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Who's Moving Where In Wealth Management? – EP Wealth Advisors, RBC WM

Editorial Staff

1 May 2024

EP Wealth Advisors
in the US has brought in a financial advisor to its Century City office with about $780 million in client assets and deposits, as well as a significant lending portfolio.

Mike Shayestehfar (pictured), managing director, is joining from First Republic Bank/JPMorgan, along with support staff member Eliana Garcia, client associate.