People Moves

US Wealth Manager Appoints CEO

Stephen Harris 20 June 2005

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.

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