Profil
Mr. Samuth S.
Ean is a Senior Portfolio Manager at EP Wealth Advisors LLC.
He is responsible for performing extensive investment research and analysis, providing information and making recommendations to the firm's Financial Planners on fund manager and investment selection, and active client portfolio management.
Prior to joining the firm, he was Chief Investment Officer with Ballou Plum Wealth Advisors, LLC from 2004-2016.
He received a Bachelor’s Degree in Political Science from Saint Mary’s College in 2004 and a Master’s Degree in Financial Analysis from University of San Francisco in 2010.
Anciens postes connus de Sid Ean
| Sociétés | Poste | Fin |
|---|---|---|
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. | Analyst-Equity | 01/08/2019 |
Ballou Plum Wealth Advisors LLC
 Ballou Plum Wealth Advisors LLC Investment ManagersFinance Ballou Plum Wealth Advisors LLC provides investment advice. It services includes investment management, financial independence planning, risk management, insurance needs and tax estate planning. The company was founded in 1998 and is headquartered in Lafayette, CA. | Corporate Officer/Principal | 01/01/2016 |
Formation de Sid Ean
| St. Mary's College (Indiana) | Undergraduate Degree |
| University of San Francisco | Graduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Ballou Plum Wealth Advisors LLC
Ballou Plum Wealth Advisors LLC Investment ManagersFinance Ballou Plum Wealth Advisors LLC provides investment advice. It services includes investment management, financial independence planning, risk management, insurance needs and tax estate planning. The company was founded in 1998 and is headquartered in Lafayette, CA. | Finance |