Author: Patrick Goshtigian
DENVER, Jan. 30, 2017 - In response to the continued growth of its Denver region, EP Wealth Advisors has announced the appointment of Elizabeth Cady, CFA, as Wealth Advisor.
“Colorado investors are demanding more comprehensive and personalized financial solutions,” says Cady. “EP Wealth Advisors goes beyond just allocating investments – our culture is about educating our clients and simplifying their complex financial lives while providing peace of mind.”
Most recently Liz was a Senior Vice President at UBS Financial Services in Denver, providing comprehensive wealth management advice to high net worth clients. Prior to UBS, she was a Vice President and relationship manager for almost 7 years at the J.P. Morgan Private Bank where she worked with ultra high net worth clients in the Denver and Boulder markets. During this time Elizabeth was recognized by Barron’s magazine as a Colorado Top Financial Advisor. She spent 16 years in Boston working in the wealth management industry at US Trust Company, State Street Global Advisors and Loomis Sayles.
Cady earned her Bachelor of Arts degree from Middlebury College in Vermont.
“What makes Liz so special is her ability to clearly explain complex subjects, and to do so with a personal touch,” says Brad Hunt, CFP®, CWS®, Senior Vice President of Client Acquisition of EP Wealth Advisors in Denver, Colorado. “That’s why she’ll fit in with EP Wealth Advisors because she truly understands that it’s all about the client first .”
About EP Wealth Advisors: EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth Advisors manages more than $2.5 billion for clients as of December 31, 2016. With additional offices in the San Francisco Bay area, West Los Angeles, Irvine, California and Denver, Colorado, the firm provides client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth was listed among the Top RIA Firms in 2015 by Financial Advisor magazine and in 2016 by Financial Planning magazine (This ranking is based on a firm's assets under management as reported on Form ADV. Firms eligible for this ranking must be independent registered investment advisors providing services to individual clients with at least 50 million in assets under management as of December 31, 2015. Our presence in these rankings should not be construed as an endorsement of the advisor by any client nor is it representative of any one client’s evaluation or opinion of the advisor. Third-party rankings are no guarantee of future investment success. Working with a ranked adviser does not ensure that you will experience a higher level of performance or results.). For more information, visit: www.epwealth.com.