Associate Portfolio Manager
Chartered Financial Analyst (CFA)
California State University, Los Angeles, B.S. Business Administration
Gen has worked in the financial industry for 7 years, previously for an independent advisor in Santa Monica. It was there that she learned the ins and outs of the business, and after exploring different departments, she found that investments and portfolio management peaked her interest the most. Gen moved to EP Wealth in July 2016 for the opportunity to work with an experienced larger team and grow with the company. Outside of the office, she enjoys playing golf and practicing yoga. Gen is originally from Ohio but currently calls Hermosa Beach home.