Trevor Bush
- Role
- Vice President at EP Wealth Advisors
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Trevor Bush
2016 Level II Candidate in the CFA Program
Experience
Vice President
Jun 2014 — Present
EP Wealth Advisors is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Our mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with our highly experienced team of Certified Financial Planners and Chartered Financial Analysts, has enabled our firm to incorporate portfolio management with a personalized wealth plan in order to create and maintain a secure financial future for each of our clients.
Skills
- Capital Markets
- Bloomberg
- Fixed Income
- Equities
- Financial Reporting
- Hedge Funds
- Corporate Finance
- Investment Management
- Credit
- Investment Banking
- Series 63
- Asset Allocation
- Derivatives
- Valuation
- Bonds
- Credit Analysis
- Asset Management
- Leveraged Finance
- Alternative Investments
- Securities
- Analytics
- Risk Management
- Financial Modeling
- Series 7
- Uniform Combined State Law
- Financial Analysis
- Wealth Management
- Investments
- Investment Strategies
- Portfolio Management
- Asset Managment
- Mutual Funds
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.
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.