August 28, 2016 6:53 PM ET

Insurance

Company Overview of Bolton & Company Inc.

Company Overview

Bolton & Company Inc., an insurance brokerage company, provides insurance and risk management services, and employee benefits and financial products for clients worldwide. The company offers its services in the areas of risk management, bonding and surety, employee benefits, personal, life and estate planning, and small business insurance solutions, as well as human resources consulting. It serves clients in construction, education, food services, healthcare, manufacturing, professional services, real estate, retail and apparel, retail and distribution, surety, technology, and biotechnology and life sciences markets, as well as financial institutions and non-profit organizations. The company...

3475 East Foothill Boulevard

Pasadena, CA 91107

United States

Founded in 1931

Phone:

626-799-7000

Fax:

626-441-3233

Key Executives for Bolton & Company Inc.

Chief Executive Officer, President and Director
Chief Financial Officer
Chief Operating Officer
Executive Vice President
Executive Vice President
Compensation as of Fiscal Year 2016.

Bolton & Company Inc. Key Developments

Tom G. Polenzani to Join Bolton & Company as Director of Employee Benefits

Bolton & Company announced that Polenzani Benefits has joined its organization. As part of the transition, Polenzani’s staff will join Bolton’s Employee Benefits team at its Pasadena headquarters, with President Tom G. Polenzani moving into the role of Director of Employee Benefits.

Scott Tamura Joins Bolton & Company as Vice President of the Newly Established Technical Consulting Unit

Bolton & Company Inc. announced that Scott Tamura has been hired as Vice President of the newly established Technical Consulting Unit within the organization’s Employee Benefits Department. Scott will lead the new team which is responsible for underwriting reviews, claims analysis, renewal projections and negotiations for Bolton’s top clients. For Bolton President and CEO Steve Brockmeyer, the organizational development is both a welcome one and much needed in an ever-changing market. Scott has advised clients in an underwriting consulting role for over 20 years. Prior to joining Bolton and Company, Scott led the Southern California underwriting practice at Arthur J. Gallagher and managed an underwriting team at Aon Consulting. He has worked with clients offering both self-funded and experience rated fully insured plans, providing underwriting analytics to assist with strategy and budgeting.

Bolton & Company Opens Orange County Office

Bolton & Company Inc. announced that it has opened an office in Orange County, CA, to serve clients in that area.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
June 3, 2016
inAssist Health Management Solutions, Portion Of Corporate Employee Benefits Business
Merger/Acquisition
January 29, 2016
Polenzani Benefits & Insurance Services, LLC
 

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