Patrick Goshtigian
Chief Executive Officer at EPWA, Inc.
Patrick Goshtigian active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Investment Committee Member | 2011-05-31 | - |
Chief Executive Officer | 2011-05-31 | 2023-05-31 | |
President | 2011-05-31 | 2023-05-31 | |
EPWA, Inc.
EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA. | Corporate Secretary | - | - |
Chief Executive Officer | - | - | |
Director/Board Member | - | - |
Career history of Patrick Goshtigian
Former positions of Patrick Goshtigian
Companies | Position | Start | End |
---|---|---|---|
Analysis Group, Inc.
Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Corporate Officer/Principal | 1999-12-30 | 1999-12-30 |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - | - |
Nuveen Investments Institutional Services Group LLC
Nuveen Investments Institutional Services Group LLC Investment ManagersFinance Nuveen Investments Institutional Services Group LLC operated as an investment adviser. The company was headquartered in Los Angeles, CA. | Corporate Officer/Principal | - | - |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Portfolio Manager-Equities | 1999-12-31 | - |
Training of Patrick Goshtigian
Massachusetts Institute of Technology | Undergraduate Degree |
University of California, Los Angeles | Masters Business Admin |
Statistics
International
United States | 9 |
Operational
Corporate Officer/Principal | 3 |
Chief Executive Officer | 2 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 7 |
Commercial Services | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
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NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Finance |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Finance |
Nuveen Investments Institutional Services Group LLC
Nuveen Investments Institutional Services Group LLC Investment ManagersFinance Nuveen Investments Institutional Services Group LLC operated as an investment adviser. The company was headquartered in Los Angeles, CA. | Finance |
Analysis Group, Inc.
Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Commercial Services |
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 |
EPWA, Inc.
EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA. | Finance |
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