The latest senior moves, appointments and adjustments in wealth management roles across North America.

EP Wealth Advisors
EP Wealth Advisors, a fee-only registered investment advisor, has appointed Megan Glover as the firm’s first chief people officer to join their executive team.

Glover has more than 20 years of experience leading all facets of human resources strategy, primarily in the financial services industry. She will build on the foundation of the existing human resources department to support growth and development, the firm said in a statement.

Her remit will be to translate the organization’s overall vision and strategy into the practices, programs and policies that nurture the core values of EP Wealth’s culture. Glover’s efforts will be central to growing the firm’s team to over 500 employees nationwide. She is based in the firm’s Torrance, California office.

Glover most recently served as managing director and chief human resources officer for SMBC MANUBANK, a Los Angeles-based bank with over 800 employees. Prior to SMBC, she held leadership positions at PIMCO, Macquarie and Moelis, where she gained extensive experience in talent development, diversity and inclusion and integrating teams through mergers and acquisitions, all areas relevant to EP.

“Clients and employees are at the center of our purpose so it’s fitting to have a member of our executive team committed to all things people,” Ryan Parker, CEO of EP Wealth, said. “Megan’s passion and expertise will further energize our ability to deliver on every facet of our vision to enrich lives, one relationship at a time.”

RBC Wealth Management
RBC Wealth Management, which is continuing to grow in Ohio, has just welcomed a multi-generational team of financial professionals to its new branch in Cincinnati.

The Paradigm Group is joining RBC Wealth Management from Morgan Stanley, where they managed approximately $693 million of client assets. The team includes:

-- Kyle McLaughlin, CFP®, ChFC®, CLU®, managing director – private wealth advisor

-- Joseph Goetzinger, senior vice president – financial advisor

-- Robert Hill, CPFA™, senior vice president – financial advisor corporate retirement director

-- Terry Regan, CIMA®, first vice president – financial advisor

-- Brandon Vornhagen, financial advisor

-- Mary Lynn Bosway, senior financial associate

-- Sam Mayne, senior business associate

-- Maureen Regan, registered client associate

-- Suzi Wood, client associate

The team offers tailored solutions to help high net worth and ultra-high net worth families, business owners and executives solve complex financial issues. Paradigm’s five financial advisors bring diverse experiences in wealth planning, closely held business planning, executive compensation, as well as retirement and workplace solutions. Their four associates have more than four decades of experience in the financial services industry and understand the individual needs of their clients.

“Our whole team jumped at the chance to bring the RBC brand and its commitment to investing in the communities where we live and work to Cincinnati. It’s not just good for our clients – it’s good for our city as well,” McLaughlin said.

“This multi-generational team brings complementary skills to help their clients preserve their legacy and pursue their financial goals, and their steadfast reputation in the community will only help RBC Wealth Management expand its reach in Ohio,” Justin Ferdula, Chicago complex director at RBC Wealth Management-US, added.

Located at 2135 Dana Avenue, the Cincinnati office is now the fourth RBC Wealth Management location in Ohio – the others are in Toledo, Cleveland and Columbus.