Location San Francisco, California, United States Regions San Francisco Bay Area, West Coast, Western US Gender Male
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John is responsible for the executive management and leadership of EPIC, including creating and articulating the company’s strategic vision; team building and recruiting; new strategic initiatives; acquisitions; business development; client satisfaction and retention; growth and geographic expansion.
John has been in the insurance business for
more than 35 years, ranging from building well known platforms and brands on the Wholesale and Retail side of the business to successfully launching startup companies and products/programs that reinvent and disrupt traditional industry practices and models. From 1985 to 2003 John was the founding member and CEO/President of Tri-City Brokerage. Under his leadership, Tri-City organically grew to become one of the nation’s largest and most successful wholesale and surplus lines brokers, with four offices, 200 employees and over $600,000,000 in gross written premium.
In 2003, John orchestrated the sale of Tri-City to the BISYS Group, becoming president of BISYS Commercial Insurance Services following the acquisition. In 2007, John left Bisys and in partnership with Co-Founder Dan Francis and well known industry investor StonePoint Capital began the journey of building EPIC. Today EPIC is over $200MM of revenue, has more than 850 associates and is one of the Top 20 Brokers in the U.S.
John holds a Bachelor of Arts degree from New York Tech and a Master of Business Administration from Fordham University in New York.
John and Nancy (also an EPIC executive and principal) make their home in Marin County and have three adult sons; Alex, Will and Jonathan. John is an avid golfer, wine enthusiast and traveler, with a passion for any and all New York sports teams – with his beloved “Bronx Bombers” topping the list backed up with the local flavor of the upstart Golden State Warriors.
