EP Wealth Advisors Adds Partners

“These new partners bring important voices to the helm and further illustrate EP Wealth’s commitment to empowering all employees.”


Raymond James CFO to Retire

Jeff Julien has been with the independent broker-dealer for 32 years and will remain on the board of Raymond James bank.


Family Office Leaders Join Boston Private

Strategic Hires to Establish the Wealth Advisory and Ultra-High-Net-Worth Family Office Practice and Expand Business Development Efforts across Boston Private