Garwood interregnum ends with hire of former big-bank trust specialist Good. San Rafael, Calif.-based Epic Wealth Management has a long-term CEO. Loral Good will take over from Mark Garwood, who was filling the top management at Epic on an interim basis while serving as president and CEO of Epic Wealth Management’s sister company Tamalpais Bank.

Good will report to Kit Cole, board chairman and CEO Epic Bancorp, parent company to Epic Wealth Management and Tamalpais.

Education based

“Loral is an important addition to our senior management team,” says Cole. “She brings more than 25 years of wealth management experience and a very long history of living and community involvement in Marin County.”

Cole also underlines that “Good’s investment philosophy is closely aligned with that of Epic Wealth Management, making her an excellent fit for the firm.”

Good joins Epic Wealth Management from Wells Fargo Bank in San Francisco where she was a senior trust officer.

Good says that “the combination of high-net-worth residents and extremely valuable real estatecreates unique opportunities in Marin County.” Against that backdrop, Epic Wealth Mangement’s task “is to help families create and maintain multi-generational financial security and achieve family lifetime financial goals.”

Epic Wealth Management manages about $262 million in assets. It specializes in providing an education-based approach to wealth management to high-net-worth families, many of them customers of Tamalpais Bank, which operates six branches in Marin County, Calif. –FWR

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