Natalia Amato works closely with financial advisors to manage investments of clients’ accounts. At her previous role at Cetera Financial Group, Natalia was a Senior Investment Analyst responsible for due diligence of U.S. Equity strategies. She brings over fifteen years of investment management experience to EP Wealth Advisors, which she joined in 2020. Previously, Natalia was a vice president with an Independent Registered Investment Advisor (RIA) firm where she oversaw an investment department and was responsible for research, as well as design and implementation of investment strategies for clients’ 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. Natalia holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of Los Angeles and the CFA Institute. Natalia was recognized as Rising Star of Manager Research Award winner by CityWire Professional Buyer magazine in 2019. In addition, she also passed the Series 3, 7 and 66 securities registration exams.
Russian State University of Trade and Economics, B.S., International Economics Graziadio School of Business and Management, Pepperdine University, Masters of Business Administration (concentration in Finance)