Capstone Announces Promotion of Bill Mooney, Director of Commercial Insurance

Capstone Group is pleased to announce the promotion of William Mooney to the position of Director within the firm’s Commercial Property & Casualty division, effective October 1, 2022. 

Bill joined Capstone in 2016 as an Account Executive and has since been promoted to Senior Account Executive. Over the years, Bill has been involved in the onboarding and ongoing management of key accounts within the firm’s Commercial Property & Casualty division. As the team has expanded, Bill has served as a mentor for new hires and continues to be a technical resource for all team members.

“Bill joined Capstone nearly 6 years ago, when our firm was still very much in our infancy,” remarked Kevin Fox, Managing Partner of Capstone. “Since then, Bill has not only helped advance our Commercial Property & Casualty division but has helped shape our firm’s overall approach to account management and what we consider to be the optimal client experience. As we plan for our next phase of growth, Bill’s experience, technical expertise, and his passion for teaching, make him a perfect fit for this new position to help lead our Commercial P&C division moving forward.”

In his new capacity as Director, Bill will be responsible for overseeing the account management and customer service team within the firm’s Commercial Property & Casualty division. Bill will be working closely with Vice President of Commercial Insurance, Greg Chaples, to ensure the team is equipped to properly manage evolving client needs and execute on divisional growth goals and long-term initiatives.

About Capstone Group:

Founded in 2013, Capstone Group is an independent risk management, employee benefits, and insurance brokerage firm. As an emerging firm in a mature industry, Capstone's mission is to provide results-driven solutions that transcend what our clients have come to expect from traditional insurance and benefits brokers. To accomplish this goal, Capstone’s efforts begin and end with attracting and retaining the very best industry experts and client service representatives as a part of the team. To learn more about Capstone or submit an inquiry, visit: www.capstonegrp.com 

Capstone Partners with Delaware Valley Family Business Center

Spring House, PA. February 15, 2022 - Capstone Group recently announced their newly-formed partnership with the Delaware Valley Family Business Center.

Since 1988, the Delaware Valley Family Business Center (DVFBC) has guided business families through the incredible natural complexities they face as they yearn for family harmony and business sustainability. The Center collaborates with family businesses to build individual and team muscle, develop structures and policies that are in alignment with their values and goals, forge commitments, and implement decisions which transform family relationships, align shareholder teams, and build sustainable enterprises.

“Kevin and Joe Fox from Capstone Group came highly recommended to us by one of our other partner sponsors, and there was no question there was total alignment between our values, cultures and philosophies since our first meeting,” said Sally Derstine, President of DVFBC. “One of our responsibilities to our Members is to select the best professional advisors in the field; advisors who are honest, experienced, collaborative, responsive, and exceptional communicators.  To date Capstone has exceeded each of these qualities and, as a sibling partnership, they bring additional insights and experiences to our Learning Community. We look forward to a long and happy relationship serving enterprising families together!”

Capstone is please to be hosting DVFBC’s kick-off 2022 Best Practice Event on February 17, which will be focused on Controlling Healthcare Costs in 2022 and Beyond.

“Having a family business dynamic here at Capstone, the work Sally and her team are doing immediately resonated with us,” said Capstone founding partner, Joe Fox. “We’ve seen the strength of the relationships they build with their members by having a lasting positive impact on their organizations, and are thrilled that they’ve chosen us as their benefits and insurance partner.”

Click Here to Learn More about the Delaware Valley Family Business Center

For additional questions & inquiries:

Sally Derstine

President, DVFBC

sally@dvfbc.com

Capstone Group Announces Hiring of Gregory Chaples, Vice President of Property & Casualty

PR Newswire - Spring House, PA., January 27th  – Capstone Group, a leading provider of risk management, insurance brokerage, and employee benefits advisory services, is pleased to announce the hiring of Gregory L. Chaples as Vice President. In his new role, Chaples will be responsible for overseeing the continued growth and evolution of Capstone’s Property & Casualty divisions.

“Greg’s experience, leadership, and reputation within our industry will have an immediate positive impact on our firm. But what ultimately led to this decision is our shared values and vision of the future for our Property & Casualty divisions,” said Kevin Fox, Management Partner of Capstone. “As a Certified Insurance Counselor, Greg has developed a technical skillset for managing complex insurance programs. That knowledge, coupled with his ‘people-focused’ mentality, make Greg a tremendous addition to our team.”

Chaples has spent the last 10 years of his career at reputable insurance institutions, where he has gained experience in the areas of: coverage analysis, risk control, customer service, business development, management, and team building.

“I look forward to working alongside Capstone’s dedicated and talented team that has already accomplished so much in a short period of time,” said Chaples. “We are very excited to build upon this foundation by continuing to align ourselves with the region’s top employers and industry professionals.”

About Capstone Group:

Founded in 2013, Capstone Group is an independent risk management, employee benefits, and insurance brokerage firm. As an emerging firm in a mature industry, Capstone's mission is to provide results-driven solutions that transcend what our clients have come to expect from traditional insurance and benefits brokers. To accomplish this goal, Capstone’s efforts begin and end with attracting and retaining the very best industry experts and client service representatives as a part of the team. To learn more about Capstone or submit an inquiry, visit: www.capstonegrp.com 

Source: PR Newswire January 27, 2022

Thomas Fox named as Risk Management Advisor

We are pleased to announce the promotion of Thomas Fox to the position of Risk Management Advisor within Capstone’s Commercial Property & Casualty division, effective March 1st, 2021.  

Since joining Capstone in 2019, Tom has been an integral part of Capstone’s client services team, serving as both an Assistant Account Manager and an Account Executive. In those roles, Tom was responsible for overseeing the day-to-day insurance and complex risk management needs of corporations and non-profit organizations of all sizes.

Through his training and experience, Tom has developed a skillset that makes him an asset to Capstone’s current and prospective clients, including but not limited to: safety & risk assessments, contract reviews, claims management, cost & coverage analysis, and carrier negotiations.

In his new capacity as a Risk Management Advisor, Tom will be responsible for business development and identifying organization that would benefit for the products and services offered by Capstone’s Commercial Property & Casualty division. In addition to making connections within his personal network, Tom will also represent Capstone within the many organizations and associations the firm currently supports, including the Philadelphia Chamber of Commerce, the MidAtlantic Employers Association, and Life Sciences PA.

Tom is a graduate of St. Joseph’s University in Philadelphia and currently resides in the city’s Fairmount neighborhood. He is passionate about expanding his knowledge and following trends of the evolving insurance industry and was recently awarded the Commercial Lines Coverage Specialist (CLCS) designation.

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Contact Information:

Thomas Fox

tfox@capstoneinsgroup.com

Phone: 215-542-8030

LinkedIn Profile

For Immediate Release: PRMA Announces Pennsylvania Chapter

Capstone is proud to announce that Colin Williams, Private Client Advisor, has been named Chair of the newly-formed Pennsylvania chapter of the Private Risk Management Association (PRMA). This recognition is a testament to Colin’s dedication to advancing Capstone’s capabilities within the personal insurance marketplace and to protecting his client’s assets and standards of living.

Colin Williams - Private Client Advisor

Email: cwilliams@capstoneinsgroup.com

We're Moving!

We are thrilled to announce the relocation of our headquarters this Fall to the newly-developed Spring House Innovation Park (SHIP). The SHIP is a premier, 133-acre multi-use campus, with a host of on-site amenities designed to elevate the work-life experience. As the Capstone Group continues to expand our organization and service offerings, we recognized the need for a home base that better reflects the way we live and work as a team.  

The SHIP is only a few miles away from our current headquarters, which has been our home base since Capstone was founded in 2013. This close proximity, coupled with the increased space and amenities offered by our new location, made it a perfect fit to cater to our loyal team members and will allow us to continue to grow. It has been an exciting 6 years for the Capstone Group, and we look at this new location as the start of another chapter in our history. Be on the lookout for updates on our progress as we continue to outfit our space!

Effective September 1st, 2019, our new address will be as follows:

Capstone Group

8 Spring House Innovation Park, Suite 202

Lower Gwynedd, PA, 19002

Capstone Group Welcomes Ed Stefanski, Jr.

For Immediate Release:

PHILADELPHIA (PRWEB) MAY 29, 2019

Capstone Group, a leading provider of risk management, employee benefits, and insurance brokerage services, has announced the hiring of Ed Stefanski, Jr. as a Senior Benefits Consultant.

For the past 15+ years, Ed has held various positions within some of the most respected Employee Benefits and Banking institutions in the country. Ed’s diverse experience in these areas, coupled with his consultative approach to creating and implementing cost-effective employee benefit programs, makes him an invaluable asset to Capstone’s current and prospective corporate clients.

“Our management team has known Ed for a long time, both personally and professionally,” said Kevin Fox, Managing Partner of Capstone Group. “His prior experience in various aspects of our business was certainly appealing, but it’s more our shared client-centric approach and desire to continue improving the insurance and benefits distribution model for employers and employees alike that really makes Ed a tremendous addition to the Capstone team.”

Ed joins Capstone Group to partner with employers on navigating rising healthcare costs and changing regulations. He brings expertise in financial analysis, health and welfare benefits consulting, and negotiation and risk reduction. He also specializes in the integration of new benefit programs and technology platforms to ensure seamless delivery for administrators and employees.

https://www.prweb.com/releases/capstone_group_welcomes_ed_stefanski_jr/prweb16335511.htm

2018 Best Places to Work

The Philadelphia Business Journal honors Capstone Group as one of the 2018 Best Places to Work in the Greater Philadelphia Region:

North Wales, PA., July 9th – Capstone Group, a leading provider of risk management, employee benefits, and insurance brokerage services, has announced today that it has been named as a 2018 Best Places to Work by the Philadelphia Business Journal. This is the first year that Capstone has been awarded this recognition.

The Philadelphia Business Journal’s “Best Places to Work” recognition is based upon quantitative employee survey data gathered by Quantum Workplace in conjunction with the Journal. The Philadelphia Business Journal selects the top employers based on how employees rate their company's culture, teamwork and employee engagement. The list honors Capstone Group as one of the top small businesses in Greater Philadelphia. A record number of applicants were submitted for 2018 consideration.

“We are honored that our employee family believes Capstone Group is a great place to work,” said Kevin Fox, Managing Partner. “Our goal is to foster a culture and environment that empowers our team members to be their best, which in turn allows them to build genuine relationships with our clients and deliver unmatched experiences. Our success is attributed entirely to the passionate people that walk through our doors every day and I am truly proud to have Capstone recognized as an exceptional workplace.”

Founded in 2013, Capstone has established itself as an industry leader by delivering truly customized programs and creating efficiencies to their partner clients in an otherwise “commoditized” industry. With a rapidly growing organization of risk management professionals and employee benefits consultants, Capstone is always looking for talented individuals to join its team. To learn more about Capstone or submit an inquiry, visit https://www.capstoneinsgroup.com/contact.

About Capstone Group:

Capstone Group is an independent risk management, employee benefits, and insurance brokerage firm. As an emerging firm in a mature industry, Capstone's mission is to provide results-driven solutions that transcend what our clients have come to expect from traditional insurance and benefits brokers. Our ultimate goal is to make a positive difference within each our clients' organizations and exceed expectations with every interaction. To accomplish this goal, our efforts begin and end with attracting and retaining the very best industry experts and client service representatives as a part of our team.