Tags EPIC Insurance Brokers and Consultants

Tag: EPIC Insurance Brokers and Consultants

EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice

SAN FRANCISCO, Calif., May 4, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.

EPIC Welcomes Shelley Yim

SAN FRANCISCO, Calif., April 20, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice.

Edgewood Healthcare Advisors Continues Growth with Strategic Hires

SAN FRANCISCO, Calif. and NEW YORK, N.Y., April 11, 2022 (SEND2PRESS NEWSWIRE) -- Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.

EPIC Expands into New Territory with Acquisition of Treloar & Heisel

SAN FRANCISCO, Calif. and NEW CASTLE, Pa., April 7, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.

James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

NEW YORK, N.Y. and BIRMINGHAM, Ala., April 6, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division. In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.

EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center

SAN FRANCISCO, Calif., April 6, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence. Prior to joining EPIC, McSherry was with Berkshire Hathaway Specialty Insurance where he was instrumental in facilitating the launch of medical stop-loss in the Northeast.

EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC"), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team

SAN FRANCISCO, Calif., Feb. 7, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice

SAN FRANCISCO, Calif., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.

EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings

SAN FRANCISCO and SAN DIEGO, Calif. and FORT LAUDERDALE, Fla., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) -- Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.

EPIC and DIATOMS, Inc. Create Exclusive Partnership

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Dec. 29, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).

David McNeil Receives Broker of the Year Award

SAN FRANCISCO and ONTARIO, Calif., Nov. 11, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence

SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., Nov. 9, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and Sports Practice

SAN FRANCISCO, Calif., Aug. 23, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Galway Holdings Announces Strategic Acquisition of MAI Capital Management

SAN FRANCISCO, Calif. and CLEVELAND, Ohio, Aug. 16, 2021 (SEND2PRESS NEWSWIRE) -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management LLC ("MAI"). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.

EPIC Adds William Schoenbach as Managing Principal

SAN FRANCISCO, Calif. and HARTFORD, Conn., June 4, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

EPIC Adds Sam Wagener as Principal – Further Strengthens P&C and Captive Capabilities in West Region

SAN FRANCISCO, Calif., May 11, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.

EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance

NEW YORK, N.Y., April 20, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.

Jeremy Lawson Joins EPIC Contingency Risk Practice as Managing Practice

SAN FRANCISCO, Calif. and AUSTIN, Texas, March 11, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Jeremy "Jez" Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.

EPIC Announces Leadership Structure Realignment

ATLANTA, Ga. and SAN FRANCISCO, Calif., Feb. 23, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

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