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2016-09-07T00:00:00.000Z

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Patrick G. Goshtigian CFA

Direct Phone: (310) ***-**** ext. ***       

Email: p***@***.com

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EP Wealth Advisors Inc

21515 Hawthorne Blvd Ste 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. Years of ... more

Find other employees at this company (59)

Background Information

Education

Bachelor of Science degree

Economics

Massachusetts Institute of Technology

MBA

UCLA Anderson School of Management

Web References (43 Total References)


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, ...

www.epwealth.com [cached]

Patrick Goshtigian, CFA

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Patrick Goshtigian, CFA


Patrick Goshtigian, ...

www.epwealth.com [cached]

Patrick Goshtigian, CFA

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Patrick Goshtigian, CFA
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Patrick Goshtigian, CFA President Education Massachusetts Institute of Technology, B.S., Economics; University of California, Los Angeles, Anderson School of Management, MBA 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.


Patrick Goshtigian, ...

www.epwealth.com [cached]

Patrick Goshtigian, CFA

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Patrick Goshtigian, CFA

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