"Ballou Plum Wealth Advisors are more than a good partner, they are at the forefront in the shift in financial services and they help us meet the market's demand for more female advisers, which is part of a culture shift in financial services," Patrick Goshtigian, president of EP Wealth Advisors, said in a press release.
By Marlene Y. Satter This week in new hires, Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank; ...
Patrick Goshtigian, CFA, President; Kevin Ashworth, CFA, Investment Director; Sherryl Ray, Director of Operations; Derek Holman, CFP®, AIF®, Co-founder/Managing Director; Tammy Trenta, CFP®, Director of Financial Planning; Brian Parker, CFP®, Co-founder/Managing Director
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