Kevin Ashworth, CFA
Managing Director, Investments/Partner
Torrance, California
Torrance, California Office
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In addition to managing client relationships, Kevin chairs the Investment Committee and manages the Portfolio Management and Analyst departments.
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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.
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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.
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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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