Edgewood Partners Insurance Center News

EPIC in California Names Lamison Director of Benefits Technology

San Francisco, Calif.-based Edgewood Partners Insurance Center has named Myesha Lamison director of benefits technology as a part of EPIC’s employer services platform team. Lamison will be based in EPIC’s San Francisco office and report to John Gaffney, operations director …

EPIC Acquires Executive Financial in Southern California

Edgewood Partners Insurance Center has acquired Los Angeles, Calif.-based Executive Financial Inc. Executive Financial is an employee benefits consulting firm specializing in executive benefits, life and disability insurance strategies. San Francisco-based EPIC’s offerings include commercial property/casualty, employee benefits, specialty program …

EPIC Acquires Sorci Insurance Brokerage in California

Edgewood Partners Insurance Center has acquired Sorci Insurance Brokerage Inc., a specialist in providing comprehensive workers’ compensation insurance services to new car auto dealers in California. Sorci Insurance Brokerage is based in Los Gatos, Calif. Since The Carlyle Group became the …

EPIC Hires Woodhull as Principal in Connecticut

EPIC (Edgewood Partners Insurance Center), a retail property/casualty insurance brokerage and employee benefits consulting firm based in San Francisco, hired Timothy C. Woodhull as a principal.

EPIC Names Mitchell Senior Vice President of Sales in West

Edgewood Partners Insurance Center has named Christopher R. Mitchell senior vice president of sales in the firm’s Northern California Bay Area property/casualty insurance division. Mitchell will be based in Concord, Calif. and report to Curt Perata, managing principal and director …

Protector Holdings Acquires Oasis South in California

Protector Holdings, a joint venture of Edgewood Partners Insurance Center and Dowling Capital Partners, has acquired Oasis South Insurance Services in California. With eight locations across California’s San Diego County, Oasis South specializes in providing insurance services to Hispanic consumers, writing auto, …

EPIC in California Adds Dawson, Greenstein, Gaffney to Employer Services Platform

Shelley Dawson, Jon Greenstein and John Gaffney have joined Edgewood Partners Insurance Center in San Francisco. All will assume leadership roles in EPIC’s employer services platform, which provides a wide range of leading benefits consulting products and services to EPIC …

EPIC Names Chan Chief Financial Officer in California

Edgewood Partners Insurance Center has named Karman Chan chief financial officer in the firm’s San Francisco, Calif. headquarters. EPIC’s current CFO, Michael Gonthier, will transition to a new position as chief administrative officer, assuming corporate responsibility nationally for agency operations, human resources, information …

EPIC Brings on Rusconi and Team with California Acquisition

Surety executive Sharon Rusconi and her team have joined Edgewood Partners Insurance Center in the Sacramento, Calif. office Rusconi’s book of business and other assets were purchased by EPIC from Lesron Insurance Agency Inc., where Rusconi has worked for 25 …

EPIC Hires Walsh as Executive Liability, Financial Lines Principal in Conn.

Retail insurance broker EPIC (Edgewood Partners Insurance Center) has hired John Walsh as principal of Executive Liability and Financial Lines insurance. Walsh will be based in Stamford, Connecticut, and will report to Steve Levene, managing principal of EPIC Risk Solutions. …