EP Wealth Advisors
Alfonso Rodriguez, CFA has a Bachelor of Arts in Economics from UC Santa Barbara. Alfonso has worked at EP Wealth Advisors as an Investment Operations Associate and now serves as the Associate Director of Alternative Investment Research and Portfolio Strategist. Prior to this, Alfonso held roles at Tarbox Family Office, Inc. as Director of Investments, at GC1 Ventures as a Portfolio Manager, at Wells Fargo as an Investment Management Specialist, and at U.S. Trust as a Portfolio Manager Assistant.
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EP Wealth Advisors
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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $13 billion in client assets under management.