Russian State University of Trade and Economics
Pepperdine University, MBA
Natalia Amato works closely with financial advisors to manage investments of client accounts. At her previous role at Cetera Financial Group, Natalia was a Senior Investment Analyst responsible for manager research, selection, and ongoing monitoring of U.S. Equity strategies. Natalia brings over fifteen years of investment management experience to EP Wealth Advisors. Previously, she was a vice president with a registered investment advisor (RIA) firm where she oversaw an investment department and was responsible for design and implementation of investment strategies for clients’ portfolios, as well as building and rebalancing firm’s model portfolios. Natalia earned her Bachelor of Science degree in international economics from Russian State University of Trade and Economics in Moscow and her Master of Business Administration degree with a concentration in Finance from the Graziadio School of Business and Management, Pepperdine University, in Los Angeles. She also passed the Series 7 and 66 securities registrations exam.