There's no single way into Wealth Management, and that's exactly the point.Â
Join EP Wealth's Women's Initiative for a virtual conversation with four women who built successful careers in wealth management through four very different routes. From client-facing advisory roles to operations and integration strategy, our panelists will share how they got started, what surprised them along the way, and what advice they'd give to women considering a career in the industry.Â
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Shari Greco Reiches is passionate about helping clients design customized, comprehensive financial roadmaps that reflect their core values and support their most important life decisions. She has a particular focus on empowering women who manage their finances independently, partnering with them to build confidence and clarity around financial and life planning.
Before joining EP Wealth Advisors, Shari began her career at Arthur Andersen in the financial services division before joining her family’s bank group in the northern suburbs of Chicago. After the bank was sold to U.S. Bank, she served as President of the Private Banking division for the Chicagoland area. She later joined Sanford Bernstein as a financial advisor, and in 2005, co-founded Rappaport Reiches Capital Management with David Rappaport. Shari holds a bachelor’s degree in accountancy from the University of Illinois at Urbana-Champaign . She went on to earn a Master’s degree in Banking from the Graduate School of Banking at the University of Wisconsin.
Shari has been featured in numerous media outlets, including the Wall Street Journal, Forbes, CNBC.com, and CNN.com. She is a frequent contributor on WBBM Noon Business Hour. Shari is the author of the book: Maximize Your Return on Life. The book empowers investors to make life decisions focusing on their values.
Shari lives in Evanston with her husband, Stephen, her life and business partner of over 30 years. They are proud parents to Madeleine, a systems control engineer, and Isabel, who is an accountant. Deeply involved in her community, Shari currently serves as Chair of the Finance and Budget Committee for the City of Evanston and Secretary to the Jewish United Fund Board of Directors. In her free time, she enjoys traveling, playing bridge, spending time with family and friends, and has completed two sprint triathlons. A proud "Fanilow," she has seen Barry Manilow in concert over 30 times and knows every word to his songs.
Adam is the Managing Director of Investments at EP Wealth Advisors® where he oversees the firm's investment strategies and chairs the firm’s Investment Committee. As the voice of the firm’s investment strategy, Adam frequently provides market commentary across the media and in client communication pieces.
Prior to joining EP Wealth Advisors® in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts.
Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration (MBA) from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®) designations. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.Â
