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Matthew Kuhn

Senior VP at EP Wealth Advisors

  • LinkedIn

The financial world can be exceedingly complex and difficult to navigate. Not to mention, there are professionals in the field who don’t always put their clients’ best interests above the...

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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

Kara McQuillan

Financial Planning Associate

Brett Panziera

Associate Director of Financial Planning

Rhett Ayles

Financial Planning Analyst

Heather d'Errico

Employee Enrichment Associate

Mark Matley

Regional Director/Partner

Christina Tchamkertenian

Talent Acquisition Coordinator

Jaime Michel

Client Relationship Associate

Ethan Upham

Client Relationship Associate Analyst

Neal Marchant

Senior Vice President, Partner

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