EP Wealth Advisors Executive Team
EP Wealth Advisors Executive Team
The EP Wealth Advisors Executive Team is rated a "D-" and led by CEO Patrick Goshtigian. EP Wealth Advisors employees rate their Executive Team in the Bottom 10% of similar size companies on Comparably with 51-200 Employees.
Where This Score Ranks EP Wealth Advisors' Executive Team
- BOTTOM10%
In the Bottom 10% of 1768 Similar Sized Companies on Comparably
- ?
Not enough ratings to compare against competitors.
10
May
30
Aug
D-45 / 100
Jan
EP Wealth Advisors Key Executives
Name & Title
Bio
Patrick Goshtigian
CEO / President
Patrick Goshtigian serves as the CEO / President of EP Wealth Advisors.
Brian Parker
Managing Director
Brian Parker serves as the Managing Director for EP Wealth Advisors. Brian started at EP Wealth Advisors in January of...
Derek Holman
Managing Director
Derek Holman serves as the Managing Director for EP Wealth Advisors. Derek started at EP Wealth Advisors in December of...
Mario Chilin
Chief Compliance Officer
Mario Chilin serves as the Chief Compliance Officer for EP Wealth Advisors. Mario started at EP Wealth Advisors in March...
Chad Sinclair
Chief Financial Officer
Chad Sinclair serves as the Chief Financial Officer for EP Wealth Advisors. Chad started at EP Wealth Advisors in March...
Ryan Serrecchia
Executive Vice President / Partner
Ryan Serrecchia serves as the Executive Vice President / Partner of EP Wealth Advisors. Ryan currently resides in the...
Clint Camua
Partner, Senior Vice President, CFP
Clint Camua serves as the Partner, Senior Vice President, CFP of EP Wealth Advisors. Clint currently resides in the...
Greg Wells
Senior Vice President
Greg Wells serves as the Senior Vice President of EP Wealth Advisors. Greg currently resides in the Greater Los Angeles...
Michael McGrath
Senior Vice President / Partner
Michael McGrath serves as the Senior Vice President / Partner of EP Wealth Advisors. Michael currently resides in the...
Laura Knolle
Vice President
Laura Knolle serves as the Vice President of EP Wealth Advisors. Laura currently resides in the San Francisco Bay Area.
Sean Cartin
Vice President
Sean Cartin serves as the Vice President of EP Wealth Advisors. Sean currently resides in the Greater San Diego Area.
Ben Porras
Vice President
Ben Porras serves as the Vice President of EP Wealth Advisors. Ben currently resides in the Greater Los Angeles Area.
Tyler Robuck
Vice President
Tyler Robuck serves as the Vice President of EP Wealth Advisors. Tyler currently resides in the Greater Los Angeles...
Ryan Schwartz
Vice President
Ryan Schwartz serves as the Vice President of EP Wealth Advisors. Ryan currently resides in the San Francisco Bay Area.
Ben Widders
Vice President
Ben Widders serves as the Vice President of EP Wealth Advisors. Ben currently resides in the Greater Los Angeles Area.
Trevor Bush
Vice President
Trevor Bush serves as the Vice President of EP Wealth Advisors. Trevor currently resides in the Greater Los Angeles...
Christopher Toumajian
Chief Financial Officer
Christopher Toumajian serves as the Chief Financial Officer of EP Wealth Advisors.
Eric Swanson
Vice President
Eric Swanson serves as the Vice President of EP Wealth Advisors.
M Nodilo
Regional Director/Partner
M Nodilo serves as the Regional Director/Partner of EP Wealth Advisors.
Steven Beals
Chief Administrative Officer
Steven Beals serves as the Chief Administrative Officer of EP Wealth Advisors.
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- EP Wealth Advisors23
- Similar Size on Comparably
EP Wealth Advisors Executive Team At a Glance
The Executive Team Score of 45/100 is calculated by combining aggregate responses to the questions of “How would you rate your executive team?” and “Do you approve of the job your executive team is doing at your company?”
The last rating scoring EP Wealth Advisors' executive team was provided months ago and has remained stable at 45 over the last 90 days.
How EP Wealth Advisors' Executive Team Score is Calculated
23
out of 100
How would you rate your executive team?
Do you approve of the job your executive team is doing at your company?
EP Wealth Advisors' Executive Team Rank Against Similar Sized Companies on Comparably
BOTTOM
10%
EP Wealth Advisors ranks in the Bottom 10% of other companies on Comparably with 51-200 Employees for Executive Team Score.
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