EP Wealth Advisors
Erin Moriarty possesses a robust background in financial services, currently serving as an Associate Portfolio Manager at EP Wealth Advisors since January 2025. Prior experience includes roles as an Investment Advisor Associate at Kayne Anderson Rudnick from October 2017 to January 2025, and as a Client Service Associate II at Edelman Financial Services between May 2010 and October 2017. Erin Moriarty holds a Bachelor's Degree in Sociology from Northern Illinois University and a Certificate in Personal Financial Planning from UCLA Extension.
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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.