Ross Bernstein

Ross Bernstein is an experienced operations manager with a strong background in financial services and client management. Currently serving as Operations Manager at EP Wealth Advisors since July 2018, Ross oversees the operations team, managing processes related to client financials and account management. Previous roles at EP Wealth Advisors include Senior Operations Associate and Operations Associate, where Ross played a key role in onboarding new offices and enhancing firm assets through mergers and acquisitions. Prior experience includes positions at memberplanet, Double Standard Industries LLC, Kurtzman Carson Consultants LLC, and Skechers, where Ross developed skills in account management, digital marketing, and client relations. Ross holds a Bachelor of Applied Science degree in Business/Commerce from California State University-Dominguez Hills.