Jim Mocci has more than two decades of experience in marketing positions at major firms in the financial services industry. He joined EP Wealth Advisors in 2022. Jim’s previous roles include serving as Vice President - Brand Advertising & Global Creative Services for Fisher Investments, and Director and COO for Global iShares Marketing at BlackRock, as well as other management roles at Barclays Global Investors and Wells Fargo. His career includes success in marketing leadership, strategy and planning, marketing and business operations, and product management. Jim lives in San Francisco with his wife and two children, and enjoys being outdoors whether he’s on a mountain bike, a pair of skis or a golf course.
University of California, Berkeley, B.S., Environmental Economics and Policy