Tag: EPIC Insurance Brokers and Consultants
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EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.
SAN FRANCISCO, Calif. — 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.
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Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division
CHICAGO, Ill. — 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.
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EPIC Marketing & Design Team Wins Communicator Awards
SAN FRANCISCO, Calif. — 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.
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EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice
SAN FRANCISCO, Calif. — 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.
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EPIC Welcomes Shelley Yim
SAN FRANCISCO, Calif. — 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.
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Edgewood Healthcare Advisors Continues Growth with Strategic Hires
NEW YORK, N.Y. — 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.
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EPIC Expands into New Territory with Acquisition of Treloar & Heisel
SAN FRANCISCO, Calif. — 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.
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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. — 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.
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EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer
SAN FRANCISCO, Calif. — 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.
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EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team
SAN FRANCISCO, Calif. — 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.