EP Wealth Advisors
Industry: Company
DescriptionFounded: 1985 Subsidiary: Moore Financial Group
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EP Wealth Advisors Employees
Employee
Years
Job
Industry
Austin King Austin King's EP Wealth Advisors Experience March 2012 - Present
Job Marketing Manager at EP Wealth Advisors
Industry Marketing and Advertising
Experience
EP Wealth Advisors March 2012 - Present
Ace Air July 2011 - February 2012
Little America Hotel 2009 - 2011
Bobby's, a Mancuso Restaurant 2005 - 2007
Education
Northern Arizona University 2007 — 2011
BACHELOR OF SCIENCE (B.S), Business Administration; Marketing and Management
EP Wealth Advisors March 2012 - Present
Ace Air July 2011 - February 2012
Little America Hotel 2009 - 2011
Bobby's, a Mancuso Restaurant 2005 - 2007
Education
Northern Arizona University 2007 — 2011
BACHELOR OF SCIENCE (B.S), Business Administration; Marketing and Management
Sean Cartin Sean Cartin's EP Wealth Advisors Experience 2013 - Present
Job VP at EP Wealth Advisors l Custom Strategies for Wealth Optimization
Industry Financial Services
Experience
EP Wealth Advisors 2013 - Present
Bernstein Global Wealth Management 2010 - 2013
LifeCell Corporation 2009 - 2010
Quest Diagnostics 2005 - 2009
TaylorMade-adidas Golf 2003 - 2005
Education
Georgetown University 1997 — 2001
B.S. in Business Administration, Finance
EP Wealth Advisors 2013 - Present
Bernstein Global Wealth Management 2010 - 2013
LifeCell Corporation 2009 - 2010
Quest Diagnostics 2005 - 2009
TaylorMade-adidas Golf 2003 - 2005
Education
Georgetown University 1997 — 2001
B.S. in Business Administration, Finance
Alfonso Rodriguez Arriaga Alfonso Rodriguez Arriaga's EP Wealth Advisors Experience November 2013 - August 2015
Job Portfolio Manager Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust August 2015 - Present
EP Wealth Advisors November 2013 - August 2015
Tower Group Companies June 2012 - August 2012
adidas June 2009 - July 2010
Skills
Data Analysis, Statistics, Equity Trading, Microsoft Excel, Microsoft Word, Mathematical Analysis, Problem Solving, MS Excel Pivot Tables, Financial Modeling, Economic Modeling, Health Economics, Research, Stata, Financial Statement..., Econometric Modeling, PowerPoint, Prezi, Microsoft Office, Learning Quickly, Clerical Skills, Company Presentations, Public Speaking, Motivation, Organizational..., Efficiency, Spanish-speaking, Writing, Vlookup
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Economics
U.S. Trust August 2015 - Present
EP Wealth Advisors November 2013 - August 2015
Tower Group Companies June 2012 - August 2012
adidas June 2009 - July 2010
Skills
Data Analysis, Statistics, Equity Trading, Microsoft Excel, Microsoft Word, Mathematical Analysis, Problem Solving, MS Excel Pivot Tables, Financial Modeling, Economic Modeling, Health Economics, Research, Stata, Financial Statement..., Econometric Modeling, PowerPoint, Prezi, Microsoft Office, Learning Quickly, Clerical Skills, Company Presentations, Public Speaking, Motivation, Organizational..., Efficiency, Spanish-speaking, Writing, Vlookup
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Economics
Adam N. Phillips, CFA, CFP® Adam N. Phillips, CFA, CFP®'s EP Wealth Advisors Experience April 2014 - Present
Job Senior Vice President Investment Strategist at EP Wealth Advisors
Industry Investment Management
Experience
EP Wealth Advisors April 2014 - Present
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (Executive MBA Program)
University of Southern California - Marshall School of Business 2001 — 2005
BS, Business Administration
EP Wealth Advisors April 2014 - Present
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (Executive MBA Program)
University of Southern California - Marshall School of Business 2001 — 2005
BS, Business Administration
Tammy Trenta Tammy Trenta's EP Wealth Advisors Experience April 2011 - Present
Job Director of Financial Planning at EP Wealth Advisors
Industry Financial Services
Experience
EP Wealth Advisors April 2011 - Present
Wells Fargo 2004 - 2011
Merrill Lynch 1999 - 2003
Morgan Stanley 1995 - 1997
Education
Arizona State University 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Arizona State University 1990 — 1994
Bachelor of Arts (B.A.), Communications
EP Wealth Advisors April 2011 - Present
Wells Fargo 2004 - 2011
Merrill Lynch 1999 - 2003
Morgan Stanley 1995 - 1997
Education
Arizona State University 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Arizona State University 1990 — 1994
Bachelor of Arts (B.A.), Communications
William Coit William Coit's EP Wealth Advisors Experience July 2014 - August 2014
Job Audit Associate at KPMG
Industry Real Estate
Experience
KPMG August 2015 - Present
Ole Smoky Moonshine Distillery June 2014 - August 2015
EP Wealth Advisors July 2014 - August 2014
KAA Design Group August 2013 - September 2013
Skills
Account Reconciliation, Accounting, Accounts Payable, Financial Analysis, Financial Reporting, Financial Accounting, Freight, Freight Forwarding, Accruals, Billing Systems, QuickBooks, Deltek, Microsoft Excel, Stock Picking, Stock Market Analysis, Budget Forecasts, Budget Reconciliation, Budget Variances
Education
Loyola Marymount University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
KPMG August 2015 - Present
Ole Smoky Moonshine Distillery June 2014 - August 2015
EP Wealth Advisors July 2014 - August 2014
KAA Design Group August 2013 - September 2013
Skills
Account Reconciliation, Accounting, Accounts Payable, Financial Analysis, Financial Reporting, Financial Accounting, Freight, Freight Forwarding, Accruals, Billing Systems, QuickBooks, Deltek, Microsoft Excel, Stock Picking, Stock Market Analysis, Budget Forecasts, Budget Reconciliation, Budget Variances
Education
Loyola Marymount University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Ben Widders Ben Widders's EP Wealth Advisors Experience August 2009 - Present
Job Vice President at EP Wealth Advisors
Industry Investment Management
Experience
EP Wealth Advisors August 2009 - Present
Charles Schwab December 2003 - May 2009
Education
The Master's College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration
EP Wealth Advisors August 2009 - Present
Charles Schwab December 2003 - May 2009
Education
The Master's College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration
Russell Levine's EP Wealth Advisors Experience May 2013 - August 2013
Job Research Analyst at Lieberman Research Worldwide
Industry Financial Services
Experience
Los Angeles Cleantech Incubator February 2015 - May 2015
Lieberman Research Worldwide January 2015 - May 2015
Port of Los Angeles June 2014 - August 2014
EP Wealth Advisors May 2013 - August 2013
Lazy Dog Restaurant & Bar September 2009 - March 2013
Skills
Process Optimization, Data Analysis, Financial Analysis, Market Research, Finance, Portfolio Management, Public Speaking
Education
University of Southern California - Marshall School of Business
Bachelor of Business Administration
El Camino College
Los Angeles Cleantech Incubator February 2015 - May 2015
Lieberman Research Worldwide January 2015 - May 2015
Port of Los Angeles June 2014 - August 2014
EP Wealth Advisors May 2013 - August 2013
Lazy Dog Restaurant & Bar September 2009 - March 2013
Skills
Process Optimization, Data Analysis, Financial Analysis, Market Research, Finance, Portfolio Management, Public Speaking
Education
University of Southern California - Marshall School of Business
Bachelor of Business Administration
El Camino College
Derek Hobson Derek Hobson's EP Wealth Advisors Experience May 2009 - August 2012
Job Analyst at Grandbridge Real Estate Capital
Industry Real Estate
Experience
Grandbridge Real Estate Capital February 2013 - Present
EP Wealth Advisors May 2009 - August 2012
Education
University of Pennsylvania 2004 — 2008
BA, Economic History
Grandbridge Real Estate Capital February 2013 - Present
EP Wealth Advisors May 2009 - August 2012
Education
University of Pennsylvania 2004 — 2008
BA, Economic History
Darana Chhor Darana Chhor's EP Wealth Advisors Experience April 2014 - Present
Job Associate Portfolio Manager at EP Wealth Advisors
Industry Financial Services
Experience
EP Wealth Advisors April 2014 - Present
Morgan Stanley Wealth Management March 2011 - April 2014
Morgan Stanley Wealth Management August 2010 - March 2011
Skills
Investment Management, Asset Allocation, Risk Management, Research, Trading, Bloomberg
Education
California State University-Long Beach
Bachelor of Science in Business Administration, Finance- Investments, Magna Cum Laude
Long Beach City College
Associate of Arts (AA), Real Estate
EP Wealth Advisors April 2014 - Present
Morgan Stanley Wealth Management March 2011 - April 2014
Morgan Stanley Wealth Management August 2010 - March 2011
Skills
Investment Management, Asset Allocation, Risk Management, Research, Trading, Bloomberg
Education
California State University-Long Beach
Bachelor of Science in Business Administration, Finance- Investments, Magna Cum Laude
Long Beach City College
Associate of Arts (AA), Real Estate
Greg Wells, CFP® Greg Wells, CFP®'s EP Wealth Advisors Experience April 2010 - Present
Job Vice President at EP Wealth Advisors
Industry Financial Services
Experience
EP Wealth Advisors April 2010 - Present
Paychex January 2009 - April 2010
Canadian Professional Golf Tour June 2006 - November 2008
Lime Energy June 2006 - June 2007
Skills
Money Management, Strategic Financial..., Business Networking, Financial Advisory, Budgets, Asset Allocation, Portfolio Management, Sales
Education
University of California, Santa Barbara 2001 — 2006
Bachelor of Arts (B.A.), Social Sciences
Glendora High School 1997 — 2001
EP Wealth Advisors April 2010 - Present
Paychex January 2009 - April 2010
Canadian Professional Golf Tour June 2006 - November 2008
Lime Energy June 2006 - June 2007
Skills
Money Management, Strategic Financial..., Business Networking, Financial Advisory, Budgets, Asset Allocation, Portfolio Management, Sales
Education
University of California, Santa Barbara 2001 — 2006
Bachelor of Arts (B.A.), Social Sciences
Glendora High School 1997 — 2001
Amay Gupta's EP Wealth Advisors Experience June 2015 - August 2015
Job Summer Analyst, Private Wealth Management at EP Wealth Advisors
Industry Financial Services
Experience
EP Wealth Advisors June 2015 - August 2015
University of California, Berkeley August 2013 - September 2014
Beverly Hills Chamber of Commerce June 2013 - August 2013
Mission City Community Network June 2012 - August 2013
Skills
Public Speaking, Research, Cash Flow Analysis, International Relations, Cash Flow Forecasting, Pro Forma Development, Competitive Strategies, Microsoft Office, Economics, Nonprofits, Marketing, Public Policy
Education
University of California, Berkeley 2012 — 2016
Economics with Significant Coursework in the Haas School of Business
EP Wealth Advisors June 2015 - August 2015
University of California, Berkeley August 2013 - September 2014
Beverly Hills Chamber of Commerce June 2013 - August 2013
Mission City Community Network June 2012 - August 2013
Skills
Public Speaking, Research, Cash Flow Analysis, International Relations, Cash Flow Forecasting, Pro Forma Development, Competitive Strategies, Microsoft Office, Economics, Nonprofits, Marketing, Public Policy
Education
University of California, Berkeley 2012 — 2016
Economics with Significant Coursework in the Haas School of Business
Austin Edmonds Austin Edmonds's EP Wealth Advisors Experience May 2015 - July 2015
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
EP Wealth Advisors May 2015 - July 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Northwest Hardwoods July 2013 - August 2013
Uni-Sport 2013 - 2013
City of Hawthore Parks and Recreation June 2011 - August 2011
Coastal Financial Group January 2007 - August 2011
Skills
Time Management, PowerPoint, Microsoft Excel, Accounting, Management, Data Entry, QuickBooks, Public Speaking, Customer Service, Teamwork
Education
University of Arizona 2011 — 2015
Business Finance Major - Global Business Minor, Senior
University of Westminster 2013 — 2013
Business
Mira Costa High School 2007 — 2011
EP Wealth Advisors May 2015 - July 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Northwest Hardwoods July 2013 - August 2013
Uni-Sport 2013 - 2013
City of Hawthore Parks and Recreation June 2011 - August 2011
Coastal Financial Group January 2007 - August 2011
Skills
Time Management, PowerPoint, Microsoft Excel, Accounting, Management, Data Entry, QuickBooks, Public Speaking, Customer Service, Teamwork
Education
University of Arizona 2011 — 2015
Business Finance Major - Global Business Minor, Senior
University of Westminster 2013 — 2013
Business
Mira Costa High School 2007 — 2011
Sherryl Ray Sherryl Ray's EP Wealth Advisors Experience May 2009 - Present
Job Operations Manager at EP Wealth Advisors
Industry Investment Management
Experience
EP Wealth Advisors May 2009 - Present
EP Wealth Advisors September 2003 - Present
Education
University of Hawaii at Manoa 1988 — 1991
Bachelor's degree, East Asian Studies
University of Hawaii-Manoa 1987 — 1991
BA, Asian Studies
EP Wealth Advisors May 2009 - Present
EP Wealth Advisors September 2003 - Present
Education
University of Hawaii at Manoa 1988 — 1991
Bachelor's degree, East Asian Studies
University of Hawaii-Manoa 1987 — 1991
BA, Asian Studies
Arsames Qajar Arsames Qajar's EP Wealth Advisors Experience July 2012 - March 2013
Job Web Developer || Wealth Manager || Nonprofit Consultant
Industry Computer Software
Experience
Boys and Girls Clubs of America December 2014 - Present
ACES (Academic Consulting and Education Services) February 2013 - Present
General Assembly January 2015 - April 2015
BridgeGap April 2014 - December 2014
EP Wealth Advisors July 2012 - March 2013
Search for Common Ground (SFCG) June 2011 - August 2011
EP Wealth Advisors June 2010 - August 2010
Skills
Data Analysis, Start-ups, Investments, Analysis, Editing, Facebook, Spanish, Program Management, Social Media, Management, Public Speaking
Education
General Assembly 2015 — 2016
Cornell University
Bachelor of Arts, Philosophy
Pitzer College
School of Liberal Arts, Economics
UCLA
Finance Certificate (in process)
Vistamar
Boys and Girls Clubs of America December 2014 - Present
ACES (Academic Consulting and Education Services) February 2013 - Present
General Assembly January 2015 - April 2015
BridgeGap April 2014 - December 2014
EP Wealth Advisors July 2012 - March 2013
Search for Common Ground (SFCG) June 2011 - August 2011
EP Wealth Advisors June 2010 - August 2010
Skills
Data Analysis, Start-ups, Investments, Analysis, Editing, Facebook, Spanish, Program Management, Social Media, Management, Public Speaking
Education
General Assembly 2015 — 2016
Cornell University
Bachelor of Arts, Philosophy
Pitzer College
School of Liberal Arts, Economics
UCLA
Finance Certificate (in process)
Vistamar
Brian Sterz, CFA's EP Wealth Advisors Experience April 2007 - May 2013
Job CEO at Accessible Capital Partners
Industry Real Estate
Experience
Accessible Capital Partners September 2014 - Present
Charles Dunn Company April 2014 - September 2014
Bank of America Merrill Lynch June 2013 - August 2013
EP Wealth Advisors April 2007 - May 2013
Callan Associates May 2003 - April 2007
Skills
Real Estate Development, Commercial Real Estate..., Commercial Real Estate..., Real Estate Investor, Real Estate Financing, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate, Real Estate, Fixed Income, Investments, Alternative Investments, Equity Valuation, Financial Analysis, Chartered Financial..., Highly personable, Asset Managment, Capital Markets, Triathlon, Asset Management, Valuation, Investment Strategies, Portfolio Management, Investment Banking, Asset Allocation, Investment Management, Hedge Funds, Bloomberg, Investment Properties, Financial Modeling, Management, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2014
MBA
University of California, Berkeley 1997 — 2002
B.A.
Loyola High School 1993 — 1997
Accessible Capital Partners September 2014 - Present
Charles Dunn Company April 2014 - September 2014
Bank of America Merrill Lynch June 2013 - August 2013
EP Wealth Advisors April 2007 - May 2013
Callan Associates May 2003 - April 2007
Skills
Real Estate Development, Commercial Real Estate..., Commercial Real Estate..., Real Estate Investor, Real Estate Financing, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate, Real Estate, Fixed Income, Investments, Alternative Investments, Equity Valuation, Financial Analysis, Chartered Financial..., Highly personable, Asset Managment, Capital Markets, Triathlon, Asset Management, Valuation, Investment Strategies, Portfolio Management, Investment Banking, Asset Allocation, Investment Management, Hedge Funds, Bloomberg, Investment Properties, Financial Modeling, Management, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2014
MBA
University of California, Berkeley 1997 — 2002
B.A.
Loyola High School 1993 — 1997
Bennett E. Gross CFA CAIA's EP Wealth Advisors Experience January 2012 - Present
Job Investment Strategist at EP Wealth Avisors
Industry Investment Management
Experience
EP Wealth Advisors January 2012 - Present
Pacific Wealth Advisers a division of Pacific Income Advisers June 2008 - January 2012
Financial Management Advisors LLC May 2004 - May 2008
Windward Capital Management Co January 1996 - May 2004
Early Career 1985 - 1995
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
Masters of Business Administration (MBA), Finance and Capital Markets
University of California, Irvine 1977 — 1981
Bachelor of Arts (B.A.), Economics
EP Wealth Advisors January 2012 - Present
Pacific Wealth Advisers a division of Pacific Income Advisers June 2008 - January 2012
Financial Management Advisors LLC May 2004 - May 2008
Windward Capital Management Co January 1996 - May 2004
Early Career 1985 - 1995
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
Masters of Business Administration (MBA), Finance and Capital Markets
University of California, Irvine 1977 — 1981
Bachelor of Arts (B.A.), Economics
Michael McGrath, MS, CFP, CLU Michael McGrath, MS, CFP, CLU's EP Wealth Advisors Experience August 2009 - Present
Job Vice President at EP Wealth Advisors
Industry Investment Management
Experience
EP Wealth Advisors August 2009 - Present
Charles Schwab 2004 - 2009
John Hancock Financial Services October 1997 - March 2004
Carl Terzian Associates January 1996 - October 1997
Horace Mann January 1995 - December 1996
McGrath Associates April 1990 - October 1994
Education
College for Financial Planning 2005 — 2006
Master of Science (M.S.), Finance, Financial Planning
Pepperdine University 1990 — 1994
Bachelor of Science (B.S.), Public Relations
EP Wealth Advisors August 2009 - Present
Charles Schwab 2004 - 2009
John Hancock Financial Services October 1997 - March 2004
Carl Terzian Associates January 1996 - October 1997
Horace Mann January 1995 - December 1996
McGrath Associates April 1990 - October 1994
Education
College for Financial Planning 2005 — 2006
Master of Science (M.S.), Finance, Financial Planning
Pepperdine University 1990 — 1994
Bachelor of Science (B.S.), Public Relations
Ben Porras Ben Porras's EP Wealth Advisors Experience February 2013 - Present
Job Vice President at EP Wealth Advisors|| CFA Level III Candidate
Industry Investment Management
Experience
EP Wealth Advisors February 2013 - Present
Charles Schwab October 2003 - August 2011
WM Financial Services November 2002 - September 2003
Education
University of California, at Berkeley 1997 — 2002
BA, Major: Legal Studies, Minor: Philosophy
Loyola High School
New York Institute of Finance
Core Skills Analyst Program - Accounting Module
University of Windsor
Study Seminar for Financial Analysts
EP Wealth Advisors February 2013 - Present
Charles Schwab October 2003 - August 2011
WM Financial Services November 2002 - September 2003
Education
University of California, at Berkeley 1997 — 2002
BA, Major: Legal Studies, Minor: Philosophy
Loyola High School
New York Institute of Finance
Core Skills Analyst Program - Accounting Module
University of Windsor
Study Seminar for Financial Analysts
Julie Faas Julie Faas's EP Wealth Advisors Experience May 2012 - January 2015
Job Senior Operations Associate
Industry Investment Management
Experience
EP Wealth Advisors May 2012 - January 2015
EP Wealth Advisors January 2009 - January 2015
Austin Independent School District January 2007 - May 2008
Education
The University of Texas at Austin 2003 — 2006
B.A., Sociology, Government, Philosophy
EP Wealth Advisors May 2012 - January 2015
EP Wealth Advisors January 2009 - January 2015
Austin Independent School District January 2007 - May 2008
Education
The University of Texas at Austin 2003 — 2006
B.A., Sociology, Government, Philosophy
Cristopher Moran, CFA, CFP's EP Wealth Advisors Experience December 2008 - Present
Job Portfolio Manager at EP Wealth Advisors
Industry Investment Management
Experience
EP Wealth Advisors December 2008 - Present
Moran Capital Management, Inc. January 2004 - January 2008
Education
Binghamton University - School of Management 1991 — 1995
Bachelor of Science (B.S.), Business Management, Honors
EP Wealth Advisors December 2008 - Present
Moran Capital Management, Inc. January 2004 - January 2008
Education
Binghamton University - School of Management 1991 — 1995
Bachelor of Science (B.S.), Business Management, Honors
Lawrence Danza's EP Wealth Advisors Experience May 2013 - Present
Job IT Director
Industry Information Technology and Services
Experience
EP Wealth Advisors May 2013 - Present
Jerry Bruckheimer Films and Television March 2011 - November 2012
20th Century Fox July 2006 - March 2011
20th Century Fox July 2003 - March 2006
20th Century Fox August 1999 - July 2003
International Creative Management June 1998 - August 1999
Skills
Microsoft Exchange, Technical Support, Mac OS, Windows 7, Desktop Support..., Help Desk Implementation, Desktop Administration, Executive Management, Cisco Call Manager, Blackberry Enterprise..., Windows Server, iPhone Support, Android, Blackberry, Microsoft Office, Adobe Creative Suite, Adobe Acrobat, Barracuda Spam Firewall, Symantec Backup, FileMaker, Retrospect, Desktop Computers, Dell PowerEdge Servers, Dell PowerVault, HP, HP Server Hardware, HP Proliant, Apple OS, Windows XP Pro, Apple, Entertainment, Television, Film Production, Feature Films, Post Production, Music Performance, Wireless Networking
Education
University of Phoenix 1997 — 2000
Bachelor of Science (BS), Management Information Systems, General
Berklee College of Music 1984 — 1987
Bachelor of Science (BS), Music Performance, General
EP Wealth Advisors May 2013 - Present
Jerry Bruckheimer Films and Television March 2011 - November 2012
20th Century Fox July 2006 - March 2011
20th Century Fox July 2003 - March 2006
20th Century Fox August 1999 - July 2003
International Creative Management June 1998 - August 1999
Skills
Microsoft Exchange, Technical Support, Mac OS, Windows 7, Desktop Support..., Help Desk Implementation, Desktop Administration, Executive Management, Cisco Call Manager, Blackberry Enterprise..., Windows Server, iPhone Support, Android, Blackberry, Microsoft Office, Adobe Creative Suite, Adobe Acrobat, Barracuda Spam Firewall, Symantec Backup, FileMaker, Retrospect, Desktop Computers, Dell PowerEdge Servers, Dell PowerVault, HP, HP Server Hardware, HP Proliant, Apple OS, Windows XP Pro, Apple, Entertainment, Television, Film Production, Feature Films, Post Production, Music Performance, Wireless Networking
Education
University of Phoenix 1997 — 2000
Bachelor of Science (BS), Management Information Systems, General
Berklee College of Music 1984 — 1987
Bachelor of Science (BS), Music Performance, General
Brian Parker, CFP's EP Wealth Advisors Experience January 1999 - Present
Job Co Founder and Managing Director at EP Wealth Advisors
Industry Investment Management
Experience
EP Wealth Advisors January 1999 - Present
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (B.A.), Economics
EP Wealth Advisors January 1999 - Present
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (B.A.), Economics
Sevag Ossipian's EP Wealth Advisors Experience August 2011 - December 2013
Job Associate Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management January 2014 - Present
EP Wealth Advisors August 2011 - December 2013
ITT Corporation June 2009 - August 2011
California State University, Northridge August 2008 - December 2008
Merrill Lynch June 2008 - December 2008
Skills
Mutual Funds, Portfolio Management, Investments, Financial Advisory, Asset Allocation, Financial Planning, Wealth Management, Asset Management, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Investment Advisory, Capital Markets, Derivatives, Budgets, Risk Management
Education
California State University-Northridge 2007 — 2008
Bachelors of Science, Finance
California State University-Northridge 2007 — 2008
BS, Finance
Northern Trust Asset Management January 2014 - Present
EP Wealth Advisors August 2011 - December 2013
ITT Corporation June 2009 - August 2011
California State University, Northridge August 2008 - December 2008
Merrill Lynch June 2008 - December 2008
Skills
Mutual Funds, Portfolio Management, Investments, Financial Advisory, Asset Allocation, Financial Planning, Wealth Management, Asset Management, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Investment Advisory, Capital Markets, Derivatives, Budgets, Risk Management
Education
California State University-Northridge 2007 — 2008
Bachelors of Science, Finance
California State University-Northridge 2007 — 2008
BS, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY