Margaret Jarocki

Margaret Jarocki is the Managing Director of Partnership Integrations at EP Wealth Advisors, where she leads end-to-end integration efforts for new partnerships. She previously spent 13 years at CAPTRUST, most recently as Senior Director of Integrations, and holds a Bachelor of Science from North Carolina State University.

While her public profile focuses on her extensive financial career, her North Carolina roots and education suggest a strong connection to the region and its community. Her long tenure at Raleigh-based CAPTRUST further reinforces these local ties.

She has a specialized track record of orchestrating complex M&A integrations, managing the consolidation of people, technology, processes, and culture.