News
Get the latest news and updates from all of our Galway hubs.
3 months ago
Galway Holdings Expands Leadership Team With Esteemed Executives
New CEOs will sustain growth across Galway’s retail and specialty insurance business lines. Steve Denton will become CEO of Galway Retail Services, while John Jennings has been named CEO of Galway Specialty Markets.
7 months ago
New Energy Risk Publishes 2023 Sustainability Report
The report details the impact of the sustainability efforts of NER’s client portfolio, where innovations to reduce carbon intensity for fuels and power, as well as to promote the circular economy and curb waste, have delivered measurable results amid the energy transition.
9 months ago
Reel Racing MGA is Partnering with CHK Racing and Casey Carden for the NASCAR Xfinity Series Race at Watkins Glen
Reel Racing is partnering with Casey Carden, onboard the #74 Chevrolet Camaro, and CHK Racing for the NASCAR Xfinity Series race at Watkins Glen.
9 months ago
Paragon Insurance Holdings selects Kalepa's Copilot to Transform Underwriting Operations
Paragon Insurance Holdings LLC has deployed and expanded their use of Kalepa's Copilot underwriting workbench.
9 months ago
The Top 50 Attorneys of New Jersey for 2023 | Denise Walsh, General Counsel, Galway Holdings
Denise Walsh is the General Counsel of Galway Holdings, a financial services platform focused on powering the growth of its network of companies utilizing data and technology to develop innovative next-level solutions on behalf of its clients.
12 months ago
EPIC Aligns New Leadership for Professional Services Division
The insurance consulting and brokerage firm positions itself for continued success and growth with the next generation of our leaders
1 year ago
Napa Valley Wildfire Resiliency Summit Convenes 250 Attendees to Address Regional and Global Insurability and Risk Mitigation Challenges
Galway Holdings hosts successful, first-of-its-kind event designed to initiate an ongoing dialogue between the insurance industry, regional wineries, wildfire professionals and residential property owners
1 year ago
Jencap Named Exclusive Distribution Partner for SureBuild's Project Completion Insurance Product
This product is ideal for retail agents with a consolidation of construction business, a surety practice, or a client who is unable to be bonded for a variety of reasons.
1 year ago
EPIC Launches Dedicated Private Equity Employee Benefits Group
Offering specialized services to Private Equity and Alternative Asset Management firms and their portfolio companies.
1 year ago
Jencap Receives IBA's 5 Star MGA Award for 2023!
Jencap exceeded the average rating of 80% in ten categories for wholesalers.
1 year ago
NER and Lummus Announce Partnership to Deploy Waste Plastic Recycling Technology at Scale
Partnership will help finance plastics recycling projects, driving expansion of circular economy
1 year ago
Jencap Announces Promotion of Deborah Dioguardi to Professional Lines National Practice Leader
In this role, Dioguardi will lead our Professional Lines teams and further strengthen our client and carrier relationships.
1 year ago
Galway Holdings to Host Wildfire Resiliency Summit in Napa Valley
Summit aims to encourage stronger partnership, collaboration and information sharing between the insurance industry, regional wineries, local government and residential property owners.
1 year ago
EPIC Welcomes Peter Schmitz
EPIC Strengthens Aviation Insurance Offering with Hire of Peter Schmitz as Senior Executive
1 year ago
Tarheel Insurance Services Rebrands to Jencap Insurance Services Inc.
Acquired by Jencap Group LLC (Jencap) in October 2022, Tarheel will now operate as part of Jencap Insurance Services Inc. (JCIS), a principal division of Jencap.
1 year ago
Greyling - a Division of EPIC adds Leo Argiris and Trey Moye to Leadership Team
The strategic hires will enhance Greyling’s industry-leading construction risk and insurance offerings by introducing two additional specialists with decades of experience leading and managing risk for large, international design and construction firms.
1 year ago
Jencap Welcome Ben Beazley to its National Property Division
In this role, Beazley will focus on the development and recruitment of talent along with the overall growth of Jencap’s property capabilities and revenue
1 year ago
Veteran Sports Executive Will Wilson Joins Galway Holdings Leadership Team
With a distinguished career at U.S. Soccer, the NFL, MLS, Wasserman and more, Wilson provides unmatched experience to lead Galway into the future as a global sports and entertainment brand.
1 year ago
EPIC Continues Strategic Expansion of Life and Executive Benefits - Acquires Larry Gordon Agency
Expanding National Footprint across our life insurance, executive benefits and financail advisory distribution businesses
1 year ago
Ahead of Open Enrollment, Decisely Selects Vericred to Power Fast, Scalable Digital Enrollment and Member Management
A long-time Vericred customer, Decisely completes integration with Vericred’s enrollment and member management API; gains critical connections to health insurance and employee benefits carriers for faster group activation
2 years ago
EPIC Expands Again with Acquisition of SLCO LLC, headquartered in Lafayette, California
The acquisition expands EPIC’s growing presence in Northern California and adds to its client offerings both regionally and nationally.
2 years ago
Health Benefits Company Gravie Partners with Decisely as its Preferred Health Plan
Gravie’s flagship solution, Comfort, will be a preferred health plan for delivery service providers and freight partners across the country that serve a U.S. Big Five e-commerce company.
2 years ago
MAI launches retirement plan advice platform
Managing partner Rick Buoncore discusses MAI’s growth and launch of a dedicated retirement plan services division.
2 years ago
MAI Launches Retirement Unit With West Point Deal
WealthManagement.com highlights MAI’s recent growth, the launch of MAI Retirement and the addition of J.D. Loden.
2 years ago
MAI Retirement Launched After Acquisition
FamilyWealthReport highlights the the acquisition of West Point Business Solutions, and how it bolsters their offerings in the retirement space.
2 years ago
Delta General Agency Corporation Rebrands to Jencap Insurance Services Inc.
After a transitional period, Delta will now operate as part of Jencap Insurance Services Inc. (JCIS), a principal division of Jencap.
2 years ago
MAI Capital launches retirement plan services with latest acquisition
Cleveland Business Journal highlights MAI’s acquisition of West Point Business Solutions as its tenth deal since its partnership with Galway Holdings.
2 years ago
MAI acquires Florida-based firm, launches retirement business
InvestmentNews covers the acquisition of West Point Business Solutions, and how it sets the stage for continued growth.
2 years ago
MAI Capital's latest acquisition enables the launch of MAI Retirement division
Crain’s Cleveland Business highlights MAI’s acquisition of West Point Business Solutions, and the launch of MAI Retirement.
2 years ago
Despite economic uncertainty, financial planners say stick with your plan
Senior Wealth Advisor, Managing Director Jay Levin shares insight on the current economic climate, and the importance of sticking to your financial plan.
2 years ago
Jencap Group Acquires Tarheel Insurance Services, Inc.
Tarheel will operate under the auspices of the Jencap Insurance Services Inc. (JCIS) division.
2 years ago
MAI Buys Prime Investment Advisors
Managing Partner Rick Buoncore discusses MAI’s growth in the Mid-Atlantic region with the acquisition of Prime Investment Advisors.
2 years ago
Latest MAI Capital Management acquisition expands its presence in Mid-Atlantic
Cleveland Business Journal highlights MAI’s acquisition of Prime Investment Advisors as its ninth deal since its partnership with Galway Holdings.
2 years ago
Bethesda-based Prime Investment Advisors acquired by Cleveland firm
The Maryland Daily Record highlights MAI’s addition of Prime Investment Advisors, which will add $140 million in assets under management.
2 years ago
MAI Capital acquires Maryland investment advisory firm
Crain's Cleveland Business highlights MAI's acquisition of Prime Investment Advisors from Bethesda, Maryland, that will expanding MAI's mid-Atlantic presence.
2 years ago
Cyber Hackers are Finding Ways around Multi-Factor Authentication
In a world where cyber threats are evolving quickly, proactive planning and protection should also be combined with comprehensive insurance protection.
2 years ago
Dairyland® Expands Insurance Offerings for Customers by Leveraging Bindable’s Insurance-as-a-Service Platform and Agency Services
The carrier will leverage the Bindable™ platform to provide additional value for customers and agents
2 years ago
Consumption Lounges: A "Budding" Opportunity
With public opinion warming and state legislation loosening around cannabis, a new type of venue is hitting the social scene.
2 years ago
Wall Street set to fall on aggressive rate hike worries
Chief Equity Strategist Chris Grisanti notes that the markets are heading in a different direction since the percentage drop on Friday.
2 years ago
Life Is Complicated. This Wealth Manager Wants to Help Clients With ‘Everything They Do.’
Managing Partner Rick Buoncore and CIO Joe McLean discuss how they help their clients with both financial and nonfinancial matters in the wealth management process.
2 years ago
EPIC Welcomes Alan Boring to Southern California
Joins as Regional Director of Business Development
2 years ago
MAI Capital Management Adds True Capital Mgmt. Exec
Financial Advisor IQ shares insight on new MAI team member Justin Bass who will oversee the sports + entertainment division.
2 years ago
MAI Capital hires veteran financial advisor to pro athletes, entertainers
Cleveland Business Journal highlights Justin Bass, who will be Managing Director of MAI Capital’s Sports+ Entertainment division on the West Coast.
2 years ago
SCRS offers health care plans to members, promising higher quality, lower cost
The Society of Collision Repair Specialists (SCRS) today announced it is offering unique new health care plans to its members, with a goal of providing those in the collision repair industry with access to better options at lower cost.
2 years ago
MAI Capital Management Adds Northern Trust Exec as Wealth Mgmt Head
Financial Advisor IQ highlights MAI's newest president of wealth management Colter Lewis who will be expanding the firm's key southwest markets.
2 years ago
Three Big Questions: Part 2
RIA Intel features Managing Partner Rick Buoncore as finalist for RIA of the year award.
2 years ago
Outlook for Tech Stocks Darens After Rocky Stretch
Chief Equity Strategist Chris Gristanti discusses the outlook for the tech sector in the current market environment, and potential areas of opportunity.
2 years ago
EPIC Continues Expansion, Invest in Jersey City Office
New Location Has Panoramic Views, Trendy Style and Diverse Neighbors
2 years ago
MAI Capital names Colter Lewis president of wealth management as it seeks to expand in the Southwest
Cleveland Business Journal highlights the addition of Colter Lewis to MAI’s team, who will oversee the wealth management platform.
2 years ago
MAI adds Texas-based president of wealth management
Managing partner Rick Buonocore discusses the newest member of MAI’s team Colter Lewis, president of wealth management.
2 years ago
NER Announces Hire of George Schulz at Managing Director Program Development
New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announced the hire of George Schulz as Managing Director, Program Development, in the latest confirmation of Paragon’s commitment to continuing investment in the green technology space.
2 years ago
MAI Capital’s Chris Gristanti talks Snap, Starbucks and Box Inc.
Chief Equity Strategist Chris Gristanti joins CNBC to discusses his opinion on three stocks going through the stock cycle.
2 years ago
Northwestern U. Chemists Discover Simple Way to Destroy "Forever Chemicals"
Chemists have successfully determined how to destroy 10 types of PFSA, but there are 12,000 total PFAS compounds.
2 years ago
Paragon Announces Acquisition of Reel Media, Further Expanding Firm's Reach into Global Specialty Marketplace
Paragon Insurance Holdings, LLC, in its continuing bid to diversify and expand into the global specialty markets.
2 years ago
Employers: Document Workplace Safety Training and Disciplinary Measures
Do you have clients who want to challenge certain Workers’ Compensation claims by citing employee misconduct?
2 years ago
Nasdaq ticks up on hopes of less aggressive rate hikes after weak PMI data
Chief Equity Strategist Chris Gristanti discusses this week's Fed gathering in Jackson Hole about inflation still running at four decades high.
2 years ago
Dow sheds 120 points as stocks on track for third day of losses
Chief Equity Strategist Chris Gristanti discusses US stocks suffering their worst daily drop in two months as investors are bracing for the Federal Reserve meeting.
2 years ago
New Energy Risk Announces Milestone as Clients Raise $3B in Capital
New Energy Risk (NER) surpasses $3 billion in capital raised by clients since inception.
2 years ago
How Firms Are Finding and Keeping Employees
Chief Human Resource Officer Lesa Evans discussed how the firm engages employees for feedback to continuously improve and launched an educational initiative to better develop internal team members.
2 years ago
Captrust buys South Carolina wealth firm
International Adviser highlights MAI partnership with Pareto Wealth Management, and how it strengthens MAI’s financial services platform for clients.
2 years ago
MAI Adds Ohio-Based Wealth Mgmt Firm
Financial Advisor IQ covers MAI’s acquisition of Pareto Wealth Management, and how it sets the stage for continued growth.
2 years ago
Jencap Announces Strategic Promotions to Divisional Management Team
Tara Gudenkauf has been promoted to Property and Casualty Binding Practice Leader and Roman Atkielski has been promoted to Transportation and Garage Practice Leader.
2 years ago
MAI Capital Management Acquires Pareto Wealth Management
Managing Partner Rick Buoncore discusses the acquisition of Pareto Wealth Management and how it will add to the firm’s full-service holistic approach.
2 years ago
The Latest In Wealth Management M&A - MAI, Pareto
Family Wealth Report highlights the addition of Pareto Wealth Management to the MAI team and how the firm’s leaders Sean Kriak and Joe Palko’s work with clients aligns with MAI’s goal-based investment management strategy.
2 years ago
MAI Capital strengthens footprint with Pareto Wealth Management takeover
Managing Partner Rick Buoncore discusses the Pareto Wealth Management acquisition and how it will help MAI strengthen and grow the team with its client-first philosophy.
2 years ago
MAI Capital buys Pareto Wealth Management
Cleveland Business Journal covers MAI’s eighth acquisition of Pareto Wealth Management since it was acquired by Galway in 2021.
2 years ago
Crain’s Cleveland Business highlights MAI acquisition of Pareto’s Wealth Management to join the Independence-based RIA
Crain’s Cleveland Business highlights MAI acquisition of Pareto’s Wealth Management to join the Independence-based RIA.
2 years ago
Green Construction Projects Come with New Materials, Methods, Risks
Green construction is growing, as companies strive to create more sustainable, energy-efficient, resilient buildings.
2 years ago
Moody’s upgraded Cleveland’s bond issuer rating for first time in 12 years. Here’s why that matters
"Senior Portfolio Manager and Managing Director Nicholas Srmag discusses Moody’s Investor Service kicking Cleveland’s bond issuer rating up a notch to Aa3 from A1 for the first time in 12 years".
2 years ago
The What, When and Why’s of Stock Throughput Policies
If your client’s business involves assembling, importing, exporting, manufacturing, transporting, and/or distributing goods—a Stock Throughput Policy (STP) may be needed to cover their risk exposure.
2 years ago
Risk Innovations Rebrands to Jencap Insurance Services Inc
Risk Innovations, a national wholesaler that specializes in Workers’ Compensation, announces a new name and brand identity.
2 years ago
7 Reasons You Should Retire Early
Senior Wealth Advisor Riley Rindo discusses how early retirement will benefit you with inflation soaring.
2 years ago
Finance Pros Find Lessons for Today in Their Biggest Blunder
Chief Equity Strategist Chris Grisanti discusses what he has learned from previous economic downturns.
2 years ago
Top 4 Cities at Highest Risk from Hurricanes
A new report shows that New York, Miami, Tampa and New Orleans have the highest risk of heavy property damage from hurricane storm surges.
2 years ago
Top 20 Most Dangerous Jobs in the United States
While improved workplace health and safety measures have led to a gradual decline in some common work-related injuries and fatalities, the risks remain.
2 years ago
MAI Adds $1.3B RIA Firm in California
Financial Advisor IQ features the addition of Intersect Capital, a firm focused on providing family office services for professional athletes, entrepreneurs, and entertainers, to the MAI Sports + Entertainment team.
2 years ago
MAI buys $1.2bn RIA in play to “dominate” athlete advising space
Managing Partner Rick Buoncore points to recent partnership with Intersect Capital as the missing piece that pulled the sports group together.
2 years ago
MAI Adds $1.3B RIA Intersect Capital to Sports Division
Head of Sports + Entertainment Steve Trax discusses MAI’s recent partnership with California-based Intersect Capital and how it will build upon the firm’s current sports and entertainment foundation.
2 years ago
MAI Capital acquires California wealth manager focused on athletes, entertainers
Managing Partner Rick Buoncore discusses MAI’s deal with Intersect and how it will enhance the firm’swork with professional athletes and entertainers.
2 years ago
MAI Capital bulks up sports and entertainment planning with West Coast deal
InvestmentNews highlights that MAI’s partnership with Intersect will increase the sports and entertainment sector of the firm to 20% of the $13.4 billion Cleveland-based RIA’s business.
2 years ago
Important Cyber Security Controls for your Commercial Clients
Cyber Insurance is critical for companies to protect themselves—and their data—from potentially devastating cybersecurity breaches.
2 years ago
Important Trends Impacting Inland Marine Insurance
Unprecedented volatility has led to increased rates, new exclusions, and tighter policy terms to limit losses.
2 years ago
6 Common Questions Your Clients Need to Answer When Hiring Subcontrators
Your contractor clients can avoid this exposure by requiring any hired subcontractors to carry a Commercial General Liability (CGL) policy.
2 years ago
Tax Pros Report Surge In Erroneous IRA Notices Saying Taxes Haven't Been Paid
"Senior Tax Advisor Kathy Buchs discusses the uptick in erroneous tax notices this year and the steps that taxpayers should take if they receive one".
2 years ago
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management
Family Wealth Report shares the news of MAI’s acquisition of Winfield Associates and how the partnership will bolster MAI’s services for clients.
2 years ago
MAI Capital Acquires Cleveland-based RIA With $368 In AUM
Financial Advisor Magazine covers MAI’s partnership with Winfield Associates, and how it strengthens MAI’s financial services platform for clients.
2 years ago
MAI Capital acquires RIA managing over $368 million
InvestmentNews covers MAI’s acquisition of Winfield Associates, strengthening the firm's presence in Cleveland.
2 years ago
Fed Tightening To Come In Second Half Of 2022
Chief Investment Officer John Zaller discusses the current state of the market, and the economic impact of the Federal Reserve's monetary policy.
2 years ago
MAI Capital acquires fellow Cleveland financial planning firm
Cleveland Business Journal highlights the talent that MAI’s acquisition of Winfield Associates will bring to the team and how their goals and values align.
2 years ago
MAI Capital acquires fellow Cleveland firm Winfield Associates
Crain’s Cleveland Business highlights MAI’s recent partnership with Winfield Associates and the added resources MAI brings to the table for the firm.
2 years ago
MAI Capital Management Acquires Winfield Associates
Managing Partner Rick Buoncore discusses MAI’s partnership with Winfield Associates, and how it sets the stage for continued growth.
2 years ago
EPIC Announces Strategic Hires in Northeast
Poises Firm for Regional Growth in Pennsylvania
2 years ago
John J. Patterson Joins Vanbridge, EPIC's Financial Services Division
Claims Management Background with Private Equity, Hedge Fund and Venture Capital Policyholders Adds Expert Guidance and Consultation
2 years ago
Regional banks lift prime lending rates following steepest Fed rate hike since 1994
Chief Equity Strategist Chris Grisanti discusses the Federal Reserve's most recent interest rate hike, and its impact on the economy.
2 years ago
Higher Construction Costs Lead to Increased Insurance Rates
The rising construction costs mean many Personal and Commercial Property insurers are raising their rates in response.
2 years ago
Salem Insurance Rebranding to EPIC
We’re proud to announce that Salem Insurance (Salem) will now operate under the EPIC name.
2 years ago
Jencap Launches Cannabis Site Pollution Liability (SPL) Insurance Program
The program is specifically designed for cannabis growers, processors, laboratories, warehouses, and retailers.
2 years ago
EPIC Adds to Life and Executive Benefits Platform with the Acquisition of Dixon Wells, Inc.
Expanding National Footprint across its RIA, Family Office, High Net Worth and Corporate Client Markets
2 years ago
Graham V. Bayly Joins Midwest Region and Financial Services Division
Bayly's experience in Private Equity and M&A Spact to Uniquely Position EPIC
2 years ago
CGL vs. Garage Liability Insurance: Which is Right for your Client?
Auto businesses have unique risks and, therefore, need specific insurance coverage and protection.
2 years ago
The NERgizer: Meet our new owner
In March, we were very pleased to announce that New Energy Risk is now a wholly-owned division of Paragon, a national MGA.
2 years ago
Paragon Welcomes Andy Borst ast President, E&S Lines and International Programs
Borst will play a pivotal role in building on the current growth trajectory of Paragon’s E&S and international business.
2 years ago
Strategist on earnings: 'It's a Jerry Maguire market — companies have to the show you the money'
Chief Equity Strategist Chris Grisanti shares insight on the current market environment and first quarter earnings.
2 years ago
EPIC Invests in Atlanta as Southeast Regional Hub
New Perimeter Center Office to Accommodate Growth
2 years ago
FORTRESS North America announces the appointment of Robert Baird as Chief Base Operations Officer
Fortress builds out its aerial fire retardant base expansion and operational capabilities while bringing in top executives in the industry.
2 years ago
RIAs turn to hedging strategies amid ‘faceplant’-inducing markets
Managing Partner Rick Buoncore discusses his strategy to protect against inflation, and his outlook on the current state of the market environment.
2 years ago
EPIC Expands into New Territory with Acquisition of Treloar & Heisel
Takes EPIC into Insurance & Financial for Medical and Dental Professionals
2 years ago
Russell Bond & Compnay Rebrands to Jencap Specialty Insurance Services
Effective immediately, Russell Bond will operate as Jencap Specialty Insurance Services Inc., a division of Jencap Group LLC (Jencap).
2 years ago
Women We Admire's Top 50 Women Leaders of Austin for 2022
Women We Admire is pleased to announce The Top 50 Women Leaders of Austin for 2022
2 years ago
Ten Wealth Management Pros Who Were College Basketball Stars
Head of MAI Sports + Entertainment Steve Trax shared how his college basketball experience has helped him advise clients throughout his career.
2 years ago
Paragon Acquires Greener Future and ESG Focused New Energy Risk
The deal represents Paragon’s latest expansion into the global specialty Excess & Surplus lines market and brings additional high-rated reinsurance capacity providers supporting the ongoing build out of its portfolio.
2 years ago
LMT: Defense Stocks Could Have Long-Term Tailwind
Chief Investment Officer John Zaller shares insight on the long-term risks to the market, and his outlook if inflation continues to run hot.
2 years ago
US STOCKS-Wall Street eyes higher open ahead of Fed meeting
Chief Equity Strategist Chris Grisanti discusses the expected interest rate hike following this week’s Fed meeting, and how it will impact markets.
2 years ago
Preparing for the Future: Women & Financial Planning
Regional President and Senior Managing Director Leila Evans discusses the importance of married women taking an active role in financial planning alongside their spouses.
2 years ago
Risk & Insurance Magazine Recognized Five our Incredible Team Members
Here are the 2022 Power Brokers
2 years ago
Jencap Names Maria Hurley as Senior Vice President of Human Resources
Hurley will be instrumental in transforming our business operations and driving employee and company growth at Jencap.
2 years ago
Derek Poirier Joins as Senior Principal
Poirier Strengthens West Region's Employee Benefits Operations
2 years ago
EPIC Welcomes Juliet Lucero
Lucero Joins as Director of California Charter School Practice
2 years ago
Bindable Expands Leadership Team with New Chief Product Officer
Risa Pecoraro will advance the strategic vision for Bindable’s digital distribution platform
2 years ago
EPIC adds Cori Simpson as a Senior Consultant
Simpson Joins Our National Employer Consulting Practice
2 years ago
Steve Nelson as Chief Growth Officer, Private Client
A newly created role will drive revenue with high-net-worth clients
2 years ago
Do You Need a Financial Advisor or an Accountant?
Wealth Advisor and Director Lauren Lippert shares insight on how hiring a financial advisor or an accountant could help your financial situation.
2 years ago
EPIC Adds Josephy Freeman as Managing Principal
Freeman will lead West Region Loss Control Team
2 years ago
Jencap Group Acquires Delta General Agency Corporation
Jencap Group LLC (Jencap) announced today that it has agreed to acquire the assets of Delta General Agency Corporation.
2 years ago
Jencap Group Acquires International Assuance of Tennessee, Expands Medical Stop-Loss Capabilities
IAT will operate under the auspices of the Jencap Program Administrators LLC division.
2 years ago
‘I feel like I’m just a number.’ Is it too much to ask my financial adviser for portfolio reviews at least 4x a year?
Senior Wealth Advisor and Managing Director Andrew Meyer discusses what you should consider when choosing a financial advisor.
2 years ago
Jencap Announces Winners of Digital Art Contest: Showcases Creativity in Insurance Industry
While Jencap’s work as one of the nation’s largest insurance brokerages involves constant underwriting metrics and data analysis, creativity is the key ingredient to their success.
2 years ago
EPIC Adds Kristine Mendez as Principal
Mendez Bolters National Commitment to Surety Practice
2 years ago
Active Managers Fail Again as Stock Rotation Lashes Hedge Funds
Chief Equity Strategist Chris Grisanti discusses the drop in the tech sector and how it impacted investors.
2 years ago
John LaCava Named Chief Operating Officer of Jencap
With over 35 years of industry experience, LaCava has extensive underwriting, operational and technical expertise.
2 years ago
Jencap Creates Strategic New Role for Their Programs Division
Schofield has over 35 years of executive-level insurance experience and proven success managing agency underwriting, sales, marketing, claims and customer care.
2 years ago
Looking to build wealth? Here are some of the best ways to invest your money
Portfolio Manager Jeff Stark shares insight on index funds, and strategies you can use to build wealth through investing.
2 years ago
Bindable Joins Guidewire Insurtech Vanguards Program
The new program identifies innovative companies within the P&C industry
2 years ago
Jencap Implements Two Sigma Insurance Qualified's SubmissionIQ
The product was developed in response to the property and casualty industry’s desire to invest in data and technology within underwriting and supports various lines of business, allowing it to be used on an enterprise basis.
2 years ago
EPIC Acquires Oversea Insurance Agency
Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance based in San Diego, CA and Ft Lauderdale, FL.
2 years ago
MAI acquires NY wealth management company
Managing Partner Rick Buoncore notes the importance of MAI’s recent partnerships with MonarchBusiness and Wealth Management and Regal Wealth Management to the firm’s overall growth strategy.
2 years ago
MAI Capital expands to Connecticut
Crain’s Cleveland Business covers MAI’s expansion to Connecticut with the recent hire of Patrick Gingras.
2 years ago
MAI Adds Two Advisors With Combined $888M in Assets
Managing Partner Rick Buoncore discusses the addition of Monarch Business and Wealth Management,the recent hire of Patrick Gingras, the firm’s plans to build out new trust services and 401(k) verticals, and plans for advisor growth in the future.
2 years ago
MAI Capital Buys Monarch Business & Wealth
Mergers and Acquisitions covers MAI’s partnership with Monarch Business & Wealth Management, and the firm's recent growth.
2 years ago
MAI Capital acquires two wealth management firms
Cleveland Business Journal highlights MAI’s recent partnership with Monarch Business & Wealth Management, and how it deepens the firm’s work in the sports business practice.
2 years ago
MAI Capital buys Monarch Business & Wealth Management of New York
Managing Partner Rick Buoncore discusses MAI’s partnership with Monarch Business & Wealth Management, and how it sets the stage for continued growth.
2 years ago
Klarberg's Monarch acquired by MAI Capital Management
Sports Business Journal covers MAI’s partnership with Monarch Business & Wealth Management, and how it strengthens MAI’s financial services platform for athletes and entertainers.
2 years ago
Galway Holdings Announces Acquisition of Simatree
Provides New Level of Consulting and Analytics Capabilities
