Alfonso Rodriguez

Associate Director at EP Wealth Advisors

Role: Associate Director - Alternative Investment Research at EP Wealth Advisors
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Associate Director - Alternative Investment Research
EP Wealth Advisors
Feb 2024 — Present

Education

UC Santa Barbara
Bachelor of Arts (BA)

Skills

Company Presentations
Organizational Effectiveness
Econometric Modeling
Clerical Skills
Learning Quickly
Spanish-Speaking
Microsoft Office
Mathematical Analysis
Data Analysis
Writing
Financial Statement Analysis
Financial Modeling
Equity Trading
Ms Excel Pivot Tables
Public Speaking
Health Economics
Efficiency
Prezi
Vlookup
Statistics
Stata
Economic Modeling
Microsoft Excel
Powerpoint
Microsoft Word
Research
Problem Solving
Motivation

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
a••••••••@epwealth.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••16

Unlock verified contacts

Free to start · No credit card required

Current company

EP Wealth Advisors

Financial Services · 626 employees · Torrance, California, United States

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

epwealth.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Associate Director - Alternative Investment Research

Education

UC Santa Barbara

Skills

Find verified contacts for anyone on LinkedIn