EP Wealth and Independent Advisor Alliance Announce Key C-Suite Hires Amid Digital Transformation and Growth Strategy
ByAinvest
Tuesday, Aug 12, 2025 12:10 pm ET1min read
AENT--
EP Wealth Advisors has appointed Justin Mikhalevsky as its chief product and technology officer, a newly created position. Mikhalevsky previously led analytics, AI, and business systems at Kestra. The hire is part of a broader effort to simplify and scale digital experiences for clients, advisors, and employees. Meanwhile, Independent Advisor Alliance has appointed Dale Riley as its chief growth officer, supporting its mergers and acquisitions momentum.

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