EP Wealth Advisors has announced the acquisition of CornerCap Investment Counsel, LLC, based in Atlanta.
The partnership adds nearly $1.1 billion to EP Wealth’s assets under management.
CornerCap delivers thorough wealth management services to clients throughout the Southeast, including strong investment research capabilities and dedicated client service. Led by CEO Cannon Carr, the CornerCap team and clients can benefit from EP Wealth’s broad range of offerings and skilled professionals while bringing EP Wealth its proprietary Fundametrics research system and experienced talent.
Upon partnering with EP Wealth, Carr will assume the role of regional director, joined by Senior Vice President Richard Bean and Senior Wealth Advisor Tom Quinn. Jeff Moeller joins as director of quantitative research and Catharine Sanders joins as director of segment marketing, along with 12 additional team members with expertise in advisory, investments, financial planning and cli