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May 8, 2018

EP Wealth Advisors appoints new CEO

California-based investment advisor EP Wealth Advisors, which specialises in client-centric financial planning and investment management services, has named Patrick Goshtigian as its new CEO.

Earlier, Goshtigian served as the president of the company and will continue to retain this position.

The new responsibility requires Goshtigian to define and implement the firm’s strategic vision and growth objectives.

EP Wealth co-managing director and co-founder Derek Holman said: “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.

“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.”

EP Wealth adopted an acquisition strategy under Goshtigian’s leadership to increase and expand its services to its clients.

In January 2015, the company acquired Moore Financial Group based in Littleton, Colorado, while Ballou Plum Wealth Advisors of California joined EP Wealth in January 2016.

Furthermore, EP Wealth acquired Private Capital Management Associates in June last year. This February Millie Capital Management joined EP Wealth.

As of 31 March 2018, EP Wealth managed more than $3.6bn in client assets.

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