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This profile was last updated on 10/30/14  and contains information from public web pages and contributions from the ZoomInfo community.

Patrick G. Goshtigian CFA

Wrong Patrick G. Goshtigian CFA?

President

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
Background

Employment History

Education

  • MBA
    UCLA Anderson School of Management
  • Bachelor of Science degree , Economics
    Massachusetts Institute of Technology
12 Total References
Web References
Patrick G. Goshtigian, ...
www.epwealth.com, 24 Oct 2014 [cached]
Patrick G. Goshtigian, CFA*
Patrick G. Goshtigian | EP Wealth Advisors
www.epwealth.com, 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
www.nuveen.com, 20 Dec 2007 [cached]
Patrick G. Goshtigian, CFA
Managing Director, Director of Administration & Institutional Services
Envestnet | Tamarac - Press Coverage
www.tamaracinc.com, 12 Mar 2014 [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
Adam Phillips and President Patrick ...
www.epwealth.com [cached]
Adam Phillips and President Patrick Goshtigian discuss Phillips' transition to EP Wealth Advisors in Minda Smiley's California financial adviser leaves Beverly Hills bank for RIA.
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Journalist Ann Marsh interviewed Patrick Goshtigian on the EP Wealth Advisors' decision to engage with Advice Dynamics Partners in order to find right-fit acquisition targets in order to achieve their desired growth.
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Patrick Goshtigian was interviewed by Trevor Hunnicutt for Southern California Firm Looks to Acquire.
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Shared values, complementary skill sets and defined responsibilities have enabled Derek and Brian to bring in Patrick Goshtigian as president, and additional advisors, expanding the firm while maintaining the commitment to client service excellence.
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Patrick Goshtigian, President of EP Wealth Advisors, was featured in this Special Report, Future View, in Financial Advisor magazine.
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In New Hire Roundup, in this industry publication, the announcements of Patrick Goshtigian and Bennett Gross joining the firm were cited.
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In EP Wealth Advisors, a Los Angeles RIA, Names New President, Derek Holman was quoted regarding why EPWA hired Patrick Goshtigian to be President: "He will utilize his extensive management and industry experience to streamline operations, institutionalize the business and enhance the client experience."
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In Looking For a Second Growth Spurt, a Billion-Dollar-Plus RIA Hires Away a Nuveen Global Ops Man, journalist Dina Hampton discusses why Patrick Goshtigian joined EP Wealth Advisors as President and the firm's plans for growth.
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