EP Wealth Advisors Executive and Leadership Team

Thomas Bonomo, the Chief Executive Officer at EP Wealth Advisors, directs the firm's overarching strategy and operational execution. Bonomo guides the company's expansion across its multiple office locations, including the San Francisco Bay area, San Diego, and Denver, ensuring alignment with the firm's core mission of providing expert financial planning. Overseeing key strategic initiatives, the Chief Executive Officer drives market penetration and client acquisition efforts. This leadership role involves fostering a culture of excellence and innovation throughout the organization. By optimizing resource allocation and setting clear performance benchmarks, Thomas Bonomo directly influences the firm's sustained growth and market leadership in the financial advisory sector.

Ryan Parker, the Chairman & Chief Executive Officer at EP Wealth Advisors, sets the strategic vision and governance framework for the firm. Parker leads the executive team in navigating the complex financial landscape, ensuring the company's long-term viability and client-centric approach. This dual role involves chairing board meetings and providing critical oversight on major corporate decisions, particularly concerning the firm's expansion into new markets like Seattle and Phoenix. The Chairman & Chief Executive Officer champions the firm's commitment to integrity and fiduciary responsibility. By cultivating strong relationships with stakeholders and driving forward the company's strategic objectives, Ryan Parker solidifies EP Wealth Advisors' position as a trusted financial partner.

Megan Glover, the Chief People Officer at EP Wealth Advisors, architects the human capital strategy to support the firm's growth and operational excellence. Glover oversees all aspects of talent management, employee engagement, and organizational development across EP Wealth Advisors' diverse geographic footprint, including offices in California, Washington, and Arizona. This leadership position focuses on cultivating a high-performance culture that attracts and retains top financial talent. By developing robust HR policies and implementing innovative employee programs, the Chief People Officer ensures a cohesive and motivated workforce. Through strategic workforce planning and leadership development initiatives, Megan Glover directly contributes to the firm's ability to deliver exceptional client service and maintain its competitive edge.

Allen Berkshire, the Chief Administrative Officer & General Counsel at EP Wealth Advisors, directs the firm's legal affairs, compliance, and administrative operations. Berkshire ensures adherence to regulatory requirements and manages corporate governance across all EP Wealth Advisors locations, from Torrance, California, to Denver, Colorado. This critical role involves safeguarding the company's legal interests and mitigating risk. By overseeing the legal framework and optimizing administrative processes, the Chief Administrative Officer & General Counsel supports the firm's strategic objectives and operational efficiency. Allen Berkshire's expertise in both legal matters and administrative management provides essential support for the firm's continued expansion and commitment to client trust.