People Moves

California-Based Wealth Firm Hires Vice President, Financial Advisor

Eliane Chavagnon Editor - Family Wealth Report October 9, 2014

California-Based Wealth Firm Hires Vice President, Financial Advisor

EP Wealth Advisors has hired Charles Daguerre Alvaré as a vice president and financial advisor.

EP Wealth Advisors has hired Charles Daguerre Alvaré as a vice president and financial advisor.

Alvaré started his career in financial services as an advisor at Merrill Lynch in Beverly Hills, CA, in 2005. Prior to joining EP Wealth, he was a financial advisor at UBS in Century City.

EP Wealth Advisors is an independent RIA firm located in Torrance, CA, providing financial planning, wealth management and investment management services.

The firm has $1.8 billion in assets under management as of September 30, 2014.

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