Executives say a period of strong growth preceded Capital Z Partners Management's acquisition of Portfolio from Frontenac Co., which had served as the reinsurance and F&I products provider's principal investor since 2013.
Portfolio's first-place ranking among reinsurance providers in the 2016 Dealers' Choice Awards marks the company's ninth straight top ranking and sixth Diamond award since 2008.
Casey Van Schoyck has been promoted from compliance director to chief compliance officer at Portfolio, the company she joined in 2010 after serving in leadership roles at Great American Insurance and PNC Bank.
Portfolio reinsurance specialist Ryan Hanlon has been named to Agent Entrepreneur's "40 Under 40" list of young industry leaders.
Tanya Stevenson, director of sales and product marketing for Portfolio, is among the honorees on Agent Entrepreneur's list of 40 young industry leaders.
Portfolio has joined the rankings of the best workplaces in Orange County, Calif., following a survey by the Orange County Business Journal and Best Companies Group.
Portfolio's Pam Hamilton has been promoted from CFO to executive vice president and treasurer and will be succeeded by former Protective Asset Protection and Assurant executive Robert Dickey.
Portfolio earned the Diamond award for service contract reinsurance in the 2015 Dealers' Choice Awards survey, marking the company's fifth No. 1 ranking in the category's eight-year history.
Portfolio's new two-story, 42,000-square-foot home in Lake Forest, Calif., includes expanded training facilities, a dedicated IT center, an enhanced technology infrastructure and a more collaborative floorplan.
Portfolio and its network of professional independent agents are celebrating 25 years of delivering reinsurance and F&I products and services to dealer clients nationwide.