Edgewood Partners Insurance Center News

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 …

EPIC Taps Employee Benefits Pro Davis in California

Edgewood Partners Insurance Center named Sama Hershey Davis in it employee benefits consulting practice in California. Hershey Davis has 15 years of experience in healthcare, benefits consulting, human resources, compliance, wellness and client relationship management. Hershey Davis will provide client service …

The Carlyle Group to Invest in EPIC in California

Edgewood Partners Insurance Center announced that funds managed by global alternative asset manager The Carlyle Group have agreed to acquire a controlling equity stake in the company. The investment is subject to customary regulatory approvals and is expected to close …

EPIC Adds Principal Jeffery in Southern California

Edgewood Partners Insurance Center has added Dawn Jeffery as a property/casualty insurance producer in its Inland Empire division in Southern California. Her responsibilities will include the acquisition of new clients as well as the design, placement and oversight of risk management and …

EPIC adds Principal Chuck Cushner in Northern California

Edgewood Partners Insurance Center named Charles M. Cushner as a principal and property/casualty insurance producer. Cushners’ responsibilities with EPIC will include the acquisition of new clients. He will also design, place and oversee risk management and property and casualty insurance …