EP Wealth Advisors Executive and Leadership Team

Thomas Bonomo, the Chief Executive Officer at EP Wealth Advisors, directs the firm's overarching strategic vision and operational execution. Bonomo guides the company's expansion initiatives, ensuring alignment with its core mission of delivering exceptional financial planning and investment advisory services. Overseeing all major business units, the Chief Executive Officer cultivates a culture of client-centricity and fiduciary responsibility. This leadership role involves driving market penetration and enhancing service offerings to meet evolving client needs across EP Wealth Advisors' numerous offices. By championing innovation and operational excellence, Thomas Bonomo solidifies the firm's position as a trusted financial partner.

Rosana Rivera-Betancourt, the Chief Technology Officer at EP Wealth Advisors, architects the firm's technology infrastructure and digital transformation strategies. Rivera-Betancourt spearheads the development and implementation of cutting-edge technological solutions that enhance client experience and operational efficiency. Overseeing all IT operations, the Chief Technology Officer ensures robust data security and system reliability across EP Wealth Advisors' distributed network of offices. This critical role involves evaluating emerging technologies to maintain a competitive edge in the financial services sector. By driving technological innovation, Rosana Rivera-Betancourt supports the firm's growth objectives and strengthens its capacity to deliver sophisticated financial advice.

Megan Glover, the Chief People Officer at EP Wealth Advisors, leads all human capital management initiatives and organizational development strategies. Glover cultivates a high-performance culture, focusing on talent acquisition, employee engagement, and professional development across the firm's multiple locations. Overseeing HR functions, the Chief People Officer ensures compliance with labor laws and promotes an inclusive work environment. This pivotal role involves aligning people strategies with EP Wealth Advisors' business objectives, fostering employee retention and maximizing team potential. By championing employee well-being and growth, Megan Glover strengthens the firm's most valuable asset: its people.

Allen Berkshire, the Chief Administrative Officer & General Counsel at EP Wealth Advisors, oversees critical administrative functions and provides comprehensive legal counsel. Berkshire manages corporate governance, risk management, and regulatory compliance, ensuring adherence to industry standards across all operational areas. Overseeing legal affairs and administrative operations, the Chief Administrative Officer & General Counsel safeguards the firm's interests and facilitates smooth business processes. This multifaceted role involves strategic oversight of facilities, vendor relationships, and corporate policies. By integrating legal expertise with administrative efficiency, Allen Berkshire supports EP Wealth Advisors' sustained growth and operational integrity.