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EP Wealth Advisors Acquires Homewood Capital Management

EP Wealth Advisors Acquires Homewood Capital Management
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EP Wealth Advisors® Sets Stage for Accelerated Growth

EP Wealth Advisors® Sets Stage for Accelerated Growth
apnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from apnews.com Daily Mail and Mail on Sunday newspapers.

United statesBritish columbiaSan diegoSan franciscoSalt lake cityOrange countyBrian parkerRyan parkerLos angelesMarissa foy comerfordDerek holmanPatrick goshtigianSean bresnanAbbas heydariJohnw copelandEdelman financial services

MAI Capital Management to Move Headquarters to Independence, Ohio

Press release content from Business Wire. The AP news staff was not involved in its creation. MAI Capital Management to Move Headquarters to Independence, Ohio April 15, 2021 GMT CLEVELAND (BUSINESS WIRE) Apr 15, 2021 MAI Capital Management, LLC (“MAI”), an independent registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, has announced plans to relocate its headquarters from Cleveland to neighboring Independence, Ohio. The firm, which manages over $10 billion in client assets, is slated to begin transitioning employees to the new site early next year and will be fully transitioned by the third quarter of 2022. ADVERTISEMENT

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MAI Capital Management Expands to Greater Miami Region with Addition of New Advisor

Press release content from Business Wire. The AP news staff was not involved in its creation. MAI Capital Management Expands to Greater Miami Region with Addition of New Advisor April 5, 2021 GMT CLEVELAND (BUSINESS WIRE) Apr 5, 2021 MAI Capital Management, LLC (“MAI”), a leading independent registered investment adviser that specializes in comprehensive investment and financial planning for high-net-worth individuals and families, announced Michael Dvorkin is joining its team. Based in the greater Miami, Florida area, Dvorkin is transitioning his clients to MAI and establishing MAI’s presence in southeast Florida. ADVERTISEMENT Dvorkin brings over 20 years of professional experience in investment management. In his most recent role, Dvorkin worked closely with high-net-worth individuals and families, small business retirement plans and charitable organizations in providing investment management and advice. He was also responsible for designing and implementing investmen

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EP Wealth Advisors® Acquires Torrance, Calif -based Advisor

Press release content from Business Wire. The AP news staff was not involved in its creation. EP Wealth Advisors® Acquires Torrance, Calif.-based Advisor February 4, 2021 GMT TORRANCE, Calif. (BUSINESS WIRE) Feb 4, 2021 EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) that specializes in client-centric financial planning and investment management services, has acquired the business of Abbas A. Heydari, CFP®. The independent practitioner adds financial planning expertise to EP Wealth’s headquarters in Torrance, Calif. ADVERTISEMENT For over 35 years, Abbas A. Heydari, CFP® has provided comprehensive financial planning and portfolio management for high-net-worth individuals and families. He holds the CERTIFIED FINANCIAL PLANNER™ certification and is an active member of CFP Board and the National Association of Personal Financial Advisors. Heydari joins EP Wealth as a consultant.

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