of both the insurance and the investment industries, which she has parlayed into the creation of the Independent Broker Dealer Consortium (IBDC), 8 years ago. IBDC offers risk management support for the broker dealer and investment advisor communities with an annual conference, monthly webinars and legal hotline services.

Lilian is licensed to practice law in the States of New York and New Jersey, and is a member of PLUS and ADISA. 

Lilian is a consultant and subject matter expert in these Practice Areas and Services:



Bates Group LLC, Consulting and Testifying Expert, 2015 - Present
Independent Broker Dealer Consortium, LLC (“IBDC”), Founder and Principal, March 2015-Present
Catlin, Inc., Assistant Director of Financial Institutions Underwriting Team, 2006-2015
Quanta US Holdings, Inc., Independent Contractor, 2006-2006
CNA Insurance Company, Director of Life Agents/Security Broker/Dealer Claims Dept., 2003-2005
Milber Makris Plousadis & Seiden, LLP, Senior Litigation Attorney, 2001-2003
Slevin, Sold, Neubardt, Weisman, Samberg & Faillace, Senior Litigation Attorney, 1996-2001
R.P. O’Brien & Co. Insurance Associates, In-House Counsel/Claims Manager and Professional Liability Manager, 1994-1996
Wilson, Elser, Moskowitz, Edelman & Dickler, LLP, Litigation Associate, 1987-1994


Juris Doctor (JD), New York Law School, New York, NY
Bachelor of Science (BS), State University College of Oneonta, Oneonta, NY

Contact Bates Group

Bates Group is with you every step of the way. Contact us today for more information on how our End-to-End Solutions can help your firm.