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EP Wealth Advisors

246 people · 0 jobs
‌

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
Collapse
Christopher Toumajian
Chief Financial Officer
Brian Parker
Managing Director
Cfp® Derek Holman Aif®
Managing Director
Matthew Crow
Managing Director Of Wealth Advisory/partner At EP Wealth Advisors
SB
Steven Beals
Divisional Leader, Partner
RS
Ryan Serrecchia
Executive Vice President / Partner

Teams

FA
MM
+29

Client Relationship Management

33 people · 0 jobs

+15

Leadership Team

19 people · 0 jobs

+9

Financial Analysis and Reporting

13 people · 0 jobs

+4

Compliance and Regulatory Affairs

8 people · 0 jobs

+1

IT and Technical Support

5 people · 0 jobs

Offices

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