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EP Wealth Advisors Adds Chief Financial Officer, Promotes Head of Advisor Development

Chad Sinclair and Ryan Serrecchia will support firm’s acquisitions and organic growth plans

TORRANCE, Calif. – May 22, 2018EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment advisor that specializes in client-centric financial planning and investment management services, has hired Chad Sinclair, CPA, FCCA, as its Chief Financial Officer, and has elevated the responsibilities of Ryan Serrecchia, CFP®, Executive Vice President and Partner. Chad and Ryan will provide added support to the firm’s management team as EP Wealth pursues its acquisition and organic growth plans.

Chad joins EP Wealth from Deloitte & Touche LLP, where he was a Manager in the Mergers and Acquisitions Advisory division. He has over a decade of public accounting experience and served as a Mergers & Acquisition specialist for three years. He earned his Certified Public Accountant (CPA) and Fellow Chartered Certified Accountant (FCCA) designations. He will be responsible for leading EP Wealth’s finance team, including the diligence and integration of future acquisitions, as well as strategic evaluation of new service offerings.

Ryan has advised clients at EP Wealth for over a decade, where his client-first and process-based approach helped him manage significant client relationships. He played an integral role in developing EP Wealth’s unique client process, which is comprised of five steps that allow EP Wealth advisors the opportunity to take a deeper dive into the client experience. In his new role, Ryan takes over primary leadership for all advisors at the firm, and will provide direction for the firm’s business processes and help with firm growth strategy.

“As EP Wealth grows, we are committed to adding the right resources that will directly benefit our clients and partners,” says Patrick Goshtigian, CFA, President and CEO of EP Wealth. “Chad and Ryan will lead the charge on creating smoother transitions for acquisition partners, and work toward our goal of fostering a strong team of highly-specialized advisors. We’re pleased to place Chad and Ryan in these important roles.”

Chad and Ryan will both contribute to EP Wealth’s acquisition strategy. The firm has been active in its recent expansion plans, bolstered by its July 2017 partnership with financial services holding company Wealth Partners Capital Group. EP Wealth purchased Millie Capital Management in Walnut Creek, Calif. in Feb. 2018, adding to its recent acquisitions of Ballou Plum Wealth Advisors in Lafayette, Calif. in Jan. 2016 and Private Capital Management Associates in San Mateo, Calif. in June 2017.

 

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment advisor and financial planning firm based in Torrance, CA with additional offices in the San Francisco Bay area, West Los Angeles and Irvine, CA, Seattle and Denver. The firm manages over $3.6 billion in AUM as of March 31, 2018 and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA. For more information, please visit www.epwealth.com.

 

Media Contacts
Marissa Foy Comerford

Gregory FCA for EP Wealth

EP@GregoryFCA.com

610-228-2104

ABOUT THE AUTHOR

The EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.

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