EP Wealth Advisors
Karen Chan has substantial experience in investment operations, currently serving as Associate Director of Investment Operations at EP Wealth Advisors since September 2018. In this role, Karen oversees various aspects of investment processes, demonstrating strong leadership abilities. Previously, Karen held the position of Investment Operations Manager at the same firm and worked as an Investment Planning Analyst at Caves & Associates LLC, further solidifying expertise in the investment planning and operations field.
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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.