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Edgewood Healthcare Advisors

EPIC Insurance Brokers & Consultants Launches New Healthcare Practice: Edgewood Healthcare Advisors

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice.

EPIC Holdings Inc. adds Bill Nay as Chief Acquisition Officer in Atlanta

SAN FRANCISCO, Calif. and ATLANTA, Ga., Sept. 16, 2019 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance investment banking veteran Bill Nay as Chief Acquisition Officer of its parent company EPIC Holdings, Inc. Nay will be based in Atlanta, Ga. and report to EPIC Holdings CEO, John Hahn.
EPIC Insurance Brokers and Consultants

Integro USA Inc. Completes Transition to EPIC Brand

NEW YORK, N.Y., and SAN FRANCISCO, Calif., Sept. 3, 2019 (SEND2PRESS NEWSWIRE) -- Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Integro USA, Inc. (Integro USA), acquired by EPIC in January 2019, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.
Steve Denton of EPIC

Steve Denton Named President of EPIC Holdings Inc.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers and Consultants) today announced the addition of insurance industry veteran Steve Denton as President of its parent company EPIC Holdings, Inc. reporting to EPIC Holdings CEO John Hahn. Denton will join EPIC as of May 1, 2018.

Paragon Insurance Holdings Announces Equity Investment from Edgewood Partners Insurance Center and Oak Hill Capital Partners

AVON, Conn., Jan. 29, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC ("Paragon"), a national multi-line specialty MGA, announced today that Edgewood Partners Insurance Center (EPIC) and Oak Hill Capital Partners have taken an equity stake in the company. The investment from EPIC and Oak Hill will further propel Paragon's organic and M&A growth strategies and create greater opportunity for Paragon's agency, carrier and reinsurance trading partners.

Rick Genest Joins Premier Insurance Services, a Hispanic Market Insurance Services Provider, as President

SAN FRANCISCO, Calif. /California Newswire/ -- Protector Holdings, LLC, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, announced today that Rick Genest has joined Premier Insurance Services as the company's President. Premier Insurance Services, acquired by Protector Holdings in 2013, targets the growing Hispanic Community in California and the West.

EPIC Insurance adds Cameron Rappleye in Sacramento

SACRAMENTO, Calif. /California Newswire/ -- EPIC (Edgewood Partners Insurance Center), a national retail property, casualty insurance brokerage and employee benefits consultant, today announced that Sacramento native Cameron Rappleye has joined the firm as a property and casualty insurance broker/producer.

Edgewood Partners Insurance Center welcomes Sheryl McLamb to EPIC's Private Client Group in Sacramento

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage and consultant, announces that Sheryl McLamb has joined as an Account Manager in EPIC's Private Client Group. McLamb will be based in Sacramento as EPIC expands its private client services.

Edgewood Partners Insurance Center welcomes Myesha Lamison Director, Benefits Technology

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage and consultant, announces that Myesha Lamison has joined as Director, Benefits Technology as a part of EPIC's growing national Employer Services Platform (ESP) team.

Edgewood Partners Insurance Center adds Veteran Broker Tim Woodhull to North East U.S. Team

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Timothy C. (Tim) Woodhull has joined the firm as a principal. Woodhull brings 35 years of diverse insurance industry experience and leadership in corporate insurance brokerage, insurance carrier operations, risk management and insurance program design and management.

Christopher R. Mitchell joins Edgewood Partners Insurance Center as Senior VP Sales

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced that Christopher R. Mitchell has joined the firm as senior vice president of sales in the firm's Northern California Bay Area Property and Casualty Insurance Division.

Oasis South Insurance Services acquired by Protector Holdings, expands footprint in San Diego County adding 8 new locations

SAN FRANCISCO, Calif. /California Newswire/ -- Protector Holdings, a joint venture of Edgewood Partners Insurance Center (EPIC) and Dowling Capital Partners, today announced the acquisition of Oasis South Insurance Services. With 8 locations across California's San Diego County, Oasis South specializes in providing insurance services to Hispanic consumers.

Protector Holdings, a joint venture of EPIC and Dowling Capital Partners, acquires Peartree Insurance Services

SAN FRANCISCO, Calif. /California Newswire/ -- Protector Holdings, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, announced today the acquisition of Peartree Insurance Services. Headquartered in Brea, California, Peartree specializes in providing insurance services to Hispanic consumers.

Edgewood Partners Insurance Center adds John Walsh as Executive Liability and Financial Lines Principal

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that John Walsh has joined the firm as their Principal of Executive Liability and Financial Lines insurance. Walsh brings more than 10 years of Financial Lines Broking, Placement, Underwriting, Business Development, Client Service, Operations and Claims Management experience to EPIC.

Christopher Walker, Esq. joins Edgewood Partners Insurance Center as Director of Healthcare Compliance

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Christopher Walker, Esq. has joined the firm as Director of Healthcare Compliance and Associate General Counsel, Employee Benefits. Walker will be based in EPIC's San Francisco headquarters and will report to Executive Vice President and General Counsel, Dan Crawford.

Edgewood Partners Insurance Center announces Co-founder Dan Francis to Leave Company

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a national retail property, casualty insurance brokerage and employee benefits consultant, today announced that Co-founder and Executive Chairman Dan Francis has elected to leave the firm effective Nov. 1, 2014.
Bill Cosgrove of EPIC

Edgewood Partners Insurance Center welcomes Bill Cosgrove as Financial Institutions Practice Leader

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, management and executive leadership experience to the firm.

Edgewood Partners Insurance Center Names Insurance Veteran Peter Garvey as Chief Operating Officer

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the appointment of insurance industry veteran Peter Garvey as Chief Operating Officer, a newly created position reporting to CEO John Hahn. Bringing EPIC nearly 35 years of insurance brokerage strategic operations, mergers and acquisitions, and executive leadership experience, Garvey will be chartered with further accelerating EPIC's growth momentum.

Edgewood Partners Insurance Center adds Tiffany McClellan as Regional Director of Employee Benefits

IRVINE, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tiffany McClellan has joined the firm as Regional Director Employee Benefits. McClellan brings 16 years of experience in strategic market planning, sales organizational leadership, new product/service development and health and welfare plan consulting to the firm.

SavePro Insurance Solutions addition to Premier Insurance Services brand adds commercial insurance products

SAN FRANCISCO, Calif. /California Newswire/ -- Protector Holdings, LLC, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, today announced the acquisition of Northern California's SavePro Insurance Solutions. Addition to Premier Insurance Services brand adds auto, homeowners and commercial insurance products and Latino service markets.

Edgewood Partners Insurance Center adds the retail risk management and property-casualty team of JLT Towers Re

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a nationwide retail property, casualty and employee benefits insurance broker/consultant, today announced the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product of EPIC's broadening alliance partnership and collaboration with JLT Towers Re.

Edgewood Partners Insurance Center acquires Jenkins Insurance Services

SAN FRANCISCO, Calif. /California Newswire/ -- The shareholders of Jenkins Insurance Services, a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to Edgewood Partners Insurance Center (EPIC). The transaction, which closed on July 17, was retroactively effective July 1, 2014. Jenkins, with California offices in Concord, Sacramento, San Jose, Orange County, and in Reno, Nevada, employs 160 and has approximately $34 million of annual revenue.

Edgewood Partners Insurance Center welcomes Andrea Levin as a VP in the North Bay

PETALUMA, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance broker/consultant, today announced the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk management programs, working with a wide range of business and industry and specializing in financial institutions.

Greg Dobson joins Edgewood Partners Insurance Center in San Ramon as a principal in its employee benefits division

SAN RAMON, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage, has added Greg Dobson as a principal in its employee benefits division. Dobson brings 30 years of employee benefits expertise to EPIC. He will be based in the company's San Ramon office.

Edgewood Partners Insurance Center names Chris Duncan as Chief Growth Officer

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced that Chris Duncan has joined the firm's executive team as Chief Growth Officer (CGO). Duncan brings 26 years of experience in finance, risk management, security, mergers and acquisitions and executive leadership to the firm.

Michael Gonthier joins Edgewood Partners Insurance Center as new Chief Financial Officer

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC's current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm continues to expand nationally.

Edgewood Partners Insurance Center welcomes Senior Consultant Cheryl Doege in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.

Edgewood Partners Insurance Center's Jim Gillette Honored as a 2014 'Retail Industry Power Broker'

SAN MATEO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a nationally expanding retail property, casualty and employee benefits insurance brokerage, today announced that Jim Gillette has been named as a 2014 Risk and Insurance Retail Industry Power Broker. Kathleen Felderman, managing principal and the leader of EPIC's national real estate practice, was also recognized as a 2014 Real Estate Industry Power Broker Finalist.

EPIC welcomes Financial 'Power Broker' Jim Loughlin as Managing Principal, Risk Solutions in N.Y.

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a nationally expanding retail property, casualty and employee benefits insurance brokerage, today announced that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions.

Edgewood Partners Insurance Center expands to Southeast with acquisition of The McCart Group of Atlanta

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired The McCart Group of Atlanta, Ga. Founded in 1971 as Joe McCart Insurance Agency, Inc., The McCart Group is now one of the largest insurance and risk management firms in Georgia.

Employee Benefits Professional Sama Hershey Davis joins Edgewood Partners Insurance Center in North Bay

PETALUMA, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, has added Sama Hershey Davis in their North Bay employee benefits consulting practice. Hershey Davis brings 15 years of experience in healthcare, benefits consulting, human resources, compliance, wellness and client relationship management to EPIC.

California's EPIC Insurance named 2013 Healthiest Company in North Bay

PETALUMA, Calif. /California Newswire/ -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, today announced that the North Bay Business Journal has recognized EPIC as a '2013 Healthiest Company in North Bay.' The North Bay office of EPIC participates in a companywide wellness program, led by a volunteer committee that has garnered impressive results over the last four years.

The Carlyle Group to acquire a controlling equity stake in Edgewood Partners Insurance Center

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a leading retail insurance broker headquartered in California, announced today that funds managed by global alternative asset manager The Carlyle Group ( NASDAQ:CG ) have agreed to acquire a controlling equity stake in the company. Carlyle's investment will enable EPIC to continue to execute its organic growth strategy and support strategic acquisitions of complementary insurance distribution platforms throughout the U.S.

EPIC Insurance named to 2013 Silicon Valley Business Journal 'Fastest Growing Private Companies' list for the fourth year

SAN MATEO, Calif. /California Newswire/ -- Silicon Valley Business Journal recently highlighted the region's fastest growing companies, proving that for innovators, there is always opportunity to grow. EPIC Insurance, a retail property, casualty and employee benefits insurance brokerage was one of 52 companies to receive this recognition. This is the fourth consecutive year that EPIC has made the Fastest Growing Private Companies list.

EPIC Insurance recognized as a 'Best Place to Work in Insurance' for 2013 – fourth year honored

SAN MATEO, Calif. /California Newswire/ -- EPIC Insurance, a retail property, casualty and employee benefits insurance brokerage, has been recognized for a fourth year as a Best Place to Work in Insurance by Business Insurance Magazine and survey co-sponsor Best Companies Group.

Top 40 U.S. Broker EPIC is honored as a 2013 'Best Place to Work' in the Calif. North Bay

PETAULUMA, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC Insurance), a retail property, casualty and employee benefits insurance brokerage, announced today that the North Bay Business Journal has named EPIC a 2013 'Best Place to Work.'

EPIC Insurance announces release of the third in a series of Healthcare Engagement Videos, 'Wellness Behaviors'

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a California-based retail property, casualty and employee benefits insurance brokerage and consultancy, announced today their release of the third in a series of Healthcare Engagement Videos, 'Wellness Behaviors.' The video provides a simple, practical, easily understood view of the importance of nutrition, activity and rest in promoting overall health and happiness.

EPIC Insurance welcomes Principal Dawn Jeffery in the Inland Empire, Calif.

ONTARIO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center, a retail property, casualty and employee benefits insurance brokerage, has added Dawn Jeffery as a property and casualty insurance producer in its Inland Empire division. Dawn brings 28 years of experience in risk management and commercial insurance program development and management to EPIC.

Orange County Business Journal names Edgewood Partners Insurance Center as a 2013 'Best Place to Work'

IRVINE, Calif. /California Newswire/ -- Edgewood Partners Insurance Center has announced that the Orange County Business Journal has recognized EPIC as a 'Best Place to Work' in Orange County, Calif. EPIC is one of only 34 Orange County companies with 250 or more employees to receive this honor and is ranked fourth in the large company category.

Edgewood Partners Insurance Center acquires SafeHarbor Risk Management, expands to the East Coast

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a rapidly growing retail property and casualty insurance brokerage and employee benefits consultant, today announced it has acquired SafeHarbor Risk Management. The firm has locations in New York and Boston, Mass.

Jim Gillette of Edgewood Partners Insurance Center named a 40 Under 40 Regional Broker Leader

LOS ANGELES, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been selected by Business Insurance magazine as a '40 Under 40 Regional Broker Leader' award winner. Gillette is one of only eight to receive this honor in the Western Region.

Edgewood Partners Insurance Center welcomes Chuck Cushner as principal in San Mateo, California

SAN MATEO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a California retail property, casualty and employee benefits insurance brokerage, has added Charles M. 'Chuck' Cushner as a principal and property and casualty insurance producer. Respected and well-connected in the San Francisco Bay Area business community, Cushner brings decades of experience to EPIC in risk management.

Understanding Healthcare Reform: EPIC Insurance's second video in healthcare series offers concise overview of Affordable Care Act

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today their release of the second in a series of Healthcare Engagement Videos, 'Understanding Healthcare Reform.' The video provides a clear overview of the Affordable Care Act, simplifying its many elements into a straightforward, easily understood review.

Continuing to expand in Southern California Edgewood Partners Insurance Center adds Principal Joe Cotugna, AAI in the Inland Empire

ONTARIO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage, has added Joe Cotugna as a property and casualty insurance producer in its Inland Empire Division. Cotugna brings 23 years of experience in risk management, with a focus on the food industry and construction to EPIC.

Edgewood Partners Insurance Center, Dowling Capital Partners and Premier Insurance Team to Change Hispanic Insurance Market

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today a partnership with Dowling Capital Partners (DCP) and Premier Insurance Services, focusing on the personal insurance needs of the Hispanic market in the West and Southwest regions of the United States.

Edgewood Partners Insurance Center launches Healthcare Engagement Video Series and covers the Topic of Benefits Consumerism

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today their release of the first in a series of Healthcare Engagement Videos. EPIC is providing the videos with production support from GuideSpark, a digital employee communications provider, and health insurance carrier UnitedHealthcare.

Edgewood Partners Insurance Center welcomes 'Power Broker' Kathleen Felderman and expands with new Denver Office

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage, announced today that brokers Kathleen Felderman and Jonathan Griffiths have joined the firm. Felderman, who has received national recognition as a Real Estate industry Power Broker in 2008, 2010, and 2011 joins EPIC as national real estate practice leader and managing principal.

Edgewood Partners Insurance Center (EPIC) adds Kris Beale as Employee Benefits Senior Compliance Consultant in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage, has added Kris Beale as Employee Benefits Division Senior Compliance Consultant in its San Francisco office. Beale has more than 14 years of experience in employee benefits, regulations, and the analysis of complex legislation.

Excellence in Human Capital Management: Edgewood Partners Insurance Center named a 'Healthiest Employer' for 2013 by Sacramento Business Journal

SACRAMENTO, Calif. /California Newswire/ -- For 2013, Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage has been recognized by the Sacramento Business Journal as a 'Healthiest Employer.' EPIC is one of just 23 Sacramento area companies to be honored with this designation.

Edgewood Partners Insurance Center again honored as one of the 'Best Places to Work in the Bay Area' for sixth year

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage, has again been recognized as a 'Best Place to Work in the Bay Area.' For 2013, San Francisco Business Times and Silicon Valley Business Journal presented the award jointly.

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