Org chart
Patrick Goshtigian
President & CEO
Patrick Goshtigian
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Christopher Toumajian
Chief Financial Officer
Rosana Rivera-Betancourt
Chief Technology Officer (cto)
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
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
