Cameron Stagg has more than half a decade of financial industry experience, including a variety of roles in mergers and acquisitions. Passionate about building relationships with growth-minded entrepreneurs, Cameron joined EP Wealth Advisors in 2021 after serving as a senior associate on the M&A team at Focus Financial Partners. He enjoys helping individuals at wealth management firms find M&A solutions that best fit their client and employee needs, as well as their personal aspirations and goals. Responsible for running all parts of the sales cycle from initial outreach to deal execution, Cameron introduces prospective partners looking for a new home to EP Wealth’s inspiring culture and streamlined process. His professional affiliations include membership in the AAAA (Association of African American Financial Advisors), a non-profit organization that promotes financial literacy amongst and advocacy for the African American community at universities and financial institutions. Outside the office, Cameron unwinds by working out and lifting weights, as well as cooking, wine and beer tasting, traveling, spending time with his family and friends, and reading. He also enjoys teaching and learning about finance and economics.
University of California, Santa Barbara, B.S., Financial Mathematics and Statistics