EP Wealth Advisors Expands Presence in Chicago Area with Acquisition of Rappaport Reiches Capital Management

▤ Summary

EP Wealth Advisors expanded its Chicago-area footprint by acquiring or partnering with Rappaport Reiches Capital Management. The deal adds more than $1.2 billion in assets under management and brings 15 team members into EP Wealth. Several RRCM leaders will take on partner and regional director roles at EP Wealth. The transaction supports EP Wealth’s Midwest growth strategy and its Investing in Women initiative. EP Wealth said the financial and legal terms were not disclosed.

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