Investment management firm EP Wealth Advisors has appointed Adam Phillips as a senior vice president and investment strategist.
Phillips holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner professional (CFP) designations.
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EP Wealth Advisors CFP, co-founder and managing director, Brian Parker said with the company growing it needed someone who can contribute as a member of investment committee in addition to servicing client relationships.
"With his background in fixed income and equity investments, Adam brings valuable skills to the EP Wealth team," added Parker.
Before joining EP Wealth, Phillips managed $700 million on behalf of high net worth individuals, foundations and trusts at City National Bank in Beverly Hills, where he worked for nine years.
Parker said, "My colleagues at EP Wealth Advisors have earned a great reputation by partnering with clients in a service-oriented model and providing quality investment and planning solutions. I see genuine value in the work we are doing here, and look forward to playing a role in the company’s future growth."
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