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EP Wealth Advisors Acquires Minot Wealth Management

$1 billion AUM acquisition establishes presence on the East Coast, marks significant milestone in EP’s national expansion.

United statesBrian mulveyPatrick donovanBrian parkerPatrick goshtigianNick treppDevoe companyCoulston financial services san francisco bay areaJp morganCharles schwabEast coastMinot wealthWealth managementManaging director brian parkerSuccession summitBerkshire partners

EP Wealth Advisors® Acquires Minot Wealth Management

EP Wealth Advisors® Acquires Minot Wealth Management
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

United statesBritish columbiaSan diegoSalt lake cityOrange countySan francisco bayPuget soundBrian mulveyPatrick donovanBrian parkerRyan parkerNick treppLos angelesRocco aloeDerek holmanPatrick goshtigian

EP Wealth Advisors® Acquires Vantage Advisors, LLC

EP Wealth Advisors® Acquires Vantage Advisors, LLC
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

United statesBritish columbiaSan diegoSalt lake cityOrange countySan francisco bayPuget soundLos angelesRocco aloeDerek holmanGregory kempBrian parkerRyan parkerPatrick goshtigianVantage advisorsEp wealth advisors