EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced a strategic partnership with Chicago-based Rappaport Reiches Capital Management (RRCM), strengthening its presence in the Midwest. The addition brings more than $1.2 billion in assets under management to EP Wealth’s existing Chicago operations.
Founded in 2005 by Shari Greco Reiches and David Rappaport, RRCM was built on the foundation of comprehensive financial planning and disciplined investment management. The firm has cultivated a strong presence in the Chicago metro area and is distinguished by its community involvement and mission of aligning clients’ planning with their core values.
Reiches and Rappaport will become partners at EP Wealth, and both will assume the role of Regional Director. Financial advisers Stephen Reiches, Kristyn Gibson and Liz Xilas will also become partners of EP Wealth, while Karen Asbra will assume an executive director role. In total, 15 RRCM team membe
