In an effort to further educate our clients and the community, Oswald is pleased to present an exclusive presentation by Kimberlee D. Norris, partner at the law firm of Love & Norris, and a Founder and Director of MinistrySafe and Abuse Prevention Systems. The Skillful Screening Training titled “Keeping the…
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CLEVELAND – Sept. 13, 2016 – Oswald Companies, one of the largest independently owned insurance brokerages in the U.S., has announced the acquisition of Transactional Risk Advisors, LLC (TRA), a Cleveland-based insurance advisory firm for the mergers and acquisitions community. TRA was formed in 2012 by Jeff Phillips and Steve…
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CINCINNATI – July 28, 2016 – Oswald Companies has announced the appointments of Brian Baumgardner, ARM, Client Manager and Business Development, Property & Casualty, and Erin Blevins, CISR, Client Manager, Personal Insurance. “We proudly welcome Brian and Erin to our team,” said Moira Lyon, Market Leader Cincinnati. “Their experience and commitment to service will be tremendous…
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DETROIT– June 29, 2016 – Oswald Companies, one of the country’s largest independent insurance brokerage and risk management firms, has announced the promotion of Catherine Kosin to Detroit Market Leader. Kosin is a Senior Vice President for Oswald with nearly 20 years of industry and management experience. She joined the…
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Cleveland, June 27, 2016 – Oswald Financial, Inc. is pleased to announce that it has been named as one of the 2016 PLANADVISER Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry…
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CLEVELAND – June 20, 2016 – Oswald Companies proudly salutes its employee-owners. For the third consecutive year, and fourth year overall, Oswald has been named to the Top Workplaces list in Northeast Ohio, announced June 19, 2016. Evaluations for the Top Workplaces program are based on results from employee survey questions, which…
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The firm continues advancement in 2016 through an expansion of its headquarters, and growth in global, middle market and personal divisions. CLEVELAND – June 13, 2016 – Oswald Companies – one of the largest independently owned insurance brokerages in the U.S. – has announced the acquisition of The Hoffman Group, an…
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CLEVELAND – May 17, 2016 – Oswald Companies has been selected to receive the Advancing Women Award, at the 2016 Women of Distinction Awards Luncheon, presented by Girl Scouts of North East Ohio, Friday, May 20, at the Union Club, Cleveland. Oswald was chosen for this honor for its proven commitment…
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CINCINNATI – May 4, 2016 – Oswald Companies, one of the country’s largest independent insurance and risk management firms, is “on-the-grow” again in southwest Ohio, marked by its move to larger office space in Carew Tower, downtown Cincinnati. “This investment in our new downtown location reinforces our commitment to the…
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Oswald’s core value of “Commitment to Community” is embraced by our employee-owners, and often appears to be built into the DNA of our team members throughout all of our regional locations. In fact, the volume of activity had grown so widespread, that in 2015 ‘Oswald Cares’ was launched as an internal…
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