Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience

TORRANCE, Calif.–(BUSINESS WIRE)–EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning, has named former Fisher Investments executive Jim Mocci as Managing Director, Marketing.

“Serving our clients while building a supportive environment for our advisors and employees to thrive is the top priority at EP Wealth,” said Ryan Parker, President. “Jim is a genuine leader who has made significant contributions to some of the most successful companies in our industry. His experience is exactly what we need to drive the evolution of our business and we are thrilled that he chose to join our team.”

Mocci, who built and led brand advertising and the in-house creative agency for Fisher Investments over the last six years, has driven outstanding new business results while strengthening brand awareness. He created award-winning communications across all channels, and was responsible for creative strategy, client insights and integrated campaigns on a global level.

“EP Wealth has become a major player by delivering for their clients through a strong team of advisors and a deep bench of subject matter experts across a rapidly expanding geographic footprint,” said Mocci. “The opportunity to further enhance our marketing capabilities as the firm expands its national presence – alongside a fantastic leadership team – is very exciting. I’m looking forward to helping shape how we deliver the EP Wealth story across the country while honing the personal experience each client and employee has with us.”

Prior to Fisher, Mocci spent seven years at BlackRock, where he served as Director and COO of Global iShares Marketing. He managed the organization’s planning strategy, budget and operations and led the firm to number one market share status in its category. Mocci also held marketing leadership positions with Barclays Global Investors and Wells Fargo. He earned his BS in Environmental Economics at UC Berkeley.

“EP Wealth has always focused on providing our clients with superior service, and our track record of success in achieving that while growing by organic and inorganic means has been the foundation of our sustained growth,” said Parker. “Jim will provide us with strategic and creative leadership that will help us reach more people we can help as we become a national firm.”

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, California; with additional offices in Los Angeles, Orange County, the San Francisco Bay Area and San Diego, California; Portland, Oregon; Seattle, Puget Sound and Vancouver, Washington; Phoenix, Arizona; Denver, Colorado; Salt Lake City and Southern Utah, Dallas, Texas and Chicago, Illinois. The firm manages more than $15.1 billion in AUM as of December 31, 2021, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF®, Brian Parker, CFP®, CEO Patrick Goshtigian, CFA® and President Ryan Parker. For more information, please visit www.epwealth.com.

Contacts

Media
Rocco Aloe

Gregory FCA for EP Wealth

EP@GregoryFCA.com
610-860-2075

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