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California-Based Wealth Firm Appoints Senior VP, Investment Strategist
Eliane Chavagnon
5 June 2014
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.