EP Wealth Advisors
Mark Giese, CPA, MBA is the Controller at EP Wealth Advisors since October 2021. Prior to this role, Mark served as the Assistant Controller at Raimondo Pettit Group from January 2017 to October 2021, where Mark also held the title of Audit Senior. Mark holds a Master of Business Administration - MBA in Finance from Cal State Fullerton, College of Business and Economics, and a Bachelor's degree in Accounting from California State University, Fullerton.
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.