CLEVELAND – March 2, 2017 – Oswald Companies is proud to announce that Kimberly Lucarelli and Dale Kaprosy have been recognized as 2017 Risk & Insurance® Power Brokers® in an annual listing of the most influential commercial insurance brokers by the professional trade magazine. Kimberly Lucarelli, CIC, CAPI, Senior Vice…
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It is beyond a reasonable dispute that an organization’s lifeblood begins and ends with the relationships which we forge with each individual client. Without these solid relationships built upon a foundation of mutual trust, respect and professional presence, there would be little reason for any of us to show up for work. In…
Read MoreCLEVELAND – Nov. 14, 2016 – Jessica Jung, Senior Vice President and Director, Property & Casualty, Oswald Companies, has been recognized as a Crain’s Cleveland Forty under 40 honoree, in an annual listing of the top leaders in Northeast Ohio. Jung joined Oswald in 2015 with more than 16 years of experience at Chubb…
Read MoreAccording to Talbert House, a Cincinnati-based nonprofit network, only 50 percent of returning veterans who need veteran health treatment receive these services. It’s stats like this that continue to drive the mission of nonprofits like Talbert House to serve those most in need. Generating awareness is the first step, and the reason that…
Read MoreCLEVELAND – Oct. 31, 2016 – Marc S. Byrnes, Chairman of Oswald Companies, will be inducted in the Northeast Ohio Business Hall of Fame, at the annual awards event Wednesday, Nov. 2, 2016. Presented by Cleveland Magazine’s Community Leader, the Northeast Ohio Business Hall of Fame is celebrating its 21st…
Read MoreOct. 25, 2016 – Oswald Companies, one of the country’s largest independent insurance brokerage and risk management firms, is recognizing 10 years of service from its Michigan-based office, located in Bloomfield Hills and serving the greater Detroit area and surrounding counties. The office was established in 2006 and commemorated its…
Read MoreCLEVELAND – 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…
Read MoreCINCINNATI – 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…
Read MoreDETROIT– 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…
Read MoreCleveland, 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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