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

EP Wealth Advisors' headquarters in Torrance, CA, United States

Patrick Goshtigian

Alan Berkshire

Iaccp® Mario Chilin Ccep®, Cscp®

Justin Mikhalevsky

Christopher Toumajian

Jeffrey Ingraham

James Dwyer

Cfp® Brady Jardine

Ryan Serrecchia

Cfp® Derek Holman Aif®

This department provides financial guidance and investment strategies to clients, focusing on wealth accumulation and preservation.

Wealth Management

This department oversees high-level strategic direction and partnership initiatives within the organization.

Executive Leadership

The Client Relationship Management team at EP Wealth Advisors is dedicated to fostering and maintaining strong relationships with clients. They provide personalized support and guidance throughout the investment process, ensuring client needs and goals are met. This team also plays a crucial role in communication, addressing inquiries, and facilitating information flow between clients and advisors to enhance overall client satisfaction.

Client Relationship Management

This department focuses on developing and managing financial strategies to assist individuals or organizations in achieving their financial goals.

Financial Planning

This department focuses on managing partnerships and regional partnerships to drive business growth and collaboration.

Partnership Management

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.

��

EP Wealth Advisors

Org chart

Teams

Wealth Management

Executive Leadership

Client Relationship Management

Financial Planning

Partnership Management

Leadership Team

Offices

��������

EP Wealth Advisors

Org chart

Teams

Wealth Management

Executive Leadership

Client Relationship Management

Financial Planning

Partnership Management

Leadership Team

Offices

Related companies

��