Shari Greco Reiches in

Shari Greco Reiches

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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

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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

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Education
1980 - 1984
Accounting
Gies College of Business - University of Illinois Urbana-Champaign
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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