Adam Phillips

Investment Committee Member at

EP Wealth Advisors LLC

Consumer Services

Finance

Profile

Adam Neal Phillips is currently the Managing Director of Investments at EP Wealth Advisors LLC since 2024.
Formerly, Mr. Phillips was a Senior Portfolio Manager at RBC Rochdale LLC.
Education includes an undergraduate degree from the University of Southern California and an MBA from the University of California, Los Angeles.

Adam Phillips active positions

Companies	Position	Start
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.	Investment Committee Member	2014-03-31

All active positions of Adam Phillips

Former positions of Adam Phillips

Companies	Position	End
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Investment Committee Member	-

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Linked companies

Private companies	4
University of Southern California University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Los Angeles University of California, Los Angeles 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
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Finance