Goshtigian, who was promoted from president to CEO in May, has led these acquisitions. EP Wealth credits its 2015 acquisition of Moore Financial Group in Littleton, Colo., and its 2016 acquisition of Ballou Plum Wealth Advisors in Lafayette, Calif., to Goshtigian’s strategic guidance, as well.
Large California RIA Continues Its Buying Binge
June 7, 2018
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