Chairman
Bernard Mizel has been the most significant aggregator of middle market
insurance brokerages in the US. Having transacted over 370 acquisitions
throughout his career, he has driven the development of three brokerages
to the top ten largest in the nation.
In the late 1970's, Mr. Mizel created one of the largest West Coast
Regional brokerages when he led the acquisition of Albert M. Bender
Company to Bache Inc. Leading the company as President with a seat
on the Board of Directors, he oversaw the distribution of life insurance
and financial planning through a national sales force of over five
thousand producers. Mr. Mizel later oversaw US Operation when Bache
was acquired by international Jardine Mathison, headquartered in Hong
Kong.
In the early 1980s, Mr. Mizel formed American Business Insurance Brokers
in partnership with American Financial Corporation, Cincinnati, Ohio.
In three years it ranked within the top ten brokerages in the country.
American Business Insurance Brokers was renamed Accordia when it was
sold to Anthem Blue Cross and is now known as Wells Fargo Insurance
Brokers.
In the 1990s Mr. Mizel raised capital with Saratoga Partners to launch
USI, again leading the development of one of the ten largest brokerages
in the US. The company was subsequently taken public and then purchased
by Goldman Sachs.
In 2003 Mr. Mizel became the Chairman of the Board of CCI Financial
and Insurance Services. Through CCI and their SingleSource solutions,
Mr. Mizel is delivering his vision of a customer-centric delivery of
fully integrated financial and insurance services.
Mr. Mizel received his B.A. from the University of California at Berkeley
and was an officer in the US Army Reserve. He is active in many philanthropic
activities including a seat on the Board of the Oakland
Symphony and the Oakland
Youth Orchestra.