Edgewood Partners Insurance Center LLP is working with Bank of America Corp. to solicit offers, according to the people familiar with the matter, who asked not to be named because the process is private. The San Mateo, Calif.-based broker, which …
EPIC, a San Mateo, Calif.-based retail property/casualty insurance brokerage and employee benefits consultant, acquired SafeHarbor Risk Management. Founded in 2009, privately-held SafeHarbor is a property/casualty insurance brokerage and employee benefit consulting firm, with locations in New York and Boston. EPIC’s …
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 …
Edgewood Partners Insurance Center named Kris Beale an employee benefits division senior compliance consultant in its San Francisco, Calif. office. Beale will assist EPIC clients with federal, state, and local health care legislation and compliance. She will also lead external …
Edgewood Partners Insurance Center named Kelly Kyle as a senior account manager in its Los Angeles, Calif. office. Kyle’s responsibilities with EPIC will include providing clients with benefits planning and program design support. She will also focus on ensuring the …
Known as “the 909,” or “the IE” by Southern Californians, terms sometimes intended as a slight, the sprawling desert area east of Los Angeles was a boomtown for commercial and residential development before the recession hit. But when the economy …
Edgewood Partners Insurance Center named Derek Thomas chief strategy officer and managing principal. Thomas will be based in EPIC’s San Francisco office and he will report to EPIC co-founder and president, John Hahn. Thomas’s responsibilities will center on developing strategy, …
Edgewood Partners Insurance Center named Terri Parreira as a property and casualty insurance producer and principal in its Fresno, Calif. office. Parreira is ninth new team member in EPIC’s Fresno office in the past five months. Parreira’s responsibilities will include …
Edgewood Partners Insurance Center entered into an agreement to acquire Ontario, Calif.-based Homeplace Insurance Brokers Inc. The Ontario team will report to Dan Ryan, EPIC’s managing principal in Orange County. Homeplace specializes in the design and oversight of risk management …
San Ramon, Calif.-based Edgewood Partners Insurance Center named Connie Rowe vice president and business development executive in the firm’s San Ramon-based Programs Group. Rowe will expand her support of EPIC’s highly successful insurance programs for McDonald’s owners and operators to …
