ReSource Pro Appoints Su-Ting Fu as SVP of Data Strategy to Accelerate AI and Data-Driven Innovation in Insurance
AI / Machine Learning | 3 min read
ReSource Pro (New York; a leading provider of strategic operations solutions for the insurance industry; serving 3,200 carriers, brokers, wholesalers, and MGAs; 96%+ client retention rate for over a decade; Inc. 5000 honouree 16 times — top 0.02% of repeat honourees across all sectors; CEO Dan Epstein Tagger), has appointed Su-Ting Fu as Senior Vice President, Data Strategy. Reporting directly to the CEO, Fu will lead the development and execution of ReSource Pro's enterprise-wide data strategy — advancing data governance, analytics, and AI-enabled capabilities to drive innovation and client value. Fu joins from Morgan Stanley, where he most recently served as Executive Director in Firm Risk Management.
"Data is foundational to how we help our clients operate more effectively and scale for the future. Su-Ting brings a rare combination of deep technical expertise, strategic leadership, and experience operating at scale. His ability to translate complex data environments into actionable business value will be critical as we continue to invest in AI and data-driven solutions."
— Dan Epstein Tagger, Chief Executive Officer, ReSource Pro
Su-Ting Fu — From Morgan Stanley's $100B+ Risk Management to Insurance Data Strategy
At Morgan Stanley, Fu led credit risk for wealth management securities-based lending and derivatives products — overseeing more than $100 billion in exposure across hundreds of thousands of wealth management client accounts, while managing global teams spanning New York and Mumbai. He played a key role in modernising risk management frameworks, developing advanced stress testing capabilities, and establishing governance structures for increasingly complex financial products. He also led risk integration efforts for Morgan Stanley's acquisition of E*TRADE — managing a cross-functional team of dozens of professionals through due diligence, operating model design, and enterprise integration. Earlier in his career, Fu held leadership roles across investment banking, trading, corporate treasury, and market liquidity and risk, and spent time at BlueMountain Capital Management focused on portfolio optimisation, liquidity strategy, and risk modelling.
"What excites me about ReSource Pro is the opportunity to shape how data is leveraged across a complex and changing industry. Insurance organisations are sitting on vast amounts of data, but unlocking its full potential requires the right strategy and execution. ReSource Pro is uniquely positioned at the intersection of operations, technology, and domain expertise, and I'm excited to help build the data foundation that will power the next phase of innovation and growth."
— Su-Ting Fu, Senior Vice President, Data Strategy, ReSource Pro
ReSource Pro's Accelerating AI and Data Agenda in Insurance
As SVP of Data Strategy, Fu will partner closely with leaders across technology, operations, and business units to strengthen ReSource Pro's data infrastructure, enable advanced analytics, and integrate data more deeply into client-facing solutions and internal decision-making. His mandate covers enhancing data governance, accelerating AI adoption, and enabling more intelligent, insight-driven operations across the organisation. The appointment comes as ReSource Pro accelerates a broader AI and data transformation agenda: on 21 April 2026, the company launched a full suite of AI Orchestration and Data Services for insurance carriers, MGAs, MGUs, wholesalers, and retail agencies — designed to help clients move beyond AI pilots into production-ready, reliable, and explainable AI operations. On 14 April 2026, ReSource Pro also appointed Michael Costonis as President of Insurance Solutions to lead what it describes as the Agentic Process Management era in insurance. Fu's data strategy mandate provides the foundational data infrastructure to support both initiatives.
Key Takeaways
- • ReSource Pro (New York; CEO Dan Epstein Tagger; leading provider of strategic operations solutions for the insurance industry; 3,200 carriers/brokers/wholesalers/MGAs; 96%+ client retention rate for 10+ years; Inc. 5000 honouree 16 times — top 0.02% of repeat honourees) has appointed Su-Ting Fu as Senior Vice President, Data Strategy — announced 23 April 2026. Reports directly to the CEO. Mandate: enterprise-wide data strategy — data governance, analytics, and AI-enabled capabilities to drive innovation and client value.
- • Su-Ting Fu — background: Morgan Stanley Executive Director, Firm Risk Management — led credit risk for wealth management securities-based lending and derivatives; oversaw $100B+ in exposure across hundreds of thousands of client accounts; managed global teams (New York and Mumbai); modernised risk management frameworks; developed advanced stress testing capabilities; led risk integration for Morgan Stanley's acquisition of E*TRADE (cross-functional team of dozens through due diligence/operating model design/enterprise integration). Prior: investment banking, trading, corporate treasury, market liquidity and risk; BlueMountain Capital Management (portfolio optimisation/liquidity strategy/risk modelling).
- • SVP Data Strategy mandate: strengthen data infrastructure; enable advanced analytics; integrate data more deeply into client-facing solutions and internal decision-making; partner with technology, operations, and business unit leaders. Four priorities: (1) enhancing data governance; (2) accelerating AI adoption; (3) enabling intelligent, insight-driven operations; (4) building the data foundation for the next phase of ReSource Pro's innovation and growth. Fu's regulated financial services background — building governance frameworks, leading large-scale transformation, and operating in highly regulated environments — directly maps to insurance's regulatory requirements.
- • ReSource Pro's accelerating AI and data agenda in 2026: (1) SVP Data Strategy appointment — Su-Ting Fu (23 April 2026). (2) AI Orchestration and Data Services launch — full suite for carriers/MGAs/MGUs/wholesalers/retail agencies; designed to move clients from AI pilots to reliable, explainable AI in production (21 April 2026). (3) President of Insurance Solutions — Michael Costonis appointed to lead the Agentic Process Management era in insurance (14 April 2026). (4) M&A Integration Suite launch — operational support for post-acquisition complexity (16 April 2026). A highly co-ordinated April 2026 transformation acceleration.
- • The data opportunity Fu frames: "Insurance organisations are sitting on vast amounts of data, but unlocking its full potential requires the right strategy and execution." ReSource Pro's unique position — at the intersection of operations, technology, and domain expertise for the insurance industry specifically — is what makes the data strategy opportunity both significant and distinctive. A routine retail P&C workflow with 18 procedures can contain more than 2,700 variation points driven by carrier rules alone. Building the data infrastructure that can govern, learn from, and automate across that level of complexity — while maintaining explainability and regulatory compliance — is the challenge Su-Ting Fu's mandate is designed to solve.