EP Wealth Advisors
Natalia Amato, CFA, is an accomplished portfolio manager at EP Wealth Advisors, where employment began in August 2020. Prior experience includes serving as a senior investment analyst focused on manager research at Cetera Financial Group and as a business analyst at InvestCloud, Inc. Professional background also encompasses a role as a senior associate in financial services management consulting at Infosys Consulting, where over 10 years of investment industry experience was applied to a fintech project for a leading investment management company. Prior positions include vice president of investment management at Finestone Partners, where Natalia researched and evaluated various investment strategies, and key roles at Systematic Alpha Management, LLC, as a research analyst and execution trader. Educational credentials include an MBA in Finance from Pepperdine Graziadio Business School and an MS in Global Economics from Russian State University of Trade and Economics.
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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.