Adrian Larson

Phoenix, Arizona

Adrian Larson

Regional Director/Partner
Education &

Pepperdine University, B.S., Finance

About Adrian
Adrian Larson began his career at Franklin-Templeton, working in the CFO’s office in Edinburgh, Scotland. From there, he became a research analyst with Andor Capital Management, a New York–based hedge fund pioneer in technology research and investing. During his time at Andor, Adrian travelled the globe to gain a greater understanding of the logistical dynamics of global technology supply chains, and developed actionable investment ideas for the Fund. He then put his experience to work as lead Sector Analyst at SAC Capital Advisors, Steven Cohen’s multi-strategy hedge fund. After moving to UBS Financial Services in 2006, Adrian co-founded Pathlight, which would join the EP Wealth Advisors family in 2019. Adrian has a growing passion for the game of golf and also enjoys skiing off-the-beaten path runs in Canada and Utah. He is an active member of the Executive Council, a fundraising organization benefiting numerous local charities, including Phoenix Children’s Hospital and the Boy’s & Girl’s Clubs of Greater Scottsdale.
Wealth Management Team:

Client Relationship Associate

-Help with account maintenance and balances

-Help with wire transfers, and money movement 

Ryan Kuhn-2

Ryan Kuhn

Client Service Associate

Business Operations Manager

-Help with front desk reception/client service

-Help with office maintenance 

Mineko Murai-2

Mineko Murai

Business Operations Manager

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing

Geniffer Takacs

Portfolio Manager

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Erich Cassidy-2

Erich Cassidy

Financial Planner