Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Patrick Goshtigian | M | - |
EPWA, Inc.
 EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA.
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 |
| 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 |
| 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 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 |
| 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 |
| Anthony M. Matusich | M | - |
California Polytechnic State University (San Luis Obispo)
| 2 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. | - |
| Devin Gerald Nunes | M | 50 |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Meagen Eisenberg | F | 48 |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Clement Huang | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Amy Chaffe | F | 48 |
California Polytechnic State University (San Luis Obispo)
| 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. | - |
| Frank Verdecanna | M | 53 |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Scott McClintock | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Kevin Foley | M | - |
California Polytechnic State University (San Luis Obispo)
| 3 years |
| Ryan Stubblefield | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| 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 years |
| Justin Frere | M | 51 |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| William J. Kalenian | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 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. | - |
| Anthony Reyes | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Hiroki Asai | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Michael Bunning | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Gan Richard | M | - |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| John WIlliamson | M | - |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Josh Knechtel | M | - |
California Polytechnic State University (San Luis Obispo)
| 3 years |
| Jeffrey M Schwartz | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Pina Shannon | F | - |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Laura Bevill | F | - |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Andy Price | M | - |
California Polytechnic State University (San Luis Obispo)
| 3 years |
| James R. Manning | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Mary Cronin | F | 46 |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Rich Boragno | M | - |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Andrew Nasuri | M | 48 |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Sebastianus Harno Budi | M | 56 |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Albert Suhandinata | M | 47 |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Steve Parker | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Russ Angold | M | 47 |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Dean Kinney | M | - |
California Polytechnic State University (San Luis Obispo)
| 2 years |
| Jonathan Faerber | M | - |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Amy Gates | F | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Kenneth Lee Millman | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Benjamin Wolff | M | 55 |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Keith Frederick Fleischmann | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Patrick Joseph Bowen | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Patrick Buckley | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Matt Connors | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Ryan Yokoyama | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Jayme Pokrzywinski | F | - |
California Polytechnic State University (San Luis Obispo)
| 3 years |
| Jeannie Wendel | F | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Scott Murcray | M | 52 |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Aleck Lee Beach | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| David Lawrence LaBonte | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Richard Beale Fullerton | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Michael Abbott | M | 50 |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Robert M. Meyer | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Kin Ng | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| John D. Hiestand | M | 55 |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Kris Yamaguchi | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Todd McKinnon | M | 52 |
California Polytechnic State University (San Luis Obispo)
| 1 years |
| Mark Harris | M | 53 |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Dave Paden | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Steve A. Mathes | M | - |
California Polytechnic State University (San Luis Obispo)
| 5 years |
| Jason B. Novi | M | 49 |
California Polytechnic State University (San Luis Obispo)
| 3 years |
| Sam Osman | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Jim Elliott | M | - |
California Polytechnic State University (San Luis Obispo)
| 2 years |
| Brant Houston | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| David W. Svetich | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Julie Butler | F | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| John Hall | M | - |
California Polytechnic State University (San Luis Obispo)
| 1 years |
| Andy LaVelle | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| Brett Miller | M | - |
California Polytechnic State University (San Luis Obispo)
| 3 years |
| Chuck Templeton | M | 55 |
California Polytechnic State University (San Luis Obispo)
| 3 years |
| Rex Goulding | M | - |
California Polytechnic State University (San Luis Obispo)
| 4 years |
| 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. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 82 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Derek Holman
- Personal Network
