Risk Strategies

Risk Strategies Appoints Bryan Newman Private Client Services Leader, West Region

Retrieved on: 
Tuesday, April 9, 2024
Cincinnati Financial, Risk management, Farmers Insurance Group, California State University, Risk Strategies, Insurance, Field, Zurich Insurance Group

BOSTON, April 09, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced that it has appointed Bryan Newman as Private Client Services Leader, West Region.

Key Points: 
  • BOSTON, April 09, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced that it has appointed Bryan Newman as Private Client Services Leader, West Region.
  • In his role as Private Client Services Leader for the West Region, Newman will work with his teams to develop proactive risk management strategies and unique programs for clients.
  • "It’s exciting to become an integral part of the Risk Strategies Private Client Services strategy,” said Newman.
  • He holds multiple professional designations including Advanced Chartered Private Risk and Insurance Advisor (ACPRIA) and Chartered Private Risk and Insurance Advisor (CPRIA).

Risk Strategies Acquires Robert C. Williams Insurance Agency, Inc.

Retrieved on: 
Tuesday, April 2, 2024
Wilkes-Barre, Pennsylvania, Risk Strategies, Insurance, Consultant, Risk management, Sibling, Acquisition

BOSTON, April 02, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Robert C. Williams Insurance Agency, Inc. (Williams Insurance), a property and casualty retail specialist based in Wilkes-Barre, Pennsylvania.

Key Points: 
  • BOSTON, April 02, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Robert C. Williams Insurance Agency, Inc. (Williams Insurance), a property and casualty retail specialist based in Wilkes-Barre, Pennsylvania.
  • Founded in 1958, Williams Insurance is led by siblings Rick and Barbara Williams, President, and Vice President, respectively.
  • “The Risk Strategies approach to acquisitions mirrors our client work specialization,” said Scott Popilek, Atlantic Region Leader, Risk Strategies.
  • “To grow through best-in-class client service in today’s environment really requires a deep bench of specialty expertise and resources,” said Rick Williams, President, Robert C. Williams Agency.

Risk Strategies Appoints Josh Conklin to National Employee Benefits Growth Leader

Retrieved on: 
Thursday, March 21, 2024
HR, Culture, Risk management, Growth, Acceleration, Risk Strategies, Business administration, State university system, Acquisition, Entrepreneurship, Senior, Feedback, Management

BOSTON, March 21, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced that it has appointed Josh Conklin as National Employee Benefits Growth Leader and Senior Managing Director.

Key Points: 
  • BOSTON, March 21, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced that it has appointed Josh Conklin as National Employee Benefits Growth Leader and Senior Managing Director.
  • Conklin joined Risk Strategies in 2019 through the acquisition of National Insurance Consulting Group (NICG), LLC, an employee benefits and human capital consulting firm.
  • After joining Risk Strategies, Conklin was tapped in 2022 to be Employee Benefits Atlantic Regional Growth Leader, where he was responsible for employee benefits sales, recruiting top talent, and revenue growth.
  • “Josh is a highly experienced benefits expert, as well as a talented leader,” said John Greenbaum, National Employee Benefits Practice Leader, Risk Strategies.

Risk Strategies Acquires North American Operations of H.W. International B.V.

Retrieved on: 
Tuesday, March 19, 2024
Finance, Consulting, Professional Services, Asset Management, Insurance, Strategy, Risk management, Risk Strategies, International, Metal, TAG, HWI, Family, Financial services

“We are excited to welcome these Hugh Wood companies into the Risk Strategies family and expand our operations to serve the risk management and insurance needs of clients in Canada,” said John Mina, Global CEO, Accession Risk Management Group, parent brand of Risk Strategies and One80 Intermediaries.

Key Points: 
  • “We are excited to welcome these Hugh Wood companies into the Risk Strategies family and expand our operations to serve the risk management and insurance needs of clients in Canada,” said John Mina, Global CEO, Accession Risk Management Group, parent brand of Risk Strategies and One80 Intermediaries.
  • This is an excellent opportunity for the HWI B.V. Group and the North American teams, and we see Risk Strategies as an ideal partner.
  • Like Risk Strategies, Hugh Wood Inc. and Hugh Wood Canada Limited emphasize deep expertise combined with high-quality service.
  • The Hugh Wood North American businesses operate with dedicated client-facing service teams who prioritize personal care, with global access to coverage.

Stuart Piltch Appointed President of Risk Strategies Consulting

Retrieved on: 
Thursday, February 22, 2024
Acquisition, Pharmacy, Risk management, Entrepreneurship, Risk Strategies, Growth, Data science, Pharmacist, Consultant, Specialization, Sibling, Student, Management

BOSTON, Feb. 22, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced that it has appointed Stuart Piltch as President of its Risk Strategies Consulting business segment.

Key Points: 
  • BOSTON, Feb. 22, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced that it has appointed Stuart Piltch as President of its Risk Strategies Consulting business segment.
  • A 35-year consulting industry veteran, Piltch joined Risk Strategies through the 2021 acquisition of Cambridge Advisory Group, a pharmacy, actuarial and benefits consulting firm based in Pennsylvania.
  • “Today’s highly complex employee benefits world requires an innovative approach to harnessing and understanding data,” said John Greenbaum, Executive Vice President, Risk Strategies Consulting.
  • “Risk Strategies understanding of the power of specialization and expertise is unique within its market segments,” said Piltch.

Risk Strategies Acquires Professional Risk Associates

Retrieved on: 
Thursday, January 25, 2024
Specialization, Face, Medical malpractice, PRA, Risk management, Risk Strategies, Data analysis, Physician, Nursing

BOSTON, Jan. 25, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Professional Risk Associates, Inc. (PRA), a Virginia-based specialty healthcare insurance agency helping medical professionals manage a wide range of risks and liabilities.

Key Points: 
  • BOSTON, Jan. 25, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Professional Risk Associates, Inc. (PRA), a Virginia-based specialty healthcare insurance agency helping medical professionals manage a wide range of risks and liabilities.
  • We are extremely excited to welcome the team at PRA to our National Healthcare Practice and the Risk Strategies family.”
    The Risk Strategies National Healthcare Practice is one of the country’s largest, most experienced national practices focused exclusively on the healthcare industry.
  • With over 30 years of experience in healthcare risk and liability and a reputation for innovation, PRA fits perfectly with Risk Strategies commitment to specialization.
  • Marsh, Berry & Company was the exclusive financial advisor to Professional Risk Associates.

Risk Strategies Acquires Stone Insurance Agency

Retrieved on: 
Wednesday, January 17, 2024
Philosophy, Culture, Acquisition, Partner (business rank), Risk management, Risk Strategies, Professional, Insurance

BOSTON, Jan. 17, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced that it has acquired Stone Insurance Agency , a multi-generational agency serving commercial and personal lines clients based in Guilford, Connecticut.

Key Points: 
  • BOSTON, Jan. 17, 2024 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced that it has acquired Stone Insurance Agency , a multi-generational agency serving commercial and personal lines clients based in Guilford, Connecticut.
  • Founded in 1859 by Elliott Stone, Stone Insurance Agency is led today by industry veterans Robert Oman and Doug Danaher, who, respectively, manage the firm’s commercial and personal lines businesses.
  • I’m excited to welcome their team of professionals to the Risk Strategies family, and to our ever-expanding local presence along the Connecticut shoreline.”
    The acquisition of Stone Insurance Agency builds on Risk Strategies New England region footprint of expertise.
  • In addition to Stone Insurance Agency, Risk Strategies this year has acquired Massachusetts-based employee benefits specialist Strategic Benefits Solutions, as well as May, Bonee & Clark Insurance, a Connecticut-based firm bringing strength in employee benefits, and financial services to the New England region.

Risk Strategies Acquires Hooper, Hayes & Rogan

Retrieved on: 
Tuesday, January 9, 2024
Insurance, Investment, Risk management, Risk Strategies, Public sector

BOSTON, Jan. 09, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Hooper, Hayes & Rogan, a Fort Lauderdale-based agency focused on commercial and personal lines clients.

Key Points: 
  • BOSTON, Jan. 09, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Hooper, Hayes & Rogan, a Fort Lauderdale-based agency focused on commercial and personal lines clients.
  • Founded in 1998, Hooper, Hayes & Rogan provides insurance coverage to businesses and individuals throughout the state of Florida.
  • “The team at Hooper, Hayes & Rogan brings that same approach which is why I’m thrilled to welcome them to the Risk Strategies family.”
    Hooper, Hayes & Rogan has an extensive client base throughout the state of Florida, as well as in Texas, Tennessee and California.
  • “We saw in Risk Strategies a unique opportunity to bring a vast new array of specialized resources to our clients, bolster our competitiveness, and create new career possibilities for our people,” said Tom Rogan, Founder, Hooper, Hayes & Rogan.

Risk Strategies Acquires Setnor Byer Insurance & Risk

Retrieved on: 
Thursday, December 21, 2023
Specialization, Risk, Risk management, Risk Strategies, Principal, Management

BOSTON, Dec. 21, 2023 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Setnor, Byer, Boganoff, Inc. , which does business as Setnor Byer Insurance & Risk, a Greater Fort Lauderdale brokerage and risk management firm with a specialization in developing innovative property, casualty and employee benefits solutions.

Key Points: 
  • BOSTON, Dec. 21, 2023 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Setnor, Byer, Boganoff, Inc. , which does business as Setnor Byer Insurance & Risk, a Greater Fort Lauderdale brokerage and risk management firm with a specialization in developing innovative property, casualty and employee benefits solutions.
  • Originally founded in 1981, Setnor Byer Insurance & Risk offers a broad range of insurance products and services for both businesses and families.
  • Anita Byer, the Managing Principal of Setnor Byer, will remain in her current leadership role.
  • “Having Anita and her team join Risk Strategies is another example of the industry’s best talent finding a home with our company,” said Scott Popilek, Risk Strategies Atlantic Region Leader.

Risk Strategies Acquires Robert Alan Agency

Retrieved on: 
Monday, December 18, 2023
Acquisition, Risk management, Insurance, Risk Strategies, Carlucci, Risk, Life

BOSTON, Dec. 18, 2023 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Robert Alan Agency , a New York-based full-service retail insurance agency.

Key Points: 
  • BOSTON, Dec. 18, 2023 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Robert Alan Agency , a New York-based full-service retail insurance agency.
  • Established in 1980 by Bob Carlucci, the Robert Alan Agency is headquartered in New City, NY with several offices in the region.
  • “Our efforts to build out a range of deep expertise in insurance product lines and industries that matter to clients and prospects will be greatly enhanced with the addition of Robert Alan Agency,” said Robert Rosenzweig, New York Regional Leader, Risk Strategies.
  • The acquisition of Robert Alan gains Risk Strategies presence in New York’s Rockland County and further solidifies its operations in the upstate region.