Matthew McCoy

About Matthew McCoy

I lead legal strategy for a rapidly expanding national wealth management platform, with responsibility across mergers and acquisitions, enterprise risk, board governance, technology partnerships, and employment matters.Over the past several years, I have structured and executed numerous strategic acquisitions across a multi-state footprint, working closely with executive leadership to align transaction execution with long-term growth, integration, and operational discipline. My role extends beyond transaction documentation to integration planning, governance oversight, and risk management at scale.In addition to transaction work, I partner with business leaders on enterprise vendor strategy and AI implementation initiatives, including governance frameworks supporting Salesforce-driven innovation in a regulated environment.Prior to my current role, I practiced at Goodwin and King & Spalding, advising public and private companies, private equity sponsors, and venture-backed growth companies in complex M&A and financing transactions, including multi-billion-dollar strategic acquisitions and capital markets offerings.I am particularly interested in the intersection of capital, technology, and legal strategy in scaling financial services platforms.

Experience

1. Executive Director - Associate General Counsel

   EP Wealth Advisors

   Feb 2026 — Present

   I lead legal strategy across mergers and acquisitions, enterprise risk, board governance, technology partnerships, and employment matters for a rapidly expanding national wealth management platform.Key responsibilities and impact:• Lead end-to-end legal execution of strategic acquisitions, including structuring, due diligence, negotiation, documentation, and post-close integration coordination across multi-state operations• Partner with executive leadership to align transaction strategy with long-term growth objectives and cultural integration• Advise senior leadership and the board on governance, enterprise risk, and strategic initiatives• Oversee enterprise vendor and technology contracting, including complex platform and systems agreements• Provide counsel on employment, litigation management, and risk mitigation across a growing national footprint• Actively involved in AI and technology initiatives

Education

• Georgetown Law

  JD

  2009 — 2011

• Michigan State University College of Law

  JD

  2008 — 2009

• Michigan State University

  Bachelor's degree, International Relations

  2004 — 2008

Skills

• Policy Analysis
• Corporate Law
• Microsoft Office
• Social Media
• Legal Research
• Public Policy
• Westlaw
• International Law
• Legal Writing
• Research