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EP Wealth Advisors

2 followers

‌

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

Industries

Finance

Headquarters

Torrance, United States

Employees

201-500

Links

Org chart

Patrick Goshtigian
Executive Chairman

Patrick Goshtigian

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Christopher Toumajian
Chief Financial Officer
Brian Parker
Managing Director
Cfp® Derek Holman Aif®
Managing Director
Cfp® Erin Voisin Ea, Ms, Cdfa®, Chfc®
Managing Director Partner Wealth Management Services
Matthew Crow
Managing Director Of Wealth Advisory/partner At EP Wealth Advisors
JM
Jim Mocci
Managing Director, Head Of Marketing
SB
Steven Beals
Divisional Leader, Partner
IC
Iaccp® Mario Chilin Ccep®, Cscp®
Chief Compliance Officer
Brenda Winn
Client Relationship Manager
Kathleen Morris Cheek
Client Relationship Manager
FA
Fpqp®️ Kelly Alameddin
Client Relationship Manager
MM
Maranda M.
Client Relationship Manager
MM
Mineko C. Murai
Client Relationship Manager
ON
Olivia Nierhake
Account Manager
Ashley Bown
Sr. Relationship Associate
Haylee Michaud
Customer Relationship Specialist
JB
Jeni E. Buys
Client Service Associate
JF
Jennifer Forsyth
Senior Client Relationship Associate At EP Wealth Advisors, LLC
Luis Bribiesca
Sr. Client Relationship Associate
Cfp® Garrett Carter Msba
Associate Director Of Partnership Integration
Mike Madden
IT Manager, Infrastructure And Service Delivery
Vina Qui-Huong Nguyen
Senior Associate, Data Analytics

Teams

FA
+32

Client Relationship Management

35 members

+16

Leadership Team

19 members

+10

Financial Analysis and Reporting

13 members

+5

Compliance and Regulatory Affairs

8 members

+2

IT and Technical Support

5 members

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