EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency
CHICAGO, Ill. /ScoopCloud/ — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired Larry Gordon Agency (“LGA”). The acquisition continues the strategic expansion of EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
EPIC Expands Northern California Presence with Acquisition of SLCO LLC
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC’s growing presence in Northern California and adds to its client offerings both regionally and nationally.
Anita Huang Joins EPIC’s Life and Executive Benefits Practice
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.
EPIC Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp
WEST DES MOINES, Iowa /ScoopCloud/ — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired The National Benefit Corp (“TNBC”). The acquisition further expands EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
EPIC Welcomes Parker Rains – Adds to Middle Market Property & Casualty Practice
NASHVILLE, Tenn. /ScoopCloud/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.
Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC
ALPHARETTA, Ga. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm’s Greyling division as Senior Vice President, Risk Management.
EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader
PHILADELPHIA, Pa. /ScoopCloud/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.
EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice
DALLAS, Texas /ScoopCloud/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.
EPIC Welcomes Natalia Greene, Esq.
ARLINGTON HEIGHTS, Ill. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm’s Lemme division as Senior Vice President, Risk Management.
EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania
HARRISBURG, Pa. /ScoopCloud/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.
John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.
EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC’s geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division
CHICAGO, Ill. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.
EPIC Marketing & Design Team Wins Communicator Awards
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.
EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice
SAN FRANCISCO, Calif. /ScoopCloud/ — 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. /ScoopCloud/ — 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
NEW YORK, N.Y. /ScoopCloud/ — 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. /ScoopCloud/ — 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. /ScoopCloud/ — 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 In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division.
EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center
SAN FRANCISCO, Calif. /ScoopCloud/ — 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.
EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer
SAN FRANCISCO, Calif. /ScoopCloud/ — 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. /ScoopCloud/ — 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. /ScoopCloud/ — 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, Calif. /ScoopCloud/ — 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. /ScoopCloud/ — 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, Calif. /ScoopCloud/ — 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. /ScoopCloud/ — 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. /ScoopCloud/ — 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. /ScoopCloud/ — 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
HARTFORD, Conn. /ScoopCloud/ — 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. /ScoopCloud/ — 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. /ScoopCloud/ — 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. /ScoopCloud/ — 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. /ScoopCloud/ — 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.
EPIC Adds Allen Baker as Senior Risk Consultant
BIRMINGHAM, Ala. /ScoopCloud/ — EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.