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The Greatness of Tuscany Virtual Event

… the most breathtaking and best-preserved countrysides in all the world. Grab your favorite bottle of Italian wine when you join us! Rocky Ruggiero suggests “Il Bruciato” by Marchesi Antinori. RSVP by Wednesday, April 28 at 7 PM ET Thursday, April 29, 2021 4:00 to 5:00 PM PT 5:00 to 6:00 PM MT 6:00 to 7:00 PM CT 7:00 to 8:00 PM ET Private Client Services For further information on this or any other topics, contact your Private Client consulting team at . LEARN ABOUT OUR PRIVATE CLIENT SERVICES

https://www.epicbrokers.com/insights/the-greatness-of-tuscany-virtual-event/

KJ Wagner

… is a 25-year industry veteran of global institutional brokers. As president of the West Region, KJ’s primary responsibilities are to accelerate the growth and success of the EPIC Risk Management Consulting, Property & Casualty, Employee Benefits and Private Client operations across the West. With a strong track record of business results and broad insurance industry leadership, he is committed to driving innovation in the insurance industry. KJ is experienced at coordinating internal resources and managing executive relationships within the insurance carrier community, which creates a coordinated transition for clients and ensures that EPIC will remain focused on serving clients.

https://www.epicbrokers.com/about/our-leadership/kj-wagner/

Tim Brenneman

Leadership biography Tim Brenneman is responsible for leading the personal and private client business at EPIC and is one of the leaders of EPIC Select. He joined in November 2019 when EPIC acquired Cook Maran, where he was executive vice president leading the Personal Insurance & Private Client business units. While at Cook Maran, Tim built a significant personal insurance organization with a dedicated sales team and separate service platforms for the agency’s private client and middle-market business. A graduate from Geneva College in Beaver Falls, Pennsylvania, with a BA in Business Administration, Tim began his insurance career at …

https://www.epicbrokers.com/about/our-leadership/tim-brenneman/

EPIC Announces Leadership Structure Realignment

Positions firm for continued growth and success EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come. Tom O’Neil has been named President of EPIC and will work directly with Denton to grow the business across its entire platform – from Private Client to Large Complex Risk in both Property & Casualty and Employee Benefits. O’Neil previously led the West and Northeast Regions and integrated several large acquisitions that expanded the overall footprint of EPIC. In conjunction with leadership …

https://www.epicbrokers.com/insights/epic-announces-leadership-structure-realignment/

Galway Insurance Holdings Secures Majority Interest from Harvest Partners

… small commercial and private clients.” John Jennings, co-founder and CEO of JenCap, said, “This is exactly why we joined the Galway platform; the business dynamics of the holding company are extremely attractive for investors and will allow us to pursue our aggressive growth goals, while building out further specialty expertise and depth across our platform for our twelve thousand retail clients.” Jay Wilkins, COO and Partner of Harvest, said, “John, Steve and John have built an exceptional business with the support of Oak Hill and Carlyle that we look forward to continue aggressively growing” with Steve Carlson, Partner …

https://www.epicbrokers.com/insights/galway-insurance-holdings-secures-majority-interest-from-harvest-partners/

Cook Maran is now EPIC

… consulting firm, EPIC was founded in San Francisco, California in 2007 and now has leadership and major regional offices across the country. EPIC Insurance Brokers and Consultants has a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance and private client services. Contact Our Local Offices NEW YORK East Hampton 461 Pantigo Road East Hampton, New York 11937 (631) 324-1440 Manhattan 110 East 42nd Street Suite 1418 New York, New York 10017 (212) 883-8400 Staten Island 1200 South Avenue Suite 302 Staten Island, New York 10314 (718 …

https://www.epicbrokers.com/compliance-coaching/cook-maran-is-now-epic/

EPIC Announces Dave Howard as President of EPIC Select

… times,” said Howard. EPIC Select brings together personal, commercial, life, and disability insurance specialists to provide concierge level service for high net worth families, family offices, and their advisors. Howard will guide the efforts of the EPIC Select team in partnership with other business segments within the organization including the Private Client, Entertainment & Sports, Life & Disability and Commercial insurance teams. Howard will work closely with Tim Brenneman, President of EPIC’s Private Client Practice, in providing services to high net worth clients. “We are building a client-centric model around transparency and alignment. Successful people have complex risk factors and …

https://www.epicbrokers.com/insights/epic-announces-dave-howard-as-president-of-epic-select/

Frenkel & Company Completes Transition to EPIC Brand

… operations with the exception of Frenkel International which will operate as a specialty division of EPIC. Since joining with EPIC in 2017, Frenkel’s associates and practice areas have become integrated into the EPIC business and significantly expanded EPIC’s Northeast footprint in risk management, property and casualty insurance, international client services, employee benefits consulting, program solutions and private client services. Said John Kelly, formerly CEO of Frenkel & Company and now EPIC New York’s CEO, “Frenkel’s decision to join EPIC has helped us deliver an expansive new set of capabilities to our clients, with the same commitment to …

https://www.epicbrokers.com/insights/frenkel-company-completes-transition-to-epic-brand/