| Name | Title | Contact Details |
|---|---|---|
John Kimbro |
Chief Technology 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.
Icon Savings Plan offers easy, low cost retirement savings plans for businesses and individuals. Start saving for retirement today!
Happy State Bank and Trust Company is one of the leading providers in Financial Services. It is based in Phoenix, AZ. To find more information about Happy State Bank and Trust Company, please visit www.happybank.com
Flat Rock Global is an alternative credit manager investing in areas of the credit markets we believe are less efficient with the dual objective of preservation of capital and generation of current income. Flat Rock funds are available exclusively to R...
BlueMountain Capital Management LLC is an employee owned hedge fund sponsor. It provides its services to pooled investment vehicles operating as private investment funds and institutional accounts typically operating as single-investor limited partnerships or foreign companies. The firm manages separate client-focused portfolios. It launches and manages hedge funds. The firm invests in public equity, fixed income, and alternative investment markets across the globe. It utilizes relative value credit, distressed and special situations, long/short equity, structured credit, volatility, asset backed finance, and real estate investment strategies to make its investments. The firm employs combination of fundamental and quantitative analysis to create its portfolios. BlueMountain Capital Management LLC was founded in 2003 and is based in New York City with additional offices in Tokyo, Japan and London, United Kingdom.