EP Wealth Advisors

EP Wealth Advisors has appointed John McConnell as chief financial officer and promoted Erin Voisin to chief client solutions officer as the registered investment adviser expands its leadership, technology and operating infrastructure after more than doubling in size since the end of 2023. 4 billion in assets as of Aug. 31, 2026, serving more than 25,000 clients across all 50 states. EP Wealth now has more than 650 employees, 230 advisors and 65 offices nationwide. McConnell joins with more than 20 years of corporate finance and investment experience spanning private equity, insurance technology and retail technology.

Most recently, he was CFO of retail data platform Crisp, where he helped scale its finance organization through rapid growth and multiple acquisitions. At EP Wealth, McConnell will oversee finance, financial planning and resource allocation while supporting the integration of acquired firms as the company expands organically and through M&A partnerships. “EP Wealth has the momentum of a growth company and the responsibility that comes with national scale,” McConnell said. ” Voisin’s promotion consolidates responsibility for several client-facing capabilities under one executive.

She will coordinate financial planning, tax, estate planning, family office, retirement plan, client service and investment functions with the goal of making those resources easier for advisors and clients to access. Voisin joined EP Wealth approximately a decade ago and has played a central role in developing the firm’s planning-led client service model. The two appointments are part of a broader expansion of EP Wealth’s management team and operating platform. Chrissy Quinn joined in July as managing director of client growth and partnerships after more than 26 years at BlackRock, most recently as head of Enterprise RIA.

She is developing tools, training and partnerships intended to help advisors and acquired firms generate organic growth through referrals, centers of influence, marketing and custodian relationships. Margaret Jarocki has been promoted to managing director of wealth operations, bringing operational support for EP Wealth’s existing organization and newly acquired partner firms under a more coordinated structure. The firm is also strengthening regional management. Mike Lay has been promoted to divisional leader for the Midwest, while Doug Ireland has joined as divisional leader for Southern California.

The structure is intended to maintain local decision-making while connecting individual markets with EP Wealth’s national resources. Technology is another major area of investment. EP Wealth has added Kate Middagh as chief information security officer, Uma Meyyappan as managing director of AI and data, Elena Stebakov as managing director of technology product and John Adams as director of advisor technology. The firm is applying artificial intelligence and automation to meeting transcription, proposal development and client relationship management.

Additional initiatives are underway around advisor workflows, meeting preparation and tax-related processes, with the goal of reducing administrative work for advisors. ” Chairman and CEO Ryan Parker said.