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Tag: EPIC Insurance Brokers and Consultants

EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency

CHICAGO, Ill. and SAN FRANCISCO, Calif., Nov. 4, 2022 (SEND2PRESS NEWSWIRE) -- 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. and LAFAYETTE, Calif., Oct. 24, 2022 (SEND2PRESS NEWSWIRE) -- 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., Oct. 19, 2022 (SEND2PRESS NEWSWIRE) -- 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 and SAN FRANCISCO, Calif., Oct. 3, 2022 (SEND2PRESS NEWSWIRE) -- 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. and SAN FRANCISCO, Calif., Sept. 6, 2022 (SEND2PRESS NEWSWIRE) -- 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. and FAIRHOPE, Ala., Aug. 24, 2022 (SEND2PRESS NEWSWIRE) -- 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. and SAN FRANCISCO, Calif., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) -- 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 and SAN FRANCISCO, Calif., Aug. 1, 2022 (SEND2PRESS NEWSWIRE) -- 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. and SAN FRANCISCO, Calif., July 27, 2022 (SEND2PRESS NEWSWIRE) -- 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

SAN FRANCISCO, Calif. and HARRISBURG, Pa., June 23, 2022 (SEND2PRESS NEWSWIRE) -- 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. and NEW YORK, N.Y., June 15, 2022 (SEND2PRESS NEWSWIRE) -- 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. and BIRMINGHAM, Ala., June 3, 2022 (SEND2PRESS NEWSWIRE) -- 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

NEW YORK, N.Y. and CHICAGO, Ill., June 2, 2022 (SEND2PRESS NEWSWIRE) -- 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. and NEW YORK, N.Y., June 2, 2022 (SEND2PRESS NEWSWIRE) -- 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., 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.

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