EP Wealth Advisors

2 followers

‌

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

Steven Beals

Divisional Leader, Partner

Fpqp®️ Kelly Alameddin

Client Relationship Manager

Haylee Michaud

Customer Relationship Specialist

Jeni E. Buys

Client Service Associate

Luis Bribiesca

Sr. Client Relationship Associate

Cfp® Garrett Carter Msba

Associate Director Of Partnership Integration

Teams

+31

Client Relationship Management

34 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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