EP Wealth Advisors Names Patrick G. Goshtigian as CEO

    

TORRANCE, Calif.--EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment advisor that specializes in client-centric financial planning and investment management services, has named Patrick G. Goshtigian, CFA, President and Chief Executive Officer. Previously, Goshtigian served as President. In his expanded role, Goshtigian will be responsible for defining and executing on the firm’s strategic vision and growth objectives.

“Patrick has been a valuable asset to our team for the better part of a decade, and his knowledge of the industry and management expertise have been of significant benefit to EP Wealth,” says Derek Holman, CFP®, AIF®, Co-Managing Director and Co-Founder of EP Wealth. “He is leading our vision for growth, and his decision-making is key to integrating firms that share our core client-centric philosophy into the EP Wealth family. It’s been a win-win for our clients and our company.”

Under Goshtigian’s leadership, EP Wealth began an acquisition strategy with the goal of increasing scale as a means to enhance and expand its service offerings to clients. In January 2015, Goshtigian helped complete the acquisition of Moore Financial Group in Littleton, Colo. Ballou Plum Wealth Advisors in Lafayette, Calif. joined EP Wealth in January 2016. Private Capital Management Associates in San Mateo, Calif. was acquired in June 2017. In February 2018, Millie Capital Management, LLC in Walnut Creek, Calif joined EP Wealth. As a result of organic and inorganic growth, EP Wealth advises on more than $3.6 billion in client assets (as of March 31, 2018).

“Patrick has spearheaded our acquisition and growth strategy, and he ensured we were well positioned to execute on these objectives over the long-term. He was the driver behind our new financial partnership with Wealth Partners Capital Group (“WPCG”),” says Brian Parker CFP®, Co-Managing Director and Co-Founder of EP Wealth. “Patrick sorted through multiple deals to find the right partner in WPCG. The partnership with WPCG provides EP Wealth with continuity in leadership, and decision-making, supplements our mergers and acquisitions expertise and provides financial resources to help accelerate our firm growth strategy. We see growth as the major driver to improving our offering. We’re excited about the future of EP Wealth!”

Prior to joining EP Wealth, Goshtigian was head of Nuveen Global Operations in Chicago. Goshtigian was also a Managing Director and head of Institutional Operations and Administration for Nuveen Investments Institutional Services Group and held various other roles at NWQ Investment Management Company, a Nuveen Investments affiliate. He was a former Vice President at Analysis Group, an economic and financial consulting firm. Goshtigian earned his Master of Business Administration from the University of California, Los Angeles, Anderson School of Management and received his Bachelor of Science in Economics from the Massachusetts Institute of Technology. Additionally, Goshtigian holds a Chartered Financial Analyst® (CFA®) designation.

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment advisory and financial planning firm based in Torrance, Calif., with additional offices in the San Francisco Bay area, West Los Angeles, Irvine, Calif., Seattle and Denver. The firm manages more than $3.6 billion in AUM as of March 31, 2018 and provides client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth is led by Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA. For more information, please visit www.epwealth.com.

About Wealth Partners Capital Group

Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which has invested in and partnered with three leading wealth management firms. Through its three partner firms, EP Wealth Advisors, MAI Capital Management and Forbes Family Trust, WPCG is focused on identifying and integrating like-minded registered investment advisors who are seeking access to expanded business capabilities, strategic growth and customized transition solutions. The WPCG management team is led by partners John W. Copeland, Rich Gill and Sean Bresnan. For more information, please visit www.wealthpcg.com.

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