Alan Berkshire

Alan Berkshire is currently the Chief Administrative Officer & General Counsel at EP Wealth Advisors, overseeing various teams within the fast-growing wealth management firm. Prior to this role, Alan served as Principal at Berkshire Advisors LLC, Global Chief Operating Officer - Investments at Columbia Threadneedle, Chief Operating Officer at Columbia Wanger Asset Management, and President - N. America at Religare Global Asset Management. With a background in law and architecture, Alan has held senior executive roles at companies such as Nuveen Investments and Kirkland & Ellis LLP.