our team
Patrick Goshtigian, CFA
President
Certifications
Chartered Financial Analyst (CFA)
Education

Massachusetts Institute of Technology, B.S., Economics; University of California, Los Angeles, Anderson School of Management, MBA

Patrick G. Goshtigian, CFA is President of EP Wealth Advisors. Patrick earned a Bachelor of Science degree in Economics from the Massachusetts Institute of Technology and a MBA from the UCLA Anderson School of Management. Patrick also earned the Chartered Financial Analyst designation in 1995. Prior to joining EP Wealth Advisors, Patrick was Head of Nuveen Global Operations in Chicago and Los Angeles for Nuveen Investments and its affiliates. Previous to this role, Patrick served as Managing Director, Head of Institutional Operations and Administration for Nuveen Investments Institutional Services Group as well as various roles at NWQ Investment Management Company, a Nuveen Investments affiliate. Before joining NWQ in 2000, he was Vice President at Analysis Group, an economic and financial consulting firm. Patrick is married, has two daughters and has lived in Hermosa Beach for over 10 years.

EP Wealth Advisors Acquires Rampart Wealth Advisors

Posted on October 9, 2018

TORRANCE, Calif. – Oct. 9, 2018 – EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) that specializes in client-centric financial planning and investment management services, today announced its acquisition of Rampart Wealth Advisors (“Rampart”), which will bolster EP Wealth’s presence in the Denver area.   Based outside of Denver in… Read more »

EP Wealth Advisors Acquires Caves & Associates, Inc.

Posted on September 11, 2018

$191M AUM Manhattan Beach firm expands EP Wealth’s financial planning expertise TORRANCE, Calif. – Sept. 11, 2018 – EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) that specializes in client-centric financial planning and investment management services, announced its acquisition of Caves & Associates, Inc. Based in Manhattan Beach, Calif., Caves… Read more »

EP Wealth Advisors Partners with Wealth Partners Capital Group to Meet Investor and Advisor Demand for Highly Personalized Wealth Management

Posted on July 10, 2017

Firm will make a Minority Equity Investment in EP Wealth Advisors to Enhance Client Experience and  Support Growth Strategies TORRANCE, CA (July 10, 2017) — EP Wealth Advisors, a leading independent registered investment advisor based in Torrance, California, today announced a strategic partnership with Wealth Partners Capital Group, LLC (“WPCG”) of West Palm Beach, Florida… Read more »

San Mateo’s Private Capital Management Associates Joins EP Wealth Advisors

Posted on June 1, 2017

SAN MATEO, CA (June 1, 2017) – Local wealth management firm Private Capital Management Associates, LLC announced today that it will join with EP Wealth Advisors, a Torrance, California-based, fee-only registered investment advisory and financial planning firm with more than $2.6 Billion in assets under management as of March 31, 2017. PCMA is the second… Read more »

EP Wealth Advisors Adds Elizabeth Cady, CFA to Meet Denver Demand for Fee-Only Wealth Management

Posted on January 31, 2017

DENVER, Jan. 30, 2017 – In response to the continued growth of its Denver region, EP Wealth Advisors has announced the appointment of Elizabeth Cady, CFA, as Wealth Advisor. “Colorado investors are demanding more comprehensive and personalized financial solutions,” says Cady. “EP Wealth Advisors goes beyond just allocating investments – our culture is about educating… Read more »

Sara Gardner, CFP® Joins EP Wealth Advisors’ Denver Office

Posted on January 13, 2017

DENVER, COLO., (Jan 12, 2017) – EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing more than $2.4 billion for clients as of Sept.30, 2016, has hired Sara Gardner, CFP® as Wealth Advisor for its Denver regional office. “The Colorado financial advisory market is at a crossroads, with consumers demanding a… Read more »

In the News: “You Can’t Put a Price on Culture”

Posted on October 6, 2016

If you’re looking for a behind-the-scenes peek into EP Wealth Advisors, I would recommend reading this article by Financial Advisor Magazine’s Dan Jamieson, “You Can’t Put a Price on Culture.” In the article, he describes the origins of EP Wealth Advisors and how we’ve been able to continue our success right here in Torrance, while… Read more »