TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors, a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, has added Joe Palumbo and Adam Fein as Senior Vice Presidents. Palumbo and Fein share a focus on serving the unique needs of professional athletes, coaches, collegiate athletes with Name/Image/Likeness deals and high-net-worth individuals. They’ll become a part of EP’s San Diego region, with strong affiliation to the firm’s Utah-based offices in connection with their client roster.
Palumbo and Fein join EP from RBC Wealth Management, where they served as Vice President and Senior Financial Associate, respectively, in the Sports and Entertainment Practice Group. Their client roster includes two athletes selected in the first round of last week’s NFL draft, NFL veterans, a UFC champion, and more. EP advisors across the country serve a number of athletes, including PGA and NHL professionals.
“Joe and Adam share our vision of enriching lives by understanding and addressing the unique needs of athletes and other high-net-worth individuals,” said Ryan Parker, CEO of EP Wealth Advisors. “Like our entire company, they have a growth mindset and entrepreneurial spirit, focusing on delivering excellent advice and service to clients. We are excited to provide them with the additional breadth of our offerings that can deepen relationships with their clients.”
Both Palumbo and Fein have experience in the banking industry, and Palumbo has worked in a number of roles connected to the sports industry, specializing in contract advising, banking, legal work, and financial advising.
“Serving clients has always been our focus, and joining EP allows us to offer existing and new clients a breadth of exceptional offerings that significantly impact their financial lives,” said Palumbo. “EP’s national presence and resources in all aspects of planning, including trust, estate, investment and more means we can help more individuals and families. That’s a great feeling,” said Fein.
CEO Jim DiPisa of Dalphia Partners advised Palumbo and Fein in the transition.
About EP Wealth Advisors
EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm with more than 30 offices in 12 states. The firm manages $22.9 billion in assets as of March 31, 2024. EP Wealth provides client-centric financial, tax and estate planning, and investment management services to individuals and businesses. Headquartered in Torrance, California, EP Wealth is led by Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, and Brian Parker, CFP®, along with CEO Ryan Parker, and Executive Chair Patrick Goshtigian, CFA. It is backed by Berkshire Partners, a leading private investment firm in Boston. In 2024, EP Wealth celebrates its 25th anniversary serving families across the country and helping them reach their financial goals. For more information, please visit www.epwealth.com.
