Investment Specialist

Insurer and wealth manager HUB rebrands ahead of planned IPO. Hub's rebrand aims to elevate its $207 billion workplace and individual wealth division in the marketplace, as well as its insurance and employee benefits services. Alex Ortolani, Senior Reporter, Wealth Management September 28, 2026 Want a quick summary? Hub International, an insurance brokerage and financial services firm based in Chicago, announced its first brand refresh in 10 years on the heels of filing papers for an initial public offering in late June. Hub is an insurance aggregator that has built a workplace retirement and wealth division with about $208 billion in assets under management and advisement, including $38 billion in individual wealth, according to its most recent filings. The firm said the brand refresh was to reflect its size and scale after completing more than 600 acquisitions and adding services and capabilities. Hub is majority-owned by private equity firm Hellman & Friedman, which took a stake in 2013, with minority backing from firms including Leonard Green & Partners, Altas Partners and recent investors T. Rowe Price Investment Management, Alpha Wave Global and Singaporean state-owned investment firm Temasek. When the latter three took a minority stake in the firm in May, 2025, Hub pegged its value at $29 billion. Hub's rebrand includes the brand signature "For every ambition," paired with a redesigned look and the website HUBInternational.com. The work was led by Chief Marketing Officer Ellina Shinnick, and drew on interviews with clients, prospects, focus groups, employees, firm leadership, carriers and banking partners, newly acquired firms, and an "audit of the macro dynamics shaping the requirements" of clients, according to the announcement. "Clients expect more foresight, more technology and (artificial intelligence)-infused resources, and more specialized expertise than they did even five years ago," President and CEO Marc Cohen said in a statement. "In the complex, high-stakes work we do, they also want a broker who knows them, is never out of reach, stays with them all the way through a claim or crisis till they achieve their goals." Hub declined to comment on any connection between the rebrand and its Form S-1, or proposed IPO filing, with the Securities and Exchange Commission. "Hub expects to use the proceeds from the offering for general corporate purposes, which may include the repayment of indebtedness," the firm wrote in a release regarding the filing. A public offering by Hub would put it among a few other publicly listed insurance firms with wealth practices, including Arthur J. Gallagher & Co., Marsh & McLennan Companies, and Willis Towers Watson. Hub offers institutional and retirement services to organizations and private wealth management services to individuals and families, with securities offered through its own broker/dealer or partner broker/dealers, according to filings. On the insurance side, it offers property and casualty, reinsurance, life and health and employee benefits services. A Hub IPO would give investors a chance to consider a wealth management business with hundreds of billions in client assets, with no other large RIA, at least publicly, poised to go public. Currently, the public markets have access to investments in the wirehouses and broker/dealers such as Ameriprise, LPL Financial, Raymond James and Stifel Financial. Hub had been listed on the Toronto Stock Exchange and the New York Stock Exchange before being taken private by Apax Partners and Morgan Stanley in 2007. Since the firm's last brand refresh in 2016, it has grown to more than 21,000 employees across more than 700 offices, according to its website. Along with a new look, Hub said its new website will get "clients and prospects to the right specialist and expertise faster and is built on modern architecture designed for how clients, and increasingly AI-powered search tools, find and evaluate a broker." Senior Reporter, Wealth Management Alex Ortolani is a New York-based senior reporter with Wealth Management with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Hub names Forchelli executive VP, Mills sales chief. * by Claire Wilkinson Hub International on Wednesday named Andrew Forchelli executive vice president and Carol Mills chief sales officer of the brokerage and appointed two executives to regional leadership roles, effective Jan. 1, 2027. Mr. Forchelli will continue as president of Hub California and will oversee Hub's personal lines and high net worth, retirement and private wealth, U.S. employee benefits and chief sales officer function in the expanded role. He will report to Hub President and CEO Marc Cohen. Mr. Forchelli has been a member of Hub's executive management team since Jan. 1. He joined Hub through its acquisition of GNW Evergreen 13 years ago. Ms. Mills will continue as CEO of Hub Coastal in Canada and will lead Hub's national sales strategy, overseeing its sales enablement and sales training teams in the expanded role. Ms. Mills joined Hub in 2008 and has held various leadership roles in employee benefits and sales. She will report to Mr. Forchelli. Billy Hobson was appointed president of Hub's Southern California region, while Tim Geddes was named president of Hub Coastal in Canada. Mr. Hobson joined the brokerage as chief sales officer of Hub Southern California last year. Before that, he was an executive vice president at Brown & Brown. He will report to Mr. Forchelli. Mr. Geddes joined Hub in 2002 and most recently was chief sales officer of Hub Coastal. He will report to Ms. Mills. The appointments are part of Hub's efforts to expand its regional and national operations, Hub said in a statement. Hub reported $4.75 billion in brokerage revenue in 2025, up 10.1% from the prior year. The brokerage in June confidentially filed for a proposed initial public offering. September 23, 2026

HUB International elevates Four leaders to drive next-generation growth and scalability. Sep 23, 2026, 08:01 ET HUB's new appointments stay true to its broker-led culture * Four leadership appointments across the U.S. and Canada, effective Jan. 1, 2027: * Andrew Forchelli elevated to Executive Vice President, enterprise-wide, overseeing key lines of business * Carol Mills named Chief Sales Officer, enterprise-wide * Billy Hobson appointed President, HUB Southern California * Tim Geddes named President, HUB Coastal, Canada * HUB honors broker-built legacy while accelerating its path to next-generation scale CHICAGO, Sept. 23, 2026 /PRNewswire/ - Hub International Holdings, Inc. (HUB), a leading global insurance brokerage and financial services firm, announced today a series of strategic leadership appointments across the United States and Canada, effective January 1, 2027. These changes strengthen HUB's regional and national capabilities, sharpen client focus and position the firm for continued scalability in support of its long-term growth strategy. The appointments include the elevation of Andrew Forchelli to Executive Vice President of HUB and Carol Mills as Chief Sales Officer of HUB, both enterprise-wide; and the appointments of Billy Hobson as President of HUB's Southern California region; and, in Canada, Tim Geddes as President of HUB Coastal. "These appointments reflect the next chapter in how HUB operates and grows," said Marc Cohen, President and CEO of HUB. "HUB is the gold standard middle market broker, and that standing was built through deliberate choices, nurturing our talent, honoring our culture and leading with people who are, at their core, brokers. The leaders being recognized today embody those values and have earned the trust we are placing in them. As we scale, we bring unique boundaryless resources and a broker-built mindset to every market we serve and these appointments reflect exactly that." Andrew Forchelli - Executive Vice President, HUB Andrew Forchelli has been elevated to Executive Vice President, assuming enterprise-wide responsibility while continuing to serve as President of HUB California. A member of HUB's Executive Management Team since January 2026, Forchelli joined HUB through the acquisition of GNW Evergreen 13 years ago, building his leadership platform across HUB's California operations before expanding his reach across the region. His deep industry knowledge and ability to inspire teams reflect the collaborative, innovation-driven leadership that defines HUB's culture. His commitment to building and sustaining a best-in-class producer culture has been a defining feature of his leadership and a direct driver of the client experience HUB delivers across its markets. In his expanded role, Forchelli will oversee HUB Personal Lines and High Net Worth, Retirement & Private Wealth, Employee Benefits (U.S.), and HUB's Chief Sales Officer function. He will report directly to Marc Cohen. Carol Mills - Chief Sales Officer, HUB Carol Mills has been appointed Chief Sales Officer (CSO) enterprise-wide while continuing to serve as CEO of HUB Coastal in Canada. In her new role, she will drive HUB's national sales strategy and oversee the Sales Enablement and Sales Training teams. Mills joined HUB in 2008 and has progressively held leadership roles across employee benefits, sales leadership, and most recently as President and CEO of HUB Coastal. Mills brings a ground-level understanding of HUB's sales culture and a proven record of organizational innovation. Under her leadership, HUB Coastal pioneered the cross-sell officer role, a model since institutionalized across the firm, and she has successfully expanded the region's sales and leadership bench. As CSO, she will report to Andrew Forchelli. Billy Hobson - President, HUB Southern California Billy Hobson has been appointed President of HUB's Southern California region. A 17-year brokerage veteran who began his career as a commercial lines trainee and producer, Hobson most recently spent more than a decade as a president at a national insurance brokerage before joining HUB as Chief Sales Officer of HUB Southern California in April 2025. During that time, he added top talent to the region, demonstrated a consistent ability to build high-performing teams and drive organic growth. He will report to Andrew Forchelli. Tim Geddes - President, HUB Coastal, Canada Tim Geddes has been named HUB Coastal President, stepping into a role and a business he knows exceptionally well. Geddes joined HUB in November 2002 and has built his career across producer, sales leadership and CSO roles. During his tenure as CSO of HUB Coastal, Geddes consistently expanded the sales organization and drove strong, sustained revenue performance across the region. He will report to Carol Mills. About HUB International Headquartered in Chicago, Illinois, Hub International Holdings, Inc. ("HUB") is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, Hub's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. For more information, visit Hub Media Center. SOURCE Hub International Limited