EP Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $23.6 billion in client assets under management (as of 4/30/24). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

Find EP Wealth Advisors employees' phone numbers or email addresses

EP Wealth Advisors Global Highlights

North America
620

United States Of America
619
Canada
1

Africa
1

South Africa
1

Europe
1

Ireland
1

EP Wealth Advisors's Leadership

R. P.
Chief Executive Officer
Mobile Phone
Email
J. B.
Chief Operating Officer
Mobile Phone
Email
C. T.
Chief Financial Officer
Mobile Phone
Email
R. R.
Chief Technology Officer (cto)
Mobile Phone
Email
M. G.
Chief People Officer
Mobile Phone
Email
A. M.
Chief Investment Officer Chief Operating Officer
Mobile Phone
Email
C. T.
Chief Financial Officer
Mobile Phone
Email
M. C.
Chief Compliance Officer
Mobile Phone
Email

EP Wealth Advisors Employee Metrics

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2024

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Finance
Operations
Administrative
Marketing
Analytics
Other

Contact profiles from EP Wealth Advisors

Name

Title

Contact Info

Location

Last Update

J. D. -. M. P.
Senior Vice President And Partner
Mobile Phone
Email
Bay
Dec 02, 2024
J. B.
Chief Operating Officer
Mobile Phone
Email
United StatesWashington
Dec 10, 2024
C. T.
Chief Financial Officer
Mobile Phone
Email
United StatesCalifornia
Dec 09, 2024
E. V.
Managing Director/Partner- Wealth Management Services
Mobile Phone
Email
United StatesCalifornia
Dec 10, 2024
R. D.
Regional Director /Partner
Mobile Phone
Email
United StatesPennsylvania
Nov 04, 2024
R. R.
Chief Technology Officer (cto)
Mobile Phone
Email
United StatesCalifornia
Jun 23, 2023
P. G.
Executive Chairman
Mobile Phone
Email
United StatesCalifornia
Oct 21, 2024
M. G.
Chief People Officer
Mobile Phone
Email
Dec 13, 2024
C. Z.
Vice President / Partner
Mobile Phone
Email
United StatesCalifornia
Nov 04, 2024
B. J.
Senior Vice President/ Partner - Ep Wealth Advisors
Mobile Phone
Email
United StatesUtah
Nov 04, 2024

Frequently Asked Questions

What is EP Wealth Advisors known for?

EP Wealth Advisors was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 21535 Hawthorne Blvd Suite 400 Torrance, California 90503 US; you can contact the main corporate office by phone at

+1-310-543-****

. Explore EP Wealth Advisors's company overview page for more information.

What is EP Wealth Advisors's most common email format?

EP Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EP Wealth Advisors email formats with LeadIQ.

How many employees does EP Wealth Advisors have currently?

EP Wealth Advisors has approximately 403 employees as of October 2024. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are EP Wealth Advisors's key employees and leadership?

As of October 2024, EP Wealth Advisors's key employees include:

Chief Executive Officer: R. P.
Chief Operating Officer: J. B.
Chief Financial Officer: C. T.
Chief Technology Officer (cto): R. R.
Chief People Officer: M. G.

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