Cris Moran
Lid van de Investeringscommissie bij EP Wealth Advisors LLC
Momenteel actieve connecties
| Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
|---|---|---|---|---|
| Patrick Goshtigian | M | - |
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 13 jaar |
| Brian Parker | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 20 jaar |
| Derek Holman | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 20 jaar |
| Kevin Carr Beebe | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 14 jaar |
| Adam Neal Phillips | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 10 jaar |
| Ryan Parker | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 3 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
| Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
|---|---|---|---|---|
| Derek Hobson | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 3 jaar |
| Kevin Ashworth | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 20 jaar |
| Sid Ean | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 3 jaar |
| Bennett Edward Gross | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 4 jaar |
| Sevag Ossipian | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | - |
| Brian Sterz | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 6 jaar |
| Matt Furman | M | 54 |
State University of New York at Binghamton
| 4 jaar |
| Michael S. O'Reilly | M | - |
State University of New York at Binghamton
| 4 jaar |
| John Leone | M | 51 |
State University of New York at Binghamton
| 4 jaar |
| Robert James Mendola | M | - |
State University of New York at Binghamton
| 4 jaar |
| Steven A. Lipner | M | - |
State University of New York at Binghamton
| 4 jaar |
| Steve Cadoff | M | - |
State University of New York at Binghamton
| 4 jaar |
| Andrew Park | M | - |
State University of New York at Binghamton
| 4 jaar |
| David Speiser | M | - |
State University of New York at Binghamton
| 4 jaar |
| Eric Cohen | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | - |
| Brian Cohen | M | - |
State University of New York at Binghamton
| 4 jaar |
| Vincent Prajka | M | - |
State University of New York at Binghamton
| 4 jaar |
| Geoffrey Allman | M | 53 |
State University of New York at Binghamton
| 1 jaar |
| Mandy Sebel | F | - |
State University of New York at Binghamton
| 4 jaar |
| Tyler Robuck | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 3 jaar |
| Chris Ling | M | - |
State University of New York at Binghamton
| 4 jaar |
| Gary Chan | M | - |
State University of New York at Binghamton
| 4 jaar |
| Vincent Aita | M | 50 |
State University of New York at Binghamton
| 4 jaar |
| Alfonso Rodriguez | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | - |
| Kushagra Vaid | M | - |
State University of New York at Binghamton
| 2 jaar |
| Robert Odibo | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | - |
| Liu Bobby | M | - |
State University of New York at Binghamton
| 4 jaar |
| Christopher Carl Andersen | M | - |
State University of New York at Binghamton
| 4 jaar |
| Alan Chan | M | 48 |
State University of New York at Binghamton
| 4 jaar |
| Joel Gallo | M | 51 |
State University of New York at Binghamton
| 4 jaar |
| David Vogt | M | - |
State University of New York at Binghamton
| 4 jaar |
| Scott Kupersmith | M | - |
State University of New York at Binghamton
| 4 jaar |
| David M Garofalo | M | 55 |
State University of New York at Binghamton
| 4 jaar |
| Heath Brian Zarin | M | 49 |
State University of New York at Binghamton
| 3 jaar |
| Fred Costantino | M | - |
State University of New York at Binghamton
| 4 jaar |
| Robert Mendola | M | 46 |
State University of New York at Binghamton
| 4 jaar |
| Xiang Fei | M | 52 |
State University of New York at Binghamton
| 4 jaar |
| Christian B. Fabi | M | - |
State University of New York at Binghamton
| - |
| Michael Cohn | M | - |
State University of New York at Binghamton
| 4 jaar |
| Elliot Karathanasis | M | - |
State University of New York at Binghamton
| 4 jaar |
| Ze Xian Shen | M | 70 |
State University of New York at Binghamton
| 1 jaar |
| Joseph Marinucci | M | 49 |
State University of New York at Binghamton
| 4 jaar |
| Steve B. Kahn | M | - |
State University of New York at Binghamton
| 4 jaar |
| Seth Howard Frimere | M | - |
State University of New York at Binghamton
| 3 jaar |
| Joseph Agnese | M | - |
State University of New York at Binghamton
| 4 jaar |
| Belinda Field | M | - |
State University of New York at Binghamton
| 4 jaar |
| Atul Varma | M | 50 |
State University of New York at Binghamton
| 2 jaar |
| Marc Estigarribia | M | 63 |
State University of New York at Binghamton
| 4 jaar |
| Lorrie S. Funtleyder | F | - |
State University of New York at Binghamton
| 5 jaar |
| Paul Appelbaum | M | - |
State University of New York at Binghamton
| 4 jaar |
| Jason Chaimovitch | M | - |
State University of New York at Binghamton
| 4 jaar |
| Michelle Teitsch | F | - |
State University of New York at Binghamton
| 4 jaar |
| Devin Mathews | M | - |
State University of New York at Binghamton
| - |
| David Joseph Steinberg | M | 52 |
State University of New York at Binghamton
| 4 jaar |
| Jon Ferguson | M | - |
State University of New York at Binghamton
| 4 jaar |
| Eric D. Storch | M | - |
State University of New York at Binghamton
| 4 jaar |
| Steve Fleishman | M | - |
State University of New York at Binghamton
| 4 jaar |
| Robert Marcel Dombrower | M | - |
State University of New York at Binghamton
| 4 jaar |
| Sam Chainani | M | - |
State University of New York at Binghamton
| 4 jaar |
| Ephraim Bernstein | M | - |
State University of New York at Binghamton
| 4 jaar |
| Jeffrey Marshall Hahn | M | - |
State University of New York at Binghamton
| 4 jaar |
| Eleanor Innes | F | - |
State University of New York at Binghamton
| 3 jaar |
| Janice W. Chan | F | - |
State University of New York at Binghamton
| 4 jaar |
| Evan Robert Bloomberg | M | - |
State University of New York at Binghamton
| 4 jaar |
| Rob Goldstein | M | 50 |
State University of New York at Binghamton
| 4 jaar |
| Keith M. Hladek | M | 48 |
State University of New York at Binghamton
| 4 jaar |
| Seth Zaslow | M | - |
State University of New York at Binghamton
| 4 jaar |
| Evan Fire | M | 48 |
State University of New York at Binghamton
| 4 jaar |
| Kwasi Speede | M | - |
State University of New York at Binghamton
| 2 jaar |
| Dan Rootenberg | M | - |
State University of New York at Binghamton
| 4 jaar |
| Rachel Nachas Schatten | F | 53 |
State University of New York at Binghamton
| 4 jaar |
| Doug J. Kilcommons | M | - |
State University of New York at Binghamton
| 4 jaar |
| David Vogt | M | - |
State University of New York at Binghamton
| 4 jaar |
| Steve M. Fischer | M | - |
State University of New York at Binghamton
| 4 jaar |
| Shu Yao Wang | M | - |
State University of New York at Binghamton
| 5 jaar |
| Justin Ryvicker | M | - |
State University of New York at Binghamton
| 1 jaar |
| Joanne Ferrara | F | - |
State University of New York at Binghamton
| 4 jaar |
| Zhao Hua Chang | M | 61 |
State University of New York at Binghamton
| 3 jaar |
| Ira Wishe | M | - |
State University of New York at Binghamton
| 4 jaar |
| Sameer Tikoo | M | - |
State University of New York at Binghamton
| 4 jaar |
| David Sakhai | M | 50 |
State University of New York at Binghamton
| 4 jaar |
| Michael Intrator | M | - |
State University of New York at Binghamton
| 4 jaar |
| Alberto Bianchinotti | M | 47 |
State University of New York at Binghamton
| 4 jaar |
| Howard Steinberg | M | - |
State University of New York at Binghamton
| 4 jaar |
Statistieken
| Land | Connecties | % van het totaal |
|---|---|---|
| Verenigde Staten | 90 | 100.00% |
Ouderdom van de connecties
Actief
Verleden
Man
Vrouw
Besturend
Uitvoerend
Oorsprong van de connecties
- Beurs
- Insiders
- Cris Moran
- Persoonlijk netwerk
