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This profile was last updated on 1/14/16  and contains information from public web pages and contributions from the ZoomInfo community.

Patrick G. Goshtigian CFA

Wrong Patrick G. Goshtigian CFA?


Phone: (310) ***-**** ext. ***  
Email: p***@***.com
EP Wealth Advisors Inc
21515 Hawthorne Blvd. Suite 1200
Torrance , California 90503
United States

Company Description: EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a...   more

Employment History


  • MBA
    UCLA Anderson School of Management
  • Bachelor of Science degree , Economics
    Massachusetts Institute of Technology
15 Total References
Web References
Patrick G. Goshtigian | EP Wealth Advisors, 30 May 2012 [cached]
Patrick G. Goshtigian
Patrick G. Goshtigian, CFA
Patrick G. Goshtigian, CFA is President of EP Wealth Advisors. Patrick earned a Bachelor of Science degree in Economics from the Massachusetts Institute of Technology and a MBA from the UCLA Anderson School of Management. Patrick also earned the Chartered Financial Analyst designation in 1995.
Prior to joining EP Wealth Advisors, Patrick was Head of Nuveen Global Operations in Chicago and Los Angeles for Nuveen Investments and its affiliates. Previous to this role, Patrick served as Managing Director, Head of Institutional Operations and Administration for Nuveen Investments Institutional Services Group as well as various roles at NWQ Investment Management Company, a Nuveen Investments affiliate. Before joining NWQ in 2000, he was Vice President at Analysis Group, an economic and financial consulting firm.
Patrick is married, has two daughters and has lived in Hermosa Beach for over 10 years.
NWQ :: Our People :: Client Service Team, 20 Dec 2007 [cached]
Patrick G. Goshtigian, CFA
Managing Director, Director of Administration & Institutional Services
Patrick G. Goshtigian, ..., 24 Oct 2014 [cached]
Patrick G. Goshtigian, CFA*
Envestnet | Tamarac - Press Coverage, 24 Nov 2015 [cached]
Patrick Goshtigian, new president of EP Wealth Advisors has taken over back-office operations from its founders and is also heading up its expansion efforts Read this article ›
Finance Wealth Management - South Bay - Manhattan Beach, Hermosa Beach, Redondo Beach, Torrance, Palos Verdes, El Segundo, 17 Dec 2014 [cached]
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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