Shari Greco Reiches in

Shari Greco Reiches

Examiner · DISC type cs
Regional Director, Partner at EP Wealth Advisors
📍 Evanston, Illinois, United States

Shari is a Regional Director and Partner at EP Wealth Advisors, an author, and podcaster with a background as an inactive CPA. A University of Illinois accounting graduate, she co-founded a capital management firm and previously managed private banking for U. S. Banks Chicago region, showcasing extensive financial expertise.

She is a passionate advocate for empowering women financially, leading the "Investing In Women" initiative at her firm. Shari values personal growth and reflection, drawing inspiration from her travels and frequently writing about the importance of kindness and aligning life decisions with core personal values.

Shari authored the book and hosts the podcast "Maximize Your Return on Life, " championing a unique philosophy focused on personal fulfillment over traditional return on investment.

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Experience
42 Years
Current Role
Regional Director, Partner
Job Level
Mid-senior
Location
Evanston, Illinois, United States
Personality Overview

How Shari shows up

Overcautious
Process Oriented
Unexpressive

The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Shari cares about

Financial Empowerment
Champions financial literacy, especially for women, through her executive role in EP Wealth’s "Investing In Women" initiative and her public platform.
Values-Based Investing
Advocates for aligning financial plans with clients' core personal values, a philosophy central to her book, "Maximize Your Return on Life. "
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Career

Work history

7-2025
Regional Director, Partner
EP Wealth Advisors
8-2005 - 7-2025
Founding Principal
Rappaport Reiches Capital Management, LLC
12-1998 - 8-2005
Financial Advisor
Bernstein Global Wealth Management
3-1987 - 12-1998
President Private Banking Division
US Bank
1984 - 1987
Audit
Arthur Andersen & Co.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1980 - 1984
Accounting
Gies College of Business - University of Illinois Urbana-Champaign
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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