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Perfil
Mr. Samuth S.
Ean is a Senior Portfolio Manager at EP Wealth Advisors LLC.
He is responsible for performing extensive investment research and analysis, providing information and making recommendations to the firm's Financial Planners on fund manager and investment selection, and active client portfolio management.
Prior to joining the firm, he was Chief Investment Officer with Ballou Plum Wealth Advisors, LLC from 2004-2016.
He received a Bachelor’s Degree in Political Science from Saint Mary’s College in 2004 and a Master’s Degree in Financial Analysis from University of San Francisco in 2010.
Antiguos cargos conocidos de Sid Ean.
| Empresas | Cargo | Fin |
|---|---|---|
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios. | Analyst-Equity | 01/08/2019 |
Ballou Plum Wealth Advisors LLC
 Ballou Plum Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/2016 |
Formación de Sid Ean.
Experiencias
Funciones ocupadas
Activas
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Empresas cotizadas
Empresas privadas
Relaciones
33
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
St. Mary's College (Indiana)
 St. Mary's College (Indiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Francisco
 University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios. | Finance |
Ballou Plum Wealth Advisors LLC
Ballou Plum Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
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