EP Wealth Advisors Adds Two-Person Team with Sports Focus
EP Wealth Advisors , a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, has added Joe Palumbo and Adam Fein as Senior Vice Presidents.
- EP Wealth Advisors , a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, has added Joe Palumbo and Adam Fein as Senior Vice Presidents.
- Palumbo and Fein join EP from RBC Wealth Management, where they served as Vice President and Senior Financial Associate, respectively, in the Sports and Entertainment Practice Group.
- EP advisors across the country serve a number of athletes, including PGA and NHL professionals.
- “Joe and Adam share our vision of enriching lives by understanding and addressing the unique needs of athletes and other high-net-worth individuals,” said Ryan Parker, CEO of EP Wealth Advisors.