Career history of Sid Ean
Former positions of Sid Ean
| Companies | Position | Start | End |
|---|---|---|---|
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. | Analyst-Equity | 31/12/2015 | 31/07/2019 |
| Investment Committee Member | 31/12/2015 | 31/07/2019 | |
| Portfolio Manager-Equities | 31/12/2015 | 31/07/2019 | |
Ballou Plum Wealth Advisors LLC
 Ballou Plum Wealth Advisors LLC Investment ManagersFinance Ballou Plum Wealth Advisors LLC provides investment advice. It services includes investment management, financial independence planning, risk management, insurance needs and tax estate planning. The company was founded in 1998 and is headquartered in Lafayette, CA. | Corporate Officer/Principal | 31/12/2003 | 31/12/2015 |
Training of Sid Ean
| St. Mary's College (Indiana) | Undergraduate Degree |
| University of San Francisco | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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 |
Ballou Plum Wealth Advisors LLC
Ballou Plum Wealth Advisors LLC Investment ManagersFinance Ballou Plum Wealth Advisors LLC provides investment advice. It services includes investment management, financial independence planning, risk management, insurance needs and tax estate planning. The company was founded in 1998 and is headquartered in Lafayette, CA. | Finance |
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