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Alex Petterson Promoted to Chief Sales Officer for EPIC Private Client

… respected industry leader with decades of experience serving affluent clients and building high-performing sales organizations, Alex has played a pivotal role in the growth and success of EPIC Private Client. Throughout his career, he has distinguished himself through his deep industry expertise, collaborative leadership style, and unwavering commitment to clients, colleagues, and carrier partners regardless of geography. “Alex has earned the trust and respect of everyone around him through his integrity, expertise, and genuine commitment to helping others succeed,” said Steve Nelson, Chief Growth Officer, EPIC Private Client. “His steadfast leadership and willingness to invest in both clients and …

https://www.epicbrokers.com/insights/alex-petterson-promoted-chief-sales-officer/

Price Insurance Expands EPIC’s Private Client Practice in Chicago

… client service,” said Kevin Daley, president, private client at EPIC. “This acquisition gives us a stronger foothold in Chicago and helps diversify our presence in the Midwest, an attractive market where we can bring greater capacity to bear for our carrier partners. Most importantly, it affirms our commitment to having a direct presence where our clients are – we may have national scale, but our success comes from staying local and serving clients directly in their communities.” This transaction follows EPIC’s recent acquisitions of Chicago-based Phillips Bros. Insurance Agency and Chartwell Insurance, bolstering its private client practice in the

https://www.epicbrokers.com/insights/epic-price-insurance-acquisition/

EPIC Expands Private Client Practice with Chartwell Insurance Services Acquisition

… EPIC’s momentum in growing its private client practice, with Chicago remaining a critical market for expansion. It follows the 2024 integration of Phillips Bros. Insurance Agency, a multi-line firm that focuses on private client and commercial property & casualty solutions with deep roots in the region. These partnerships reinforce EPIC’s investment in the Midwest and its ongoing commitment to serving high-net-worth clients with solutions that are customized to their unique priorities. “Chartwell’s reputation for specialized expertise and client service makes them an ideal addition to EPIC,” said Kevin Daley, President, EPIC Private Client. “Rebecca and

https://www.epicbrokers.com/insights/epic-acquires-chartwell-insurance-services/

Private Client Services

Our Private Client team partners with accomplished individuals, families, and their trusted advisors to design insurance strategies that safeguard what matters most. Drawing on deep expertise across complex risk areas—from aviation to family offices—we deliver solutions with precision, discretion, and unwavering advocacy. As part of EPIC Brokers, ranked among the nation’s top 20, we combine boutique service with global resources to protect and preserve your legacy. Private Client Services Bespoke Insurance Advocacy Our Private Client team partners with accomplished individuals, families, and their trusted advisors to design insurance strategies that safeguard what matters most. Drawing on deep …

https://www.epicbrokers.com/services/private-client-services/

EPIC Bolsters Private Client Leadership Team on West Coast

Kevin Daley Joins the EPIC Team Adds over 25 years of experience in commercial and personal lines in both the insurance carrier and broker spaces. EPIC has added Kevin Daley as President, Western Region Private Client Leader. The addition of Daley, who has more than 25 years of experience in the insurance industry, underscores the brokerage’s commitment to the private client segment and growth in the Western region. “We are excited to welcome Kevin to our national private client management team,” said Tim Brenneman, President and Private Client Practice Leader. “We have already made great strides with our client …

https://www.epicbrokers.com/insights/kevin-daley-joins-epic/

Steve Nelson as Chief Growth Officer, Private Client Practice

… the wealthiest families in the world. “We are pleased to elevate a highly regarded private client professional like Steve Nelson into national leadership.  This is another example of EPIC’s commitment to building a dedicated platform for high-net-worth clients and their advisors,” commented Tim Brenneman, President of EPIC Private Client Practice. EPIC CEO Steve Denton, agreed, “We couldn’t be more excited to have Steve step into this role and help take our Private Client practice to a new level.” “I am thrilled to continue the journey with the EPIC Private Client team.  We have fantastic prospective client …

https://www.epicbrokers.com/insights/steve-nelson-is-chief-growth-officer/

EPIC Private Client Team Welcomes Dan Nieves

Further Deepens Private Client Practice EPIC Insurance Brokers and Consultants, a top 15 national property and casualty insurance brokerage and employee benefits consultant, and a leader in the private client segment, announced today that Dan Nieves has joined the firm as vice president, private client advisor. In this role, Nieves will be responsible for relationship development and enhancement of the rapidly growing private client business segment. Nieves joins EPIC after an 11-year career with Pure, where he had extensive underwriting and leadership experience. After leading the northeast underwriting team, he most recently was responsible for underwriting and designing large …

https://www.epicbrokers.com/insights/epic-private-client-team-welcomes-dan-nieves/

EPIC Welcomes Dan Lorber to the National Private Client Practice

Dan Lorber brings 25+ years of experience in the Bay Area to EPIC. EPIC Insurance Brokers and Consultants announced today that Dan Lorber has joined as managing principal in the national Private Client Practice. In this role, he will serve as the main point of contact for select clients, reviewing their current coverages, providing guidance on appropriate changes, educating clients on exclusions and exposures and advising them on industry trends. Serving the Bay Area, Lorber brings more than 25 years of experience to the team. He spent 12 years as a licensed sales producer for Allstate Insurance before becoming an …

https://www.epicbrokers.com/insights/epic-welcomes-dan-lorber-to-national-private-client-practice/