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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

Levi Anderson

Senior Financial Planner

Mitch Conlon

Regional Director, Partner

Neal Marchant

Senior Vice President, Partner

Kevin Mortesen

Director of Business Management

Mike Madden

IT Manager, Infrastructure and Service Delivery

Cfp® Brian H. Wilde

Vice President/Fee Only Wealth Advisor

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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