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 |
| 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 years |
| 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 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 |
| 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 years |
| 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 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 |
| Molly Corbett Broad | F | - |
The California State University
| 5 years |
| 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 years |
| Xiang Nong Gao | M | 56 |
The California State University
| 6 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. | - |
| 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 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 |
| Edward P. Mooney | M | 63 |
The California State University
| 1 years |
| Shuet Ha Wong | F | 55 |
The California State University
| 9 years |
| Greg Wendt | 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. | - |
| Zheng Ye | M | 60 |
The California State University
| 5 years |
| Fadi Aboul Hosn | M | 53 |
The California State University
| 4 years |
| Karen Ruth Bass | F | 70 |
The California State University
| 4 years |
| 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. | - |
| Yu Han Zhou | F | 56 |
The California State University
| 2 years |
| Wynetka Ann Reynolds | M | 86 |
The California State University
| 8 years |
| Jeff Shaffer | M | - |
The California State University
| 2 years |
| 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. | - |
| Mei Ling Yuen | F | 55 |
The California State University
| 4 years |
| Chi Kwong Chan | M | 53 |
The California State University
| 4 years |
| Arthur Palisoc | M | - |
The California State University
| 1 years |
| Enis Aldikaçti | M | 53 |
The California State University
| 2 years |
| Samir I. Sadik | M | - |
The California State University
| 4 years |
| John McGrath | M | 58 |
The California State University
| 4 years |
| Mark Henry Saft | M | - |
The California State University
| 4 years |
| Johan Silitonga | M | 56 |
The California State University
| 4 years |
| Joel Domino | M | 65 |
The California State University
| 2 years |
| Maz Esmailbeigi | M | - |
The California State University
| 4 years |
| Robert Mourad | M | - |
The California State University
| 5 years |
| Joe Pugliese | M | - |
The California State University
| 4 years |
| Angelique Aryanto | F | 53 |
The California State University
| 4 years |
| Lisa Lynn Lockerman | F | - |
The California State University
| 5 years |
| Thach Buu Duong | M | 55 |
The California State University
| 4 years |
| Colleen Siddik | F | 53 |
The California State University
| 4 years |
| Mike Kramer | M | - |
The California State University
| 4 years |
| Abdullah Al-Abduljabbar | M | - |
The California State University
| 5 years |
| Ting Mei Ho | F | 49 |
The California State University
| 4 years |
| Aaron Johnson | M | - |
The California State University
| 4 years |
| John Robert French | M | 65 |
The California State University
| 2 years |
| Lang Peng Goi | F | 54 |
The California State University
| 4 years |
| Hussain Al-Aryan | M | - |
The California State University
| 4 years |
| Darmadi Darmawangsa | M | 52 |
The California State University
| 4 years |
| Nick Noceti | M | 53 |
The California State University
| 4 years |
| Arthur Young Cooper | M | - |
The California State University
| 6 years |
| Frederik Wattimena | M | 59 |
The California State University
| 4 years |
| Osama Al-Musallam | M | - |
The California State University
| 4 years |
| Torry Scott | M | - |
The California State University
| 4 years |
| Becky Cooper | F | - |
The California State University
| 4 years |
| Rick Rodriguez | M | - |
The California State University
| 4 years |
| J. Mark Appleberry | M | - |
The California State University
| 4 years |
| Rick Gonsalves | M | 56 |
The California State University
| 2 years |
| Eduardo Biancardi | M | 55 |
The California State University
| 4 years |
| James H. Gray | M | 86 |
The California State University
| 9 years |
| Tom Taylor | M | - |
The California State University
| 5 years |
| Laura N. Williams | F | - |
The California State University
| 2 years |
| Denoid K. Tucker | M | - |
The California State University
| 4 years |
| William Waldrop | M | 56 |
The California State University
| 4 years |
| James A. Cordova | M | - |
The California State University
| 4 years |
| Jim Behrens | M | - |
The California State University
| 4 years |
| David Lloyd Alexander | M | - |
The California State University
| 4 years |
| Robert O. Watts | M | - |
The California State University
| 4 years |
| Brian T. Nugent | M | - |
The California State University
| 4 years |
| Lai King Chu | F | 54 |
The California State University
| 4 years |
| Colin D. Chickles | M | - |
The California State University
| 1 years |
| Deborah Kirste | F | - |
The California State University
| 4 years |
| David Eric Vomund | M | 60 |
The California State University
| 3 years |
| Mark Jason | M | - |
The California State University
| 5 years |
| Kevin Carrington | M | - |
The California State University
| 4 years |
| Joe Cortopassi | M | 72 |
The California State University
| 4 years |
| Donna Hefner | F | - |
The California State University
| 4 years |
| Dimitrios Angelis | M | 54 |
The California State University
| 1 years |
| Sam Lee | M | - |
The California State University
| 4 years |
| Christine W. Ho | F | - |
The California State University
| 4 years |
| George Tosheff | M | 57 |
The California State University
| 4 years |
| Eric C. Johnson | M | - |
The California State University
| 4 years |
| Javier Fernandez | M | - |
The California State University
| 4 years |
| David J. Scheidt | M | - |
The California State University
| 4 years |
| Nor Azina binti Yahaya | F | 53 |
The California State University
| 4 years |
| Rick V. Fermin | M | - |
The California State University
| 2 years |
| Lecia L. Walker | F | 57 |
The California State University
| 4 years |
| Quentin Anderson | M | - |
The California State University
| 2 years |
| Joel Silva | M | - |
The California State University
| 2 years |
| Chaim Venezia | M | - |
The California State University
| 4 years |
| Dustin Lozano | F | - |
The California State University
| 4 years |
| Jeffrey Wright Layn | M | - |
The California State University
| 5 years |
| Brian D. Stich | M | - |
The California State University
| 4 years |
| Waleed Fatani | M | - |
The California State University
| 4 years |
| Elizabeth Carey | F | 68 |
The California State University
| 1 years |
| Penny Bordokas | F | - |
The California State University
| 4 years |
| Ferdinand Aryanto | M | 52 |
The California State University
| 4 years |
| Michael J. Gaber | M | - |
The California State University
| 4 years |
| Daniel L. Thorne | M | - |
The California State University
| 4 years |
| JJ Richa | M | - |
The California State University
| 3 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
- Kevin Ashworth
- Personal Network
