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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?

President

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
Background

Employment History

  • Managing Director , Director of Administration and Institutional Services
    NWQ Investment Management Company , LLC
  • Managing Director, Head of Institutional Operations and Administration
    Nuveen ISG
  • Managing Director, Head of Nuveen Global Operations
    Nuveen Institutional Services Group
  • Managing Director and Head
    Nuveen Global Operations
  • Managing Director , Head of Institutional Operations and Administration
    Nuveen Investments Institutional Services Group
  • Vice President
    Analysis Group Inc

Education

  • Bachelor of Science degree , Economics
    Massachusetts Institute of Technology
  • MBA
    UCLA Anderson School of Management
25 Total References
Web References
"Ballou Plum Wealth Advisors ...
www.investmentnews.com [cached]
"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.
General Management Jobs and MBA Programs in Delaware | BSchool.com Business Schools Directory
www.bschool.com [cached]
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; ...
Envestnet | Tamarac - Press Coverage
www.tamaracinc.com [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 ›
Envestnet | Tamarac - Press Coverage
tamaracinc.com [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 ›
Patrick Goshtigian, CFA, ...
oursouthbay.com [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
Other People with the name "Goshtigian":
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