Where is Warren Miller based?

Warren Miller is based in Charleston, South Carolina.

What is Performa's primary business focus?

Performa is an independent, institutional investment management firm dedicated to the captive insurance industry.

January 28, 2026

Charleston Exec Rises in Captive Insurance Leadership

Charleston, SC, January 28, 2026

Warren Miller has been promoted to head of relationship management at Performa, marking a significant milestone in his career and reflecting the growth of the captive insurance industry in Charleston, SC. With over a decade at Performa, Miller’s new role underscores the local talent driving innovation in finance. His leadership contributes to establishing Charleston as a key hub for financial services, supported by a thriving business environment and community engagement within the captive insurance sector.

Charleston, SC

Charleston Exec Rises in Captive Insurance Leadership

Performa’s Warren Miller takes on a pivotal new role, highlighting local talent and the burgeoning captive insurance industry in the Lowcountry.

Charleston continues to demonstrate its vibrant economic landscape, often fueled by the determination and expertise of local professionals who drive entrepreneurial innovation within specialized industries. The recent promotion of Warren Miller at Performa, an institutional investment management firm, underscores the significant contributions individuals make to the Charleston SC business community and highlights the dynamic growth within the captive insurance sector. Such advancements showcase personal achievement and reinforce Charleston’s position as a hub for sophisticated financial services.

The success stories emerging from Charleston often reflect a climate where specialized knowledge and dedicated effort are rewarded. Performa’s decision to elevate a long-serving professional like Miller exemplifies this trend, illustrating how firms foster talent and expand their capabilities. This kind of organic growth is a testament to the resilience of companies operating in a focused, niche market, ultimately contributing to the broader Charleston County economy.

Warren Miller’s Ascendance in Relationship Management

Warren Miller has been appointed as the head of relationship management at Performa. This significant promotion reflects over a decade of dedicated service and expertise within the firm. Miller, who is based in Charleston, South Carolina, previously served as a senior relationship manager for Performa.

Miller commenced his journey with Performa more than 11 years ago, joining the company in 2014 as a senior associate for client service and portfolio management. In his new capacity, he will be responsible for managing client relationships and collaborating with the marketing and business development teams to cultivate new partnerships. Throughout his tenure, Miller has actively developed relationships with existing clients and their service providers, contributing to the development of new business opportunities. His professional background also includes various roles at BuysideFX, a foreign exchange trading software provider based in Vermont, prior to his time at Performa. He holds a degree in business administration from the University of Vermont.

Performa: A Leader in Captive Investment Management

Performa operates as an independent, institutional investment management firm with a dedicated focus on the captive insurance industry. The company is entirely employee-owned and maintains offices in key locations including Bermuda, Vermont, and South Carolina. Performa specializes in providing customized investment solutions for captive insurance companies of all sizes, offering a range of investment strategies from cash instruments to investment-grade bonds, high-yield options, and equities. For over 30 years, Performa has cultivated partnerships within the captive sector, establishing itself as a trusted entity in the field.

This commitment to a specialized market allows Performa to develop deep expertise and deliver tailored services, a characteristic often seen in successful Charleston small business models. By concentrating on the unique needs of captive insurers, the firm provides significant value and plays a crucial role in optimizing their financial performance.

Understanding the Captive Insurance Advantage

Captive insurance represents an innovative approach to risk management, distinguishing itself as an alternative to traditional self-insurance. A captive insurer is generally defined as an insurance company that is wholly owned and controlled by its insureds, with its primary purpose being to insure the risks of its owners. This model provides businesses with greater control, potentially lower costs, and more customized coverage options compared to conventional insurers.

Businesses often establish a captive insurance company in a favorable jurisdiction to underwrite their own risks, allowing them to directly influence insurance underwriting, claims management, and investment strategies. Captives can cover a broad spectrum of risks, including property, liability, and even employee benefits. Furthermore, captive insurance can offer tax benefits, as insurance premiums are typically a deductible business expense. This model empowers companies to proactively manage their risk profiles and achieve financial efficiencies, showcasing the benefits of flexible, market-driven solutions over more rigid regulatory structures.

South Carolina’s Flourishing Captive Domicile

South Carolina has established itself as a premier onshore domicile for captive insurance, particularly within the Southeast region. The state’s appeal is significantly bolstered by its business-friendly regulatory environment, which has supported the industry’s consistent growth. Since the enactment of its captive insurance law in 2000, South Carolina has licensed more than 300 captives. By the end of 2023, the state reported 221 active captives, including cell captives, reflecting a robust and expanding sector.

A key factor in South Carolina’s success is its dedicated captive division within the Department of Insurance, recognized for its talented professionals and a proportional approach to regulation that appreciates the strategic objectives of captives. The South Carolina Captive Insurance Division maintains an office in Charleston, further integrating this vital industry into the local economic fabric. This supportive environment fosters continuous Lowcountry economic growth and attracts specialized financial services to the area.

Local Leadership and Community Contributions

Warren Miller’s professional achievements extend beyond Performa, as he has also demonstrated significant leadership within the broader captive insurance community. He previously served as chair for both the 2019 and 2020 South Carolina Captive Insurance Association (SCCIA) conferences. Currently, Miller holds the position of president on the SCCIA (South Carolina) board.

This level of engagement highlights the collaborative spirit among South Carolina entrepreneurs and industry leaders, working together to strengthen the state’s economic offerings. The SCCIA actively promotes the formation and growth of captive insurance programs within South Carolina, recognizing them as valuable tools for corporate entities seeking improved risk management. Such community involvement not only enhances the professional landscape but also contributes to the overall economic vitality of Charleston and the surrounding region, ensuring a prosperous future for local businesses and residents.

The advancement of professionals like Warren Miller within firms such as Performa underscores Charleston’s growing prominence in specialized financial sectors. The city’s supportive environment for the captive insurance industry, characterized by effective regulation and strong professional networks, is a significant driver of local economic growth. Continuing to nurture entrepreneurial talent and innovative business models will be key to solidifying Charleston’s future as a vibrant economic center. We encourage our readers to support local businesses and stay engaged in the ongoing development of Charleston’s dynamic economic future.

Frequently Asked Questions

Who was promoted to head of relationship management at Performa?: Warren Miller has been appointed as the head of relationship management at Performa.
Where is Warren Miller based?: Warren Miller is based in Charleston, South Carolina.
What is Performa’s primary business focus?: Performa is an independent, institutional investment management firm dedicated to the captive insurance industry.
What is captive insurance?: A captive insurer is generally defined as an insurance company that is wholly owned and controlled by its insureds, with its primary purpose being to insure the risks of its owners.
What is South Carolina’s standing in the captive insurance industry?: South Carolina has established itself as a premier onshore domicile for captive insurance, particularly within the Southeast region.
How many captives has South Carolina licensed since 2000?: Since the enactment of its captive insurance law in 2000, South Carolina has licensed more than 300 captives.
What role does Warren Miller play in the South Carolina Captive Insurance Association (SCCIA)?: Warren Miller previously served as chair for both the 2019 and 2020 South Carolina Captive Insurance Association (SCCIA) conferences and currently holds the position of president on the SCCIA (South Carolina) board.

Key Features: Performa and Captive Insurance

Feature	Description
Performa’s Business	Independent, institutional investment management firm dedicated to the captive insurance industry.
Performa’s Ownership	100% employee-owned firm.
Warren Miller’s New Role	Head of relationship management at Performa, based in Charleston, South Carolina.
Warren Miller’s SCCIA Role	President of the South Carolina Captive Insurance Association (SCCIA) board; chaired 2019 and 2020 SCCIA conferences.
Definition of Captive Insurance	An insurance company wholly owned and controlled by its insureds, primarily to insure its owners’ risks.
Benefits of Captive Insurance	Offers greater control, potential for lower costs, and bespoke coverage options compared to traditional insurance. Also offers potential tax benefits as premiums are deductible business expenses.
South Carolina’s Captive Status	Premier onshore captive domicile in the Southeast, with a business-friendly regulatory environment.
South Carolina Captives Licensed (State-level)	More than 300 captives licensed since the law passed in 2000.
South Carolina Active Captives (End of 2023)	221 active captives, including cell captives.