EP Wealth Advisors
Adam N. Phillips, CFA, CAIA, CFP® has a strong background in investments and portfolio strategy. Adam N. has held various senior level positions at EP Wealth Advisors and City National Rochdale, where Adam N. has worked with high net worth, trust, and institutional clients. With an MBA from UCLA Anderson School of Management and a BS in Business Administration from USC Marshall School of Business, Adam's expertise in asset allocation, security selection, and tax management make him a valuable asset in the finance industry.
EP Wealth Advisors
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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $13 billion in client assets under management.