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EP Wealth Advisors

125 Decision Makers · 255 Verified Contacts

epwealth.com
📍 Kyiv, UkraineTechnology & Software👥 10–49 employees
See 255 verified contactsCheck epwealth.com emails

About EP Wealth Advisors

Headquartered in Seattle, Washington, EP Wealth Advisors is a small Commercial Financing company. The team focuses on Commercial Financing and Business Consulting.

Key Facts

Industry
Technology & Software
Headquarters
Kyiv, Ukraine
Company size
10-49 employees
Website
epwealth.com
Hourly Rate
$50 - $99 / hr
Min Project Budget
$10,000+

Open Roles Lever 38 open positions

Technology
  • Associate Director, Technology Support Services (Remote in PST/MST/CST) · Remote
  • Network Engineer ( PST & MST Time Zone) Hybrid · Torrance CA
Operations
  • Associate Director, Investment Operations · Torrance CA
Advisor Admin
  • Associate Divisional Leader · Los Angeles CA
Client Services
  • Client Relationship Associate - Brighton, MI · Brighton MI
  • Client Relationship Associate - Irvine, CA · Irvine CA
  • Client Relationship Associate - Palm Beach Gardens, FL · Palm Beach Gardens FL
  • Senior Client Relationship Associate - Denver, CO · Denver CO
  • Senior Client Relationship Associate - West Los Angeles · Los Angeles CA
Compliance
  • Compliance Analyst - Torrance, West LA, San Francisco, Walnut Creek, Phoenix, Philadelphia, Boston (Hybrid) · Torrance CA
Finance & Accounting
  • Director, Finance · Torrance CA
  • Senior Financial Planning and Analysis Analyst · Torrance CA
Financial Planning
  • Financial Planning Associate - Phoenix · Phoenix AZ
  • Financial Planning Associate - Seattle, Vancouver, Redwood City (Hybrid) · Vancouver WA
  • Senior Financial Planner - Phoenix · Phoenix AZ
  • Senior Financial Planner - San Diego (Hybrid) · San Diego CA
Marketing
  • Integrated Marketing Specialist · Remote
Merger & Acquisition
  • M&A Partnerships Associate (Hybrid) · Remote
Portfolio Management
  • Managing Director, Head of Portfolio Implementation · Remote
Advisor
  • Regional Director · Walnut Creek CA
View all open roles →

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Leadership & Decision Makers

Contact details of 125 EP Wealth Advisors decision makers

Brian Parker

Managing Director
No contact data available

Jim Mocci

Managing Director, Head of Marketing
No contact data available

Bill Corcoran

Managing Director, Partner
No contact data available

Derek Holman

Managing Director
No contact data available

Patrick Donovan

Managing Director and Partner
No contact data available

Elena Stebakov

Managing Director, Head of Product
No contact data available

Patrick Goshtigian

President & CEO
No contact data available

Ryan Parker

Chief Growth Officer
No contact data available

Jorge Bernal

Chief Operating Officer
No contact data available

Christopher Toumajian

Chief Financial Officer
No contact data available

Justin Mikhalevsky

Chief Product & Technology Officer
No contact data available

Steven Beals

Chief Administrative Officer, Partner
No contact data available

Jonathan Deyoe

Senior Vice President and Partner
No contact data available

Pankti Shah

Head of People Operations, Partner
No contact data available

Shari Greco Reiches

Regional Director, Partner
No contact data available

James P Henry

Partner, Senior Vice President
No contact data available

Lucas D Karasch

Vice President, Partner
No contact data available

Jimmie Plaskey Cfp(r)

Vice President and Partner
No contact data available

Mj Nodilo

Regional Director/Partner
No contact data available

Rich Derafelo

Regional Director /Partner
No contact data available

Sean Cartin

Senior Vice President, Partner
No contact data available

Chad Burton

Regional Director/Partner
No contact data available

Michael Mcgrath

Senior Vice President / Partner
No contact data available

Rahul Shah

Regional Director, Partner
No contact data available

Adrian Larson

Regional Director/Partner
No contact data available

Chuck Cutler

Wealth Advisor and Partner
No contact data available

Tyler Petersen

Vice President/Partner at EP Wealth Advisors
No contact data available

Andrew Becker

Partner / Vice President
No contact data available

Cristin H Rigg

Vice President / Partner
No contact data available

Carey Mcneal

Regional Director, Partner
No contact data available

Cannon Carr

Regional Director and Partner
No contact data available

Albert Herzog

Vice President, Partner
No contact data available

Rick Bryan

Vice President, Advisor, Partner
No contact data available

David M Rappaport

Regional Director and Partner
No contact data available

Jeffrey Burch

Regional Director / Partner
No contact data available

Lea Ann Knight

Regional Director, Partner
No contact data available

Liz Xilas

Senior Wealth Advisor, Partner
No contact data available

Harlan Flint

Senior Vice President and Partner
No contact data available

David Cantor

Senior Vice President and Partner
No contact data available

Scott Upham

Regional Director, Partner
No contact data available

Stephen Reiches

Senior Wealth Advisor and Partner
No contact data available

Richard Janke

Vice President / Partner
No contact data available

Michael J Lay Cfp(r)

Regional Director, Partner
No contact data available

Clint Camua

Partner, Senior Vice President, CFP
No contact data available

Clay Zachry

Senior Vice President / Partner
No contact data available

Liz Mcqueen

Vice President and Partner
No contact data available

James Dwyer

Partner / Advisor at EP Wealth Advisors
No contact data available

Jonathan Spector

Vice President / Partner
No contact data available

Brady Jardine

Senior Vice President/ Partner - EP Wealth Advisors
No contact data available

Robert B Larsen

Vice President - Partner
No contact data available

Neal Marchant

Senior Vice President, Partner
No contact data available

Jeff Holben

Vice President, Wealth Advisor & Partner
No contact data available

Mitch Conlon

Regional Director, Partner
No contact data available

Allan Horner

Financial Advisor, Partner
No contact data available

John Barbrick

Vice President, Partner
No contact data available

Adam N Phillips

Senior Vice President - Investment Strategist
No contact data available

Joseph Palumbo

Senior Vice President
No contact data available

Kevin O'reilly

Senior Vice President
No contact data available

Ryan Serrecchia

Senior Vice President
No contact data available

Craig Mccrory

Senior Vice President, Wealth Advisor
No contact data available

Susan Anastasiadis

Senior Vice President, Advisor
No contact data available

Marc Courland

Vice President Advisor
No contact data available

Eric Swanson

Vice President, CERTIFIED FINANCIAL PLANNER®
No contact data available

Lauren Klein

Vice President - Senior Wealth Advisor
No contact data available

Andrew Szewc

EP Wealth Advisors, Vice President-Advisor
No contact data available

Adam Werner

Vice President and Wealth Advisor
No contact data available

Greg Wells

Vice President
No contact data available

Robert Falconer

Vice President, Advisor
No contact data available

Shannen S Smith

Vice President
No contact data available

Giorgina Mei Nguyen

Vice President, Wealth Advisor
No contact data available

Ryan Ignacio

Vice President
No contact data available

Robert Davis

Vice President of Wealth Management
No contact data available

Joshua Land

Vice President, Advisor
No contact data available

Scott Shellhamer

Vice President
No contact data available

Trevor Bush

Vice President
No contact data available

Joseph Eiguren

Vice President Advisor
No contact data available

Dan Federman

Vice President
No contact data available

Ian Clemens

Vice President
No contact data available

Doug Jones

Vice President - Wealth Advisor
No contact data available

Jaron Gardiner

Vice President at EP Wealth Advisors
No contact data available

Amanda Skrivanich

Vice President , Advisor
No contact data available

Chris Hopkins

Vice President
No contact data available

Kathy Costas

Vice President, CDFA®
No contact data available

Brett Davalos

Vice President Financial Advisor
No contact data available

Sam Terminello

Vice President, Financial Advisor
No contact data available

Susan Koe

Vice President, Advisor
No contact data available

Dillon Mcgill

Vice President
No contact data available

Brian H Wilde

Vice President/Fee Only Wealth Advisor
No contact data available

Laura R Knolle

Vice President
No contact data available

Teresa Velgara

Vice President, Advisor
No contact data available

Kristie A Garrett

Vice President, Advisor
No contact data available

Michael C Goldman

Vice President, Advisor
No contact data available

Ryan Malone

Vice President
No contact data available

Dan Weaver

Vice President, Advisor at EP Wealth Advisors
No contact data available

Aleksandr Chkadua

Vice President, Advisor
No contact data available

Megan Carden

Vice President
No contact data available

Matthew Kuhn

Senior VP
No contact data available

Dan Potter

Vice President
No contact data available

Steve Kovach

Vice President Advisor
No contact data available

Ben Widders

Vice President
No contact data available

Brad Stacey

Vice President
No contact data available

Andrew Zehnder

Vice President
No contact data available

Jeff Vandevoir

Associate Regional Director
No contact data available

Lisa Tennyson Jones

Director, Growth Marketing
No contact data available

Ken Mcmullen

Head of Communications
No contact data available

Jenny Solis Crump

Head of Business Management
No contact data available

Eugenia Amador

Director, Estate Services
No contact data available

Michael Simon

Regional Director
No contact data available

Mario Chilin

Compliance Director
No contact data available

Benjamin Fife

Associate Regional Director
No contact data available

Ryan Caldwell

Regional Director
No contact data available

Sherryl Ray

Director Of Operations
No contact data available

Karen L Asbra

Associate Director of Business Management
No contact data available

April C Rosenberry

Director of Estate Planning
No contact data available

Bruce Mohr

Regional Director
No contact data available

Alina Narr

Associate Director of Financial Planning
No contact data available

Farrah Rothstein

Associate Director, Compliance
No contact data available

Jon Moore

Regional Director
No contact data available

Darjae C

Associate Director of Operations
No contact data available

Curtis Divona

Director Of Client Services
No contact data available

Rose Castaneda

Partnership Integration Manager
No contact data available

Henry Gabriel Silva

Marketing Coordinator
No contact data available

Ana Cristina Gonzalez Garcia

IT Project Coordinator
No contact data available

Danielle Carmody

Executive Assistant to Chief Operations Officer
No contact data available

Peyton Ewing

Financial Planning Coordinator
No contact data available

Team & Specialists

Contact details of 130 EP Wealth Advisors team members

Stephanie Richman Cfp(r)

VP/Wealth Advisor
No contact data available

Travis Mceuen

VP, Wealth Advisor
No contact data available

Richard Tarroza

Head Trader
No contact data available

Paul Napolitano

Talent Acquisition Manager
No contact data available

Matt Lubatty

Associate Portfolio Manager II
No contact data available

Laura Phy

Human Resources Manager
No contact data available

Maria Algaze

Billing Operations Manager
No contact data available

Jake Shuman

Client Relationship Manager
No contact data available

Daiana K

Portfolio Manager
No contact data available

Jared Lopez

Portfolio Manager
No contact data available

Jennifer Fogle

Office Services Manager
No contact data available

Natalia Amato

Portfolio Manager
No contact data available

Austin

Marketing Manager
No contact data available

John Drago

Tax Manager
No contact data available

Ethan Velgara

Operations Learning & Development Manager
No contact data available

Olivia Nierhake

Account Manager
No contact data available

Kayla Folts

Associate Portfolio Manager
No contact data available

Callie Hamari

Associate Portfolio Manager
No contact data available

Leah Cantor

Sustainability Manager
No contact data available

Cally Booth

Finance Manager
No contact data available

Jeff Davenport

Portfolio Manager
No contact data available

Stephen Knadle

Portfolio Manager / Equity Research Analyst
No contact data available

Cristopher Moran

Portfolio Manager
No contact data available

Bobby Zhang

Associate Portfolio Manager
No contact data available

Mineko C Murai

Business Operations Manager
No contact data available

Deysi Monti

Tax Manager
No contact data available

Beth Weber

Client Relationship Manager
No contact data available

Kristina Ventura

Client Relationship Manager
No contact data available

Mikki Burton

Office Manager
No contact data available

Jobert Paz

Project Manager
No contact data available

Alexander Pock

Portfolio Manager
No contact data available

Catherine Parkey

Office Services Manager
No contact data available

Janeth Trejo

Staff Accountant
No contact data available

Ethan Grunstein

Senior Associate M&A
No contact data available

Colton Peck

Senior Financial Planner
No contact data available

John O'toole

Senior Wealth Advisor
No contact data available

Mary Harris

Senior Wealth Advisor
No contact data available

April Punch

Senior Financial Planner
No contact data available

Kyle Hurt

Senior Financial Planner
No contact data available

Cody Wickham

Senior IT Analyst
No contact data available

Lucy Assad

Senior Tax Accountant
No contact data available

Lyndsey Xa

Senior Financial Planner
No contact data available

Bradley Hills

Senior Client Relationship Associate
No contact data available

O'zell Golden

Senior Financial Planner
No contact data available

Brian Liberis

Senior Estate Planner
No contact data available

Kristen Perez

Senior Financial Planner
No contact data available

Matthew Stojkov

Senior Client Relationship Associate
No contact data available

John Daul

Senior Customer Service Associate
No contact data available

Conor Coogan

Senior Financial Planner
No contact data available

Timothy Wiand

Senior Financial Planner
No contact data available

Jacqueline Wilson

Sr. Client Relationship Associate
No contact data available

Eric Hartman

Senior Client Relationship Associate
No contact data available

Patrick O'hara

Senior Wealth Advisor
No contact data available

Susan Crossan

Senior Client Relationship Associate
No contact data available

Jennifer Forsyth

Senior Client Relationship Associate at EP Wealth Advisors, LLC
No contact data available

Geordie Crossan

Senior Wealth Advisor
No contact data available

Marci Joachims

Senior Client Relationship Associate
No contact data available

Christina Saucedo

Talent Acquisition Associate
No contact data available

Brian Waldner

Portfolio Strategist
No contact data available

Brett Hughes

Wealth Advisor
No contact data available

Mollie Privett

Wealth Advisor
No contact data available

Connor Bernal

Wealth Advisor
No contact data available

Desiree Weyls

Compliance Associate
No contact data available

Spencer Campman

Wealth Advisor
No contact data available

Joseph Lindley

Wealth Advisor
No contact data available

Dave Bordeau

Board Member
No contact data available

Chuck Bautista

Wealth Advisor
No contact data available

Jill Mullen

Marketing Specialist
No contact data available

Spencer Murray

Investor
No contact data available

Fernando Reyes

Wealth Advisor
No contact data available

Justin Moreci

Wealth Advisor
No contact data available

Michael Weller

Investor, Board Observer
No contact data available

Jennifer Herron-dullaart

Operations Associate
No contact data available

Kathleen Connors

Wealth Advisor
No contact data available

Anna Vo

Client Relationship Associate
No contact data available

Ben Richter

Wealth Advisor
No contact data available

Christopher Estrada

Wealth Advisor
No contact data available

Kevin Keeney

Enterprise Architect
No contact data available

Megan Howard

Client Relationship Associate
No contact data available

Eric Nikssarian

Wealth Advisor
No contact data available

Jordan Hubbs

Wealth Advisor Associate
No contact data available

Alfonso Rodriguez

Portfolio Strategist
No contact data available

Sheila Hoopes

Wealth Advisor
No contact data available

Casey Ahrendsen

Wealth Advisor Associate
No contact data available

Mustafa Binns

Wealth Advisor
No contact data available

Jason Clebowicz

Intern
No contact data available

Will Yalam

Client Relationship Associate
No contact data available

Garrett Carter

Wealth Advisor
No contact data available

Max Roeske

Mergers and Acquisitions Analyst
No contact data available

Rhea Ravindran

Wealth Advisor
No contact data available

Elliott Servais

Financial Advisor
No contact data available

Haylee Michaud

Client Relationship Specialist
No contact data available

Taylor Briggs

Mergers and Acquisitions Associate
No contact data available

Cole Loveland

Wealth Management Advisor
No contact data available

Ashley Balash

Associate Divisional Leader - East
No contact data available

Max Seckman

Wealth Advisor
No contact data available

Armando Estevane

Wealth Advisor
No contact data available

Jessica Ellyson

Wealth Advisor
No contact data available

Christian Fontal

Client Relationship Associate
No contact data available

Layla Zahedi

Office Services Associate
No contact data available

Conner Grzenia

Wealth Advisor
No contact data available

Morgan Degooyer

Financial Planning Associate
No contact data available

Bob Priola

Portfolio Strategist
No contact data available

Carrie Sax

Financial Advisor
No contact data available

Griffin Lake

Wealth Advisor
No contact data available

Andryse Leukeu

Associate Estate Planner
No contact data available

Philip Baker

Financial Planning Associate
No contact data available

Hunter Ruck

Associate Wealth Advisor
No contact data available

Jaunell Silvera

Client Relationship Associate
No contact data available

Nishesh Yadav

Wealth Advisor Associate
No contact data available

Vina Qui-huong Nguyen

Associate, Data Analytics
No contact data available

Wyatt Degooyer

Financial Planner
No contact data available

Klaudia Dettloff

Wealth Advisor
No contact data available

Sydney Averill

Financial Planning Analyst
No contact data available

Jean Pursley

Client Relationship Associate
No contact data available

Amy Ho-markowski

Associate Estate Attorney
No contact data available

Germana Moura

Compliance Associate
No contact data available

Betsy Williams

Wealth Advisor
No contact data available

Paula Borton

Office Services Associate (OSA)
No contact data available

Brennan Waters

Salesforce Administrator
No contact data available

Patsy Nodilo

Wealth Advisor
No contact data available

Ashley Galien

Client Relationship Associate
No contact data available

Arthur Molina

Investment Operations Associate
No contact data available

Andrea Puopolo

Fixed Income Analyst
No contact data available

Joan Wenglikowski

Financial Advisor
No contact data available

Brock Nye

Financial Planning Intern
No contact data available

Claudia B

Office Services Associate
No contact data available

Ernestina Savage

Client Relationship Associate
No contact data available

Stephan Weebe

Investment Operations Associate
No contact data available

Andrew Carag

Client Relationship Associate
No contact data available

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Frequently Asked Questions about EP Wealth Advisors

What does EP Wealth Advisors do?

Headquartered in Seattle, Washington, EP Wealth Advisors is a small Commercial Financing company. The team focuses on Commercial Financing and Business Consulting.

Where is EP Wealth Advisors headquartered?

EP Wealth Advisors is headquartered in Kyiv, Ukraine.

How many employees does EP Wealth Advisors have?

EP Wealth Advisors has approximately 10 - 49 employees.

What industry is EP Wealth Advisors in?

EP Wealth Advisors operates in the Technology & Software industry.

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