Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| 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 years |
| Cris Moran | 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. | 16 years |
| 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 years |
| Mark Andersen | M | - |
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | 18 years |
| Ronald Kurtz | M | 61 |
University of California, Berkeley
| 24 years |
| Beth Y. Karlan | M | 66 |
University of California, Berkeley
| 23 years |
| Sosale Shankara Sastry | M | 68 |
University of California, Berkeley
| 23 years |
| Michael Franklin | M | - |
University of California, Berkeley
| 25 years |
| Timothy Duane | M | - |
University of California, Berkeley
| 25 years |
| Jennifer Doudna | M | 60 |
University of California, Berkeley
| 22 years |
| Daniel M. Kammen | M | 62 |
University of California, Berkeley
| 25 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| 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 years |
| Ilan Gur | M | - |
University of California, Berkeley
| 8 years |
| Pablo Mitchell | M | - |
University of California, Berkeley
| 5 years |
| S Chu Schubert | M | 51 |
University of California, Berkeley
| 8 years |
| Patrick Scaglia | M | 70 |
University of California, Berkeley
| 15 years |
| Roseanne Wincek | F | - |
University of California, Berkeley
| 6 years |
| Rick K. Rifenbark | M | - |
University of California, Berkeley
| 7 years |
| Alvise Bonivento | M | - |
University of California, Berkeley
| 5 years |
| Nickhil Jakatdar | M | - |
University of California, Berkeley
| 4 years |
| Yi Ma | M | 51 |
University of California, Berkeley
| 4 years |
| Larissa B. Neumann | F | - |
University of California, Berkeley
| 8 years |
| Joel Drescher | M | - |
University of California, Berkeley
| 5 years |
| Jen L. Neumann | F | - |
University of California, Berkeley
| 4 years |
| Daniel K. Nomura | M | - |
University of California, Berkeley
| 9 years |
| Thomas Pistor | M | 52 |
University of California, Berkeley
| 5 years |
| Bambang Susantono | M | 60 |
University of California, Berkeley
| 3 years |
| Kimberly Kurtis | M | 51 |
University of California, Berkeley
| 4 years |
| 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. | - |
| John Windover | M | - |
University of California, Berkeley
| 5 years |
| Ryan Stever | M | - |
University of California, Berkeley
| 4 years |
| Laura Parada | M | - |
University of California, Berkeley
| 5 years |
| 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 years |
| Ki-Ha Lee | M | - |
University of California, Berkeley
| 5 years |
| Liran Amrany | M | - |
University of California, Berkeley
| 6 years |
| Giovanni Raffa | M | 54 |
University of California, Berkeley
| 2 years |
| Kunal Jiwarajka | M | 40 |
University of California, Berkeley
| 4 years |
| Erik Dmytruk | M | - |
University of California, Berkeley
| 4 years |
| Yan Li | M | 45 |
University of California, Berkeley
| 4 years |
| Jonathan Hsu | M | - |
University of California, Berkeley
| 4 years |
| Alp Dayi | M | 61 |
University of California, Berkeley
| 4 years |
| Amit Ahuja | M | - |
University of California, Berkeley
| 4 years |
| Ryan Kim | M | - |
University of California, Berkeley
| 1 years |
| Daniel Fetters | M | 50 |
University of California, Berkeley
| 4 years |
| Jeff Stein | M | - |
University of California, Berkeley
| 4 years |
| Sara Diniz | F | - |
University of California, Berkeley
| 5 years |
| Alice Cheung | F | - |
University of California, Berkeley
| 4 years |
| Ben Chan | M | - |
University of California, Berkeley
| 4 years |
| Margo Diamond | M | - |
University of California, Berkeley
| 4 years |
| Abu Ramin | M | - |
University of California, Berkeley
| 4 years |
| Jennifer Tai | F | - |
University of California, Berkeley
| 4 years |
| Vikas Malhotra | M | - |
University of California, Berkeley
| 4 years |
| Daniel Tellalian | M | - |
University of California, Berkeley
| 3 years |
| Albert Wang | M | - |
University of California, Berkeley
| 4 years |
| Jessica Lee | F | - |
University of California, Berkeley
| 4 years |
| Surya Ganguli | M | - |
University of California, Berkeley
| 6 years |
| Ricky Opaterny | M | - |
University of California, Berkeley
| 1 years |
| Jackie Dao | F | - |
University of California, Berkeley
| 4 years |
| Brad Berenson | M | - |
University of California, Berkeley
| 8 years |
| Fred Lee | M | - |
University of California, Berkeley
| 3 years |
| Stan Miroshnik | M | - |
University of California, Berkeley
| 4 years |
| Ann Bordetsky | F | - |
University of California, Berkeley
| 4 years |
| Irena Blind | F | - |
University of California, Berkeley
| 4 years |
| Christopher Thomas Downing | M | - |
University of California, Berkeley
| 3 years |
| Chun Ming Pang | M | 47 |
University of California, Berkeley
| 4 years |
| Michael Axelgaard | M | 46 |
University of California, Berkeley
| 5 years |
| Vincent C. Lin | M | - |
University of California, Berkeley
| 3 years |
| Jonathan G. Belk | M | - |
University of California, Berkeley
| 2 years |
| Nathan Brostrom | M | - |
University of California, Berkeley
| 12 years |
| Omar D. Perez | M | - |
University of California, Berkeley
| 4 years |
| Anna Gatti | M | 52 |
University of California, Berkeley
| - |
| Scott Pinizzotto | M | - |
University of California, Berkeley
| 2 years |
| Hui Zhang | M | 52 |
University of California, Berkeley
| 3 years |
| Karen Madden | F | - |
University of California, Berkeley
| 2 years |
| Joe L. del Callar | M | - |
University of California, Berkeley
| 2 years |
| Amit Mehrotra | M | - |
University of California, Berkeley
| 3 years |
| Amit Narayan | M | - |
University of California, Berkeley
| 3 years |
| Yoav Hineman | M | - |
University of California, Berkeley
| 3 years |
| Benjamin Vincent Garosi | M | - |
University of California, Berkeley
| 4 years |
| Colleen Chien | F | - |
University of California, Berkeley
| 3 years |
| Corey Goodman | M | 72 |
University of California, Berkeley
| 14 years |
| Carol Tecla Christ | M | 79 |
University of California, Berkeley
| 6 years |
| Navid Oreizy | M | - |
University of California, Berkeley
| 4 years |
| Brent Vartan | M | - |
University of California, Berkeley
| 4 years |
| Matt Goff | M | - |
University of California, Berkeley
| 2 years |
| Hui Ou Yang | M | 61 |
University of California, Berkeley
| 4 years |
| Linus Liang | M | - |
University of California, Berkeley
| 4 years |
| Tak Wai Wong | M | 47 |
University of California, Berkeley
| 4 years |
| Dominic Ang | M | 46 |
University of California, Berkeley
| 4 years |
| Ron Roe | M | 47 |
University of California, Berkeley
| 4 years |
| Alex Stamos | M | - |
University of California, Berkeley
| 4 years |
| Prasad Kadiyala | M | 62 |
University of California, Berkeley
| 2 years |
| Ryan Goodman | M | - |
University of California, Berkeley
| 4 years |
| Young-Man Ko | M | 49 |
University of California, Berkeley
| 4 years |
| Mike Boggs | M | - |
University of California, Berkeley
| 4 years |
| Jiade Jay Lu | M | - |
University of California, Berkeley
| 4 years |
| Jon David McAuliffe | M | - |
University of California, Berkeley
| 5 years |
| Hideo Tsukazaki | M | - |
University of California, Berkeley
| 2 years |
| Prakash Gopinath | M | - |
University of California, Berkeley
| 4 years |
| Nick Anthony Buford | M | - |
University of California, Berkeley
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Brian Sterz
- Personal Network
