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John Mc Kenzie

Investment Operations Associate at EP Wealth Advisors

  • LinkedIn

Email Email: j****@epwealth.com

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

I work as a financial services professional providing comprehensive financial planning. Across the nation I help individuals, families, and businesses to achieve their financial goals.Lis...

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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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Employees

Cfp® Garrett Carter

Associate Director of Partnership Integration

Martyn Wicks

Director of Accounting and Financial Reporting

Mark Giese

Assistant Controller

Alec Bauer

Mergers and Acquisitions Associate

Jacob Miller

Client Relationship Associate

Steven Franco

Associate Portfolio Manager

Geniffer Takacs

Associate Director, Investments

Omar Elsabbagh

Senior Operations Associate

Frequently Asked Questions Regarding John McKenzie

Answer: John Mc Kenzie works for EP Wealth Advisors as Investment Operations Associate

Answer: John Mc Kenzie’s role in EP Wealth Advisors is Investment Operations Associate

Answer: John Mc Kenzie's email address is j***@gmail.com

Answer: John Mc Kenzie's business email address is j****@epwealth.com

Answer: John Mc Kenzie’s direct phone number is (***)-***-****

Answer: John Mc Kenzie works in the industry of: Financial Services

Answer: John Mc Kenzie is the current Investment Operations Associate at EP Wealth Advisors.... Read More

Answer: John Mc Kenzie works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Investment Operations Associate is John Mc Kenzie

Answer: John McKenzie contact details:

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

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