Moss Adams Wealth Advisors appoints Erica Coogan as new partner in charge
Company veteran named to lead firm
SEATTLE, Aug. 25, 2016—Moss Adams Wealth Advisors LLC, a leading provider of investment management and personal financial planning strategies, announced the appointment of Erica Coogan as the new partner in charge. She takes over leadership from Rebecca Pomering, who assumed the chief practice officer position for Moss Adams LLP earlier in August.
“Erica’s long tenure with Moss Adams Wealth Advisors as well as the numerous leadership roles that she has managed within the firm establishes that she will be an effective and impactful leader,” said Rebecca Pomering, chief practice officer of Moss Adams.
Coogan has been with Moss Adams Wealth Advisors for over 18 years, leading the practice in the Puget Sound region for much of her tenure. She has chaired the investment team and currently serves as a member of the Moss Adams partner review committee. In her new role, Coogan will be responsible for the growth of Moss Adams Wealth Advisors, including strategic planning, sales and marketing, team development and mergers and acquisitions.
“It is a privilege to serve as partner in charge of Moss Adams Wealth Advisors, and I look forward to continuing the firm’s legacy of high performance and excellent client service,” Coogan said.
“Erica exemplifies many of the qualities and core values that Moss Adams has based our brand around,” said Chris Schmidt, chairman and CEO of Moss Adams. “The daily example that she sets through her integrity and passion for excellence gives me great confidence that she will be a strong leader for Moss Adams Wealth Advisors.”