Steven Mahan, CFA, is a Senior Vice President and Wealth Advisor at EP Wealth Advisors, a position held since 2026. Previously, they served as a Senior Portfolio Manager at Capital Insight Partners, LLC from 2021 to 2025. Steven's earlier experience includes roles at UPS as an Account Executive and Inside Sales Representative, and as Director of Business Development at LMI Solutions. They also held the position of Portfolio Consultant and Area Sales Representative at Capital Group | American Funds. Steven earned a Bachelor of Business Administration in Finance from Northern Arizona University from 2006 to 2010.
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