Profil
Mr. Derek H.
Holman is a Co-Founder & Managing Director at EP Wealth Advisors LLC.
He is on the Board of Directors at EPWA, Inc. He advises in comprehensive investment, retirement, estate, and tax planning strategies for his clients.
Mr. Holman worked for two separate Wall Street firms and quickly realized the conflicts of interest in the industry.
Knowing there was a better way to serve clients, he co-founded Premier Financial Management in 1999.
He divided his time between managing operations and advising clients.
He was often recognized and quoted in a number of leading financial publications.
He graduated with a B.S.
in Business Administration from California Polytechnic San Luis Obispo.
Postes actifs de Derek Holman
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/01/2004 |
EPWA, Inc.
 EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Derek Holman
| Sociétés | Poste | Fin |
|---|---|---|
UBS Americas, Inc.
 UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Corporate Officer/Principal | - |
Premier Financial Management LLC
 Premier Financial Management LLC Investment ManagersFinance Part of Truist Financial Corp., Premier Financial Management LLC is a company that provides investment advice. The company is based in Brentwood, TN. The company was founded in 1997 by Derek Hallock Holman. | Fondateur | 31/12/2004 |
| H&R BLOCK, INC. | Corporate Officer/Principal | - |
Formation de Derek Holman
| California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| H&R BLOCK, INC. | Consumer Services |
| Entreprise privées | 4 |
|---|---|
UBS Americas, Inc.
UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Finance |
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. | Finance |
Premier Financial Management LLC
Premier Financial Management LLC Investment ManagersFinance Part of Truist Financial Corp., Premier Financial Management LLC is a company that provides investment advice. The company is based in Brentwood, TN. The company was founded in 1997 by Derek Hallock Holman. | Finance |
EPWA, Inc.
EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA. | Finance |