EP Wealth Advisors Company Culture
EP Wealth Advisors Culture
This score is derived from employee ratings & reviews2.4/5
EP Wealth Advisors' Overall Culture is rated D-
Top Rated Culture Dimensions
eNPS
C-Manager
DLeadership
DCEO Rating
D-Environment
D-EP Wealth Advisors CEO
Bottom 10%Bottom 10% of Similar Size Companies
Patrick Goshtigian
53 /100
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Diversity at EP Wealth Advisors
N/A
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Anonymously Rate Your Experience & Make Work BetterWomen at EP Wealth Advisors
N/A
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Anonymously Rate Your Experience & Make Work BetterEP Wealth Advisors eNPS
Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"Bottom 30%Bottom 30% of Similar Size Companies
Recommend to a Friend?
-25
EP Wealth Advisors employees are -25% more likely to recommend EP Wealth Advisors as a great place to work
| 25% | Promoters |
|---|---|
| 25% | Passives |
| 50% | Detractors |
Working at EP Wealth Advisors
Working at EP Wealth Advisors is rated below average by 4 employees, across various culture dimensions. EP Wealth Advisors employees rate eNPS highest among all categories, and think that Work Culture and Environment have the most room for improvement, putting EP Wealth Advisors’s culture in the Bottom 10% compared to similar sized companies on Comparably. See below in detail how working at EP Wealth Advisors was rated by employees.
Overall Company Culture at EP Wealth Advisors
D-
Overall Company Culture at EP Wealth Advisors is rated D-
Last updated months ago
Bottom
10%
EP Wealth Advisors ranks in the Bottom 10% of other companies on Comparably with 51-200 Employees for Overall Company Culture Score
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Anonymously Rate Your Experience & Make Work BetterEP Wealth Advisors Employee Reviews
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Anonymously Rate Your Experience & Make Work BetterEP Wealth Advisors Company Information
| Headquarter | |
|---|---|
| Website | epwealth.com |
| Company Status | Private |
EP Wealth Advisors Employees
4 employees at EP Wealth Advisors have reviewed EP Wealth Advisors across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.
Overall, the 4 EP Wealth Advisors employees give their leadership a grade of D, or Bottom 15% of similar size companies. This includes specific ratings of their executive team, CEO, and manager.
The majority of employees at EP Wealth Advisors believe the environment at EP Wealth Advisors is positive. Most Participants believe the pace of work at EP Wealth Advisors is moderate. About 50% of the employees at EP Wealth Advisors work 8 hours or less, while 50% of them have an extremely long day - longer than twelve hours.
Joining EP Wealth Advisors - Employee Onboarding
The prevailing opinion from Comparably users about their company is that it was very prepared on their first day. Employees concluded that their overall onboarding experience was positive. 73% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.
EP Wealth Advisors KPIs and OKRs
At this moment no EP Wealth Advisors employees have provided insight into whether or not they clearly understand EP Wealth Advisors' KPIs and OKRs.
Are your company's goals clear, and are you invested in them?
Are the KPIs/OKRs for your department clear?
EP Wealth Advisors CEO & Leadership
EP Wealth Advisors CEO - Patrick Goshtigian
53 /100
EP Wealth Advisors’s CEO Patrick Goshtigian started in this role in 2011. Patrick’s approval rate is lower compared to CEOs at similar sized companies, putting Patrick in the Bottom 10% of all CEOs of similar-sized companies on Comparably. Patrick Goshtigian’s employees rank EP Wealth Advisors in the Bottom 20% for Manager, in the Bottom 15% for Leadership, and in the Bottom 10% for Environment.
EP Wealth Advisors Leadership
The EP Wealth Advisors Executive Team is rated a “D-” and led by CEO Patrick Goshtigian, Managing Director Brian Parker, and Managing Director Derek Holman
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... read more
Derek Holman Managing Director
Derek Holman serves as the Managing Director for EP Wealth Advisors. Derek started at EP Wealth Advisors in December of... read more
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... read more
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... read more
Ryan Serrecchia Executive Vice President / Partner
Ryan Serrecchia serves as the Executive Vice President / Partner of EP Wealth Advisors. Ryan currently resides in the... read more
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... read more
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... read more
Michael McGrath Senior Vice President / Partner
Michael McGrath serves as the Senior Vice President / Partner of EP Wealth Advisors. Michael currently resides in the... read more
EP Wealth Advisors Salaries
How much does EP Wealth Advisors pay?
How much do people at EP Wealth Advisors get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at EP Wealth Advisors is $79,389, or $38 per hour, while the estimated median salary is $119,366, or $57 per hour.
At EP Wealth Advisors, the highest paid job is a Sales Manager at $119,366 annually and the lowest is a Receptionist at $41,059 annually. Average EP Wealth Advisors salaries by department include: Finance at $58,571, Business Development at $105,683, Marketing at $76,503, and Admin at $43,316. Half of EP Wealth Advisors salaries are above $119,366.
2 employees at EP Wealth Advisors rank their Compensation in the Bottom 5% of similar sized companies (based on 6 ratings) while 2 employees at EP Wealth Advisors rank their Perks And Benefits in the Bottom 20% of similar sized companies (based on 2 ratings).
Last updated months ago.
| Summary | Salary Range | Percentile |
|---|---|---|
1st Percentile $62k | $62k | 1st Percentile |
20th Percentile $91k | $91k | 20th Percentile |
40th Percentile $106k | $106k | 40th Percentile |
60th Percentile $185k | $185k | 60th Percentile |
80th Percentile $235k | $235k | 80th Percentile |
100th Percentile $325k | $325k | 100th Percentile |
$79,389*
Average Compensation
$119,366*
Median Compensation
* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.
EP Wealth Advisors Salaries by Department
Diversity & Inclusion at EP Wealth Advisors
The Diversity score provides insights into how diverse employees feel and rate their work experience at EP Wealth Advisors across various culture dimensions.
Ranked Culture the Highest
Ranked Culture the Lowest
EP Wealth Advisors PTO
EP Wealth Advisors PTO policy is a critical component of the benefits package offered to employees.
Other than healthcare, which of the following benefits is most important to you?
Does your boss expect you to work when you're on vacation?
What do you estimate the cash value of your benefits to be? Healthcare, PTO, etc?
EP Wealth Advisors Careers
EP Wealth Advisors Jobs
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Frequently Asked Questions regarding EP Wealth Advisors
Who is the CEO of EP Wealth Advisors?
EP Wealth Advisors CEO is Patrick Goshtigian, their score by employees is 53
What is EP Wealth Advisors eNPS?
The eNPS for EP Wealth Advisors is -25
What is the salary for Receptionist in EP Wealth Advisors?
Receptionist average salary in the US is 41k
What are the salaries in the Customer Support in EP Wealth Advisors?
The average salaries for Customer Support in EP Wealth Advisors is 62k
Who is EP Wealth Advisors leadership?
Brian Parker, Derek Holman & Mario Chilin are part of EP Wealth Advisors leadership, Patrick Goshtigian is the CEO
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