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InvestmentNews
20h
$28.9B EP Wealth welcomes Sageview alum as COO
The Torrance, California-based RIA's C-suite hire brings more than 30 years' leadership experience, including at Goldman ...
Yahoo Finance
1d
Veteran RIA and Financial Services Leader Jorge Bernal Joins EP Wealth As Chief Operating Officer
has announced the appointment of longtime Financial Services and Wealth Management leader Jorge Bernal as Chief Operating ...
GlobalData on MSN
21h
US RIA EP Wealth Advisors appoints new COO
EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...
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