Growing nationwide firm strengthens commitment to employee success with new executive appointment
EP Wealth Advisors, LLC (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with an expanding nationwide footprint and client base, has announced the appointment of Megan Glover to their executive team as the firm’s first Chief People Officer. Glover brings more than twenty years of experience leading all facets of human resources strategy, primarily in the financial services industry, and will build on the foundation of the existing Human Resources department to support ongoing growth and development.
Glover will partner across the organization to translate the overall vision and strategy into the practices, programs and policies that nurture the core values of EP Wealth’s culture while enhancing capabilities as the company scales. Her efforts will be pivotal as the firm prepares to grow its team to over 500 employees nationwide.
“One of the many things that I love about our business is that we are all about people. Clients and employees are at the center of our purpose so it’s fitting to have a member of our executive team committed to all things people,” said Ryan Parker, CEO of EP Wealth. “Megan’s passion and expertise will further energize our ability to deliver on every facet of our vision to enrich lives, one relationship at a time.”
Megan most recently served as Managing Director and Chief Human Resources Officer for SMBC MANUBANK, a Los Angeles-based bank with over 800 employees. She established the overall human resources strategy while enhancing the compensation and benefits offerings, talent acquisition and professional development capabilities. These efforts enabled the company to nearly triple in size over three years, while expanding operations into over forty states.
“EP Wealth has enjoyed great success and is driven by a unique and inspiring team. The opportunity to help ensure people are the priority as the firm continues to expand across the country is exciting,” said Glover. “Giving People a seat at the table as objectives, initiatives, and investments are determined is a perfect example of why this firm has thrived, and I can’t wait to help build the next chapters.”
Prior to SMBC, Glover held leadership positions at PIMCO, Macquarie and Moelis, where she gained extensive experience in talent development, diversity and inclusion and integrating teams through mergers and acquisitions, all areas of focus for EP. She is based in the firm’s Torrance, California office.
About EP Wealth Advisors
EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm with more than 35 offices in 12 states. The firm manages more than $26.2 billion in assets as of July 31, 2024. EP Wealth provides client-centric financial, tax and estate planning, and investment management services to individuals and businesses. Headquartered in Torrance, California, EP Wealth is led by CEO Ryan Parker, along with Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, and Brian Parker, CFP®, and Executive Chair Patrick Goshtigian, CFA. It is backed by Berkshire Partners, a leading private investment firm in Boston. In 2024, EP Wealth celebrates its 25th anniversary serving families across the country and helping them reach their financial goals. For more information, please visit www.epwealth.com.
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Contacts
Rocco Aloe, Gregory FCA for EP Wealth
EP@GregoryFCA.com