Adam Phillips, CFA, CAIA, CFP®

California State Icon Torrance, California
Managing Director, Portfolio Strategy/Partner
Chartered Financial Analyst
Chartered Alternative Investment Analyst
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About Adam

Adam is the Managing Director, Portfolio Strategy / Partner at EP Wealth Advisors® where he helps establish asset allocation strategy as a member of the firm’s Investment Committee. Adam also serves as the voice of the firm’s investment strategy, and frequently provides market commentary across the media and in client communication pieces. Prior to joining EP Wealth Advisors® in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts. Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration (MBA) from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®) designations. Adam was named to the Forbes Best-in-State Next Gen Wealth Advisors in 2019 and recognized as a “Rising Star” in the industry by RIA Intel in 2022. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.

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University of Southern California, B.S., Business Administration
University of California, Los Angeles, Masters of Business Administration

How can Adam help?


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Financial Tip

You will not be able to control the directional moves of the market. However, maintaining a long-term discipline will allow you to avoid the financial pitfalls that result from succumbing to your emotions during periods of market turmoil.