EP Wealth Advisors
Sage Mattson is an experienced tax professional currently serving as Tax Manager at EP Wealth Advisors since November 2021. Prior to this role, Sage Mattson accumulated over a decade of experience at KPMG US, where responsibilities included Manager in Global Mobility Services and various positions from Tax Associate to Tax Technician. Sage Mattson also worked as a Senior HR Assistant at Freeport-McMoRan Copper & Gold Inc. earlier in the career. Educational qualifications include a Bachelor of Arts in Sociology from Arizona State University, earned between 2002 and 2007.
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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.