Tag : EP Wealth

EP Wealth Expands Leadership Team to Deliver Personal Advice at National Scale
Finance Investment Services News

EP Wealth Expands Leadership Team to Deliver Personal Advice at National Scale

Business Wire
by Business Wire0
John McConnell joins as Chief Financial Officer and Erin Voisin is promoted to Chief Client Solutions Officer as EP Wealth invests to fuel growth EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser, announced a coordinated series of executive, operating and board appointments designed to broaden the firm’s......
EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
1