| Name | Title | Contact Details |
|---|---|---|
Candice Shih |
Vice President, Deputy General Counsel | Profile |
Nathan Cho |
Vice President, Deputy General Counsel | Profile |
David Reidy |
Chief Legal Officer | Profile |
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Achieve. Evolve. Lead. At Mariner`s inception, there was only one goal. The co-founders simply wanted to build a company they could be proud of while always putting the client first. It is on this foundation each company within the Mariner family is built. Each organization lets you in on something special, but collectively, the Mariner family is one of a kind. As a rapidly growing global financial services firm, every action and every decision starts and ends with what is best for our clients.
Knightsbridge Foreign Exchange Inc. is a York, ON-based company in the Financial Services sector.
DealerTrack Collateral Management (formally FDI Collateral Management) is one of the leading providers in Financial Services. It is based in Clinton, NC. To find more information about DealerTrack Collateral Management (formally FDI Collateral Management), please visit www.fdielt.com
LoudCommerce is a Woodland Hills, CA-based company in the Financial Services sector.