EP Wealth Advisors Employee Directory

EP Wealth Advisors corporate office is located in 21535 Hawthorne Blvd Ste 400, Torrance, California, 90503, United States and has 501-1,000 employees.

Highly Engaged Employees

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Employees by Department

Departments

Number of employees

Finance

227

Operations

C-Suite

Legal

Sales

Information Technology

Marketing

EP Wealth Advisors CEO

Thomas BonomoChief Executive Officer

Phone

See Profile

Key Employees of EP Wealth Advisors

Alan Berkshire
Chief Administrative Officer & General Counsel
PhoneEmail
Megan Glover
Chief People Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

EP Wealth Advisors Global Presence

Location	People at location
North America	201-500

Index of contact profiles from EP Wealth Advisors

Hundreds of professionals searching for EP Wealth Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CC
Casey Conway
Email Direct
Financial Advisor
United States , California , Torrance

EC
Elliott Calvente
Email Direct
Manager, Information Technology Service Desk
United States , California , Torrance

BK
Bogdan Kaminyar
Email Direct
Partnerships Director, Mergers & Acquisitions
United States , California , Torrance

CT
Christopher Toro
Email Direct
Financial Advisor
United States , California , Torrance

JM
John McDowell
Email Direct
Senior Client Relationship Associate
United States , California , Torrance

BS
Bianca Schmitt
Email Direct
Associate Estate Planner
United States , California , Torrance

AH
Alaina Hart
Email Direct
Senior Client Relationship Associate
United States , California , Torrance

EC
Evelyn Campos
Email Direct
Accounts Payable Specialist
United States , California , Torrance

TB
Thomas Bonomo
Email Direct
Chief Executive Officer
United States , California , Torrance

CM
Christopher Mead
Email Direct
Associate Director, Business Applications
United States , California , Torrance

EV
Erin Voisin
Email Direct
Chief Client Solutions Officer
United States , California , Torrance

DR
David Rappaport
Email Direct
Financial Advisor
United States , California , Torrance

LC
Leah Cantor
Email Direct
Sustainability Manager
United States , California , Torrance

CC
Conor Coogan
Email Direct
Manager, Financial Planning
United States , California , Torrance

EV
Ethan Velgara
Email Direct
Manager, Operations Learning & Development
United States , California , Torrance

JB
Jason Brown
Email Direct
Senior Financial Planner
United States , California , Torrance

MC
Mitchell Conlon
Email Direct
Regional Director & Partner
United States , California , Torrance

CG
Cynthia Gennaro
Email Direct
Client Relationship Manager
United States , California , Torrance

CQ
Christina Quinn
Email Direct
Head of Client Growth & Channels Partner
United States , California , Torrance

BH
Bradley Hills
Email Direct
Financial Planning Associate
United States , California , Torrance

AH
Adam Hale
Email Direct
Senior Financial Planner
United States , California , Torrance

RD
Ryan Donohue
Email Direct
Senior Data & Analytics Associate
United States , California , Torrance

KC
Karen Copeland
Email Direct
Marketing Technology Associate
United States , California , Torrance

JT
Joshua Tucker
Email Direct
Senior Portfolio Manager
United States , California , Torrance

12 3 4 5

Former Employees at EP Wealth Advisors

Explore people who held key positions, contributed to EP Wealth Advisors's success, and advanced their careers.

Ethan Upham

Investor Services Repr... at Stone Coast Fund Servi...

Worked as Client Relationship Associate Analyst

at EP Wealth Advisors (2023-2023)

Direct

Brandon Beckner

Director, Financial Pl... at Composition Wealth

Worked as Financial Advisor & Vice President

at EP Wealth Advisors (2023-2024)

Direct

Derek Hebert

President & Private We... at Prosperity Financial G...

Worked as Wealth Advisor

at EP Wealth Advisors (2016-2018)

Direct

Mask Content

Vice President, Client... at Jordan Park

Worked as Vice President, Advisor

at EP Wealth Advisors

Direct

Mask Content

Regional Director at Lifetime Financial Adv...

Worked as Senior Portfolio Manager

at EP Wealth Advisors (2016-2019)

Direct

Mask Content

Advisor at AlphaMark Advisors

Worked as Regional Director

at EP Wealth Advisors

Direct

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Frequently Asked Questions Regarding EP Wealth Advisors Employees

How many employees does EP Wealth Advisors have?

EP Wealth Advisors has 501-1,000 employees

Who is the CEO of EP Wealth Advisors?

EP Wealth Advisors’s CEO is Thomas Bonomo

Who are EP Wealth Advisors key employees?

Some of EP Wealth Advisors key employees are Alan Berkshire, Megan Glover

Where is EP Wealth Advisors located?

EP Wealth Advisors’s headquarters are located at 21535 Hawthorne Blvd Ste 400, Torrance, California, 90503, United States

How do I contact EP Wealth Advisors?

EP Wealth Advisors Contact Info: Phone number: (310) 543-4559 Website: www.epwealth.com

What does EP Wealth Advisors do?

EP Wealth Advisors is a fee-only financial advisory firm that specializes in comprehensive financial planning, tax and estate planning, and investment management. They cater to a diverse clientele, including federal employees, professional athletes, and high-net-worth families, providing personalized strategies to meet their unique financial goals.... Read More

Is EP Wealth Advisors a public company?

EP Wealth Advisors is private company therefore does not currently have an official ticker symbol

See more information about EP Wealth Advisors Employees