EP Wealth Advisors Executive and Leadership Team

Thomas Bonomo, the Chief Executive Officer at EP Wealth Advisors, directs the firm's overarching investment strategy and long-term growth initiatives. Bonomo oversees the integration of financial planning services across diverse regional markets, ensuring consistent service delivery for clients. By aligning internal resources with evolving market demands, the Chief Executive Officer drives operational excellence and maintains the firm's competitive position within the investment advisory sector. Thomas Bonomo collaborates closely with the board to refine corporate objectives and expand the firm's footprint across the United States. This leadership role involves monitoring macroeconomic trends to inform portfolio management decisions and client advisory standards. Through rigorous oversight of investment performance and client satisfaction metrics, the Chief Executive Officer secures the firm's reputation for excellence. Bonomo fosters a culture of accountability, ensuring that every strategic decision supports the broader mission of providing high-quality financial guidance to individuals and families nationwide.

Ryan Parker, the Chairman & Chief Executive Officer at EP Wealth Advisors, architects the firm's high-level corporate governance and strategic vision. Parker manages the expansion of the firm's national presence, focusing on scaling operations to meet the needs of a growing client base. As the Chairman & Chief Executive Officer, Parker leads the executive team in identifying acquisition opportunities and fostering partnerships that enhance the firm's service capabilities. Ryan Parker ensures that the firm's business model remains resilient against market volatility while prioritizing sustainable growth. This leadership role requires constant engagement with stakeholders to maintain alignment on long-term objectives and fiduciary responsibilities. By optimizing organizational structure and resource allocation, Parker drives efficiency across all regional offices. The Chairman & Chief Executive Officer maintains a focus on innovation, ensuring that the firm's investment advisory tools and financial planning methodologies remain at the forefront of the industry, ultimately supporting the financial success of clients.

Megan Glover, the Chief People Officer at EP Wealth Advisors, directs all human capital initiatives, including talent acquisition, professional development, and organizational culture. Glover oversees the recruitment of top-tier financial advisors and support staff to ensure the firm maintains high service standards across all regional offices. As the Chief People Officer, Glover designs programs that promote employee engagement and retention, which are critical for delivering consistent financial planning services. Megan Glover collaborates with other executive leaders to align workforce capabilities with the firm's strategic growth goals. This leadership role involves managing performance management systems and fostering an inclusive environment that attracts diverse talent. By implementing robust training and development frameworks, the Chief People Officer ensures that the team possesses the expertise required to navigate complex investment landscapes. Glover drives initiatives that support the firm's mission, ensuring that the workforce remains the primary engine for client success and operational stability.

Alan Berkshire, the Chief Administrative Officer & General Counsel at EP Wealth Advisors, directs the firm's legal compliance, risk management, and administrative infrastructure. Berkshire oversees the regulatory framework governing investment advisory activities, ensuring adherence to federal and state laws across all operational regions. As the Chief Administrative Officer & General Counsel, Berkshire manages internal policies that protect the firm and its clients from legal exposure. Alan Berkshire collaborates with the executive team to mitigate operational risks while supporting the firm's expansion into new markets. This leadership role involves overseeing contract negotiations, corporate governance, and the implementation of administrative systems that streamline daily business functions. By maintaining a rigorous compliance program, the Chief Administrative Officer & General Counsel safeguards the firm's integrity and reputation. Berkshire ensures that all administrative processes support the firm's mission of providing secure, transparent, and effective financial planning services to a broad client base.