Shari Lynn Reiches

Current Employers

Employment History

• 09/2005 → 07/2025
  Rappaport Reiches Capital Management, Llc
  Skokie, IL
• 07/2025 → Present
  Ep Wealth Advisors, Llc
  Skokie, IL

Previous Registrations

• 2005-09-20 → 2025-07-22
  Rappaport Reiches Capital Management,
  Chicago, IL
• 2000-08-02 → 2005-08-25
  Alliancebernstein L.P.
  Chicago, IL

Other Businesses

Name: Beth Emet Investment Related: No Address: 1224 Dempster Street Evanston, IL 60202 Nature: Co-Chair of Foundation fundraiser to honor retiring Rabbi. Position: Co Chair Title: Co-Chair Start Date: Jan 1 2026 Hours/Month: 8 Hours devoted during trading hours: Less than 1 Duties: Meet with donors to raise money to honor Rabbi Name: Shari Greco Reiches Investment Related: No Address: 5202 Old Orchard Road #160 Skokie, IL 60077 Nature: Responsibilities are to promote the Shari Greco Reiches Brand Position: Media personality. Title: Owner Start Date: Jan 1, 2026 Hours/Month: 20 Hours devoted during trading hours: 5/month Duties: Activities include a maintaining personal website (sharireiches.com); blogposts; podcasts, author, speaker and financial expert for radio shows. Name: Project Kesher Investment Related: No Address: 2660 Broadway #16 New York, NY 10025 Nature: Project Kesher's mission is to build Jewish community and advance civil society by developing and empowering women leaders. Position: Finance Committee Member Title: Finance Committee Member Start Date: Jan 1, 2026 Hours/Month: 4 Hours devoted during trading hours: 4 Duties: Review financials. Help make budgeting decisions. Help with cash management. Jewish United Fund Of Metropolitan Chicago - Not investment related: 30 S Wells Street Chicago Illinois - Nature: Charitable. Position: Secretary to the Board of Directors, Member of the Women's Board & Trustee for JUF Women's Foundation. Start Date: Sep 10, 2024; 2 hrs/week, outside trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-15
• S63 Uniform Securities Agent State Law Examination
  1997-02-06

Other Names

• Shari L Reiches
• Shari Greco
• Shari L Reiches
• Shari Greco Reiches