EP Wealth Advisors
Armando Herrera is an experienced finance professional with a strong background in portfolio management and operations. Since 2020, Armando has served as an Associate Portfolio Manager at EP Wealth Advisors. Prior to this role, Armando held the position of Director of Operations at Harris Financial Advisors, Inc. from 2013 to 2020. Armando's earlier experience includes serving as a Pricing Valuations Manager at Deutsche Bank from 2005 to 2012 and as a Foreign Exchange Intern at FleetBoston Financial in 2002-2003. Armando earned a degree from Boston University between 2000 and 2004.
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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.