Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Adam Neal Phillips | M | - |
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 10 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Derek Hobson | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 3 years |
| Sid Ean | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 3 years |
| Carl Perez | M | - |
University of California, Berkeley
| 8 years |
| Qing Huang | M | 62 |
University of California, Berkeley
| 6 years |
| Paul Jacobs | M | 61 |
University of California, Berkeley
| 9 years |
| Irving Mintzer | M | - |
University of California, Berkeley
| 13 years |
| Fabio Romeo | M | - |
University of California, Berkeley
| 4 years |
| Abdulaziz Al-Khayyal | M | 70 |
University of California, Irvine
| 6 years |
| Mark C. Holscher | M | - |
University of California, Berkeley
| 7 years |
| Jaideep Srivastava | M | - |
University of California, Berkeley
| 4 years |
| Andreas C. Cangellaris | M | - |
University of California, Berkeley
| 3 years |
| Thomas E. Bell | M | 75 |
University of California, Berkeley
| 4 years |
| Michael J. Estrada | M | - |
University of California, Berkeley
| 3 years |
| Ze Xiang Li | M | 63 |
University of California, Berkeley
| 4 years |
| Stanton D. Wong | M | - |
University of California, Berkeley
| 3 years |
| Thomas E. Tighe | M | - |
University of California, Berkeley
| 7 years |
| Richard G. Wallace | M | - |
University of California, Berkeley
| 7 years |
| Brian Sterz | M | - |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 6 years |
| Nat Simons | M | - |
University of California, Berkeley
| 10 years |
| Adam Rossman | M | 57 |
University of California, Berkeley
| 6 years |
| Kamal H. Khayat | M | - |
University of California, Berkeley
| 3 years |
| Gregory M. Heywood | M | 59 |
University of California, Berkeley
| 12 years |
| Fabio Ignazio Romeo | M | 68 |
University of California, Berkeley
| 4 years |
| David Choi | M | - |
University of California, Berkeley
| 5 years |
| Christopher J. Lane | M | 57 |
University of California, Irvine
| 6 years |
| Eric Stonestrom | M | 62 |
University of California, Berkeley
| 6 years |
| Weijian Shan | M | 70 |
University of California, Berkeley
| 4 years |
| Peter H. Fisher | M | - |
University of California, Berkeley
| 4 years |
| April D. Jones | F | - |
University of California, Berkeley
| 4 years |
| Aamir Sheikh | M | - |
University of California, Berkeley
| 4 years |
| Leonard A. Aplet | M | - |
University of California, Berkeley
| 2 years |
| Gregory T. Davidson | M | - |
University of California, Berkeley
| 3 years |
| Philip B. Livingston | M | 66 |
University of California, Berkeley
| 2 years |
| Lee Buchanan | M | - |
University of California, Berkeley
| 3 years |
| David R. Stewart | M | - |
University of California, Berkeley
| 3 years |
| Gary S. Yamamoto | M | 59 |
University of California, Berkeley
| 4 years |
| John Carroll Williams | M | 61 |
University of California, Berkeley
| 4 years |
| Jeffrey L. Streator | M | 60 |
University of California, Berkeley
| 1 years |
| Sugiman Layanto | M | 59 |
University of California, Berkeley
| 4 years |
| Jeffrey M. Birnbaum | M | - |
University of California, Berkeley
| 4 years |
| Michael E. Martini | M | - |
University of California, Berkeley
| 4 years |
| Yahya bin Razali | M | 69 |
University of California, Berkeley
| 2 years |
| Ronald Sutardja | M | 57 |
University of California, Berkeley
| 4 years |
| Dean D. Paik | M | - |
University of California, Berkeley
| 3 years |
| Sung-Kyu Sohn | M | 64 |
University of California, Berkeley
| 2 years |
| Grant Haddix | M | - |
University of California, Berkeley
| 5 years |
| Stephan Eberle | M | - |
University of California, Berkeley
| 4 years |
| Ken Miller | M | - |
University of California, Berkeley
| 4 years |
| Fu Chieh Hsu | M | - |
University of California, Berkeley
| 3 years |
| Stephen Peter McCarthy | M | - |
University of California, Berkeley
| 2 years |
| Steven Spurlock | M | - |
University of California, Berkeley
| 4 years |
| Matthew Fawcett | M | 56 |
University of California, Berkeley
| 4 years |
| Terry Rosen | M | 65 |
University of California, Berkeley
| 3 years |
| Michael Christopher Hart | M | 57 |
University of California, Berkeley
| 4 years |
| Adhi Pradnyana Gaduh | M | - |
University of California, Berkeley
| 3 years |
| R. Ramelmeier | M | 62 |
University of California, Berkeley
| 5 years |
| Lisa Hammitt | F | 60 |
University of California, Berkeley
| 4 years |
| Jackson Hsieh | M | 63 |
University of California, Berkeley
| 4 years |
| Hsien Chieng Hsia | M | 60 |
University of California, Berkeley
| 4 years |
| Michael J. Kaufman | M | 66 |
University of California, Berkeley
| 4 years |
| Adya S. Tripathi | M | - |
University of California, Berkeley
| 3 years |
| Peter Carson | M | - |
University of California, Berkeley
| 3 years |
| Darmawan Sarsito | M | - |
University of California, Berkeley
| 4 years |
| Harun Hajadi | M | 63 |
University of California, Berkeley
| 4 years |
| Paul Ernest Johnson | M | 62 |
University of California, Berkeley
| 5 years |
| Robert Siegel | M | - |
University of California, Berkeley
| 4 years |
| Geun-Myeong Lee | M | 67 |
University of California, Berkeley
| 3 years |
| Eddie Hurip | M | 66 |
University of California, Berkeley
| 4 years |
| Thomas A. Coll | M | - |
University of California, Berkeley
| 4 years |
| Scott Matlock | M | 58 |
University of California, Berkeley
| 4 years |
| Greg Richardson | M | - |
University of California, Berkeley
| 4 years |
| David Stoner | M | - |
University of California, Irvine
| 4 years |
| Pierre Saint-Laurent | M | - |
University of California, Berkeley
| 3 years |
| Laura A. Berezin | F | - |
University of California, Berkeley
| 4 years |
| Richard D. Byrd | M | - |
University of California, Berkeley
| 4 years |
| Andrew G. Jedynak | M | - |
University of California, Berkeley
| 4 years |
| Dave Gregory Whorton | M | 57 |
University of California, Berkeley
| 4 years |
| Mark Grovic | M | - |
University of California, Berkeley
| 4 years |
| Songnian Zhou | M | - |
University of California, Berkeley
| 3 years |
| An van Nguyen | M | - |
University of California, Berkeley
| 4 years |
| Thomas Larsen | M | - |
University of California, Berkeley
| 4 years |
| John G. Lacy | M | - |
University of California, Berkeley
| 4 years |
| Steven Robert Baum | M | - |
University of California, Berkeley
| 4 years |
| Matt Levin | M | 58 |
University of California, Berkeley
| 4 years |
| Frank Williams | M | 57 |
University of California, Berkeley
| 4 years |
| Christer Bergman | M | 69 |
University of California, Berkeley
| 1 years |
| Jerrold Abeles | M | - |
University of California, Berkeley
| 4 years |
| George T. Mathai | M | 57 |
University of California, Berkeley
| 4 years |
| Mark Albarian | M | - |
University of California, Berkeley
| 5 years |
| Fadi Twainy | M | - |
University of California, Berkeley
| 4 years |
| Mark A. Sampson | M | - |
University of California, Berkeley
| 4 years |
| Blue Dunn | M | - |
University of California, Berkeley
| 4 years |
| Gamiel Gran | M | - |
University of California, Berkeley
| 4 years |
| Paul Kim | M | 56 |
University of California, Berkeley
| 4 years |
| Rachel Glaser | F | 62 |
University of California, Berkeley
| 4 years |
| Christopher B. Tigno | M | 63 |
University of California, Berkeley
| 3 years |
| Charles S. Farman | M | - |
University of California, Berkeley
| 3 years |
| Timothy R. Curry | M | - |
University of California, Berkeley
| 4 years |
| Jonathan Gallen | M | 64 |
University of California, Berkeley
| 1 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Bennett Edward Gross
- Personal Network
