This appointment will strengthen the company’s expertise in the construction, real estate, manufacturing, healthcare, agriculture, food and beverage, and transportation and logistics industries.
SAN FRANCISCO, Oct. 7, 2024–(BUSINESS WIRE)–EPIC Insurance Brokers & Consultants (“EPIC”) continues its strategic growth in the Northern California region, leading to the appointment of key leadership members and expanding its insurance portfolio. We’ve further streamlined and enhanced access. Professional resources for clients. This strategic collaboration will continue to expand and strengthen EPIC’s presence, offering a fully diversified set of services to all types of clients. Northern California boasts a number of EPIC specialties, including construction, real estate, transportation and logistics, manufacturing, healthcare, food and beverage, and agriculture.
The Northern California region will be led by William (Bill) Ferry as regional president and Matt Sitzman as chief operating officer. They will work closely with Robin Paulo, who takes on the role of managing executive officer of employee benefits, and Kurt Perata and Brian Quinn have been named vice chairmen for the region.
Mr. Ferree will continue in his current role as co-leader of EPIC’s Central Pacific region and expand his role as regional president of EPIC’s Northern California region. Ferree began his career in retail commercial insurance production in 1997 and joined EPIC following the acquisition of Integro USA in 2019.
Mr. Sitzman is the managing principal of EPIC’s Lafayette California office and will be adding the role of chief operating officer for the new region. Mr. Sitzman will join EPIC as Managing Principal in October 2022 following EPIC’s acquisition of SLCO LLC., a Contra Costa County-based provider of employee benefits, property and casualty insurance, and personal lines solutions. I did.
Paulo is Managing Executive Officer of Employee Benefits and will continue to play a key role in the new region. Pawlo joined EPIC in July 2014 through the acquisition of Jenkins Insurance Services. Her background includes experience in all areas of planning, structuring, implementing, communicating and managing benefits, as well as expertise in alternative funding, workplace benefits, absence/leave management, and health. I am. .
Perata and Quinn will assume broader roles as vice presidents of EPIC’s Northern California region. Mr. Perata joined the company in July 2014 as part of EPIC’s acquisition of Jenkins Insurance Services from Leavitt Group and has a background in commercial real estate and property and casualty insurance operations, sales and management. Mr. Quinn, who specializes in construction and food and agriculture businesses, joined the company in 2007 from AJ Gallagher & Co. and was part of the original group that established EPIC’s first headquarters in California.
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“We are very excited to expand our senior leadership team while continuing to focus on our areas of expertise,” said Tom O’Neill, president of EPIC. “The addition of a highly selective team of experienced and exceptional leadership in Northern California further underscores our dedication to building for the future and improving outcomes for our clients.”
Founded in San Ramon in 2007, EPIC’s growth has established it as a fast-growing company that continues to attract top talent and companies nationwide. Over the past five years, EPIC has grown from a $300 million company to more than $1 billion. The Northern California team will strengthen the deep expertise already in the region, including risk solutions for wineries, agriculture and business owners.
About EPIC Insurance Brokers and Consultants
EPIC Insurance Brokers & Consultants is a leader in risk management, providing clients with a variety of specialized property and casualty insurance, employee benefits, private client and specialty insurance solutions. EPIC team members are located across the country and have a wide range of strategic areas of expertise that we can work with to develop innovative and comprehensive risk solutions. For more information about EPIC, please visit www.epicbrokers.com.
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contact address
carla lester
Gregory FCA of EPIC
epic@gregoryfca.com
