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Alan Berkshire

Chief Administrative Officer & General Counsel at EP Wealth Advisors

  • LinkedIn

Email Email: a****@epwealth.com

phone noPhone Number: (***)-***-****

Experienced business leader and General Counsel to wealth management and investment management businesses, with deep experience managing legal resources and cross-functional teams to opt...

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EP WEALTH ADVISORS

EP WEALTH ADVISORS

  • description Description
    EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). At EP Wealth Advis...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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EP Wealth Advisors Org Chart and Mapping

Employees

Alexander Park

Portfolio Strategy Associate

CRPC Otoole

Senior Wealth Advisor

Kathy Costas

Vice President, Cdfa®

Alec Bauer

Mergers and Acquisitions Associate

Tyson Tate

Wealth Advisor Associate

Cfp® Garrett Carter

Associate Director of Partnership Integration

Frequently Asked Questions Regarding Alan Berkshire

Answer: Alan Berkshire works for EP Wealth Advisors as Chief Administrative Officer & General Counsel

Answer: Alan Berkshire’s role in EP Wealth Advisors is Chief Administrative Officer & General Counsel

Answer: Alan Berkshire's email address is a***@gmail.com

Answer: Alan Berkshire's business email address is a****@epwealth.com

Answer: Alan Berkshire’s direct phone number is (***)-***-****

Answer: Alan Berkshire works in the industry of: Financial Services

Answer: Alan Berkshire is the current Chief Administrative Officer & General Counsel at EP Wealth Advisors.... Read More

Answer: Alan Berkshire works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Chief Administrative Officer & General Counsel is Alan Berkshire

Answer: Alan Berkshire contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@epwealth.com

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