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Yahoo Finance
1 天
Veteran RIA and Financial Services Leader Jorge Bernal Joins EP Wealth As Chief Operating ...
TORRANCE, Calif., November 14, 2024--(BUSINESS WIRE)--EP Wealth Advisors, LLC ("EP Wealth"), a leading fee-only registered ...
InvestmentNews
1 天
$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 ...
GlobalData on MSN
1 天
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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