Edgewood Partners Insurance Center Executive and Leadership Team

September, 2026

Leadership Overview

Edgewood Partners Insurance Center has 10 executives leading key functions including strategy, revenue growth, financial oversight, operational management, and specialty risk consulting.

Driven by a commitment to client-focused risk management, Edgewood Partners Insurance Center delivers tailored insurance solutions and employee benefits consulting across the United States to ensure long-term protection and value for diverse business clients.

Leadership Roles at Edgewood Partners Insurance Center

  • Chief Executive Officer - J. Retnakumar
  • Chief Financial Officer - David McDivitt
  • Chief Financial Officer, Risk Management & National Specialty - Bryan Cassidy
  • Executive Vice President & Chief Financial Officer, Northeast Region - Marc Fishstein
  • Group Chief Financial Officer, Capacity EPIC - Geoffrey Miller
  • EPIC York President & Chief Operating Officer - Philip Remig
  • Co-President & Life & Benefits Executive - Thomas Bellig
  • Chief Revenue Officer - Ryan Hoff
  • Managing Principal, Chief of Staff - Financial Services - Robyn Shimrak
  • Chief Sales Officer - Crawford McInnis
  • J. Retnakumar - Chief Executive Officer

    J. Retnakumar, the Chief Executive Officer at Edgewood Partners Insurance Center, directs the overarching corporate strategy and long-term vision for the firm. By aligning internal resources with evolving market demands, the Chief Executive Officer ensures the brokerage maintains a competitive edge in retail risk management and employee benefits. J. Retnakumar fosters a culture of collaboration, driving the executive team toward sustainable growth and operational excellence across all national service lines. This leadership role involves constant engagement with the Board to refine service delivery models and expand the firm's footprint in complex insurance markets. Through rigorous oversight of organizational performance, the Chief Executive Officer secures the firm's reputation as a premier partner for businesses seeking comprehensive protection. Ultimately, Retnakumar maintains the strategic trajectory required to navigate the complexities of the modern insurance landscape while delivering consistent value to clients nationwide.

    David McDivitt - Chief Financial Officer

    David McDivitt, the Chief Financial Officer at Edgewood Partners Insurance Center, manages the firm's fiscal health, capital allocation, and comprehensive financial reporting. Overseeing the integrity of financial operations, the Chief Financial Officer ensures that all budgetary planning aligns with the broader strategic goals of the brokerage. David McDivitt directs the analysis of financial performance metrics to support informed decision-making across all service lines, including employee benefits and private client services. This leadership role involves maintaining robust internal controls and ensuring compliance with industry-specific financial regulations. By providing transparent financial insights to the executive team, the Chief Financial Officer facilitates the efficient deployment of resources to support national growth initiatives. Through meticulous management of the firm's balance sheet and investment strategies, McDivitt secures the financial stability required to sustain long-term partnerships and deliver reliable protection to clients throughout the United States.

    Bryan Cassidy - Chief Financial Officer, Risk Management & National Specialty

    Bryan Cassidy, the Chief Financial Officer, Risk Management & National Specialty at Edgewood Partners Insurance Center, manages the financial architecture specifically for the firm's high-stakes risk management and specialty insurance divisions. Overseeing the fiscal performance of these complex portfolios, the Chief Financial Officer ensures that underwriting profitability and risk assessment models remain aligned with corporate objectives. Bryan Cassidy directs the financial planning for national specialty programs, providing the analytical rigor needed to support innovative coverage solutions. This role involves close collaboration with product leaders to evaluate the financial viability of new specialty offerings and market expansions. By monitoring the financial health of these critical business units, the Chief Financial Officer supports the firm's ability to provide tailored protection for unique client risks. Through strategic financial oversight, Cassidy secures the resources and stability required to maintain the firm's leadership in the specialty insurance sector.

    Marc Fishstein - Executive Vice President & Chief Financial Officer, Northeast Region

    Marc Fishstein, the Executive Vice President & Chief Financial Officer, Northeast Region at Edgewood Partners Insurance Center, directs the financial strategy and operational growth for the firm's Northeast market presence. Overseeing regional budgetary planning and resource allocation, the Chief Financial Officer ensures that local operations contribute effectively to the national firm's performance. Marc Fishstein manages the financial reporting for regional service lines, including employee benefits and property coverage, to ensure alignment with corporate standards. This leadership role involves identifying regional growth opportunities and implementing financial controls that enhance profitability across the Northeast territory. By providing strategic financial guidance to regional leadership, the Chief Financial Officer supports the delivery of personalized risk management solutions to a diverse client base. Through the diligent management of regional fiscal assets, Fishstein secures the financial foundation necessary for sustained success and market expansion within the competitive Northeast insurance landscape.

    Geoffrey Miller - Group Chief Financial Officer, Capacity EPIC

    Geoffrey Miller, the Group Chief Financial Officer, Capacity EPIC at Edgewood Partners Insurance Center, manages the financial frameworks and capital structures for the firm's capacity-focused business units. Overseeing the financial modeling for capacity management, the Group Chief Financial Officer ensures that the firm maintains the necessary liquidity and risk-bearing capacity to support its brokerage operations. Geoffrey Miller directs the analysis of market-based financial risks, providing the executive team with the data required to make informed decisions regarding capacity deployment. This role involves coordinating with external partners and internal stakeholders to optimize the firm's financial position in the insurance marketplace. By ensuring the financial resilience of the capacity division, the Group Chief Financial Officer supports the firm's ability to offer comprehensive and reliable coverage solutions. Through strategic financial planning, Miller secures the capital efficiency required to drive long-term value and support the firm's broader growth objectives.

    Philip Remig - EPIC York President & Chief Operating Officer

    Philip Remig, the EPIC York President & Chief Operating Officer at Edgewood Partners Insurance Center, directs the daily operational workflows and service delivery standards for the regional division. Overseeing the execution of complex risk management programs, the Chief Operating Officer ensures that internal processes remain scalable and efficient. Philip Remig coordinates with department heads to streamline the delivery of property and casualty solutions, fostering a collaborative environment that prioritizes client outcomes. This leadership role involves optimizing operational infrastructure to support the firm's nationwide expansion and service quality benchmarks. By implementing rigorous performance standards, the Chief Operating Officer drives operational excellence and ensures that the firm's consulting services remain highly responsive to client needs. Through the continuous refinement of operational protocols, Remig secures the operational agility necessary to maintain the firm's competitive advantage in the insurance brokerage industry.

    Thomas Bellig - Co-President & Life & Benefits Executive

    Thomas Bellig, the Co-President & Life & Benefits Executive at Edgewood Partners Insurance Center, directs the strategic development and service delivery of the firm's life and employee benefits division. Overseeing the design of comprehensive benefits packages, the Co-President ensures that the firm provides innovative solutions that help businesses attract and retain talent. Thomas Bellig manages the integration of benefits consulting with the firm's broader risk management services, creating a holistic approach to client protection. This leadership role involves monitoring industry regulations and market shifts to ensure that benefits offerings remain competitive and compliant. By driving the growth of the life and benefits portfolio, the Co-President supports the firm's commitment to delivering long-term value to clients. Through the strategic oversight of this critical division, Bellig secures the firm's reputation as a trusted partner for businesses seeking to optimize their employee benefits and overall risk management strategies.

    Ryan Hoff - Chief Revenue Officer

    Ryan Hoff, the Chief Revenue Officer at Edgewood Partners Insurance Center, architects the firm's national sales strategy and revenue generation initiatives. Overseeing the expansion of client portfolios, the Chief Revenue Officer ensures that property and casualty coverage offerings meet the specific needs of diverse commercial sectors. Ryan Hoff drives the integration of cross-functional sales teams to maximize market penetration and enhance client retention rates. This role requires constant analysis of revenue streams and the identification of emerging opportunities within the specialty program insurance sector. By optimizing the sales funnel and fostering high-level partnerships, the Chief Revenue Officer directly impacts the firm's financial health and market position. Through the implementation of data-driven growth tactics, Hoff secures the necessary momentum to achieve ambitious annual targets while maintaining the high standards of service synonymous with the firm's reputation for excellence in risk management.

    Robyn Shimrak - Managing Principal, Chief of Staff - Financial Services

    Robyn Shimrak, the Managing Principal, Chief of Staff - Financial Services at Edgewood Partners Insurance Center, directs the strategic coordination and operational alignment of the firm's financial services division. Overseeing the execution of key initiatives, the Chief of Staff ensures that the financial services team operates with maximum efficiency and strategic focus. Robyn Shimrak facilitates communication between the executive leadership and the financial services department to ensure that corporate goals are translated into actionable plans. This leadership role involves managing complex projects, streamlining internal processes, and supporting the development of client-focused financial solutions. By providing high-level administrative and strategic support, the Chief of Staff enables the firm to deliver superior service in the financial services sector. Through the effective management of cross-functional workflows, Shimrak secures the operational cohesion necessary to drive performance and maintain the firm's reputation for excellence in financial consulting.

    Crawford McInnis - Chief Sales Officer

    Crawford McInnis, the Chief Sales Officer at Edgewood Partners Insurance Center, directs the national sales force and the acquisition of new business across all insurance lines. Overseeing the development of sales strategies, the Chief Sales Officer ensures that the firm's brokerage services reach a broad spectrum of commercial and individual clients. Crawford McInnis manages the training and performance of sales teams, fostering a culture of client-focused consultation and strategic planning. This leadership role involves identifying market trends and tailoring sales approaches to meet the specific risk management needs of diverse industries. By driving the growth of the client base, the Chief Sales Officer directly contributes to the firm's revenue targets and market expansion. Through the implementation of effective sales methodologies and the cultivation of long-term client relationships, McInnis secures the firm's position as a leading provider of insurance and employee benefits solutions nationwide.

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    Frequently Asked Questions Regarding Edgewood Partners Insurance Center Top Executives and Leadership Team

    Who leads Edgewood Partners Insurance Center?
    Edgewood Partners Insurance Center is led by J. Retnakumar (Chief Executive Officer), along with executives such as David McDivitt (Chief Financial Officer) and Bryan Cassidy (Chief Financial Officer, Risk Management & National Specialty).
    Who is part of Edgewood Partners Insurance Center’s executive team?
    The executive team of Edgewood Partners Insurance Center includes leaders such as J. Retnakumar (Chief Executive Officer), David McDivitt (Chief Financial Officer), Bryan Cassidy (Chief Financial Officer, Risk Management & National Specialty) and other senior executives.
    How many executives does Edgewood Partners Insurance Center have?
    Edgewood Partners Insurance Center has 10 executives leading key business areas.
    What roles are included in Edgewood Partners Insurance Center’s leadership team?
    The leadership team of Edgewood Partners Insurance Center includes roles such as Chief Executive Officer, Chief Financial Officer, Chief Financial Officer, Risk Management & National Specialty, Executive Vice President & Chief Financial Officer, Northeast Region, Group Chief Financial Officer, Capacity EPIC.