Edgewood Partners Insurance Center News

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. …

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. …