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Wednesday, October 7, 2026The Morning Brief →Sign in
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Executive appointment

John McConnell

Joins EP Wealth Advisors

Reported

What changed

EP Wealth named John McConnell as CFO; source text is truncated after 'chief f'.

Reported / discovered
Sep 22, 2026
Effective
Not reported
New role
Chief Financial Officer
Previous role
Not reported
Market
Torrance, CA
Reported book
Not disclosed
Reported team size
Not disclosed
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

WealthManagement.com ↗Sep 23, 2026 · Reporting
Private Wealth Daily ↗Sep 22, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
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