Callie Hamari

Associate Portfolio Manager at EP Wealth Advisors

Role: Associate Portfolio Manager Ii at EP Wealth Advisors
Location: San Luis Obispo, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Associate Portfolio Manager Ii
EP Wealth Advisors
Feb 2026 — Present

Education

University of Colorado Boulder
Bachelor of Business Administration - BBA, Finance, General
2015 — 2020

Contact information

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Work email
•••••@epwealth.com
Personal email
•••••@•••••.com
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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

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Experience

Associate Portfolio Manager Ii

Education

University of Colorado Boulder

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