Managing Director, Investments/Partner
California State University, Fresno, B.S., Business Administration, Finance
Kevin is the Managing Director, Investments/Partner for EP Wealth Advisors®. In addition to managing client relationships, Kevin chairs the Investment Committee and manages the Portfolio Management and Analyst departments. Prior to joining EP Wealth Advisors® in 2002, Kevin was a Portfolio Manager at Jess S. Morgan & Co., a leading Business Management firm focusing on clients in the entertainment industry. Kevin began his career as a Portfolio Manager and Equity Analyst covering the telecommunications hardware sector for Wells Fargo Private Asset Management. Kevin received his Bachelor of Science in Business Administration with a Finance concentration from California State University, Fresno. He earned the Chartered Financial Analyst (CFA) designation in 2001. He is an active member of the CFA Institute and the CFA Society of Los Angeles. Kevin resides in Long Beach with his wife Gina and their three children.
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