Leadership Overview
EP Wealth Advisors has 5 executives leading key functions including strategy, governance, technology, human capital, and legal operations.
Committed to comprehensive financial planning, EP Wealth Advisors delivers personalized investment strategies while maintaining a client-centric philosophy across diverse regional markets to ensure long-term wealth preservation.
Committed to comprehensive financial planning, EP Wealth Advisors delivers personalized investment strategies while maintaining a client-centric philosophy across diverse regional markets to ensure long-term wealth preservation.
Leadership Roles at EP Wealth Advisors
Thomas Bonomo - Chief Executive Officer
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 the firm's national footprint, ensuring consistent service delivery from the California headquarters to regional offices in the Pacific Northwest and Southwest. By aligning investment methodologies with evolving market conditions, the Chief Executive Officer drives operational excellence and maintains the firm's reputation for fiduciary responsibility. This leadership role involves constant collaboration with the Board to refine the firm's competitive positioning within the investment advisory sector. Thomas Bonomo monitors performance metrics across all service lines to guarantee that client portfolios remain optimized for risk-adjusted returns. Through rigorous oversight of asset management protocols, Bonomo secures the firm's standing as a premier financial planning partner for high-net-worth individuals seeking sustainable wealth management solutions.
Ryan Parker - Chairman & Chief Executive Officer
Ryan Parker, the Chairman & Chief Executive Officer at EP Wealth Advisors, architects the firm's corporate vision and strategic expansion efforts. Parker manages the firm's broader market reach, focusing on scaling operations across the United States while maintaining the integrity of the investment advisory model. As the Chairman & Chief Executive Officer, Parker leads high-level discussions regarding mergers, acquisitions, and the integration of new regional talent into the existing corporate structure. This role requires balancing immediate operational demands with the long-term objective of enhancing the firm's national presence. Ryan Parker evaluates market trends to identify opportunities for service diversification, ensuring the firm remains at the forefront of the financial planning industry. By fostering a culture of excellence and accountability, Parker drives the firm's mission to provide sophisticated financial guidance to a growing client base, ultimately strengthening the organization's market impact and financial stability.
Rosana Rivera-Betancourt - Chief Technology Officer
Rosana Rivera-Betancourt, the Chief Technology Officer at EP Wealth Advisors, directs the digital infrastructure and cybersecurity frameworks supporting the firm's investment advisory services. Rivera-Betancourt oversees the implementation of advanced financial planning software and data analytics tools that empower advisors to deliver precise, data-driven insights to clients. As the Chief Technology Officer, Rivera-Betancourt ensures that all technological systems remain compliant with industry regulations while facilitating seamless communication across the firm's various regional offices. This leadership role involves modernizing the firm's digital ecosystem to improve operational efficiency and client engagement. Rosana Rivera-Betancourt manages the technical team responsible for maintaining robust, secure platforms that protect sensitive financial data. By prioritizing innovation in fintech, Rivera-Betancourt enables the firm to scale its services effectively, ensuring that technological capabilities consistently support the complex needs of the firm's diverse client base across the country.
Megan Glover - Chief People Officer
Megan Glover, the Chief People Officer at EP Wealth Advisors, directs the firm's human capital strategy, focusing on talent acquisition, professional development, and organizational culture. Glover oversees the recruitment of top-tier financial advisors and support staff across the firm's national network, ensuring that the workforce aligns with the firm's commitment to high-quality financial planning. As the Chief People Officer, Glover designs comprehensive training programs that enhance advisor expertise and promote internal career growth. This leadership role involves fostering an inclusive environment that attracts diverse talent to the firm's various regional hubs. Megan Glover manages performance management systems to ensure that all employees contribute effectively to the firm's mission of client-focused wealth management. By prioritizing employee engagement and retention, Glover drives the organizational stability necessary for the firm to maintain its competitive edge in the investment advisory market, ultimately supporting the firm's long-term growth objectives.
Alan Berkshire - Chief Administrative Officer & General Counsel
Alan Berkshire, the Chief Administrative Officer & General Counsel at EP Wealth Advisors, directs the firm's legal, compliance, and administrative functions. Berkshire oversees the regulatory framework governing the firm's investment advisory activities, ensuring strict adherence to federal and state laws across all regional offices. As the Chief Administrative Officer & General Counsel, Berkshire manages risk mitigation strategies and provides legal guidance on corporate governance matters. This leadership role involves coordinating administrative operations to streamline internal processes and support the firm's overall business objectives. Alan Berkshire monitors the evolving regulatory landscape to proactively address potential legal challenges, protecting the firm's reputation and client interests. By integrating legal oversight with administrative efficiency, Berkshire ensures that the firm operates with the highest standards of integrity and professionalism. This dual-focus role remains essential for maintaining the firm's operational continuity and supporting the strategic initiatives led by the executive team.
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