![Kevin Ashworth](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Kevin Jon Ashworth worked as a Managing Director of Investments & Partner at EP Wealth Advisors LLC from 2004 to 2024.
Prior to that, he was a Portfolio Manager & Equity Analyst at Wells Fargo Bank Nebraska, NA. In 2001, he briefly worked as a Portfolio Manager at Jess S.
Morgan & Co., Inc. Mr. Ashworth completed his undergraduate degree at The California State University in 1994.
Anciens postes connus de Kevin Ashworth
| Sociétés | Poste | Fin |
|---|---|---|
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios. | Director of Investments | 13/03/2024 |
Jess S. Morgan & Co., Inc.
 Jess S. Morgan & Co., Inc. Investment ManagersFinance JSMCO constructs portfolios based on each client’s clearly defined goals and risk objective. Portfolios are structured and securities are selected based on a Core and Satellite approach of equities, fixed income and liquidity. The Core selections generally include positions in index and exchange traded funds (ETFs) in equities and fixed income. Satellite positions consist primarily of individual stocks and bonds but also include strategic holdings in certain sector funds or ETFs to enhance exposure to specific sectors and asset classes. Securities are selected utilizing a fundamental, diversified approach. The firm employs a global asset allocation strategy to capture stock and bond market total return and minimize risk through a globally diversified strategy. | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
Wells Fargo Bank Nebraska, NA
 Wells Fargo Bank Nebraska, NA Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Formation de Kevin Ashworth
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Wells Fargo Bank Nebraska, NA
Wells Fargo Bank Nebraska, NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Jess S. Morgan & Co., Inc.
Jess S. Morgan & Co., Inc. Investment ManagersFinance JSMCO constructs portfolios based on each client’s clearly defined goals and risk objective. Portfolios are structured and securities are selected based on a Core and Satellite approach of equities, fixed income and liquidity. The Core selections generally include positions in index and exchange traded funds (ETFs) in equities and fixed income. Satellite positions consist primarily of individual stocks and bonds but also include strategic holdings in certain sector funds or ETFs to enhance exposure to specific sectors and asset classes. Securities are selected utilizing a fundamental, diversified approach. The firm employs a global asset allocation strategy to capture stock and bond market total return and minimize risk through a globally diversified strategy. | Finance |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios. | Finance |
