Chief Financial Officer
Certified Public Accountant (CPA), Fellow Chartered Certified Accountant (FCCA)
Oxford Brookes University, BSc (Hons) Degree in Applied Accounting
Chad Sinclair, CPA, FCCA is Chief Financial Officer of EP Wealth Advisors. Chad earned a Bachelor of Science degree in Applied Accounting from Oxford Brookes University. Chad also earned his Certified Public Accountant and Fellow Chartered Certified Accountant designations during 2016 and 2014, respectively. Prior to joining EP Wealth Advisors, Chad was a Manager with Deloitte & Touche LLP’s Mergers Acquisition & Divestitures practice where he primarily served clients in the financial services industry. Chad has over 12 years of public accounting experience including 3 years as a dedicated Mergers Acquisition specialist. Chad is married, has two children and has lived in Orange County for over 7 years.