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2016-01-14T00:00:00.000Z

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Patrick Goshtigian G. CFA

President

EP Wealth Advisors Inc

Direct 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 customized plan with strategies designed to achieve your specific goals and objectives. Our 28 ye ... more

Find other employees at this company (48)

Background Information

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

Web References (25 Total 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

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