Kevin Mortesen brought more than three decades of experience in management, marketing and communications to EP Wealth Advisors when he joined the team in 2022. Kevin’s previous roles included assisting clients in industries ranging from sports, entertainment, and gaming to travel and hospitality. He’s excited to be part of the future of a company that provides meaningful, important services to clients who are treated as individuals, not numbers. And he’s inspired by the opportunity to help EP Wealth build on its history of success with clarity and purpose. Outside of business, Kevin devotes his attention to cooking, sports, and his family, which in addition to his wife includes many nieces and nephews. He also supports the No Kid Hungry initiative to end child hunger in America.
San Jose State University, Public Relations