People Moves
US Wealth Manager Appoints CEO

Jeffrey Roush has been appointed as president and chief executive of California-based Epic Bancorp’s wealth management unit. Mr Roush, wh...
Jeffrey Roush has been appointed as president and chief executive of California-based Epic Bancorp’s wealth management unit. Mr Roush, who joins from the Bank of Montreal/Harris Private Bank, where he was chief operating officer of HarrismyCFO Inc, will report to Epic Bancorp chairpeson Kit Cole. Epic Wealth Management was created in January to offer fee-based investment management, financial planning, and a wider range of wealth management capabilities and currently has more than $250 million of assets under management.