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 Leadership Team at EP Wealth Advisors is responsible for setting the strategic direction and overseeing the firm’s operations to ensure the delivery of exceptional investment management and wealth advisory services. Comprising senior executives with diverse expertise, the team collaborates to drive growth, maintain compliance, and uphold the firm's commitment to client satisfaction while managing over $13 billion in assets.

Leadership Team

Client Relationship Management

Financial Analysis and Reporting

Leadership Team

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Team members

Other teams at EP Wealth Advisors

Client Relationship Management

Financial Analysis and Reporting