EP Wealth Advisors Adds Two-Person Team with Sports Focus
30 Abril 2024 - 8:30AM
Business Wire
Joe Palumbo and Adam Fein join the firm with a
focus on serving the needs of athletes and high-net-worth
individuals
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 share a focus on serving the unique
needs of professional athletes, coaches, collegiate athletes with
Name/Image/Likeness deals and high-net-worth individuals. They’ll
become a part of EP’s San Diego region, with strong affiliation to
the firm’s Utah-based offices in connection with their client
roster.
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. Their
client roster includes two athletes selected in the first round of
last week’s NFL draft, NFL veterans, a UFC champion, and more. 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. “Like our entire company, they have a growth mindset and
entrepreneurial spirit, focusing on delivering excellent advice and
service to clients. We are excited to provide them with the
additional breadth of our offerings that can deepen relationships
with their clients.”
Both Palumbo and Fein have experience in the banking industry,
and Palumbo has worked in a number of roles connected to the sports
industry, specializing in contract advising, banking, legal work,
and financial advising.
“Serving clients has always been our focus, and joining EP
allows us to offer existing and new clients a breadth of
exceptional offerings that significantly impact their financial
lives,” said Palumbo. “EP’s national presence and resources in all
aspects of planning, including trust, estate, investment and more
means we can help more individuals and families. That’s a great
feeling,” said Fein.
CEO Jim DiPisa of Dalphia Partners advised Palumbo and Fein in
the transition.
About EP Wealth Advisors
EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered
investment adviser and financial planning firm with more than 30
offices in 12 states. The firm manages $22.9 billion in assets as
of March 31, 2024. EP Wealth provides client-centric financial, tax
and estate planning, and investment management services to
individuals and businesses. Headquartered in Torrance, California,
EP Wealth is led by Co-Founders and Managing Directors Derek
Holman, CFP®, AIF®, and Brian Parker, CFP®, along with CEO Ryan
Parker, and Executive Chair Patrick Goshtigian, CFA. It is backed
by Berkshire Partners, a leading private investment firm in Boston.
In 2024, EP Wealth celebrates its 25th anniversary serving families
across the country and helping them reach their financial goals.
For more information, please visit www.epwealth.com.
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Alex Ortiz Gregory FCA for EP Wealth ep@gregoryfca.com
610-228-2104