EP Wealth Advisors, a Los Angeles-based financial planning and investment management firm, has named Patrick Goshtigian as president.
Goshtigian takes the helm as the firm continues an expansion that began in 2005, via core operations and acquisitions. The firm had grown fourfold, and managing partners Brian Parker and Derek Holman sought out Goshtigian for his prior experience as managing director and head of Nuveen Global Operations.
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