EP Wealth Advisors
Adam Fein is a seasoned financial professional with extensive experience in wealth management and client advisory roles. Currently serving as Senior Vice President, Advisor, and Partner at EP Wealth Advisors since March 2024, Adam previously held the position of Senior Financial Associate at RBC Wealth Management from November 2016 to March 2024. Prior to that, Adam worked as a Financial Consultant at Heide Wealth Management Group of Wells Fargo Advisors from July 2014 to November 2016, and as a Client Advisor in the Sports and Entertainment division at SunTrust Bank from January 2010 to February 2013. Adam holds a Bachelor of Arts degree from the University of California, Berkeley.
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