Alan Berkshire

California State Icon Torrance, California
General Counsel
Person Icon

About Alan

Alan serves as General Counsel of EP Wealth Advisors. He has extensive experience practicing law and managing legal resources, serving as a senior operating leader in multiple investment management organizations, structuring and executing business acquisitions and divestitures as both principal and advisor, and managing relationships with public company and registered investment company boards of directors. Specific positions have included Global Chief Operating Officer–Investments for Columbia Threadneedle Investments, Member of the Office of the Chairman, Product Group Head, Institutional Business Head, and General Counsel for Nuveen Investments, and Share Partner for Kirkland & Ellis LLC. Alan and his wife, who have been married for more than 30 years, reside in Santa Monica and have four adult children.

Certificate Icon


University of Michigan, B.S. Columbia University, J.D.

How can Alan help?


Office Building Icon