Associated tags: LP, Culture, Climate, Holding, Professional Services, Finance, MAI, Athlete, Financial services, Oaktree Capital Management, Consultant, Consulting, Banking
Retrieved on:
Wednesday, February 21, 2024
EPIC Insurance Brokers & Consultants (“ EPIC ”) is investing in the next stages of growth with operational enhancements for the firm’s professionals and their clients, including elevating Adam Meyerowitz as Chief Operating Officer.
Key Points:
- EPIC Insurance Brokers & Consultants (“ EPIC ”) is investing in the next stages of growth with operational enhancements for the firm’s professionals and their clients, including elevating Adam Meyerowitz as Chief Operating Officer.
- Over the past five years, EPIC has grown from a $300 million company to over $1 billion, prompting the addition of a Chief Operating Officer to the executive team, reporting to EPIC’s President Tom O’Neil.
- In his new role, Meyerowitz will work closely with O’Neil on retail operations, facilitating collaboration, and technology enablement.
- Adam went on to build Prime Risk Partners as co-founder and EPIC acquired Prime in 2019.
Retrieved on:
Thursday, February 8, 2024
Professional Services,
Retail,
Other Retail,
Insurance,
Finance,
Fintech,
Risk management,
Trust,
Harvest Partners,
Consultant,
Culture,
Partnership,
Growth,
Harvest,
Organization,
P&C,
Multimedia,
Holding,
Management Galway Holdings (“Galway”), a diversified financial services and insurance distribution platform, today announced leadership elevations within its executive team.
Key Points:
- Galway Holdings (“Galway”), a diversified financial services and insurance distribution platform, today announced leadership elevations within its executive team.
- Steve Denton will become CEO of Galway Retail Services, while John Jennings has been named CEO of Galway Specialty Markets.
- (Photo: Galway Holdings)
Denton’s career has demonstrated more than three decades of value creation in the retail insurance and risk management industry.
- The team at Harvest remains in close partnership with the strategic direction of the organization and is excited for the future.”
Environment,
Insurance,
Climate Change,
Finance,
Natural Disasters,
Wine & Spirits,
Professional Services,
Sustainability,
Retail,
Linda,
Climate,
Learning,
Communication,
Partnership,
Holding,
Wildfire,
Consultant,
Baldacci Family Vineyards,
Multimedia,
MAI,
Risk,
Hearing,
E&S,
Health,
SVP,
Summit,
Wine,
Reinsurance,
Management,
Paragon,
Napa Valley AVA Galway Holdings , a financial services and insurance distribution platform, is pleased to announce the successful conclusion of its Wildfire Resiliency Summit held in Napa Valley on March 9-10, 2023.
Key Points:
- Galway Holdings , a financial services and insurance distribution platform, is pleased to announce the successful conclusion of its Wildfire Resiliency Summit held in Napa Valley on March 9-10, 2023.
- This invite-only, two-day event achieved its objective of starting a dialogue and fostering collaborative efforts in the wine community to address global insurability, proactively address wildfire threats, and ultimately mitigate future wildfire loss.
- View the full release here: https://www.businesswire.com/news/home/20230427005266/en/
At the Wildfire Resiliency Summit that took place in March 2023, owner/proprietors from well-known wineries in the Napa Valley took the stage to share their insights and experiences in dealing with annual wildfire threats.
- (Photo: Galway Holdings)
The gathering brought together key constituents from Napa Valley and beyond, including insurance companies, winery owners and representatives, wildfire experts, leaders in mitigation solutions and local residents.
Natural Disasters,
Insurance,
Environment,
Wine & Spirits,
Finance,
Environmental Issues,
Professional Services,
Retail,
Linda,
Holding,
Learning,
Summit,
MAI,
Wildfire,
Research,
Consultant,
Partnership,
E&S,
Glass,
Reinsurance,
Management,
Paragon,
Napa Valley AVA Galway Holdings , a financial services and insurance distribution platform, today announced it will host the Wildfire Resiliency Summit from March 9-10, 2023.
Key Points:
- Galway Holdings , a financial services and insurance distribution platform, today announced it will host the Wildfire Resiliency Summit from March 9-10, 2023.
- This two-day gathering will convene insurance representatives, winery owners, wildfire experts, and local Napa Valley residents with the objective of proactively addressing wildfire threats, restoring insurability to the region and mitigating future wildfire loss.
- "The scale and impact of the wildfire crisis demands a collaborative and thoughtful response,” said John Hahn , Executive Chairman of Galway Holdings.
- Hahn and his team at Galway Holdings will also highlight strategic resiliency tactics toward wildfire mitigation in the Truckee-Tahoe area as well as other pilot communities in the Napa Valley region.
Retrieved on:
Tuesday, November 15, 2022
General Sports,
Professional Services,
Sports,
Finance,
LP,
Football,
Insurance,
Sustainability,
Wilson,
Nike,
Arena Football League,
National Football League,
Major League Soccer,
Multimedia,
WarnerMedia,
Athlete,
Mexico,
China Arena Football League,
Association football,
Culture,
Sport,
Federation,
Holding,
Veteran,
COVID-19,
Growth,
Organization,
Corporate development,
Climate,
NFL,
Risk management,
MLS,
Management,
United States Soccer Federation Galway Holdings , a financial services platform, today announced the hiring of Will Wilson as its first Chief Corporate Development Officer Global Sports and Sustainability.
Key Points:
- Galway Holdings , a financial services platform, today announced the hiring of Will Wilson as its first Chief Corporate Development Officer Global Sports and Sustainability.
- View the full release here: https://www.businesswire.com/news/home/20221115005662/en/
Veteran sports executive Will Wilson joins Galway Holdings as its first Chief Corporate Development Officer Global Sports and Sustainability.
- Throughout his career in the sports industry, Wilson has worked at the league, team, agency, international, domestic and non-profit levels.
- He is passionate about supporting athletes and committed to making a difference in the lives of others, said John Hahn , Executive Chairman at Galway Holdings.
Retrieved on:
Wednesday, November 2, 2022
Banking,
Asset Management,
Professional Services,
Finance,
Goal,
Growth,
Support,
Culture,
Mergers and acquisitions,
St. Joseph Academy (St. Augustine, Florida),
Leadership,
Sculptor Capital Management,
Board,
KeyBank,
LLC,
Industry,
Technology,
Administration,
MAI,
Strategic planning,
Shared services,
CFO,
Trustee,
Information technology,
Saint Joseph Academy,
Athlete,
Solution,
Mergers & Acquisitions,
Financial services,
Management MAI Capital Management, LLC (MAI), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, continues to expand its executive-level talent to support the firms ongoing growth.
Key Points:
- MAI Capital Management, LLC (MAI), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, continues to expand its executive-level talent to support the firms ongoing growth.
- Tony Amador has joined the firm as its new Chief Financial Officer (CFO), while former CFO, Jim Kacic, now assumes a new role at MAI as President of Mergers & Acquisitions (M&A) and Shared Services.
- Amador brings over 20 years of professional experience to MAI, including a focus on corporate strategy and dedicated M&A investment banking.
- MAI is a fee-based registered investment adviser and wealth management firm based in Cleveland with 17 additional offices nationwide.
Retrieved on:
Wednesday, October 5, 2022
Professional Services,
Finance,
Growth,
LLC,
Region,
Partnership,
Technology,
Oaktree Capital Management,
Acquisition,
Athlete,
MAI,
Solution,
2009 Davis Cup,
Financial services MAI Capital Management, LLC (MAI), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, announces the addition of J.D.
Key Points:
- MAI Capital Management, LLC (MAI), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, announces the addition of J.D.
- brings over three decades of professional experience in investment management and financial planning to MAI.
- will assume the role of Senior Wealth Advisor, Managing Director at MAI and will be joining MAIs existing office in Naples, Florida headed by Mathew Mathias, Regional President.
- MAI is a fee-based registered investment adviser and wealth management firm based in Cleveland with 18 additional offices nationwide.
Finance,
Consulting,
Banking,
Professional Services,
Asset Management,
2009 Davis Cup,
Technology,
Industry,
MAI,
Oaktree Capital Management,
Athlete,
Retirement,
Growth,
Partnership,
LLC,
Acquisition,
Financial services,
Financial adviser,
Pension fund,
United States Military Academy MAI Capital Management, LLC (MAI), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, has acquired West Point Business Group (West Point).
Key Points:
- MAI Capital Management, LLC (MAI), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, has acquired West Point Business Group (West Point).
- The acquisition adds specialized retirement plan consulting talent and facilitates the launch of MAI Retirement, a dedicated retirement plan service line.
- West Point partners C. Clayton Perry and Keola J. Elobt will both assume roles as Managing Director and Group Head of MAI Retirement; they will be joined by four other West Point team members at MAI Retirement.
- This focus has laid the groundwork for our partnership with the West Point team and the founding of MAI Retirement.
Retrieved on:
Wednesday, September 14, 2022
Professional Services,
Entertainment,
Sports,
General Entertainment,
Finance,
General Sports,
Athlete,
LLC,
University of California, Los Angeles,
Acquisition,
RIAS,
Partnership,
University of California, Hastings College of the Law,
Industry,
History,
Justin,
Technology,
Bass,
Goal,
Solution,
MAI,
Oaktree Capital Management,
University,
Sport,
Financial services,
Public relations MAI Capital Management, LLC (MAI), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has appointed Justin Bass as Managing Director in the MAI Sports + Entertainment division.
Key Points:
- MAI Capital Management, LLC (MAI), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has appointed Justin Bass as Managing Director in the MAI Sports + Entertainment division.
- Bass will provide comprehensive wealth strategies and financial plans for the firms professional athlete and entertainment clients.
- MAI has decades of experience in meeting the financial needs and lifestyle goals of athletes and entertainers, said Bass.
- Aligning with MAI will allow me to amplify my impact for MAI clients, and I am excited for whats to come.
Retrieved on:
Thursday, September 8, 2022
Banking,
Professional Services,
Finance,
Partnership,
DePelchin Children's Center,
Houston Methodist Hospital,
Technology,
Cynthia Woods Mitchell Pavilion,
Solution,
MAI,
Central Texas Regional Mobility Authority,
Investment,
Geode Capital Management,
Athlete,
Leadership,
Abilene Christian University,
LLC,
Acquisition,
Wealth management,
Growth,
Chartered financial consultant,
Industry,
Financial services,
Northern Trust Lewis will be responsible for overseeing MAIs wealth management platform and expanding the firms national presence, including key markets in the southwest.
Key Points:
- Lewis will be responsible for overseeing MAIs wealth management platform and expanding the firms national presence, including key markets in the southwest.
- Our team remains focused on expanding our reach and optimizing organic and inorganic growth, while building a leading, national wealth management firm.
- Lewis brings over 25 years of industry experience in investments, wealth management and private banking to his new role with MAI.
- Colter has a track record of building extraordinary wealth management teams, and were excited to leverage his leadership to reach our goal of becoming a national wealth management platform.
