EP Wealth Advisors
Lucy Assad is a highly experienced tax professional currently serving as a Senior Tax Accountant at EP Wealth Advisors since September 2022. Prior experience includes roles as a Tax Senior at KSM and a Senior Tax Associate at inDinero, where responsibilities encompassed tax compliance support and research for entrepreneurial businesses. Lucy has a background in tax consulting for international and high-net-worth clients, holding expertise in complex tax situations. Earlier career positions include leadership roles at Life Science Nation and Boston Innovation Capital, along with various tax preparation positions at multiple firms. Lucy holds a BA (Hons) in the History and Philosophy of Science from the University of Leeds.
This person is not in any offices
EP Wealth Advisors
2 followers
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $13 billion in client assets under management.