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Steven Beals

Chief Administrative Officer
Education &
Certifications

University of Missouri-Kansas City

Arizona State University

About Steven
Steven is the Chief Administrative Officer at EP Wealth Advisors. His duties include oversight of client relationship support, investment operations, partnership integration and technology. As a member of the firm’s executive committee, his specific responsibilities include focusing on operating efficiency, business planning and executing on strategic business initiatives. Prior to joining EP Wealth Advisors in 2019, Steven spent five years at Beacon Pointe Advisors, most recently as Managing Director , and Head of Operations. In this role, he managed the firm’s operations, client service, performance reporting and technology teams. Previously, Steven worked at Charles Schwab & Co., Inc. where he served in various management roles of increasing seniority with a focus on operations strategy, executive communications, relationship management support and sales enablement. Steven attended University of Missouri-Kansas City and Arizona State University. Outside the office Steven enjoys exploring his culinary curiosity, surfing, snowboarding and photography.
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