EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $13 billion in client assets under management. 

Finance

EP Wealth Advisors

Patrick Goshtigian

Mike Madden

Vina Qui-Huong Nguyen

Cfp® Garrett Carter Msba

Luis Bribiesca

Jeni E. Buys

Haylee Michaud

Olivia Nierhake

Mineko C. Murai

Kathleen Morris Cheek

Brenda Winn

Jennifer Forsyth

Ashley Bown

Maranda M.

Fpqp®️ Kelly Alameddin

Iaccp® Mario Chilin Ccep®, Cscp®

Steven Beals

Jim Mocci

Matthew Crow

Cfp® Erin Voisin Ea, Ms, Cdfa®, Chfc®

Cfp® Derek Holman Aif®

Brian Parker

Christopher Toumajian

The IT and Technical Support team at EP Wealth Advisors ensures the reliability and security of the firm’s technology infrastructure. They provide technical assistance to staff, manage system operations, facilitate data flow, and implement solutions that enhance overall efficiency and performance within the firm. Their expertise supports the seamless delivery of financial services to clients, safeguarding sensitive information while enabling robust operational capabilities.

IT and Technical Support

Client Relationship Management

Leadership Team

Financial Analysis and Reporting

IT and Technical Support

About

Team members

Other teams at EP Wealth Advisors

Client Relationship Management

Leadership Team

Financial Analysis and Reporting