Kevin Carr Beebe

Membre du Comité d'Investissement chez

EP Wealth Advisors LLC

Consumer Services

Finance

Profil

Mr. Kevin C.
Beebe, CFA, is a Senior Portfolio Manager at EP Wealth Advisors LLC.
He started with the firm in 2010 and is currently a member of the Investment Management Team.
Prior to joining the firm, Mr. Beebe worked as a Mortgage Broker.
He is a graduate of California State University.

Postes actifs de Kevin Carr Beebe

Sociétés	Poste	Début
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.	Membre du Comité d'Investissement	01/04/2010

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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

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