The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to help startup employees plan around option-rich, but cash-poor, wealth.
The association’s board of directors names current Treasurer Claudia Cypher Kane to succeed 2023 President James Lee.
The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.
Open, honest and candid discussions about the latest news in the RPA industry.
Some firms have closed their offices and evacuated their employees, while others are hunkering down in hopes that the storm will pass.
The involved firms include some of the biggest names in the financial services and wealth management space, including BofA, Citigroup, Morgan Stanley and UBS.
The OSJ is leaving the Raymond James platform to form a hybrid RIA with greater flexibility and access to more resources, Concurrent says.
