Greg Wendt
Profile
Mr. Greg Wendt is Vice President & Advisor at EP Wealth Advisors, Inc. He began his career as a financial advisor in 1991 and worked with Smith Barney, Paine Webber and Prudential Securities prior to joining EP Wealth Advisors, Inc. in 2005.
He is frequently profiled or quoted as an expert in the media including “Living with Ed” Television Show on Home and Garden Television, Business Ethics magazine, Daily Variety, Financial Planning magazine and Yogi Times magazine.
He is the co-founder of the non-profit “Green Business Networking”, a community of over 3,500 green business owners and professionals in Los Angeles dedicated to green economy, and the founder/visionary behind Green Economy Think Tank Day, an annual conference for LA Region’s sustainability leaders.
Former positions of Greg Wendt
| Companies | Position | End |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Corporate Officer/Principal | - |
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. | Portfolio Manager-Equities | - |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
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. | Finance |
| Smith Barney & Co., Inc. | Finance |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Finance |
| Prudential Securities | Finance |
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