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Mark Matley

Regional Director/Partner at EP Wealth Advisors

  • LinkedIn

Email Email: m****@insightgroup.com

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

Testimonials are not permitted by law:The Securities and Exchange Commission (SEC) prohibits testimonials. As an investment advisory representative of The Insight Group, Inc., I cannot al...

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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

Jaime Michel

Client Relationship Associate

Tyler McSween

Financial Planning Associate

Matt Meier

Wealth Operations Associate

Luis Bribiesca

Sr. Client Relationship Associate

Jeffrey Burch

Regional Director / Partner

Sarah Ellersick

Financial Planning Intern

Germana Moura

Senior Compliance Associate

Jonathan Deyoe

Senior Vice President and Partner

Frequently Asked Questions Regarding Mark Matley

Answer: Mark Matley works for EP Wealth Advisors as Regional Director/Partner

Answer: Mark Matley’s role in EP Wealth Advisors is Regional Director/Partner

Answer: Mark Matley's email address is m***@gmail.com

Answer: Mark Matley's business email address is m****@insightgroup.com

Answer: Mark Matley’s direct phone number is (***)-***-****

Answer: Mark Matley works in the industry of: Financial Services

Answer: Mark Matley is the current Regional Director/Partner at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Regional Director/Partner is Mark Matley

Answer: Mark Matley contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@insightgroup.com

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