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EP Wealth Vice President, Advisor,...
Jorge Bernal
Chief Operating Officer
Alan Berkshire
Chief Legal Officer
Megan Glover
Chief People Officer
Christopher Toumajian, CPA
Chief Financial Officer
Justin Mikhalevsky
Chief Product and Technology Officer
Erin Voisin, CFP®, EA, MS, CDFA®, ChFC®
Managing Director, Wealth Management Services
Adam Phillips, CFA, CAIA, CFP®
Managing Director, Investments
April Rosenberry, JD, LL.M. in Taxation
Managing Director, Family Office Services
Margaret Jarocki
Managing Director, Partnership Integration
Kyle Miller
Chief M&A Partnerships Officer
Jim Mocci
Managing Director, Head of Marketing
Mario Chilin, IACCP®, CCEP®, CSCP
Managing Director, Compliance and Risk
Doug Ireland
Divisional Leader Southern Califorinia
Mike Lay
Divisional Leader Midwest Division
Watts Ha
Divisional Leader Northwest Division
Steven Beals
Divisional Leader Mountain West Division
Bill Corcoran
Divisional Leader East Division
Kelly Shannon
Managing Director, Head of Talent Mangement
Elena Stebakov
Managing Director, Head of Product
Jeffrey Ingraham
Managing Director, Head of Portfolio Strategy
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
EP Wealth Vice President, Advisor,...
EP Wealth Senior Vice President,...
Jimmie Plaskey, CFP®, CDFA®, walks...
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