People Moves

California-Based Wealth Firm Appoints Senior VP, Investment Strategist

Eliane Chavagnon Editor - Family Wealth Report June 5, 2014

California-Based Wealth Firm Appoints Senior VP, Investment Strategist

Torrance, CA-based EP Wealth Advisors, an independent financial planning and investment management firm, has hired Adam Phillips a senior vice president and investment strategist.

Torrance, CA-based EP Wealth Advisors, an independent financial planning and investment management firm, has hired Adam Phillips as a senior vice president and investment strategist.

Prior to joining EP Wealth, Phillips spent nine years at City National Bank in Beverly Hills, CA, where he managed nearly $700 million on behalf of high net worth individuals, foundations and trusts. He was also responsible for research across various asset classes and proprietary strategies.

EP Wealth Advisors has $1.6 billion in assets under management, as at end-March 2014.

 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes