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EP Wealth Advisors

2 followers

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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $13 billion in client assets under management.

Industries

Finance

Headquarters

Torrance, United States

Employees

201-500

Links

Org chart

Patrick Goshtigian

Executive Chairman

Patrick Goshtigian

Collapse

Christopher Toumajian

Chief Financial Officer

Brian Parker

Managing Director

Cfp® Derek Holman Aif®

Managing Director

Cfp® Erin Voisin Ea, Ms, Cdfa®, Chfc®

Managing Director Partner Wealth Management Services

Matthew Crow

Managing Director Of Wealth Advisory/partner At EP Wealth Advisors

Jim Mocci

Managing Director, Head Of Marketing

Steven Beals

Divisional Leader, Partner

Iaccp® Mario Chilin Ccep®, Cscp®

Chief Compliance Officer

Brenda Winn

Client Relationship Manager

Kathleen Morris Cheek

Client Relationship Manager

Fpqp®️ Kelly Alameddin

Client Relationship Manager

Maranda M.

Client Relationship Manager

Mineko C. Murai

Client Relationship Manager

Olivia Nierhake

Account Manager

Ashley Bown

Sr. Relationship Associate

Haylee Michaud

Customer Relationship Specialist

Jeni E. Buys

Client Service Associate

Jennifer Forsyth

Senior Client Relationship Associate At EP Wealth Advisors, LLC

Luis Bribiesca

Sr. Client Relationship Associate

Cfp® Garrett Carter Msba

Associate Director Of Partnership Integration

Mike Madden

IT Manager, Infrastructure And Service Delivery

Vina Qui-Huong Nguyen

Senior Associate, Data Analytics

Teams

+32

Client Relationship Management

35 members

+16

Leadership Team

19 members

+10

Financial Analysis and Reporting

13 members

Compliance and Regulatory Affairs

8 members

IT and Technical Support

5 members

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