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Patrick Goshtigian

Executive Chairman

EP Wealth Advisors

United States, California, Hermosa Beach

About Me

Patrick G. Goshtigian, CFA is Executive Chairman at EP Wealth Advisors, LLC. Previous to July 2023 he served as Chief Executive Officer. Patrick earned a Bachelor of Science degree in Economics from the Massachusetts Institute of Technology and a MBA from the UCLA Anderson School of Management. Patrick also earned the Chartered Financial Analyst designation in 1995. Prior to joining EP Wealth Advisors, Patrick was Head of Nuveen Global Operations in Chicago and Los Angeles for Nuveen Investments and its affiliates. Previous to this role, Patrick served as Managing Director, Head of Institutional Operations and Administration for Nuveen Investments Institutional Services Group as well as v

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Profile Information

Executive Chairman

EP Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Hermosa Beach

California

United States

Sep 27, 2025

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