Edgewood Partners Insurance Center News

EPIC in California adds Walker as Director of Healthcare Compliance

Edgewood Partners Insurance Center has named Christopher Walker director of healthcare compliance and associate general counsel in employee benefits. Walker will be based in EPIC’s San Francisco, Calif. headquarters and will report to Dan Crawford, executive vice president and general counsel. Walker …

EPIC Co-founder Dan Francis to Leave the California Firm

San Francisco, Calif.-based Edgewood Partners Insurance Center Co-founder and Executive Chairman Dan Francis is leaving, the firm announced on Tuesday. His departure is effective Nov. 1, according to EPIC. “In leaving EPIC, I’ve decided to begin a new journey outside of insurance that …

EPIC Hires Cosgrove as Managing Principal in New York

Retail insurance broker EPIC (Edgewood Partners Insurance Center) has hired William P. (Bill) Cosgrove as managing principal and Financial Institutions Practice leader. Cosgrove will be based in New York and will report to Derek Thomas, EPIC’s chief strategy officer, and …

Wiesner Joins EPIC as Regional Director in Northern California

Edgewood Partners Insurance Center has named David Wiesner managing principle and regional director in EPIC’s employee benefits consulting division. Wiesner will focus on growing EPIC’s employee benefits consulting business in the greater San Francisco Bay Area. He will be based …

EPIC Names McClellan Regional Director in Southern California

Edgewood Partners Insurance Center has named Tiffany McClellan regional director of employee benefits. McClellan will focus on growing EPIC’s employee benefits consulting business in Southern California, recruiting and adding producer/consultants and specialty service teams, and integrating EPIC’s national employer services platform into local …

EPIC Purchases Jenkins Insurance Services in California

The shareholders of Jenkins Insurance Services have sold 100 percent of their shares to Edgewood Partners Insurance Center. Terms of the deal, which closed on July 17, were not disclosed. Jenkins has California offices in Concord, Sacramento, San Jose, Orange County, and offices in Reno, Nev. …

Levin joins EPIC as a Vice President in Northern California

Edgewood Partners Insurance Center has added Andrea Levin as a vice president in its Petaluma, Calif. office. Levin will report to Mike Ryan, property/casualty practice principal in the North Bay. Her responsibilities will include acquiring new clients, growing existing accounts and overseeing the …

EPIC Names Dobson Principal in California

Edgewood Partners Insurance Center has added Greg Dobson as a principal in its employee benefits division. Dobson will be based in the company’s San Ramon office. His responsibilities will include the acquisition of new clients, as well as the design, placement and administration of …

EPIC in California Names Gonthier Chief Financial Officer

Edgewood Partners Insurance Center named Michael Gonthier chief financial officer. Elaine Andrian, EPIC’s current CFO, will now focus on merger and acquisition strategy and diligence. Gonthier will be responsible for overseeing all finance and accounting, human resources and information technology functions across …

EPIC Hires Managing Principal in New York

EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage based in San Francisco, announced James R. Loughlin has joined the firm as managing principal, risk solutions. He is based in New York. EPIC said Loughlin …