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

Erin Voisin

EP Wealth Advisors · Chief Client Solutions Officer

Reported

What changed

Promoted internally to chief client solutions officer at EP Wealth Advisors as part of leadership changes.

Reported / discovered
Sep 22, 2026
Effective
Not reported
New role
Chief Client Solutions Officer
Previous role
Not reported
Market
Not reported
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

PLANADVISER ↗Sep 25, 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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