Senior Client Relationship Associate
Bernadette Posen has worked in the Financial Services industry for the last thirty years. Bernadette started her career working in banking, she transitioned to a traditional brokerage house as a registered assistant and then worked in the insurance industry where she attained her insurance license. Bernadette’s passion brought her back to the Financial Services industry. Bernadette became part of the Guidant Wealth Advisors Team in 2006, joining the EP Wealth Advisors family with the firm in 2019. Bernadette enjoys working closely with clients to ensure all their needs are met with personalized service. Bernadette’s goal is for every client to feel they are working with a firm that cares and takes their concerns to heart. In Bernadette’s spare time, she enjoys being with her husband, three children and two grandchildren. Bernadette has a love for various water sports. When not at work, Bernadette can be found either kayaking, boating or hanging out at the beach.
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