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

Finance

EP Wealth Advisors

EP Wealth Advisors' headquarters in Torrance, CA, United States

Patrick Goshtigian

Ryan Serrecchia

Matthew Crow

Cfp® Derek Holman Aif®

The Client Relationship Management team at EP Wealth Advisors is dedicated to fostering and maintaining strong relationships with clients. They provide personalized support and guidance throughout the investment process, ensuring client needs and goals are met. This team also plays a crucial role in communication, addressing inquiries, and facilitating information flow between clients and advisors to enhance overall client satisfaction.

Client Relationship Management

The Leadership Team at EP Wealth Advisors is responsible for setting the strategic direction and overseeing the firm’s operations to ensure the delivery of exceptional investment management and wealth advisory services. Comprising senior executives with diverse expertise, the team collaborates to drive growth, maintain compliance, and uphold the firm's commitment to client satisfaction while managing over $13 billion in assets.

Leadership Team

The Financial Analysis and Reporting team at EP Wealth Advisors is responsible for evaluating investment performance and generating detailed financial reports to support decision-making and strategy development. This team combines expertise in financial planning, tax administration, and data analytics to ensure accurate assessments of client portfolios and optimize financial outcomes. Through their comprehensive analysis, they help clients navigate complex financial landscapes while maximizing growth and minimizing tax liabilities.

Financial Analysis and Reporting

The Compliance and Regulatory Affairs team at EP Wealth Advisors ensures that the firm adheres to all applicable laws and regulations governing financial services. This team conducts compliance audits, develops policies and procedures, and provides training to staff to mitigate regulatory risks. They also liaise with regulatory bodies and manage inquiries to maintain the firm's integrity and protect client interests.

Compliance and Regulatory Affairs

The IT and Technical Support team at EP Wealth Advisors ensures the reliability and security of the firm’s technology infrastructure. They provide technical assistance to staff, manage system operations, facilitate data flow, and implement solutions that enhance overall efficiency and performance within the firm. Their expertise supports the seamless delivery of financial services to clients, safeguarding sensitive information while enabling robust operational capabilities.

EP Wealth Advisors

Org chart

Teams

Client Relationship Management

Leadership Team

Financial Analysis and Reporting

Compliance and Regulatory Affairs

IT and Technical Support

Offices

EP Wealth Advisors

Org chart

Teams

Client Relationship Management

Leadership Team

Financial Analysis and Reporting

Compliance and Regulatory Affairs

IT and Technical Support

Offices

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