Taso Serafim adds decades of specialized experience in professional firms’ captive and insurance advisory services to EPIC’s specialty practice
EPIC continues its Accounting Firms expansion with the addition of Taso Serafim as Captive Advisory Leader & Broker, Professional Services. In his role, Taso will provide captive and insurance advisory services to EPIC’s accounting firm clients.
Taso joins EPIC as a Managing Principal after leading his own captive insurance consulting business over the past year. Prior to that, he spent more than 30 years at Aon, advising accounting firms and captive insurance companies. He brings decades of experience providing actuarial consulting services to many professional services clients and has also been a licensed broker for over 10 years.
Taso will report to Jay Moroney, Managing Principal of EPIC’s Accounting Firms Practice.
“We are absolutely delighted to welcome Taso to the EPIC Accounting Firm Practice,” said Moroney. “Taso brings a wealth of knowledge, skills, and professionalism to our team. His experience with captives and large accounting firms will bolster our already deep group of brokers and consultants to large accounting firms”
EPIC’s team of seasoned professionals provides comprehensive insurance and risk management solutions tailored to clients ranging from Top 100 accounting firms to sophisticated mid-size firms.
EPIC remains committed to its specialized approach to client service and continues to invest in talent, resources, and industry-specific capabilities to better support the evolving risk management and insurance needs of its accounting firm clients.
Learn more about our Accounting Firms Practice.
