EP Wealth Taps New CFO, Promotes Client Chief Amid Growth Push
EP Wealth Advisors is restructuring its leadership team, adding a CFO and elevating its client chief as the RIA accelerates expansion.
EP Wealth Advisors is making serious moves at the top. The California-based RIA is adding a chief financial officer and elevating its client-facing leader — a dual leadership play that signals the firm is building the infrastructure to scale fast, not just grow steadily.
Hiring a dedicated CFO is a telling sign. When an advisory firm brings in financial oversight at that level, it usually means one thing: the money is moving, and leadership wants tighter control over how it's deployed. Whether that means acquisitions, organic expansion, or both, EP Wealth is clearly preparing for a bigger footprint.
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Elevating the client chief at the same time is smart sequencing. You don't want balance-sheet growth outrunning client experience. Pairing operational muscle with a stronger client-service mandate tells you EP Wealth isn't just chasing AUM — they're trying to protect retention while they scale.
For the broader RIA space, this kind of C-suite buildup is becoming the playbook. Firms that want to compete with the mega-consolidators need professional management layers, not just advisor headcount. EP Wealth appears to be reading that room clearly.
Continue reading at investmentnews (leo almazora) for the full breakdown of the leadership appointments and what they mean for EP Wealth's growth strategy.
