Santa Clara Based Edelman Financial News Today : Breaking News, Live Updates & Top Stories | Vimarsana

EP Wealth Advisors, a Torrance-based registered investment adviser, recently announced that it is elevating its current president to chief executive while transitioning its current chief executive to a new role as executive chair.

Patrick goshtigianBrian parkerLos angelesDerek holmanRyan parkerRhode citizens financial groupSanta edelman financial servicesBerkshire partnersWealth managementRhode island based citizens financial groupSanta clara based edelman financialBusiness journalLos angeles based